---
title: "Wall Street’s biggest funds are dumping Broadcom and adding Taiwan Semiconductor. Time to follow the ‘smart money?’"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296032816.md"
description: "Q2 13F filings reveal major hedge funds like Loeb and Druckenmiller rotated out of Broadcom into Taiwan Semiconductor, while Tepper added both. Despite this 'smart money' shift and recent supply chain rumors pressuring Broadcom's stock, the author argues both remain strong investments. Broadcom reported robust Q2 revenue growth driven by AI demand, with forecasts exceeding $100 billion in AI revenue by FY2027. TSMC also posted strong results, citing insatiable demand through 2030."
datetime: "2026-08-16T22:28:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296032816.md)
  - [en](https://longbridge.com/en/news/296032816.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296032816.md)
generator: "portal-rs"
---

# Wall Street’s biggest funds are dumping Broadcom and adding Taiwan Semiconductor. Time to follow the ‘smart money?’

Quick ReadThree major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop.Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling selective bets on process equipment over legacy chips.Despite AVGO posting 48% revenue growth with AI sales up 143%, f...

### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [TSMZ.US](https://longbridge.com/en/quote/TSMZ.US.md)
- [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md)
- [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md)
- [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md)
- [STSM.US](https://longbridge.com/en/quote/STSM.US.md)
- [TMYY.US](https://longbridge.com/en/quote/TMYY.US.md)
- [TSMY.US](https://longbridge.com/en/quote/TSMY.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [LRCX.US](https://longbridge.com/en/quote/LRCX.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [ENTG.US](https://longbridge.com/en/quote/ENTG.US.md)

## Related News & Research

- [Lipen Yuan Purchases 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock](https://longbridge.com/en/news/296497052.md)
- [Broadcom Steps up NVIDIA Challenge With Potential $100 Billion AI Financing Deal](https://longbridge.com/en/news/296600237.md)
- [TSMC CoWoS Yield Tops 98% for Some Lines, Targets 14x Reticle Size by 2029](https://longbridge.com/en/news/295733315.md)
- [Tech Has Ignored Rates For Months. The Bill May Be Coming Due](https://longbridge.com/en/news/296273325.md)
- [Fabric.AI and Kopin Launch Joint Steering Committee Led by Kopin CEO Michael Murray as Neural I/o™ Industry Engagement Expands | FABC Stock News](https://longbridge.com/en/news/296235693.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**