Lisa Su Chair, President and CEO, AMD Watchlist subject 0 receipts on record 0 kept, 0 missed, 0 aligned, 0 tells, 0 routine Files: Form 4 (scheduled sales), 10-Q/10-K, earnings calls Lisa Su

AMD buys World Labs

After the deal closes, do World Labs' models still run on chips AMD does not make, and does the research stay public?

28 Sept Su made the open ecosystem claim in AMD's own release, and its subheading repeats it. Twenty-five days earlier NVIDIA agreed to buy Hugging Face and Jensen Huang promised the same thing about openness. Two rival chipmakers bought an AI company within a month and both said the ecosystem stays open. Receipt 12 tracks his version.

Ro Khanna Member of Congress, California 17th Watchlist subject 0 receipts on record 0 kept, 0 missed, 0 aligned, 0 tells, 0 routine Files: Congressional transaction reports, roll-call votes Ro Khanna

Five things in January

If his party takes the House, do the five things he listed actually reach the floor?

28 Sept Khanna joined a California campaign for a one-time 5 percent tax on 250 billionaires he puts at $2.2 trillion, to stop children losing healthcare. Two of the five, taxing billionaires and healthcare, three months before the Congress he is talking about is sworn in, and at state level rather than federal. It does not settle anything on this page. It does show he means the fifth item.

Donald Trump President of the United States Watchlist subject 1 receipt on record 0 kept, 1 missed, 0 aligned, 0 tells, 0 routine Files: Executive orders, OGE Form 278e, Trump Media insider filings Donald Trump

The electricity promise, month by month

Does the average US residential electricity price come down from 18.34 cents a kilowatt-hour, and does the administration ever restate a target date?

25 Sept The July table landed, a day later than scheduled. Residential electricity averaged 18.31 cents a kilowatt-hour, three hundredths of a cent below June. That is the fourth fall in a row since April's 18.83, so the direction has turned. The level has not. July sits 14.9 percent above the 15.94 cents of January 2025, the month the clock started, and 4.9 percent above July last year. Halving that baseline would put the price at 7.97 cents.

Donald Trump President of the United States Watchlist subject 1 receipt on record 0 kept, 1 missed, 0 aligned, 0 tells, 0 routine Files: Executive orders, OGE Form 278e, Trump Media insider filings Donald Trump

The 111 Boeing aeroplanes

Do the 111 aircraft announced by Türkiye and Bangladesh turn into firm orders on Boeing's own books, and are any of the 50 options taken up?

24 Sept Watch opened. Nothing is proved or disproved yet. Boeing counts only firm orders under contract in its monthly tables, so the question is whether announced purchases become booked ones, and how long that takes.

Jensen Huang Founder and CEO, Nvidia Watchlist subject 1 receipt on record 0 kept, 0 missed, 1 aligned, 0 tells, 0 routine Files: Form 4, Nvidia 10-Q/8-K, lobbying Jensen Huang

NVIDIA buys Hugging Face

Does Hugging Face stay open to rival chips, and to anyone's models, once NVIDIA owns it?

17 Sept Form 4 in his name: 438,000 shares given away, 292,000 to the Jen-Hsun and Lori Huang Foundation and 146,000 to a donor-advised fund, as gifts without consideration. Not a sale, and nothing to do with the promises; listed because it is on the record.

Nancy Pelosi Politician, CA-11, final term Watchlist subject 2 receipts on record 0 kept, 0 missed, 0 aligned, 1 tell, 1 routine Files: PTR (STOCK Act), roll-call votes Nancy Pelosi

Call 001: Intel against the S&P 500

Does Intel beat the S&P 500 over the 90 days from Aug 14 to Nov 12, 2026?

17 Sept Intel closed at $108.80, up 7.7 percent on the day on 1.6 times its usual volume, its biggest move since the call opened. Intel filed nothing with the SEC. Press reports attributed the rise to talks with SK Hynix about memory production in Ohio; SK Hynix was reported as saying nothing had been finalised. Those are reports, not the record, and are noted here as such.

Mark Zuckerberg Founder and CEO, Meta Watchlist subject 1 receipt on record 0 kept, 0 missed, 0 aligned, 0 tells, 1 routine Files: Form 4, Meta 10-Q/8-K, court filings, lobbying Mark Zuckerberg

Meta's settlement, on the books

What figure does Meta's next quarterly report carry for the settlement, and do the rivals named in the agreement ever adopt the limits?

