[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LivyResearch Livy Research Livy Research posts on X about $nvda, nvda, volatility, $goog the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1541770160763449344/interactions)  - X Week XXXXXX +221% - X Month XXXXXX +35% - X Months XXXXXXX +5.70% - X Year XXXXXXX +5,406% ### Mentions: XX [#](/creator/twitter::1541770160763449344/posts_active)  - X Week XX +14% - X Month XXX +76% - X Months XXX +36% - X Year XXX +869% ### Followers: XXXXX [#](/creator/twitter::1541770160763449344/followers)  - X Week XXXXX +4.40% - X Month XXXXX +8.70% - X Months XXXXX +146% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1541770160763449344/influencer_rank)  ### Social Influence [#](/creator/twitter::1541770160763449344/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) **Social topic influence** [$nvda](/topic/$nvda), [nvda](/topic/nvda), [volatility](/topic/volatility), [$goog](/topic/$goog), [$crwv](/topic/$crwv), [$meta](/topic/$meta), [$msft](/topic/$msft), [goog](/topic/goog), [gpu](/topic/gpu), [20m](/topic/20m) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Sleepless AI (AI)](/topic/$ai) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Snap, Inc. (SNAP)](/topic/$snap) [Lucid Group Inc (LCID)](/topic/$lcid) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts [#](/creator/twitter::1541770160763449344/posts) --- Top posts by engagements in the last XX hours "China's MIIT audit found $BYDDY $BYDDF claimed $20M+ in EV subsidies it didn't qualify for between 2016-2020; while clawbacks remain uncertain the findings compound earlier claims of channel-stuffing w/ zero-mileage used EVs weakening confidence in demand outlook"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714929313055033) 2025-07-14 11:05:44 UTC 1383 followers, XX engagements "Anticipate volatility this week at $DELL due to net insider selling by Board member Bill Green"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274286684610939) 2025-07-21 12:35:43 UTC 1388 followers, XXX engagements "Anticipate volatility this week at $AI due to significant insider share selling plan by CEO Thomas Siebel"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274283513762008) 2025-07-21 12:35:42 UTC 1388 followers, XX engagements "$META launches "Meta Oakley HSTN" glasses from $399-$500 for athletic use; reinforces LT demand and upgrades for eventual AI AR/VR glasses additive to Reality Labs outlook"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621303940530635) 2025-07-22 11:34:38 UTC 1389 followers, XX engagements "Anticipate volatility in $NVDA as CEO Jensen Huang plans another 75K share sale this week after liquidating 375K shares last week for $64M at ATH"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621323532079287) 2025-07-22 11:34:43 UTC 1389 followers, XX engagements "$MSFT has spent $16B+ YTD FY25 on finance lease capex - a XXX% y/y increase. And similar trends are emerging across $META $GOOG and $AMZN. The increasing relevance of finance leases may carry significant downside implications for $CRWV and $NVDA. Yet investors continue to turn a blind eye in favor of robust headline capex figures with few bothering to take a closer look into the composition. I'll be publishing a detailed breakdown tomorrow (July 15) at 8:30AM EST on the Livy Research website (free). Follow me on X and turn on notifications to stay updated - I strongly recommend all AI"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944784948818321670) 2025-07-14 15:43:58 UTC 1387 followers, XXX engagements "EU mulls requirement for electrification across all major car rental fleets by 2030; potential tailwind for $TSLA $NIO $XPEV and BYD affordable models in the market"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274277054718395) 2025-07-21 12:35:40 UTC 1389 followers, XXX engagements "$GOOG Waymo doubles Austin service footprint to XX square miles w/ 24/7 operations; potential reinforcement to thematic tailwind if management allocates greater airtime to Waymo fundamentals ahead of Google earnings this week"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274280279982340) 2025-07-21 12:35:41 UTC 1386 followers, XX engagements "Anticipate volatility this week in $SNAP due to net insider selling"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945801507427028992) 2025-07-17 11:03:25 UTC 1387 followers, 1039 engagements "Good morning everyone My newest post "Embedded GPU Demand Risks Revealed Under ASC 842" is out now on the Livy Research website. 