{ "ticker": "AMD", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/AMD.json", "analysis_sha256": "bdc658319f2088abbd42cff9bd958ff6ec64ebccca2f83ade4c2e2d72df73bfe", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "AMD au plus haut historique après +40 % en trois semaines : un plan de repli, pas de poursuite. Dossier au close du 23 septembre 2026, révision du 19 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "AMD : centres de données +107 %, cours au-dessus du dernier seuil de 600 $ du bon de souscription de Meta ; entrée seulement sur repli.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T17:14:14.238171794Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T17:14:14.238171794Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T17:14:14.238171794Z", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "révision v3 du 24 septembre : plan de repli neuf sur la clôture du 2026-09-23, niveaux archivés du 19 septembre abandonnés", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 614.61, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 614.61, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -1.4684899882969615, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "1,00 T$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "16,3 M", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "104×", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 50, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "AMD a gagné 40 % depuis le plus bas du 3 septembre. Il a touché un record en séance à 624,69 $ le 23 septembre avant de clôturer à 614,61 $. La hausse n’est pas propre à AMD : sur vingt et une séances, Intel a pris +40,5 % et Arm +39,3 %, contre +34,6 % pour AMD. C’est la vague des processeurs, pas les seuls accords de gigawatts. Le fond suit : centres de données à 6,7 Md$ au deuxième trimestre, en hausse de 107 %. Le prix, lui, a changé la lecture du capital. Le bon de souscription de Meta fixe des seuils de cours qui montent jusqu’à 600 $ pour la dernière tranche, liée aux six gigawatts ; le titre est au-dessus, mais le mode de mesure du seuil est caviardé dans le dépôt. Avec celui d’OpenAI, jusqu’à 320 millions d’actions à 0,01 $ peuvent s’ajouter aux 1,63 milliards existantes, au rythme des livraisons de processeurs. Pas d’achat après une telle série. Le plan attend un retour au haut du gap du 21 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Le chiffre d’affaires des centres de données atteint 6,7 Md$ au deuxième trimestre, en hausse de 107 %, soit 58 % des revenus du groupe.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "La prévision du troisième trimestre vise environ 13 Md$ de revenus, contre 11,5 Md$ au deuxième, avec une marge brute ajustée d’environ 56 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.3", "value": "Aucun client n’a dépassé 10 % du chiffre d’affaires en 2025 : la base de clients est plus large que celle de ses concurrents de la chaîne IA.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Le titre a pris 40 % en treize séances et son RSI à quatorze jours vaut 71 : acheter ici, c’est payer l’euphorie.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Les bons de souscription d’OpenAI et de Meta portent sur 320 millions d’actions à 0,01 $, soit 19,6 % des actions en circulation ; le cours dépasse le dernier seuil de Meta, dont le mode de mesure est caviardé.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Au close du 23 septembre, la valeur d’entreprise représente 104 fois l’EBITDA GAAP des douze mois clos le 27 juin.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Lisa Su, présidente-directrice générale, a vendu 95 000 actions pour 48,1 M$ le 10 septembre, au début de la hausse.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée ; les trous relevés le 19 septembre sont comblés.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Jusqu’à 320 millions d’actions", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Bons de souscription d’OpenAI et de Meta décrits au 10-Q ; calendrier d’acquisition caviardé.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.1.action", "value": "Lire au prochain 10-Q le nombre d’actions acquises.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.action" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Micron le 30 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Aucune publication d’AMD dans les quatorze jours ; Micron publie le 30 septembre selon deux calendriers.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

AMD vend des processeurs pour PC et serveurs, des accélérateurs d’IA Instinct et, depuis cette année, des baies complètes Helios qui assemblent processeurs, accélérateurs et réseau. Au deuxième trimestre 2026, le chiffre d’affaires a atteint 11,5 Md$, en hausse de 50 %, dont 6,7 Md$ pour les centres de données, en hausse de 107 %, et 3,8 Md$ pour les PC et les consoles.

Deux accords changent l’échelle. OpenAI en octobre 2025, puis Meta en février 2026, se sont engagés à acheter des gigawatts de puissance de calcul AMD. En échange, chacun a reçu un bon de souscription portant sur jusqu’à 160 millions d’actions à 0,01 $. Ces bons ne s’acquièrent qu’au fil des livraisons et de seuils de cours ; aucun n’était acquis au 27 juin.

