AMDAdvanced Micro Devices, Inc.

What investors said about this company on the podcasts we transcribe, newest first. Bullish means the speaker expects the stock to do well, bearish means they expect it to do badly.

1. Bullish
   Visser: move into AMD as AI spreads to edge devicesJordi Visser · The Julia La Roche Show · 22 Oct 2026
2. Bullish
   One of only two semis RenMac endorses, on a new relative strength highJeff deGraaf · On The Tape with Danny Moses · 14 Oct 2026
3. Bullish
   Has liked AMD among his AI namesStacy Rasgon · Monetary Matters with Jack Farley · 8 Oct 2026
4. Bearish
   AMD is squeezed between Nvidia above and in-house inference silicon below; margins won't support the valuationBen Pouladian · Monetary Matters with Jack Farley · 30 Sep 2026

All 4 statements on the Podcast Heatmap

What one share would be worth today and in 12, 24 and 36 months if the company does exactly what its management has promised, next to what a share costs now. Worked out from the targets management gave in its own results decks and earnings calls.

Every target management put in a slide deck, and whether they hit it, missed it, or quietly dropped it.

The headline from each quarterly results deck over two years, so you can see what they want you to focus on, and when it changes.

on the headline page further in the deck not in the deck▲ onto page one▼ off page one● first mentionTap a mark for the quote.

Shareholder votes against the board and pay, plus which executives have been selling their own shares.

1. Tier 1 · live

   Two customers hold warrants over 320 million shares at one cent

   AMD issued warrants over 160,000,000 shares to OpenAI in October 2025 and 160,000,000 to Meta in February 2026, each at an exercise price of $0.01, vesting in tranches on GPU purchase milestones plus specified stock-price targets. That is about 20% of the shares outstanding and about 19% of the diluted count. None had vested at 2026-06-27. They are exercisable to October 2030 and February 2031 and sit as liabilities until the conditions for equity classification are met. The research record's reading, with the 107m plan shares, puts the total pending claim at up to about 26%.

2. Tier 2 · worsening

   The authorised share count was nearly doubled, and the plan pool raised again a year later

   At the 2025 meeting shareholders approved a charter amendment raising authorised common stock from 2.25 billion to 4.0 billion shares, with 67.5m against, about 5.7%. At the 2026 meeting they approved 65,000,000 more shares under the 2023 equity plan, taking its authorisation to 153,000,000, with 28.5m against, about 2.9%. On 2026-09-26 the company agreed to buy World Labs Technologies for about $8.2bn entirely in stock, and the 8-K says the number of shares is "not known" and will be set on a ten-day average price at closing.

3. Tier 2 · stable

   The chief executive chairs the board, and owns 0.26% of it

   Lisa Su has been chief executive since October 2014 and chair of the board since February 2022, and is the only director who is not independent. She holds 4,305,973 shares, under 1%. Against her sits an independent lead director, Nora Denzel, who chairs the nominating committee and leads the executive sessions. Su drew the largest vote against of any director in 2025 (7.4%) and the second largest in 2026 (6.7%); say on pay carried with 14.4% against in 2025 and 7.4% in 2026 on fiscal 2025 pay of $41.7m.

4. Tier 2 · worsening

   Both of the board's named audit financial experts left in 2026

   The proxy names Joseph Householder and Jon Olson as the audit committee's two financial experts. Olson was not renominated and retired at the May 2026 meeting; Householder gave notice on 2026-08-17 and retired two days later after twelve years, with the 8-K stating no disagreement and no reason. The chair of the audit and finance committee is now KC McClure, appointed to the board in January 2026, and the lead independent director joined the committee at the same time. Separately the chief accounting officer seat, held on an interim basis by the chief financial officer, was filled from outside in December 2025.

5. Tier 3 · stable

   A hundred and sixty-two insider sales, no purchases, and no anchor on the register

   Over the year to 2026q2 the SEC insider data sets record 162 sales by 7 insiders totalling $314,536,611 and zero purchases by anyone, 93.1% of it under pre-set 10b5-1 plans; net selling is about 0.03% of market value. No shareholder holds more than 8.8%, and the two largest reported stakes — Vanguard at 8.8% and BlackRock at 7.7% — come from 13G amendments filed in February 2024, so the register as presented in the 2026 proxy is two years out of date.