34%+ of $NVDA 's valuation gains this year was driven by an accounting mistake shared by almost every Wall Street analyst. I dive deep into ASC XXX Lease Accounting and examine the underappreciated implications on $NVDA and also $CRWV in the post. Please come take a read and feel free to like and share to get the word out. I'd greatly appreciate any feedback as well"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945121178684739740) 2025-07-15 14:00:02 UTC 1389 followers, 7896 engagements "Happy Friday Key watch items in my coverage today:🧵 $UBER invests $300M into $LCID w/ plans to buy and rollout 20K+ autonomous Gravity SUVs over 6yrs beginning 2026; additive to Lucid LT growth by increasing consumer brand confidence and awareness"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1946165601309004252) 2025-07-18 11:10:12 UTC 1387 followers, XXX engagements "Key watch items in my coverage today:🧵 $MSFT SharePoint server software remains under cyberattack despite patch rollout over weekend; ensuing cost and reputational implications could impact earnings outlook"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621300870254671) 2025-07-22 11:34:37 UTC 1389 followers, XXX engagements "Malaysia kicks off permit requirement for imports exports and transshipments of US AI chips solidifying new demand hurdle for $NVDA"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714926163145154) 2025-07-14 11:05:44 UTC 1388 followers, XX engagements "Incoming OpenAI Applications CEO Fidji Simo brings extensive experience in consumer market penetration; her upcoming strategy and product roadmap could potentially resuscitate concerns about durability of $GOOG moat"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621316775055785) 2025-07-22 11:34:41 UTC 1389 followers, XXX engagements "Thanks for the great insight I completely agree with you on the first two observations - it would be a worse case than I've assumed in my analysis. And on your third point wrt the $NVDA $CRWV relationship it doesn't completely dismiss the valuation downside risk. If Nvidia's off balance sheet commitments go to footing CoreWeave's obsolete GPU capacity then that'd be the holy grail to CRWV's business model. But this would essentially transfer CRWV's impairment risk to NVDA. If NVDA is committing to CRWV GPU capacity rental for 12mth+ it's considered a LT lease and US GAAP will require it be"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945492125510221831) 2025-07-16 14:34:02 UTC 1388 followers, XXX engagements "Key watch items in my coverage today:🧵 H20 sales resumption faces pushback from House's China panel while $NVDA also faces supply chain constraints as Chinese tech giants rush orders in fear of policy reversal; risks limitations to H20 revenue outlook at $4.5B"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274273833332744) 2025-07-21 12:35:40 UTC 1388 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LivyResearch Livy Research
Livy Research posts on X about $nvda, nvda, volatility, $goog the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +221%
- X Month XXXXXX +35%
- X Months XXXXXXX +5.70%
- X Year XXXXXXX +5,406%
Mentions: XX #
- X Week XX +14%
- X Month XXX +76%
- X Months XXX +36%
- X Year XXX +869%
Followers: XXXXX #
- X Week XXXXX +4.40%
- X Month XXXXX +8.70%
- X Months XXXXX +146%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks technology brands finance countries fashion brands automotive brands
Social topic influence $nvda, nvda, volatility, $goog, $crwv, $meta, $msft, goog, gpu, 20m
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Metadium (META) Microsoft Corp. (MSFT) Dell Technologies, Inc. (DELL) Sleepless AI (AI) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Snap, Inc. (SNAP) Lucid Group Inc (LCID) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"China's MIIT audit found $BYDDY $BYDDF claimed $20M+ in EV subsidies it didn't qualify for between 2016-2020; while clawbacks remain uncertain the findings compound earlier claims of channel-stuffing w/ zero-mileage used EVs weakening confidence in demand outlook"
@LivyResearch on X 2025-07-14 11:05:44 UTC 1383 followers, XX engagements
"Anticipate volatility this week at $DELL due to net insider selling by Board member Bill Green" @LivyResearch on X 2025-07-21 12:35:43 UTC 1388 followers, XXX engagements
"Anticipate volatility this week at $AI due to significant insider share selling plan by CEO Thomas Siebel" @LivyResearch on X 2025-07-21 12:35:42 UTC 1388 followers, XX engagements
