Bizzarrini Lucas https://registerbizzarrini.com/

@elonmusk He is GOD

🇺🇸🇺🇸

@FeroceResearch I did try to talk to you...no answer ...then ?

Please do not be shy to ask me anything This may seem like an exaggeration, but I truly enjoy taking the time to get to know everyone individually. Hundreds, thousands, doesnt matter I respect the time you take out from your day to talk to me, and so I want to always show that respect back

🚨TONIGHT AT 12AM ET IS THE ABSOLUTE LAST DEADLINE FOR THE ONGOING PROMO Please DM me for any questions. I will be answering them all day long

@GenFlynn @EricLDaugh Listen to the General...When he talk, it means that he already known the answer. Dont fight against him, he is a winner ... Tic Toc...its coming

@EricLDaugh 2020 was a rigged stolen election. Biden was a false president whose autopen did more work than he did because he wasn’t awake most of the time. Maybe he was fake too. Where is he now?

🚨 HOLY CRAP! Venezuelan whistleblowers have come forward providing evidence that 2020 election votes were RIGGED TRUMP: “The 2020 election was rigged.” Even Susie Wiles confirmed he won some states that he “lost” And the FBI now has Fulton ballots 🔥

@FeroceResearch Thank you

I’ll later today release the list of every single major quantitative positioning you need to know for Micron $MU As well as every single significant order (short-term AND past summer) that I have been tracking before this rally even started You should be able to then know exactly what market is expecting, as well as at what levels can you expect faster price action or some hiccups I hope you will all enjoy it

@runews I did follow you for many months but you are a idiot and a morron, always critic T or his wife. Show respect if you want respect . GO TO HELL

How come that, after 30 years of living in the United States, Melania still can’t speak English well?

@HolySmokas Just look RSI to understand that before going higgher, we will go lower ... This guy refuse to buy MICRON at 320 and now he want you to buy here AMD ? Buy when its down

You will never get a chance like this ‼️ "The NEXT big one is HERE" Congratulations to $AMD shareholders! let's celebrate together today

@The_AI_Investor cnbc.com/video/2026/05/…

There is a not so small chance that MU becomes a $1,000 stock while still trading at a forward P/E of about 5.

@FeroceResearch cnbc.com/video/2026/05/…

500 likes by midnight tonight I will share every single monster $MU Micron market positioning I have been tracking, as well more that came in today now that you know and have proof I don't exaggerate my posts

@FeroceResearch RSI can go a lot higher ..not the top

Do you believe me now? The move happening on $MU Micron right now is not unexpected at all

@HolySmokas MU PE = 5 , PLTR PE = 100 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

$PLTR is a 1 of 1 freakishly amazing stock. Unreal earnings yet again

@HolySmokas You cannot follow 20 stock or 30...Its dump to think that people are Superheros. Its dump to have bought paypal as X is going to replace paypal . Stan Druckenmiller never loose money for 30 years. You are more clever than him ?

Tonight I will release 4 Stocks to Buy Now May 2026 edition!!! What 4 stocks should I feature in your opinion?

@HolySmokas You dont listen..then why wasting time with you ? Never heard of Stan Druckenmiller ? Want to talk about it ? Whatsapp + 32 474 681 781, be clever call me

@realalexvieira Please explain ? not clear at all

Futures explode higher. AMD insiders share earnings with Trump. AVIS insiders used a different tactic hiring a crooked hedge fund $SPY $AMD USA is a fraud x.com/i/status/20470…

@FeroceResearch You are good, thank you, send a me a PM , lets talk , will explain what I do

i work completely independently, and much of that is because anytime i have reached out for any sort of collaboration in the past, i've been ignored since higher performance does not equal to engagement since then I made it a mission of mine to go against the status-quo and grow my reach on my own terms I want to prove to others that you can grow a platform the right way, and by putting others first. The increase of your portfolio matters far more than the increase of my following count so i just want to say thanks to those who seriously take the time to dig into my work

@dejanirasilveir Who is arrested ?

