AMD

Requested read · Friday 14 August 2026, 23:27 · same framework and thresholds as the weekly CFO screen

Market regime: SPY above its rising 200DMA; efficiency ratio 0.15 — overlapping, stand aside. Stage: Mature Trend.
AMD
Advanced Micro Devices, Inc.
Stand aside — insiders are net sellers — net purchase ratio -1.00 over the last 180 days (7 selling vs 0 buying). The CFO purchase is contradicted by the rest of the insider group. (+1 more)
Late Extension XLK sector confirmed 1 insider(s) net purchase ratio -1.00 buy date unknown
56
conviction / 100
-2.0 since 14 Aug
$0–$0
No trade / watch only · Hard gate breached.
Regime clarity14.0
Sponsorship / positioning7.0
Volatility behaviour14.5
Catalyst alignment (insider)0.0
Cross-asset confirmation20.0
Stand aside — hard gate breached
  • Insiders are net sellers — net purchase ratio -1.00 over the last 180 days (7 selling vs 0 buying). The CFO purchase is contradicted by the rest of the insider group.
  • Overlapping range behaviour — efficiency ratio 0.08 vs the 0.15 threshold (genuine chop).
Last
514.39
Add above
530.13
Cut below
429.56
50DMA
510.40
200DMA
324.33
AMD daily chart: price with 50 and 200 day moving averages, volume, and on-balance volume
AMD — daily, 14 months
XLK sector ETF daily chart
XLK — sector ETF, daily, 14 months
Pillar detail, thesis support and invalidation
Regime clarity
  • price above 200DMA
  • 200DMA rising
  • 50DMA rising
  • no HH/HL structure
  • efficiency ratio 0.08 (overlapping)
Sponsorship / positioning
  • OBV 50d slope -0.031 avg-daily-volumes/bar
  • no OBV divergence at highs
  • OBV fell through last pullback
Volatility behaviour
  • last pullback 26.1% deep
  • no wide downside expansion bars (30d)
  • ATR contracting vs 20d mean
Catalyst alignment (insider)
  • single insider — no cluster
  • net purchase ratio -1.00 (0 buying vs 7 selling)
  • insiders are NET SELLERS over the window
  • NO CFO purchase in the window — the CFO-specific terms score zero
  • no CFO buy to date — recency not scored
Cross-asset confirmation
  • closest sector ETF: XLK
  • XLK above rising 200DMA (sector-led)
  • XLK vs SPY 6m: +22.3 pts
  • stock vs XLK RS (3m/6m avg): +60.7 pts
What strengthens the thesis
  • A confirmed higher high above 530.13 on expanding OBV.
  • Pullbacks that hold the rising 50DMA with flat-to-rising OBV.
  • XLK extending its own trend while the stock holds relative strength.
What invalidates the thesis
  • Loss of the rising 50DMA (510.40) with expanding volatility — reduce.
  • Breakdown below the prior structural base (429.56) — exit, no averaging down.
  • OBV divergence during a price acceleration — reduce.
  • Sector ETF losing its own 200DMA — remove capital regardless of stock behaviour.
Insider detail
  • CFO: —
  • 0 CFO purchase(s), — total; last filed
  • Market cap $839,728,824,320 · 20d avg dollar volume $14,069,167,884
Net insider activity
Insiders are NET SELLERS. The CFO purchase is contradicted.
Open-market purchases$0
Open-market sales$143,530,812
Sales after option exercise$47,473,037
Distinct buyers / sellers0 / 7
Net purchase ratio-1.00
Net purchase ratio, excl. option-exercise sales-1.00
Reaction to news
8 material events; 4 taken well, 2 badly; last earnings 04 Aug: neutral (+7.0%).
SessionFilingEventGapDayvs SPYVol+5dRead
05 Aug 2610-QQuarterly report-6.6%-7.0%-6.8%1.7x+0.2%Punished
04 Aug 268-K · earningsResults of operations (earnings); Regulation FD disclosure+4.0%+7.0%+5.2%1.7x-8.5%Neutral
01 Jul 268-KDirector or officer change-4.0%-6.9%-6.8%0.9x+1.1%Punished
15 May 268-KMaterial agreement; Agreement terminated; Material obligation created; Director or officer change-3.6%-5.7%-4.5%0.6x+10.2%Absorbed
06 May 2610-QQuarterly report+15.3%+18.6%+17.2%2.1x+5.7%Rewarded
05 May 268-K · earningsResults of operations (earnings); Regulation FD disclosure+2.9%+4.0%+3.2%1.6x+26.2%Rewarded
24 Feb 268-KMaterial agreement; Unregistered equity sale; Regulation FD disclosure+7.6%+8.8%+8.0%2.1x-10.7%Rewarded
17 Feb 268-KDirector or officer change-2.5%-2.0%-2.2%0.8x+5.3%Neutral