Le résultat publié est encore modeste au regard de la capitalisation. Le résultat opérationnel GAAP du trimestre est de 2,0 Md$, et le résultat net de 2,3 Md$ inclut 598 M$ d’autres produits, surtout des plus-values latentes. Les engagements d’achat atteignent 30,3 Md$ : AMD a réservé la capacité de fabrication de sa montée en charge.

", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.moat", "value": "AMD est la seule alternative crédible aux processeurs graphiques de Nvidia qui combine aussi les processeurs de serveurs et une offre de baie complète. Cet avantage est réel mais se paie : ses deux plus gros contrats d’IA ont exigé de céder jusqu’à 320 millions d’actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.moat" }, { "path": "business.segments.0.revenue", "value": "6,7 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "58 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "En hausse de 107 % sur un an.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "3,8 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "33 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.segments.1.description", "value": "En hausse de 6 % ; consoles en baisse de 31 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.1.description" }, { "path": "business.segments.2.revenue", "value": "977 M$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.2.revenue" }, { "path": "business.segments.2.pct", "value": "8 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.2.pct" }, { "path": "business.segments.2.description", "value": "En hausse de 19 % sur un an.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.segments.2.description" }, { "path": "business.sourceRefs.0.name", "value": "AMD 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/q22026991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "AMD 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.0.decision", "value": "Trois cents séances continues, close certifié ; les trous relevés le 19 septembre sont comblés.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.coverageMatrix.0.decision" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 4 août et 10-Q ; prochaine date non confirmée.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Bilan du 27 juin et émission de 4,75 Md$ d’août, traitée à part.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.facet", "value": "Révision du 19 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.facet" }, { "path": "business.coverageMatrix.6.decision", "value": "Aucun ordre le 19 ; plan de repli neuf aujourd’hui, justifié par la nouvelle structure de prix et les données réparées.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Centres de données en hausse de 107 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Le deuxième trimestre atteint 11,5 Md$ et la prévision vise environ 13 Md$, avec une accélération attendue au second semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/q22026991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-08-14", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "4,75 Md$ d’obligations en quatre tranches", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Le financement de la montée en charge passe par la dette, sans émission d’actions ; la dette brute passe à près de 8 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/2488/000119312526352628/d173126d424b5.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-02-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.detail", "value": "Le premier gigawatt est un engagement ferme ; les tranches suivantes dépendent des achats et de seuils de cours allant jusqu’à 600 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "11,5 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+50 % sur un an, communiqué du 4 août", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "6,7 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+107 % sur un an, 58 % des revenus", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "Environ 13 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "À plus ou moins 300 M$ ; marge brute ajustée d’environ 56 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "598 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.4.value", "value": "30,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Dont 17,4 Md$ sur le reste de l’exercice 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "320 millions d’actions au plus", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Prix d’exercice de 0,01 $, aucune acquise au 27 juin", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "41,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Douze mois glissants au 27 juin 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "9,56 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Résultat opérationnel + amortissements, y compris ceux des actifs acquis, douze mois au 27 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "6,43 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Douze mois glissants au 27 juin 2026, plus-values latentes comprises", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "8,4 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Flux d’exploitation moins investissements industriels, douze mois au 27 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.metric", "value": "Dette et trésorerie au 27 juin 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "3,2 Md$ / 13,1 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Avant les 4,75 Md$ d’obligations d’août, qui augmentent les deux lignes", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.value", "value": "104×", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-06-27", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "156×", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Douze mois