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@LivyResearch Avatar @LivyResearch Livy Research

Livy Research posts on X about $nvda, ai, $meta, meta the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence

Social category influence stocks XX% technology brands XX% finance XX% cryptocurrencies X% countries X% social networks X%

Social topic influence $nvda 15%, ai 10%, $meta 10%, meta 10%, $nflx 10%, $psky 10%, $wbd 10%, $intc 10%, $amd 10%, $goog XX%

Top assets mentioned NVIDIA Corp. (NVDA) Metadium (META) Netflix Inc (NFLX) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Intel Corporation (INTC) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Blue Owl Capital Corporation (OBDC) CoreWeave, Inc. (CRWV) Blue Owl Capital, Inc. (OWL) Microsoft Corp. (MSFT) Comcast Corporation (CMCSA) Arlo Technologies, Inc. (ARLO) Snap, Inc. (SNAP) Dell Technologies, Inc. (DELL) Broadcom, Inc. (AVGO) Texas Instruments (TXN)

Top Social Posts

Top posts by engagements in the last XX hours

"Very high level speculation here but I'm curious why $OBDC is suddenly walking back on the OBDC II merger. This matters far more to the closed-loop AI investment ecosystem ( $NVDA $CRWV $META $MSFT etc.) than it might seem. To me this raises the possibility that OBDC/OBDC II might be brushing up against some kind of covenant breach due to amplified stock volatility. $OWL 's spent weeks convincing OBDC II investors about the merger's upside. They've also repeatedly affirmed that recent $OBDC volatility is due to market dynamics rather than portfolio fundamentals. The most recent press release"
X Link 2025-11-19T19:39Z 1638 followers, XXX engagements

"Happy Friday Key watch items in my coverage to end the week:🧵 $NFLX confirms acquisition of $WBD streaming & studios operations post-spinoff for $72B ($29/share); potential headwind for $PSKY $CMCSA as Netflix-HBO IP tie-up deepens its streaming leadership"
X Link 2025-12-05T12:15Z 1638 followers, XXX engagements

"Key watch items in my coverage today:🧵 $PSKY proposes $30/share all cash offer in hostile bid for entirety of $WBD against $NFLX; reinforces durability to WBD's current premium given its upper hand with capped ST upside to PSKY/NFLX amid M&A / capital allocation uncertainties"
X Link 2025-12-09T13:03Z 1637 followers, XXX engagements

"Trump approves H200 and equivalent shipments to China in exchange for XX% revenue share w/ USG; reinforce prospects of restored $50B China AI ARR for $NVDA $AMD $INTC especially given Trump's allusion to "favorable response" from President Xi on arrangement"
X Link 2025-12-09T13:03Z 1637 followers, XX engagements

"$SNAP appoints $ARLO CEO Matthew McRae to BOD; points at potential integration of Arlo surveillance camera tech into Snap glasses for entry into DoD vertical LT which could differentiate Snap from competition in $META $GOOG consumer glasses"
X Link 2025-12-09T13:03Z 1637 followers, XXX engagements

"Some high volume insider selling this week to take note of: 🧵 $DELL board member Egon Durban files F144 disclosure to sell 71000 shares valued at $10M; this follows gradual stake reductions from his firm Silver Lake over the past year"
X Link 2025-12-10T12:01Z 1638 followers, XXX engagements

"$NVDA EVP Operations Debora Shoquist files F144 plan to sell 309840 shares for $57.5M this week; this would mark her first upsized selling plan since June 2024"
X Link 2025-12-10T12:01Z 1638 followers, XXX engagements

"$GOOG YouTube TV to launch 10+ genre-specific subscription packages including the "YouTube TV Sports Plan" starting 2026; likely to better price gauge demand and improve monetizable engagement against competition"
X Link 2025-12-11T14:27Z 1638 followers, XXX engagements

"$AVGO co-founder Henry Samueli files F144 plan to sell 65729 shares for $26.5M ahead of Thursday's F4Q25 earnings update; this follows completed disposals of 389249 shares valued at $510.7M this week"
X Link 2025-12-10T12:01Z 1638 followers, XXX engagements

"$AMD $INTC $TXN cited in lawsuit filed by Ukrainian civilians for failing to keep their chips out of Russian weapons; restores USG calls for greater internal restrictions to stop flow of chips to sanctioned regions which could pressure industry cost profile"
X Link 2025-12-11T14:27Z 1637 followers, XXX engagements