🚨🚨 EL VÍDEO MÁS PODEROSO QUE VERÁS HOY. El mayor engaño y burla en la historia de la humanidad conocida. Que muchos ni siquiera recuerdan!! "¡Rápido, poneos las mascarillas que salimos en la TV!" 👇😳

@GenFlynn @Blue_Eyes Go for it General...please ..You are a hero

@Blue_Eyes I remember 😡

Remember when James Comey admitted to setting Flynn up?

@Sean14978416 A idiot, but WHY ? For him the management of MU are idiots, as they built news factories as they see huge demand in the futur, but this small analyst known more than them ? Really ?

Cowen on $MU: do not see upside to $110 CY27E EPS LTAs are being structured around a GM framework of ~60% at the floor & high-80s% at the ceiling. ~5x CY27 P/E signaling a gross margin correction toward 60% GM floor post-CY27. Historically high GM to lower GM been a nearterm neg

@MikeLongTerm Manipulate ? Dump idiot.. The guy follow MU for 20 years, he have the right to express his opinion

$AMD is a $1,000 stock & Gus is WRONG 🧵 This was a cheap downgrade with blurry comment to manipulate the stock price near-term Not Financial Advice! Just well-researched thread! For CY2027 (calendar 2027): He explicitly states that current Street consensus is "likely too high" (or "too optimistic"). He expects AI infrastructure spending to decline in 2027 due to hyperscaler capex discipline, cash flow constraints, data center build delays, and a shift toward usage-based pricing by companies like OpenAI/Anthropic. This is current Street Consensus for AMD: FY2026: $40-$46B with some higher in the $50B+ EPS (non-GAAP): ~$6.75 (range ~$5.8–$8.6) FY2027: $55-$68B EPS (non-GAAP): ~$7–$11+ (range ~$7–$18). 1. FY2026 basically deleted @OpenAI $META 2GW revenue. They also did not include $ORCL $MSFT $AMZN $GOOGL LumaAI, Humain, G42 and many others. What do we know? 1GW is roughly $20-$25B. Where $NVDA 1GW is $30-35B (Helios vs Rubin) The current street consensus is already much higher before, they were projecting 2026 to have ~15% before OpenAI and Meta. What will FY2026 look like? The lowest end of FY2026 projection: AI GPUs: $40-50B (I'm very conservative already) EPYC Data center: $15-$20B(EPYC may contribute as large of revenue in 2027 due to explosive agentic AI demand) Client Segment: $12-$13B Gaming: $6B Embedded: $4-$5B Total Revenue: $77-$94B Non-GAAP net income $19.3B-$23.5B Non-GAAP EPS $12-$14.7 Subscribers already know $TSM is ramping up 2nm capacity and CoWoS aggressively. Will link below. so AMD will actually get the supply for 2027-2028 too. 2. FY2027: $55-$68B EPS (non-GAAP): ~$7–$11+ (range ~$7–$18). Basically Gus also deleted 2GW of Helios in H1 2027 and the new Upgraded MI500 & EPYC Verano. Or roughly 3-4GW for entire 2027. Newer rack is likely priced higher than Helios. EPYC demand is so high right now that Customers are booking 2023 EPYC Gen and 2024-2025 Turin. Basically whatever CPUs AMD has, customers will buy it. The CPU:GPU Ratio already shifted from 1:4-8 to 3-5:1. Demand for EPYC Venice is projected to be 15-20m units and we have annual cadence now. Gus basically deleted most of Rack Scale shipment, and refused to accept this massive Agentic AI demand where all Hyperscalers, Morgan Stanley, Intel, Arm, and various other equity firms already confirmed this trend. Or $MSFT CEO @satyanadella said “Every agent will need its own computer” complete with dedicated enterprise-grade sandboxes, durable state, identity, and governance in Microsoft’s new Foundry hosted agents. This implies massive scaling of per-agent compute instances, far beyond batch inference. Gus is even more bearish than the false FY2027 street consensus without actually providing his Revenue and EPS forecast. This was clearly a cheap and manipulated downgrade. Like he projected 2024 AI Data center only $2B revenue and $AMD ended 2024 with $12.6B. When this idiot missed Revenue by $10.6B in 2024, that should be plenty of evidence. 