15 Sept Chris Cox, chief product officer, sold 20,000 Meta shares at $675.23. Routine insider selling, listed because it is on the record; it says nothing about the settlement.

Bill Ackman Fund manager, Pershing Square Watchlist subject 2 receipts on record 0 kept, 0 missed, 1 aligned, 1 tell, 0 routine Files: 13F, 13D/G, 8-K Bill Ackman

Ackman's six new positions

Does the next quarterly filing confirm Alcon and Intercontinental Exchange, and are all six still held?

14 Aug Form 13F-HR for the quarter to June 30: 15 positions worth $19,465,692,772. Netflix, Visa, Mastercard and S&P Global are there. Alcon and Intercontinental Exchange are not, consistent with purchases after the cutoff.

Nancy Pelosi Politician, CA-11, final term Watchlist subject 2 receipts on record 0 kept, 0 missed, 0 aligned, 1 tell, 1 routine Files: PTR (STOCK Act), roll-call votes Nancy Pelosi

The Pelosi household's Intel calls

What happens to the 200 Intel call options bought on May 29, 2026: exercised, sold, or left to expire on Mar 19, 2027?

9 Aug Defends the CHIPS Act on her own account, 72 days after the trade.

Elon Musk Executive, TSLA, SPCX Watchlist subject 5 receipts on record 2 kept, 1 missed, 1 aligned, 0 tells, 1 routine Files: Form 4, 13G/A, 10-Q, prospectuses Elon Musk

Musk's "I'm not selling"

Does he sell any SpaceX or Tesla shares before the SpaceX lockup ends in June 2027?

17 Jun Tesla Form 4: a net-settled option exercise, codes M and F. No open-market sale.

Mark Zuckerberg Founder and CEO, Meta Watchlist subject 1 receipt on record 0 kept, 0 missed, 0 aligned, 0 tells, 1 routine Files: Form 4, Meta 10-Q/8-K, court filings, lobbying Mark Zuckerberg

In 2024 he offered teen time limits as something parents could switch on. In 2026 Meta signed a court order switching them on by default.

Two years and seven months. The denial did not move: Meta still says the claims are wrong and the court made no finding that they are right. What moved is the default. A limit a family could choose to set is now a limit a teenager needs a parent's approval to loosen.

Jensen Huang Founder and CEO, Nvidia Watchlist subject 1 receipt on record 0 kept, 0 missed, 1 aligned, 0 tells, 0 routine Files: Form 4, Nvidia 10-Q/8-K, lobbying Jensen Huang

Backed open models in July. In September he bought the place they live, and wrote the promise into a federal filing.

One day between the agreement and the filing, and six weeks between backing open models in public and buying the platform they are published on. Nothing here contradicts. What is unusual is that the promise is in the filing, not only in the press release.

Donald Trump President of the United States Watchlist subject 1 receipt on record 0 kept, 1 missed, 0 aligned, 0 tells, 0 routine Files: Executive orders, OGE Form 278e, Trump Media insider filings Donald Trump

Promised to halve your electricity bill in a year. Twenty-two months later he declared an emergency over the grid.

Twenty-two months between the promise and the order, and seven months past the deadline the promise set for itself. The price series and the executive order are both federal records, and both point the same way.

Cathie Wood Fund manager, ARK Invest Watchlist subject 3 receipts on record 0 kept, 0 missed, 2 aligned, 0 tells, 1 routine Files: Daily trade disclosures, 13F Cathie Wood / ARK

Made the case against memory chips on Tuesday. Her funds were buying the workaround that same day.

None, and the receipt could be written the next morning. She argued the thesis on a Tuesday, her funds were buying that same Tuesday, and the trade was public by that night.

Said he was glad to be free of his filings. Nine months later, there are none.

None at all. He said the filings were over and the filings were over. What is missing is not his honesty. It is the paperwork that used to let anyone check him.

Bill Ackman Fund manager, Pershing Square Watchlist subject 2 receipts on record 0 kept, 0 missed, 1 aligned, 1 tell, 0 routine Files: 13F, 13D/G, 8-K Bill Ackman

Named six new investments on Tuesday. Thursday's filing could only prove four.

Two days between the claim and the filing. Four of the six positions are confirmed. The other two cannot be checked by anyone until the next filing lands in November.

Elon Musk Executive, TSLA, SPCX Watchlist subject 5 receipts on record 2 kept, 1 missed, 1 aligned, 0 tells, 1 routine Files: Form 4, 13G/A, 10-Q, prospectuses Elon Musk

Said "I'm not selling." Three months of filings later: he didn't.

