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@LivyResearch Avatar @LivyResearch Livy Research

Livy Research posts on X about china, upside, $tsm, $aapl the most. They currently have XXXXX followers and 1102 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks technology brands finance countries automotive brands travel destinations social networks

Social topic influence china, upside #515, $tsm #222, $aapl #486, $amd #852, $nvda, tariffs #1668, investment, open ai, $crwv #323

Top assets mentioned Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) Intel Corporation (INTC) Dell Technologies, Inc. (DELL) Palantir (PLTR) ON Semiconductor, Corp. (ON) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Alibaba Group (BABA) Applovin Corporation (APP) Tesla, Inc. (TSLA) Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) Toast, Inc. (TOST) Warner Bros Discovery, Inc. (WBD) QUALCOMM, Inc. (QCOM) Metadium (META) Oracle Corporation (ORCL) Snowflake, Inc. (SNOW) Salesforce Inc (CRM) Cream (CRM) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT)

Top Social Posts #

Top posts by engagements in the last XX hours

"China is tightening up guardrails against $NVDA GPU imports by dispatching additional customs officers to key ports to check on semiconductor shipments; further complicates H20 upside prospects and weakens Nvidia's share of $50B China AI opportunity currently priced in"
X Link @LivyResearch 2025-10-10T11:58Z 1583 followers, XXX engagements

"Key watch items in my coverage today:🧵 Uncertainties over renewed US-China trade tensions with Trump threatening XXX% tariffs on Chinese goods this could further pressure steepening declines in China shipments to US (Sept: -27%) and further headwinds to $PDD Temu recovery"
X Link @LivyResearch 2025-10-13T13:31Z 1578 followers, XXX engagements

"Key watch items in my coverage today:🧵 OpenAI commits to 10GW of custom AI accelerators from $AVGO starting 2H26 to 2029; industry estimates deal size at $350B w/o reciprocal investment component reinforcing additive FCF prospects and valuation upside to Broadcom"
X Link @LivyResearch 2025-10-14T11:27Z 1582 followers, XXX engagements

"Been tracking this weekly since $CRWV post-lockup in mid-Aug. Not only have CoreWeave executives sold $1B+ of shares but anchor investor Magnetar has also reduced its stake by X% since IPO. This signals anything but confidence from the lead investor"
X Link @LivyResearch 2025-10-14T13:30Z 1583 followers, XXX engagements

"Significant insider selling totaling $121M by $MU C-suite this week near ATH"
X Link @LivyResearch 2025-10-16T11:02Z 1583 followers, XX engagements

"SoftBank posts $ARM shares as collateral for $5B margin loan to fund OpenAI investment; raises concerns about whether other SoftBank portfolio stakes in AI-related companies (e.g. $BABA $TSM $INTC ) will be affected while pressuring ARM stock"
X Link @LivyResearch 2025-10-13T13:31Z 1577 followers, XXX engagements

"$APP shuts down "Array" pilot product currently linked to allegations of pushing unauthorized app downloads onto mobile phones and SEC probe on data collection; downside risk to AppLovin's rally given permanent removal of revenue stream confirmed"
X Link @LivyResearch 2025-10-16T11:02Z 1583 followers, XXX engagements

"$DELL CEO Michael Dell discloses plan to sell $1B worth of shares near ATH; this risks conflicting upside potential stemming from Dell's recent disclosure of its raised LT financial guidance"
X Link @LivyResearch 2025-10-10T11:50Z 1582 followers, XXX engagements

"CPCA data discloses XXX% y/y increase in Sept $TSLA Shanghai shipments; still trails +22%yy nationwide EV growth but adds focus on Tesla China recovery prospects ahead of earnings which could be key to offsetting US EV credit phase out headwind"
X Link @LivyResearch 2025-10-13T13:31Z 1577 followers, XX engagements

"$XYZ introduces X% payment processing rate on Cash App purchases while launching consumer reward program "Neighborhoods" to foster Cash App adoption; direct competition against incumbent peers like $PYPL POS and $TOST given competitive merchant/consumer offering"
X Link @LivyResearch 2025-10-13T13:31Z 1578 followers, XXX engagements

