Either can’t be bothered, or paid intel sponsorship. I’m not even kidding.
I try to call it out. If AMD (or ARM/Apple/Commodore64/etc.) may be impacted, sure - say they MAY be impacted. Don’t imply otherwise (i.e., “suspect” they are impacted) without any facts or architectural discussion (that AMD or someone more knowledgable could directly respond to or validate) to back it up.
If anything, i’d give AMD the benefit of the doubt, because thus far they’ve shown to be slightly less retarded than intel regarding the performance vs security stuff as demonstrated by meltdown.