Zan Digital › Companies
AMD
Every piece of Zan Digital analysis that covers AMD — 2 pieces, each figure traced to a named source.
- 001Circular Financing: How Auditors Test AI Vendor RevenueAMD will book its 160 million share OpenAI warrant as a cut to revenue. How ASC 606 and related-party rules treat an AI vendor's equity stake in its customer.160M
- 002ServiceNow Stock Drop: What the Market Priced InsteadServiceNow passed $1B in AI ACV and raised guidance, yet fell 17% after Q1. We rebuild the bear case from its own filings: margins, M&A and on-prem timing.$1B+