Pattern file
Lisa Su
Chair, President and CEO, AMD
Form 4 (scheduled sales), 10-Q/10-K, earnings calls
Lifetime record
No receipts yet. The record opens the day their words and a document first meet.
No receipts on Lisa Su yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.
The playbook
She is the named rival in the NVIDIA watch: the 8-K promise to support other silicon vendors is, in practice, a promise about her company. What AMD says about its access to platforms and what the filings show are both on the record.
Her Form 4s are regular scheduled sales, the latest on September 14, 2026, with plan dates in the footnotes. Recorded, not read as signals.
Her earnings calls carry specific claims about AI chip revenue that the 10-Q's segment table then reports. That is the pair to work first.
What we're watching
- Quarterly AI revenue claims on each call, against the segment table in the next 10-Q.
- Ongoing Form 4s as they land, plan dates noted.
- Ongoing Anything she or AMD says about Hugging Face access, logged to the NVIDIA watch.
