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Inside the Suits
Lisa Su

Lisa Su

Chair, President and CEO, AMD
Form 4 (scheduled sales), 10-Q/10-K, earnings calls

No receipts yet. The record opens the day their words and a document first meet.

The record as a path

Lisa Su
AMD buys World LabsStill open

What the colours mean

Each root, and the card it starts from

  • RoutineThe gap exists but means nothing. Most threads land here, and saying so is the point.
  • AlignedWords and filings point the same way, but nothing was promised.
  • KeptA checkable promise the filings confirm was honoured.
  • MissedA checkable promise with a deadline, and the deadline passed without it being met.
  • TellThe gap reveals something the words alone would not. Red stays rare on purpose.
  • Still openAn open question. It runs to the date something is due to settle it.
  • Open callA published forecast still running, scored at its deadline.
  • Call wonA finished call that was right. Blue, as on the board.
  • Call lostA finished call that was wrong. It stays on the board for good.

Each step along a root

  • SaidTheir own words: a post, a speech, an interview, a call.
  • TradeA buy or a sell in a disclosure report or a Form 4.
  • FilingAnother document on the public record.
  • Law or orderA vote, a bill, an executive order, a rule.
  • CourtA complaint, an order or a judgment.
  • DataAn official number: Treasury, Medicare, the Fed, an agency release.
  • EventSomething that happened and is on the record.
  • StockThe move since the thread opened. Green up, orange down.

Words are blue. Documents are grey and told apart by their icon. The last step takes the colour of the verdict, or of the question while it is still open. Nothing here claims one thing caused another: it is what followed, in order, each with its source.

No receipts on Lisa Su yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.

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.

  • 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.

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