None found, and we looked.

Elon Musk Executive, TSLA, SPCX Watchlist subject 5 receipts on record 2 kept, 1 missed, 1 aligned, 0 tells, 1 routine Files: Form 4, 13G/A, 10-Q, prospectuses Elon Musk

"Biggest product ever," said one day after signing for 20% control.

The superlative landed exactly between the signature (one day before) and the disclosure of ratcheted control (one day after).

Elon Musk Executive, TSLA, SPCX Watchlist subject 5 receipts on record 2 kept, 1 missed, 1 aligned, 0 tells, 1 routine Files: Form 4, 13G/A, 10-Q, prospectuses Elon Musk

"Never been more optimistic." The next day's 10-Q: operating profit down 57%.

One day between the optimism and the filed numbers. Both are true; they are just different documents.

Cathie Wood Fund manager, ARK Invest Watchlist subject 3 receipts on record 0 kept, 0 missed, 2 aligned, 0 tells, 1 routine Files: Daily trade disclosures, 13F Cathie Wood / ARK

The control case: said robotaxis would take off, then bought every Tesla dip.

None. Words and money point the same direction, repeatedly, for three months.

Cathie Wood Fund manager, ARK Invest Watchlist subject 3 receipts on record 0 kept, 0 missed, 2 aligned, 0 tells, 1 routine Files: Daily trade disclosures, 13F Cathie Wood / ARK

Called the bitcoin bottom. Then sold $4M of crypto stocks. (Mostly.)

Twenty-six days between "the bottom is in" and selling four crypto names into declining prices.

Nancy Pelosi Politician, CA-11, final term Watchlist subject 2 receipts on record 0 kept, 0 missed, 0 aligned, 1 tell, 1 routine Files: PTR (STOCK Act), roll-call votes Nancy Pelosi (household)

A month after filing new options bets, she voted No on banning them.

New options purchases disclosed roughly four weeks before voting against a ban on exactly that activity.

Nancy Pelosi Politician, CA-11, final term Watchlist subject 2 receipts on record 0 kept, 0 missed, 0 aligned, 1 tell, 1 routine Files: PTR (STOCK Act), roll-call votes Nancy Pelosi (household)

Defended the CHIPS Act. The household was already long its biggest winner.

The leveraged bet came first. The public defense of the policy that feeds it came 72 days later, with the position already up alongside Intel's 2026 run.

Bill Ackman Fund manager, Pershing Square Watchlist subject 2 receipts on record 0 kept, 0 missed, 1 aligned, 1 tell, 0 routine Files: 13F, 13D/G, 8-K Bill Ackman

He went all-in on streaming. The filing that proved it landed after he had gone.

The reasons given for buying were structural: moat, scale, pricing power, culture. The reason given for selling, twelve weeks later, was a single quarter and a plan to add advertising.

Elon Musk Executive, TSLA, SPCX Watchlist subject 5 receipts on record 2 kept, 1 missed, 1 aligned, 0 tells, 1 routine Files: Form 4, 13G/A, 10-Q, prospectuses Elon Musk

He let Twitter vote on selling 10% of his Tesla stock. His first filing shows a selling plan adopted seven weeks before the poll.

Two days from the poll to the first sale, and seven weeks between the day the selling plan was adopted and the day he asked the public whether he should sell. He did what the poll said. About two thirds of it, by value, had been scheduled since September.

Elon Musk Executive, TSLA, SPCX Watchlist subject 5 receipts on record 2 kept, 1 missed, 1 aligned, 0 tells, 1 routine Files: Form 4, 13G/A, 10-Q, prospectuses Elon Musk

He said no further Tesla sales were planned. His own filings show three more rounds that year, about $14.4 billion.

Three months and twelve days from the post to the next sale, and then two more rounds before the year ended. The word he used was "planned", and that matters. But the filings show what followed, and what followed was larger than what came before.

Larry Fink Chairman and CEO, BlackRock Watchlist subject 1 receipt on record 0 kept, 0 missed, 0 aligned, 0 tells, 1 routine Files: 13F, 13G on much of the market, lobbying Larry Fink

In 2017 he called bitcoin an index of money laundering. In 2023 his firm asked the SEC for permission to sell it.

Five years and eight months. The words and the filing point in opposite directions, and there is nothing hidden about it: the first was said on a stage and the second is a public registration statement with his firm's name in it.