The bullish/bearish battle on $AMD stock will have only one winner. After backing down from the $17 range, AMD stock is headed to $14-15: $AMD, Advanced Micro Devices, Inc. / H1 Positive developments include market share gains against Intel $INTC, new product releases for Ryzen, EPYC, Threadripper. Negative development: analysts are upgrading AMD stock and are often very behind on the curve. They get bullish too late in the game. The trade war talk, hurting Micron $MU, is also scaring AMD bulls away. Risks:"AMD has been an interesting story for about a year now but has been buffeted by some seriously misguided analyst commentary about the importance of the crypto market to AMD. Now, the sentiment on the CPU side has changed to a point that the crypto narrative is being ignored." What the above means in revenue terms: With around $40m($1647m * 0.10 * 0.25) / Qtr we have enough to cover for the loss of revenue from crypto. We already know through Management guidance that we will get around $1750m for Q2 2018. So the worry is for the second half of the year, particularly when Management guided only 25% YoY revenue growth. We need 240m / Qtr (40m to replace for crypto) extra revenue in Q3,Q4 ,from new products besides GPU, as compared to Q1 to get to $7b revenue. This is 11% more from new products, in H2 as compared to H1 . This should be easily possible given that Q3 will ramp up for holiday season. I also guess that Q4 2018 will not dip as compared to Q3 2018 because of rampup of EPYC from Mega Data Center during that timeframe. Stacy Rasgaon and Joseph Moore were used by Intel to dilute the news of their CEO getting fired. Lot of games being played in silicon valley in coordination with wall streetquote is via User Enertuition. Where will AMD end up? $13 or $17? AGREE if you are BULLISH and PT $17. DISAGREE if you are BEARISH and PT $13.