๐ข Dataroma: TSM Insider Buying Streak Tracks BlackRock's AI-Scarcity Playbook
โข TSM logged 83 insider buy transactions over the past three months โ the most of any Superinvestor-held stock โ including four fresh purchases between Jul 21-23 near $72-75/share.
โข The buying cluster tracks BlackRock's mid-2026 tilt toward scarce AI-input suppliers (chips, power, data centers), even as PIMCO and Schroders flag stretched AI-adjacent valuations.
๐ก Why it matters: Persistent insider buying in a scarce-supply chip name alongside BlackRock's chip-scarcity thesis, set against PIMCO/Schroders caution on broader AI valuations, may signal selective conviction in AI hardware over more crowded software plays.
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๐ข Dataroma: TSM Insider Buying Streak Tracks BlackRock's AI-Scarcity Playbook
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