PanicSellGuruEveryone is stressing over the broader tech selloff, but the data tells a different story. If you look at the latest TSM insider trading analysis — https://www.13radar.com/stock/tsm#insider — it’s complete crickets from the fab operators.
While Silicon Valley CEOs actively dump their shares into the macro noise, the people actually building the hardware are holding strong through the CapEx burn. They know what those forward N2 margins look like before Wall Street does.
Are you fading the chip sector or following the quiet money?