glissants : capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-06-27", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.13.value", "value": "298,89 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Scénario : multiple ramené à cinquante fois l’EBITDA GAAP par hypothèse, dette et trésorerie du 2026-06-27 inchangées, soit −51 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus le close : même à cinquante fois, un multiple déjà élevé, le prix actuel suppose une forte hausse des bénéfices. Avec les 320 millions d’actions des bons de souscription, le même scénario donne 249,91 $ par action (−59 %) et le multiple actuel monte à environ 124× ; ce n’est pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "AMD 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/q22026991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "AMD 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 : bénéfice par action GAAP de 1,38 $ et ajusté de 1,66 $, marge brute GAAP de 54 % contre 40 % un an plus tôt, année marquée par la charge de 800 M$ sur le MI308. La guidance du troisième trimestre vise environ 13 Md$ de revenus à plus ou moins 300 M$ et une marge brute ajustée d’environ 56 %. La direction attend une accélération des centres de données au second semestre, avec la montée en charge de Helios. Aucune date de prochaine publication n’est confirmée par l’émetteur à ce jour.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "AMD 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/q22026991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "1 632 475 042 actions au 29 juillet 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "4 milliards d’actions autorisées ; 153 millions réservées au plan de rémunération de 2023 après l’ajout de 65 millions en mai.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Pont vers un nombre dilué : 1632 millions d’actions, plus jusqu’à 320 millions au titre des bons de souscription d’OpenAI et de Meta, soit 1952 millions si tout était acquis. Deux bases : ces 320 millions valent 19,6 % des actions en circulation aujourd’hui, et 16,4 % du total une fois ajoutés ; la part des porteurs actuels baisserait donc de 16,4 %. Le rythme dépend des livraisons de processeurs et de seuils de cours dont le calendrier est caviardé. Les rachats, 221 M$ au premier semestre sur 9,2 Md$ disponibles, ne compensent pas cet ordre de grandeur. Les 4,75 Md$ d’obligations d’août sont de la dette et ne diluent pas.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.warrants.0.strike", "value": 0.01, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/capitalStructure/warrants/0/strike" }, { "path": "capitalStructure.warrants.0.shares", "value": "160 millions au plus", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.shares" }, { "path": "capitalStructure.warrants.0.expiration", "value": "5 octobre 2030", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.expiration" }, { "path": "capitalStructure.warrants.0.dilutionPct", "value": "8,2 % du total dilué", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.dilutionPct" }, { "path": "capitalStructure.warrants.0.note", "value": "ITM : « dans la monnaie », le prix d’exercice de 0,01 $ est très inférieur au cours. Acquisition par tranches selon les achats et des seuils de cours ; aucune action acquise au 27 juin 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.note" }, { "path": "capitalStructure.warrants.1.strike", "value": 0.01, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/capitalStructure/warrants/1/strike" }, { "path": "capitalStructure.warrants.1.shares", "value": "160 millions au plus", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.shares" }, { "path": "capitalStructure.warrants.1.expiration", "value": "23 février 2031", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.expiration" }, { "path": "capitalStructure.warrants.1.dilutionPct", "value": "8,2 % du total dilué", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.dilutionPct" }, { "path": "capitalStructure.warrants.1.note", "value": "ITM : « dans la monnaie », le prix d’exercice de 0,01 $ est très inférieur au cours. Première tranche au premier gigawatt livré, seuils de cours jusqu’à 600 $ ; calendrier caviardé (annexe E).", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.note" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "AMD 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "AMD 8-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-02-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "AMD 424B5", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000119312526352628/d173126d424b5.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-08-14", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-04", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0000002488-26-000121", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du deuxième trimestre 2026 : chiffre d’affaires de 11,5 Md$ (+50 %), dont 6,7 Md$ de centres de données (+107 %), soit 58 % des revenus. Bénéfice par action GAAP de 1,38 $. Prévision du troisième trimestre à environ 13 Md$, à plus ou moins 300 M$.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/q22026991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-05", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0000002488-26-000123", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel au 27 juin 2026 : bons de souscription d’OpenAI et de Meta portant chacun sur 160 millions d’actions à 0,01 $, aucun acquis au 27 juin. Dette de 3,2 Md$, 30,3 Md$ d’engagements d’achat, et 598 M$ d’autres produits, surtout des plus-values latentes, dans le résultat du trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-02-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "8-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0000002488-26-000045", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Accord avec Meta pour jusqu’à six gigawatts de processeurs Instinct. Le bon de souscription s’acquiert par tranches selon les achats, dès le premier gigawatt livré, et selon des seuils de cours qui montent jusqu’à 600 $ par action pour la dernière tranche.