Designs CPUs and GPUs for data centers, PCs, and gaming; its Instinct accelerators are the main rival to Nvidia in AI training and inference.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 50 | AMBER (~45–55) |
| Capex-vs-Demand Gap | 73 | RED–AMBER (~68–78) |
| Insider-Selling Intensity | 37 | GREEN–AMBER (~32–42) |
| Financing Opacity / Circular Leverage | 77 | RED–AMBER (~72–82) |
| Energy & Diminishing Returns | 46 | AMBER (~42–50) |
| Organic End-User Demand | 63 | RED–AMBER (~58–68) |
Q. OpenAI receives up to 160 million AMD shares at a penny each if they hit GPU deployment milestones. What is that structure if not a kickback to lock procurement volume?
A. Per the October 6, 2025 8-K, OpenAI holds a warrant to acquire up to 160 million AMD shares at $0.01 per share, vesting on GPU deployment milestones through October 5, 2030. No tranches vested in FY2025, so the warrant had zero FY2025 financial impact on AMD's reported results. This sheet scores Indicator 4 (financing opacity/circular leverage) at approximately 77, elevated specifically because th
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
2026-08-04 · ·
Watching: Capex vs demand, Circular financing, Organic demand before the print.
Score 37.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Papermaster Mark D | Chief Technology Offic | 2026-07-15 | Option exercise | $509,100 | 10b5-1 |
| Papermaster Mark D | Chief Technology Offic | 2026-07-15 | Sale | $3,338,580 | 10b5-1 |
| Guido Philip | EVP & Chief Commercial | 2026-06-15 | Option exercise | — | — |
| Guido Philip | EVP & Chief Commercial | 2026-06-15 | Tax withholding | $1,614,417 | — |
| Papermaster Mark D | Chief Technology Offic | 2026-06-15 | Option exercise | $509,100 | 10b5-1 |
| Papermaster Mark D | Chief Technology Offic | 2026-06-15 | Sale | $3,217,980 | 10b5-1 |
| Su Lisa T | Chair, President & CEO | 2026-06-12 | Gift | — | 10b5-1 |
| Su Lisa T | Chair, President & CEO | 2026-06-10 | Sale | $1,221,851 | 10b5-1 |
| Su Lisa T | Chair, President & CEO | 2026-06-10 | Sale | $315,280 | 10b5-1 |
| Su Lisa T | Chair, President & CEO | 2026-06-10 | Sale | $1,986,732 | 10b5-1 |
| Su Lisa T | Chair, President & CEO | 2026-06-10 | Sale | $5,818,769 | 10b5-1 |
| Su Lisa T | Chair, President & CEO | 2026-06-10 | Sale | $6,555,980 | 10b5-1 |
EDGAR Form 4, parsed structured · last 34 txns · asof 2026-07-20 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.