AMD
Advanced Micro Devices, Inc. · Technology · Semiconductors
$536.14
-6.08% today · -13.62% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down on inflation data, rate concerns
- AMD −6.08% on the last session vs SPY −0.29%: −5.8 pts of stock-specific move.
- News: Tech sell-off continues as hot inflation data stokes Federal Reserve rate hike worries (Yahoo Finance). (finance.yahoo.com)
- AI chips & networking basket -4.4% (-4.1 pts vs SPY; ANET -7.5%, ALAB -5.3%, MRVL -5.2%, CRDO -3.8%): the stock moved with its peers.
- Aftermath, big drop (-6.1% today so far, past its big-drop line of -3.8%): After its 59 big drops in the past 5 years, AMD was higher a month later 27 times out of 59; half the outcomes fell between -9.1% and +13.5%. History, not a forecast.
- 53 Reddit mentions in the past 24 hours, 76% positive over the week.
- 3 analyst actions in the past 10 days (3 positive, 0 negative); latest: Citigroup maintained Buy, raised target $575 → $800.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.3× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
−$7.7M
unplanned net · 0 buys · 10 sells · 6 insiders
sales: 1 unplanned, 9 under a 10b5-1 plan (10% unplanned)
Congress · 3 months
$0
1 buy · 1 sell · 1 member
Congress · 1 year
≈+$180K
15 buys · 7 sells · 9 members
Fund moves · 3 months
≈+$5.6M
3 buys · 1 sell · 4 investors
Held by funds · now
≈$1.2B
7 investors · largest: Tiger Global
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Forrest Eugene Norrod | EVP | Sell | 10b5-1 plan | 17,261 | $503.05 | $8.7M | Sep 17 |
| Sep 10, 2026 | Lisa T Su | CEO | Sell | 10b5-1 plan | 95,000 | $506.80 | $48.1M | Sep 14 |
| Aug 25, 2026 | Jean X. Hu | CFO | Sell | 10b5-1 plan | 15,000 | $474.08 | $7.1M | Aug 27 |
| Aug 24, 2026 | Forrest Eugene Norrod | EVP | Sell | 10b5-1 plan | 17,261 | $459.95 | $7.9M | Aug 26 |
| Aug 20, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 28,811 | $471.87 | $13.6M | Aug 21 |
| Aug 18, 2026 | Ava Hahn | SVP | Sell | 10b5-1 plan | 2,993 | $488.69 | $1.5M | Aug 20 |
| Aug 18, 2026 | Lisa T Su | CEO | Sell | 10b5-1 plan | 15,000 | $480.94 | $7.2M | Aug 20 |
| Aug 17, 2026 | Paul Darren Grasby | EVP | Sell | unplanned | 15,000 | $514.91 | $7.7M | Aug 18 |
| Aug 15, 2026 | Mark D Papermaster | CTO | Tax | tax withholding | 47,999 | $514.39 | $24.7M | Aug 18 |
| Aug 15, 2026 | Jack M Huynh | SVP | Tax | tax withholding | 21,520 | $514.39 | $11.1M | Aug 18 |
| Aug 15, 2026 | Jean X. Hu | CFO | Tax | tax withholding | 40,019 | $514.39 | $20.6M | Aug 18 |
| Aug 15, 2026 | Philip Guido | EVP | Tax | tax withholding | 31,919 | $514.39 | $16.4M | Aug 18 |
| Aug 15, 2026 | Ava Hahn | SVP | Tax | tax withholding | 11,775 | $514.39 | $6.1M | Aug 18 |
| Aug 15, 2026 | Lisa T Su | CEO | Tax | tax withholding | 155,986 | $514.39 | $80.2M | Aug 18 |
| Aug 15, 2026 | Forrest Eugene Norrod | EVP | Tax | tax withholding | 34,760 | $514.39 | $17.9M | Aug 18 |
| Aug 15, 2026 | Paul Darren Grasby | EVP | Tax | tax withholding | 21,708 | $514.39 | $11.2M | Aug 18 |
| Aug 14, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 7,369 | $487.34 | $3.6M | Aug 18 |
| Aug 11, 2026 | Ava Hahn | SVP | Sell | 10b5-1 plan | 143 | $474.75 | $67.9K | Aug 13 |
| Aug 9, 2026 | Paul Darren Grasby | EVP | Tax | tax withholding | 2,652 | $483.36 | $1.3M | Aug 11 |
| Aug 9, 2026 | Lisa T Su | CEO | Tax | tax withholding | 6,383 | $483.36 | $3.1M | Aug 11 |
| Aug 9, 2026 | Mark D Papermaster | CTO | Tax | tax withholding | 4,973 | $483.36 | $2.4M | Aug 11 |