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/amd-20260223.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-02-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K / Exhibit 4.1", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0000002488-26-000045", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000045/a41commonstockwarrantagree.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-08-14", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "424B5", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001193125-26-352628", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Prospectus de 4,75 Md$ d’obligations en quatre tranches, échéances 2029 à 2036, produit net d’environ 4,7 Md$ affecté aux besoins généraux, y compris le remboursement de dette. Aucune action n’est émise ; la dette brute passe d’environ 3,2 à près de 8 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000119312526352628/d173126d424b5.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.filings.5.date", "value": "2026-02-04", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.date" }, { "path": "filingsReview.filings.5.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.form" }, { "path": "filingsReview.filings.5.accession", "value": "0000002488-26-000018", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.accession" }, { "path": "filingsReview.filings.5.finding", "value": "Rapport annuel de l’exercice 2025 : aucun client n’a atteint 10 % du chiffre d’affaires en 2025 ni en 2024. Les restrictions d’exportation sur le MI308 ont coûté environ 800 M$ de stocks et charges au deuxième trimestre 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.finding" }, { "path": "filingsReview.filings.5.url", "value": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.url" }, { "path": "filingsReview.contrarianRisks.1", "value": "Le résultat net du trimestre contient 598 M$ d’autres produits, surtout des plus-values latentes, qui ne se répètent pas.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "Les 30,3 Md$ d’engagements d’achat sont fermes ; un décalage des livraisons à Meta ou OpenAI laisserait AMD avec la capacité payée.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "filingsReview.contrarianRisks.3", "value": "La présidente a vendu au début de la hausse ; une nouvelle vente au-dessus de 600 $ pèserait sur le sentiment.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 71, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 29.99, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 14.97, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 532.51, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 505.94, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 393.33, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 25.12, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.0", "value": "RSI au-dessus de 70", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/technicals.badges.0" }, { "path": "technicals.badges.1", "value": "Gap du 21 septembre non comblé", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 582.27, "as_of": "2026-09-23", "source_artifact": 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"e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 624.69, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 614,61 $, 15,4 % au-dessus de sa moyenne à vingt séances, avec un RSI de 71. Le gap du 21 septembre, entre 559,91 $ et 582,27 $, n’est pas comblé. Activation : une clôture comprise entre 527,60 $ exclu et $559.91 inclus, au haut du gap, puis achat à l’ouverture suivante ; une clôture sous 527,60 $ annule le plan sans l’activer. Après activation, stop sous $527.60, plus bas du 17 septembre, soit 1,29 ATR sous l’entrée. Supports : 582,27 $, 559,91 $ et 527,60 $. Résistances : 616,69 $ et 624,69 $, plus haut historique.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "2,57 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "1,88 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Vendeurs. Lisa Su, présidente-directrice générale, a vendu 95 000 actions pour environ 48,1 M$ le 10 septembre ; Forrest Norrod, directeur général des solutions de centres de données, 17 261 actions pour 8,7 M$ le 15 septembre après exercice d’options. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.recentTransactions.0.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.date" }, { "path": "insiders.recentTransactions.0.shares", "value": "95 000", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.shares" }, { "path": "insiders.recentTransactions.0.value", "value": "48,1 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.0.value" }, { "path": "insiders.recentTransactions.1.date", "value": "2026-09-15", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.1.date" }, { "path": "insiders.recentTransactions.1.shares", "value": "17 261", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.1.shares" }, { "path": "insiders.recentTransactions.1.value", "value": "8,7 M$", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.recentTransactions.1.value" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "614,61 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+19,92 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+34,56 %", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "Un multiple aussi élevé est très sensible aux taux longs : le 10 ans américain a clôturé à 5,11 % le 23 septembre, plus haut depuis juillet 2007. La hausse d’AMD s’est faite malgré cette pression, ce qui la rend plus fragile à une nouvelle poussée des taux.