"Silver Lake has disclosed plans to sell 1.7M $DELL shares for $221M this week and has completed disposal of 817K shares for $76M; these mark SL's first Dell share sale since July"
X Link @LivyResearch 2025-09-19T12:59Z 1583 followers, XXX engagements

"$WBD HBO Max will host South Korea's TVING streaming service across XX major Asian markets starting 2026; strengthens international streaming growth efforts against competition and reinforces self-sufficiency ahead of spinoff"
X Link @LivyResearch 2025-10-16T11:02Z 1583 followers, XXX engagements

"China investigates $QCOM for antitrust violation in June acquisition of connected vehicle chip designer Autotalks; risks stalling M&A pipeline critical for Qualcomm diversification from $AAPL -based sales and increases its exposure to escalating US-China tensions"
X Link @LivyResearch 2025-10-13T13:31Z 1577 followers, XXX engagements

"Key watch items in my coverage today:🧵 Hon Hai reports XX% y/y growth in 3Q citing strong AI server sales; reinforces demand outlook for $NVDA $AMD $TSM ahead of earnings season capex updates while also hinting at modest uptick from $AAPL iPhone XX upgrade cycle"
X Link @LivyResearch 2025-10-06T11:15Z 1583 followers, XXX engagements

"$CRWV represents biggest insider seller this week in our tracker having disposed 830K+ shares w/ combined value of $115M since Oct 6"
X Link @LivyResearch 2025-10-10T11:50Z 1583 followers, XXX engagements

"EssilorLuxottica expands $META smart glasses production capacity to 10M units by YE'25; w/ starting price @ $XXX optimized demand implies $3B annual revenue run-rate for Meta smart glasses alone highlighting significant growth prospect for Reality Labs"
X Link @LivyResearch 2025-10-10T11:50Z 1583 followers, XX engagements

"$AAPL deepens Vietnam manufacturing footprint by expanding BYD $BYDDY $BYDDF partnership for upcoming rollout of new smart home devices; potential compensatory tailwind for BYD amid slow EV sales"
X Link @LivyResearch 2025-10-15T11:05Z 1583 followers, XXX engagements

"$INTC confirms 18A Panther Lake in production and internal volumes are sufficient to generate positive ROI on the new node; reinforces confidence in Foundry but execution risks remain as management acknowledges that next-gen 14A still requires high external volume to scale"
X Link @LivyResearch 2025-10-10T11:50Z 1583 followers, XXX engagements

"Key watch items in my coverage today:🧵 $AMD $ORCL partner to deploy 50000 Instinct MI450 GPUs and Zen X EPYC Venice CPUs in multi-year deal; reinforces AMD's LT target for $100B+ AI GPU sales in coming years but not yet materially additive to what's already priced in"
X Link @LivyResearch 2025-10-15T11:05Z 1583 followers, XXX engagements

"$SNOW and $PLTR partner to deploy Snowflake AI Data Cloud w/ Palantir Foundry and AIP; stronger growth tailwind for Snowflake given the partnership would reinforce its data-driven AI strategy and reinforce deployment in enterprise AI settings"
X Link @LivyResearch 2025-10-16T13:01Z 1583 followers, XXX engagements

"Key watch items in my coverage today:🧵 Trump announces XXX% semiconductor tariffs w/ full exemption for companies that've invested in the US; key tailwind for $TSM $AAPL in particular given their elevated exposure to overseas exports and supply chains"
X Link @LivyResearch 2025-08-07T12:11Z 1578 followers, 2103 engagements

"$CRM reiterates goals to restore double-digit growth w/i NTM and guides $60B ARR by FY2030; represents XX% 4yr CAGR and lags 30%+ multi-year growth trajectory currently exhibited and priced into software peers like $PLTR by wide margins limiting AI momentum for Salesforce"
X Link @LivyResearch 2025-10-16T11:02Z 1583 followers, XXX engagements

"$SPOT to publish podcast videos on $NFLX in the US starting 2026 moving away from simultaneous uploads to $GOOG $GOOGL YouTube; could improve Netflix share of TV screentime and improve ad sales as podcast video viewership gains traction"
X Link @LivyResearch 2025-10-15T11:05Z 1582 followers, XXX engagements