| Aug 9, 2026 | Forrest Eugene Norrod | EVP | Tax | tax withholding | 3,387 | $483.36 | $1.6M | Aug 11 |
| Aug 9, 2026 | Jack M Huynh | SVP | Tax | tax withholding | 2,188 | $483.36 | $1.1M | Aug 11 |
| Aug 9, 2026 | Philip Guido | EVP | Tax | tax withholding | 1,806 | $483.36 | $872.9K | Aug 11 |
| Aug 9, 2026 | Jean X. Hu | CFO | Tax | tax withholding | 2,320 | $483.36 | $1.1M | Aug 11 |
| Aug 9, 2026 | Ava Hahn | SVP | Tax | tax withholding | 562 | $483.36 | $271.6K | Aug 11 |
| Jul 15, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 6,000 | $556.43 | $3.3M | Jul 17 |
| Jun 15, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 6,000 | $536.33 | $3.2M | Jun 17 |
| Jun 15, 2026 | Philip Guido | EVP | Tax | tax withholding | 2,950 | $547.26 | $1.6M | Jun 17 |
| Jun 10, 2026 | Lisa T Su | CEO | Sell | 10b5-1 plan | 125,000 | $460.69 | $57.6M | Jun 12 |
| Jun 2, 2026 | Nora Denzel | Director | Sell | unplanned | 10,447 | $522.00 | $5.5M | Jun 2 |
| May 20, 2026 | Forrest Eugene Norrod | EVP | Sell | 10b5-1 plan | 19,487 | $431.40 | $8.4M | May 22 |
| May 15, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 6,000 | $433.79 | $2.6M | May 19 |
| May 13, 2026 | Lisa T Su | CEO | Sell | 10b5-1 plan | 125,000 | $445.51 | $55.7M | May 15 |
| May 8, 2026 | Paul Darren Grasby | EVP | Sell | unplanned | 24,376 | $444.39 | $10.8M | May 12 |
| Apr 24, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 31,320 | $350.00 | $11M | Apr 28 |
| Apr 16, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 33,109 | $271.47 | $9M | Apr 17 |
| Apr 6, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 3,293 | $225.00 | $740.9K | Apr 8 |
| Mar 12, 2026 | Lisa T Su | CEO | Sell | 10b5-1 plan | 85,000 | $198.77 | $16.9M | Mar 16 |
| Mar 11, 2026 | Paul Darren Grasby | EVP | Sell | unplanned | 7,500 | $204.87 | $1.5M | Mar 13 |
| Mar 4, 2026 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 3,034 | $200.00 | $606.8K | Mar 6 |
| Mar 1, 2026 | Jean X. Hu | CFO | Tax | tax withholding | 51,920 | $200.21 | $10.4M | Mar 3 |
| Mar 1, 2026 | Philip Guido | EVP | Tax | tax withholding | 16,964 | $200.21 | $3.4M | Mar 3 |
| Feb 18, 2026 | Ava Hahn | SVP | Sell | 10b5-1 plan | 286 | $198.65 | $56.8K | Feb 20 |
| Feb 17, 2026 | Jean X. Hu | CFO | Sell | 10b5-1 plan | 19,956 | $201.62 | $4M | Feb 18 |
| Feb 15, 2026 | Forrest Eugene Norrod | EVP | Tax | tax withholding | 30,287 | $207.32 | $6.3M | Feb 18 |
| Feb 15, 2026 | Ava Hahn | SVP | Tax | tax withholding | 1,125 | $207.32 | $233.2K | Feb 18 |
| Feb 15, 2026 | Paul Darren Grasby | EVP | Tax | tax withholding | 3,330 | $207.32 | $690.4K | Feb 18 |
| Feb 15, 2026 | Jack M Huynh | SVP | Tax | tax withholding | 14,669 | $207.32 | $3M | Feb 18 |
| Feb 15, 2026 | Jean X. Hu | CFO | Tax | tax withholding | 11,416 | $207.32 | $2.4M | Feb 18 |
| Feb 11, 2026 | Lisa T Su | CEO | Sell | 10b5-1 plan | 125,000 | $214.36 | $26.8M | Feb 13 |
| Feb 11, 2026 | Forrest Eugene Norrod | EVP | Sell | 10b5-1 plan | 19,450 | $216.81 | $4.2M | Feb 13 |
| Jan 16, 2026 | Ava Hahn | SVP | Sell | 10b5-1 plan | 2,442 | $234.42 | $572.5K | Jan 20 |
| Jan 15, 2026 | Ava Hahn | SVP | Tax | tax withholding | 8,374 | $227.92 | $1.9M | Jan 20 |
| Dec 11, 2025 | Lisa T Su | CEO | Sell | 10b5-1 plan | 125,000 | $215.14 | $26.9M | Dec 12 |
| Dec 4, 2025 | Paul Darren Grasby | EVP | Sell | unplanned | 10,000 | $218.77 | $2.2M | Dec 8 |
| Nov 24, 2025 | Jean X. Hu | CFO | Sell | 10b5-1 plan | 14,506 | $209.96 | $3M | Nov 26 |