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 7, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque d’AMD n’est pas sa croissance, qui accélère, mais le prix payé et la dilution qui l’accompagne. Le titre vient de prendre 40 % en treize séances, se paie un multiple extrême des résultats publiés, et chaque étape de livraison à Meta et OpenAI peut ajouter des actions. Le bon plan est celui qui attend.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Hausse de 40 % depuis le 3 septembre, RSI de 71.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Gap du 21 septembre non comblé sous le cours.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Jusqu’à 320 millions d’actions à 0,01 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Dernier seuil de cours de Meta à 600 $, lié aux six gigawatts ; mode de mesure caviardé.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.2.points.0", "value": "EV/EBITDA GAAP de 104 fois.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.3.points.0", "value": "30,3 Md$ d’engagements fermes.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "17,4 Md$ à honorer d’ici la fin de 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Après une hausse de 40 % en trois semaines, la question n’est pas de savoir si l’histoire est bonne mais à quel prix l’acheter. Un gap laissé ouvert sous le cours est souvent revisité ; attendre ce retour donne un stop proche et une taille de position raisonnable. La liquidité est très profonde, mais le slippage d’une ouverture en gap peut sauter le stop. Surveiller l’événement du 30 septembre, les résultats de Micron, qui peut faire bouger tout le secteur. Ne pas poursuivre le cours : attendre le repli.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller, entrée sur repli seulement. Avant activation : aucune entrée au-dessus de 559,91 $ ; si le titre clôture au-dessus de 624,69 $ avant tout repli, le plan est retiré. Activation : clôture strictement au-dessus de 527,60 $ et au plus 559,91 $, puis achat à l’ouverture suivante entre 527,60 $ et 566,43 $. Après activation : stop sous 527,60 $. Les niveaux archivés du 19 septembre ne sont pas repris.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 559.91, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 527.6, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 624.69, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 689.47, "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-5.8%", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+11.6%", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+23.1%", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.00 TP1 / 1:4.01 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Activation sur une clôture au haut du gap, strictement au-dessus de 527,60 $ et au plus 559,91 $, pas sur un passage en séance. Achat à l’ouverture suivante uniquement entre 527,60 $ et 566,43 $ : au plafond, le R/R vers TP1 vaut 1,50 ; au-dessus, il tomberait sous 1,5 ; une ouverture sous 527,60 $ annule le plan, sans achat. Le stop est à 1,29 ATR : une séance ordinaire d’AMD couvre presque cette distance, le risque d’être sorti par le bruit est réel. Objectifs : TP1 au plus haut historique du 23 septembre, TP2 à la même distance au-delà. Liquidité : environ 9,6 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 38,83 $ par action, donne 2 actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.horizon", "value": "Dix séances après activation ; plan retiré s’il n’est pas activé d’ici le 7 octobre", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.horizon" }, { "path": "tradeIdea.thesis", "value": "La hausse de trois semaines est d’abord celle de tous les processeurs, Intel et Arm compris ; la part propre à AMD est faible, et le cours au-dessus de 600 $ rapproche la dilution des accords de gigawatts. La croissance est réelle, le prix d’entrée actuel ne l’est pas. Avant activation, aucune entrée : le plan attend une clôture au-dessus de 527,60 $ et au plus $559.91, au haut du gap du 21 septembre, puis un achat à l’ouverture suivante sous 566,43 $. Après activation, le stop sous $527.60 coupe un repli qui deviendrait une cassure. TP1 à 624,69 $, TP2 à 689,47 $. Ne pas poursuivre la hausse.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Un repli jusqu’au haut du gap du 21 septembre, sur un volume en baisse.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Les résultats de Micron, le 30 septembre après la clôture selon deux calendriers : un test de la demande d’infrastructure d’IA.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.2", "value": "Les premières livraisons du gigawatt de Meta, attendues au second semestre 2026.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture au-dessus de 624,69 $ sans repli retire le plan.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Avant activation : une clôture sous 527,60 $ annule le plan sans l’activer ; une ouverture sous 527,60 $ après une clôture d’activation annule l’achat.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Après activation : une clôture sous 527,60 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Centres de données en hausse de 107 %, prévision en hausse.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "Aucun client au-dessus de 10 % des ventes en 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Jusqu’à 320 millions d’actions nouvelles à 0,01 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AMD/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "e462ff499a31d8e46d1843db0c77fc79df34c79c50bc3f9796798d3d4a178dab", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Hausse de 40 % en treize 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