"$META launches "Meta Oakley HSTN" glasses from $399-$500 for athletic use; reinforces LT demand and upgrades for eventual AI AR/VR glasses additive to Reality Labs outlook" @LivyResearch on X 2025-07-22 11:34:38 UTC 1389 followers, XX engagements
"Anticipate volatility in $NVDA as CEO Jensen Huang plans another 75K share sale this week after liquidating 375K shares last week for $64M at ATH" @LivyResearch on X 2025-07-22 11:34:43 UTC 1389 followers, XX engagements
"$MSFT has spent $16B+ YTD FY25 on finance lease capex - a XXX% y/y increase. And similar trends are emerging across $META $GOOG and $AMZN. The increasing relevance of finance leases may carry significant downside implications for $CRWV and $NVDA. Yet investors continue to turn a blind eye in favor of robust headline capex figures with few bothering to take a closer look into the composition. I'll be publishing a detailed breakdown tomorrow (July 15) at 8:30AM EST on the Livy Research website (free). Follow me on X and turn on notifications to stay updated - I strongly recommend all AI" @LivyResearch on X 2025-07-14 15:43:58 UTC 1387 followers, XXX engagements
"EU mulls requirement for electrification across all major car rental fleets by 2030; potential tailwind for $TSLA $NIO $XPEV and BYD affordable models in the market" @LivyResearch on X 2025-07-21 12:35:40 UTC 1389 followers, XXX engagements
"$GOOG Waymo doubles Austin service footprint to XX square miles w/ 24/7 operations; potential reinforcement to thematic tailwind if management allocates greater airtime to Waymo fundamentals ahead of Google earnings this week" @LivyResearch on X 2025-07-21 12:35:41 UTC 1386 followers, XX engagements
"Anticipate volatility this week in $SNAP due to net insider selling" @LivyResearch on X 2025-07-17 11:03:25 UTC 1387 followers, 1039 engagements
"Good morning everyone My newest post "Embedded GPU Demand Risks Revealed Under ASC 842" is out now on the Livy Research website. 34%+ of $NVDA 's valuation gains this year was driven by an accounting mistake shared by almost every Wall Street analyst. I dive deep into ASC XXX Lease Accounting and examine the underappreciated implications on $NVDA and also $CRWV in the post. Please come take a read and feel free to like and share to get the word out. I'd greatly appreciate any feedback as well" @LivyResearch on X 2025-07-15 14:00:02 UTC 1389 followers, 7896 engagements
"Happy Friday Key watch items in my coverage today:🧵 $UBER invests $300M into $LCID w/ plans to buy and rollout 20K+ autonomous Gravity SUVs over 6yrs beginning 2026; additive to Lucid LT growth by increasing consumer brand confidence and awareness" @LivyResearch on X 2025-07-18 11:10:12 UTC 1387 followers, XXX engagements
"Key watch items in my coverage today:🧵 $MSFT SharePoint server software remains under cyberattack despite patch rollout over weekend; ensuing cost and reputational implications could impact earnings outlook" @LivyResearch on X 2025-07-22 11:34:37 UTC 1389 followers, XXX engagements
"Malaysia kicks off permit requirement for imports exports and transshipments of US AI chips solidifying new demand hurdle for $NVDA" @LivyResearch on X 2025-07-14 11:05:44 UTC 1388 followers, XX engagements
"Incoming OpenAI Applications CEO Fidji Simo brings extensive experience in consumer market penetration; her upcoming strategy and product roadmap could potentially resuscitate concerns about durability of $GOOG moat" @LivyResearch on X 2025-07-22 11:34:41 UTC 1389 followers, XXX engagements
"Thanks for the great insight I completely agree with you on the first two observations - it would be a worse case than I've assumed in my analysis. And on your third point wrt the $NVDA $CRWV relationship it doesn't completely dismiss the valuation downside risk. If Nvidia's off balance sheet commitments go to footing CoreWeave's obsolete GPU capacity then that'd be the holy grail to CRWV's business model. But this would essentially transfer CRWV's impairment risk to NVDA. If NVDA is committing to CRWV GPU capacity rental for 12mth+ it's considered a LT lease and US GAAP will require it be" @LivyResearch on X 2025-07-16 14:34:02 UTC 1388 followers, XXX engagements
"Key watch items in my coverage today:🧵 H20 sales resumption faces pushback from House's China panel while $NVDA also faces supply chain constraints as Chinese tech giants rush orders in fear of policy reversal; risks limitations to H20 revenue outlook at $4.5B" @LivyResearch on X 2025-07-21 12:35:40 UTC 1388 followers, XXX engagements