| Nov 19, 2025 | Forrest Eugene Norrod | EVP | Sell | 10b5-1 plan | 19,450 | $229.37 | $4.5M | Nov 21 |
| Nov 14, 2025 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 17,108 | $240.12 | $4.1M | Nov 18 |
| Oct 15, 2025 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 16,800 | $224.28 | $3.8M | Oct 17 |
| Oct 6, 2025 | Ava Hahn | SVP | Sell | 10b5-1 plan | 2,868 | $226.01 | $648.2K | Oct 8 |
| Sep 24, 2025 | Forrest Eugene Norrod | EVP | Sell | 10b5-1 plan | 2,250 | $165.01 | $371.3K | Sep 26 |
| Sep 15, 2025 | Mark D Papermaster | CTO | Sell | 10b5-1 plan | 16,800 | $159.20 | $2.7M | Sep 17 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 10 |
| Jul 17, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 4 |
| Jul 14, 2026 | Richard W. Allen | House | Buy | $1K–$15K | Aug 18 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| Jun 5, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jul 2 |
| May 15, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| May 5, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Jun 3 |
| Apr 27, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | May 19 |
| Apr 23, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | May 19 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $15K–$50K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Feb 18, 2026 | Thomas Suozzi | House | Sell | $1K–$15K | Mar 17 |
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Feb 3, 2026 | Cleo Fields | House | Buy | $50K–$100K | Feb 24 |
| Feb 2, 2026 | Julia Letlow | House | Buy | $1K–$15K | Mar 12 |
| Dec 19, 2025 | Gilbert Cisneros | House | Sell | $15K–$50K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $15K–$50K | Dec 15 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Tiger Global (Chase Coleman) | 674,727 | $392M | 1.6% | new | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 538,632 | $312.9M | 1.3% | -58% | Q2 2026 |
| ARK Invest (Cathie Wood) | 516,513 | $294.8M | ARKX 4.4% · ARKQ 4.2% · ARKW 2.9% · ARKK 1.9% · ARKF 1.9% | — | Oct 15 |
| Appaloosa (David Tepper) | 197,500 | $114.7M | 1.5% | -11% | Q2 2026 |
| Coatue (Philippe Laffont) | 95,987 | $55.8M | 0.11% | new | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 72,900 | $42.3M | 0.97% | new | Q2 2026 |
| Soros Fund Management (George Soros) | 50,757 | $29.5M | 0.49% | +47% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tiger Global (Chase Coleman) | New stake | 13F, Q2 2026 | 674,727 | $392M | 1.6% | Aug 14 |
| Aug 14, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q2 2026 | 16,112 | $9.4M | 0.5% | Aug 14 |
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q2 2026 | 754,135 | $438.1M | 1.3% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q2 2026 | 72,900 | $42.3M | 1.0% | Aug 14 |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q1 2026 | 3,742,191 | $801.4M | May 15 | |
| May 15, 2026 | Coatue (Philippe Laffont) | Sold out | 13F, Q1 2026 | 1,239,043 | $265.4M | May 15 | |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q1 2026 | 363,760 | $74M | 1.2% | May 15 |
| May 15, 2026 | Appaloosa (David Tepper) | Trimmed | 13F, Q1 2026 | 103,600 | $21.1M | 0.8% | May 15 |
| Feb 17, 2026 | Appaloosa (David Tepper) | Trimmed | 13F, Q4 2025 | 625,000 | $133.8M | 1.0% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Added | 13F, Q3 2025 | 2,270,698 | $367.4M | 1.8% | Nov 14 |
| Nov 13, 2025 | Appaloosa (David Tepper) | New stake | 13F, Q3 2025 | 950,000 | $153.7M | 2.1% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves