the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%
Video · 2026-08-18
AMD down 4.3% on ARK Nvidia rotation
The catalyst: ARK Nvidia rotation.
AMD surged 562% on AI deals but needs 320 million new shares to fund them, and insiders are selling—signaling doubts about future profitability despite the hype.
As reported: “AMD: On Dilution And Insider Sales” — SeekingAlpha, 2026-08-18.
What happened after
T+1 -3.7%T+5 -1.1%T+20 +5.8%
More: AMD move history · track record · that day's brief · watch on YouTube
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