3. What does $260 Price Target actually mean in FY2027? $260= $420B market cap (FY2027) This would mean: P/S: 4-5x(implying massive collapse in AI CapEx) AI Bears been through this since 2024. They been calling for AI CapEx collapse for about 2 years now. I rather believe in $TSM $AMD $NVDA $AVGO on this Super Cycle of 10years+ that we are only 2 years+ in instead of this moron. P/E: 16-18x. He is implying AMD would have a compressed P/E multiple, collapsing margin, collapsing growth, collapsing everything. Ok we need to look at current P/E $AMD TTM at $315 is roughly 118x Fwd P/E: 21-26x The average 9-year P/E is 136x PEG Ratio is: 0.23. In what world this is expensive? Clearly market participants do not agree with Gus P/E even with past, present or future P/E. Clearly Gus is living in delusional land. Dr. Su has a proven track record of more than a decade. ~EPYC is the best CPUs in the world, Turin beat all CPUs and Venice is going to be the next level ~MI455x outperforms $NVDA Rubin on Memory Bandwidth, TCO, TDP, and $ per million tokens. ~ $AMD makes better custom chips than $ARM and others, proven by $MSFT HBv series and many others. Dr. Su said custom chip is a massive opportunity to AMD long term ~AMD has the best NPU in the PC/Laptop segment ~Best performing gaming CPUs and top selling for years ~ Xilinx dominates in space-grade Chips with massive Space potential, will link the thread below. AMD is the only company with a comprehensive, end-to-end portfolio of high-performance computing components CPUs, GPUs, and adaptive computing solutions designed for AI applications from cloud to edge. This "full stack" approach allows AMD to offer customers a complete, interoperable system rather than just individual components. This is why AMD is trading at TTM 118x P/E or 9-year P/E is 136x Because Next year or Fwd P/E keep collapsing, and the potential is massive for multi-year with contracts and visibility. Conclusion: Now you know why I been calling $AMD analysts sexiest, because they been wrong for years, and yet they insisted they will get it right with ridiculous price target and forecasts that are clearly delusional. Under Dr. Lisa Su’s leadership, AMD’s 9-year average P/E of 136x isn’t a fluke, it’s the market’s long-standing recognition of massive, durable growth potential that Gus Richard’s note completely misses. While the Street’s FY2027 revenue consensus already sits at a conservative $55–68 billion , Gus has taken an even more bearish stance, slashing numbers further and baking in only modest growth beyond 2026. His $260 price target implies a paltry 16-18x forward multiple , the kind of valuation you slap on a mature, low-growth semiconductor name, not a fabless AI and data-center leader executing at the highest level. That disconnect is exactly why the premium multiple has stuck for nearly a decade. Dr. Su has transformed AMD from a laggard into a high-margin, chiplet-powered powerhouse with expanding TSMC allocations, gross margins climbing toward 60%+, and superior TCO in inference that hyperscalers (Microsoft, Meta, Oracle, and others) are aggressively scaling. The OpenAI 6 GW deployment Dr. Lisa Su just highlighted on Fox Business is the latest proof point real demand, real scalability, and real margin dollars that Gus’s note simply undervalues. Not Financial Advice!

@The_AI_Investor Where I can your actual portfolio ? please, I m part of yours members

My Portfolio has just reached a new ATH YTD % +18.23% 1Y % +228.20% Non-NVDA AI stocks have been killing it. It could have been much higher if I had used more margin. I didn’t expect TACO to be that perfect. Continue to 3x QQQ performance so far this year.

@HolySmokas RSI = 88 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

$AMD predictions for this week! Who is brave enough to put an end of week number out there?