Will AMD say “Supply Chain”?
AMD said “Supply Chain” 6 times on its Aug 4, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 5, 0, 0, 6, 7, 4, 8, 6 times. As of Oct 24, 2026, AMD said “Supply Chain” on the only call with a settled Kalshi or Polymarket mention market so far, on Aug 4, 2026. Parrot’s p for the next listing is 90% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
AMD
Supply Chain
- Probability
- 90% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
5 counted (0 in prepared remarks, 5 in Q&A); 1 by speakers the rule does not count.
…the significant inflection point in server demand, we've been working across our supply chain. That's wafers, that's back-end capacity, that's substrates, that's all of the…
…The way I view it is we're building sort of the entire supply chain, ensuring that we have our silicon, CPU, GPU, networking components that…
Counts: company speakers + operator (not listed here; the usual rule)
8 counted (2 in prepared remarks, 6 in Q&A).
In response to this demand, we are working closely with our supply chain partners to meaningfully increase our wafer and back-end capacities to support this…
…them together as fully integrated rack scale solutions. We have a world-class supply chain and are making significant investments to expand capacity and execute at…
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (0 in prepared remarks, 4 in Q&A).
…that demand continues to be strong. And so we're working with our supply chain partners to increase supply as well. But from what we see…
Every settled listing
newest first · 2 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 4, 2026 | Supply Chain |  Polymarket | Yes | 6 |
| Aug 4, 2026 | Supply Chain |  Kalshi | Yes | 5 |
Questions
- How many times did AMD say “Supply Chain” on its last earnings call?
- AMD said “Supply Chain” 6 times on its Aug 4, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 5, 0, 0, 6, 7, 4, 8, 6 times.
- How often does AMD say “Supply Chain”?
- As of Oct 24, 2026, AMD said “Supply Chain” on the only call with a settled Kalshi or Polymarket mention market so far, on Aug 4, 2026.
- What is the probability AMD says “Supply Chain” next time?
- 90%, from settlement history blended with transcripts (n=1). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “AMD: ‘Supply Chain’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AMD/words/supply-chain (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=amd&word=supply%20chain · quotes: /api/v1/quotes?entity=amd&word=… · columnar JSON in #parrot-data · llms.txt · MCP