Broadcom, NVIDIA, TSMC, SanDisk... This is a complete purchase of the AI industry chain from top to bottom.

CryptoWorld News reports that regulatory documents show that private investment institutions under super-rich individuals increased their stakes in chip manufacturers in the first quarter of 2026. David Taper’s family office, Appaloosa Management, increased its holding in Micron Technology (MU.O) by 11%, becoming the second-largest holding as of the end of March, and increased its stake in TSMC (TSM.N) by 18% to $448.6 million, adding a new $79 million position in SanDisk (SNDK.O). Stanley Druckenmiller’s Duquesne Family Office disclosed a new $24 million SanDisk position and a $161 million stake in Broadcom (AVGO.O). George Soros’s Soros Fund Management increased its Nvidia (NVDA.O) holding by 61% to $187 million. Appaloosa also increased its stake in Texas-based power and power generation company Vistra