[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, $amd, $tsm the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1541770160763449344/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +6.20% - X Months XXXXXXX +2.50% - X Year XXXXXXX +5,435% ### Mentions: X [#](/creator/twitter::1541770160763449344/posts_active)  - X Week XX +11% - X Month XXX +60% - X Months XXX +31% - X Year XXX +893% ### Followers: XXXXX [#](/creator/twitter::1541770160763449344/followers)  - X Week XXXXX +0.58% - X Month XXXXX +8.20% - X Months XXXXX +137% ### CreatorRank: undefined [#](/creator/twitter::1541770160763449344/influencer_rank)  ### Social Influence [#](/creator/twitter::1541770160763449344/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [nvda](/topic/nvda) 9.62%, [$nvda](/topic/$nvda) 9.62%, [$amd](/topic/$amd) 7.69%, [$tsm](/topic/$tsm) 3.85%, [chips](/topic/chips) 3.85%, [gpu](/topic/gpu) 3.85%, [$75k](/topic/$75k) 3.85%, [$tsla](/topic/$tsla) 3.85%, [$aapl](/topic/$aapl) 3.85%, [volatility](/topic/volatility) XXXX% **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Sleepless AI (AI)](/topic/$ai) [Alibaba Group (BABA)](/topic/$baba) [Intel Corporation (INTC)](/topic/$intc) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Metadium (META)](/topic/$meta) ### Top Social Posts [#](/creator/twitter::1541770160763449344/posts) --- Top posts by engagements in the last XX hours "$AMD warns 5-20% margin headwind on chips made from $TSM Arizona starting 2025 end; compounds risk post-tariff correction in 2H across key TSMC semi names including $NVDA"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1948416247705854446) 2025-07-24 16:13:27 UTC 1388 followers, XXX engagements "$ORCL and OpenAI to jointly develop 4.5GW additional US DC capacity on top of existing Abilene facility totaling 2M+ chips; potentially overlooked $AMD tailwind given alignment w/ MI400/Helios GTM which Sam Altman's openly endorsed"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996794593616247) 2025-07-23 12:26:42 UTC 1389 followers, XX engagements "This is great for $TSM and reinforces its moat. But if supply-demand balance is improving in advanced nodes it could suggest normalization by FY26. This could be a headwind for $NVDA $AMD $AVGO as it implies market is approaching sufficient merchant and custom AI chip inventory which means competition will become more evident leading to steeper growth deceleration"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945798693535539707) 2025-07-17 10:52:14 UTC 1387 followers, XXX engagements "$GOOG reports strong Q2 double beat w/ AI capex increase to meet better than expected cloud demand; reflects narrowing AI/cloud gap to Azure/AWS while reinforcing $NVDA GPU demand outlook"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1948416236343419217) 2025-07-24 16:13:25 UTC 1389 followers, XX engagements "$AAPL has also introduced AppleCare One today @ $19.99/mth offering coverage for up to X devices; encourages Apple device ecosystem lock-in while bolstering subscription revenue growth"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1948005284687069559) 2025-07-23 13:00:26 UTC 1389 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 1383 followers, XXX engagements "Anticipate volatility in $AI as pre-planned insider selling by CEO Thomas Siebel begins this week"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996797542322505) 2025-07-23 12:26:43 UTC 1387 followers, XXX engagements "Bessent eyes China tariff pause extension in trade talks held in Stockholm next week; maintains breather for $BABA $PDD $AAPL while China's potential request for deeper chip concessions could benefit $NVDA $AMD $INTC chip concessions"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996789334036562) 2025-07-23 12:26:41 UTC 1389 followers, XXX engagements "Key watch items in my coverage today:🧵 $TSLA California sales down 21.1%yy highlighting ongoing demand risks; upcoming $7.5k credit expiry could spur 3Q demand pull-forward but risks being offset by Japanese rivals that've just obtained lower than expected XX% tariff"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996786901262729) 2025-07-23 12:26:40 UTC 1389 followers, XXX engagements "Anticipate volatility in $MU this week w/ planned insider selling from CFO"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996800386035785) 2025-07-23 12:26:43 UTC 1389 followers, XXX engagements "$PDD switches auditor to EY Hong Kong potentially paving way for HK listing; potentially improves stock sentiment by reducing risk premium attributable to geopolitical-related delisting albeit remote"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1948416251132281361) 2025-07-24 16:13:28 UTC 1388 followers, XXX engagements "$AMZN acquires "Bee" wearable AI assistant tech maker; complements Alexa AI capabilities and consumer penetration while also bolstering internal warehouse robotics in generating LT ROI expansion"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996791917682796) 2025-07-23 12:26:41 UTC 1389 followers, XX 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 $CRWV in the post. Please come take a read and feel free to like and share to get the word out. I'd greatly appreciate any feedback as well"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945121178684739740) 2025-07-15 14:00:02 UTC 1388 followers, 7929 engagements "$META continues AI investment streak w/ acquisition of PlayAI; integration will bolster voice AI developments critical for agentic AI push underpinning Meta AI XR glasses ads and business messaging ambitions"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714923072000275) 2025-07-14 11:05:43 UTC 1383 followers, XX engagements
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@LivyResearch Livy Research
Livy Research posts on X about nvda, $nvda, $amd, $tsm the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XX%
- X Month XXXXXX +6.20%
- X Months XXXXXXX +2.50%
- X Year XXXXXXX +5,435%
Mentions: X #
- X Week XX +11%
- X Month XXX +60%
- X Months XXX +31%
- X Year XXX +893%
Followers: XXXXX #
- X Week XXXXX +0.58%
- X Month XXXXX +8.20%
- X Months XXXXX +137%
CreatorRank: undefined #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% automotive brands XXXX% travel destinations XXXX% countries XXXX%
Social topic influence nvda 9.62%, $nvda 9.62%, $amd 7.69%, $tsm 3.85%, chips 3.85%, gpu 3.85%, $75k 3.85%, $tsla 3.85%, $aapl 3.85%, volatility XXXX%
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Sleepless AI (AI) Alibaba Group (BABA) Intel Corporation (INTC) Micron Technology, Inc. (MU) Amazon.com, Inc. (AMZN) CoreWeave, Inc. (CRWV) Metadium (META)
Top Social Posts #
Top posts by engagements in the last XX hours
"$AMD warns 5-20% margin headwind on chips made from $TSM Arizona starting 2025 end; compounds risk post-tariff correction in 2H across key TSMC semi names including $NVDA"
@LivyResearch on X 2025-07-24 16:13:27 UTC 1388 followers, XXX engagements
"$ORCL and OpenAI to jointly develop 4.5GW additional US DC capacity on top of existing Abilene facility totaling 2M+ chips; potentially overlooked $AMD tailwind given alignment w/ MI400/Helios GTM which Sam Altman's openly endorsed" @LivyResearch on X 2025-07-23 12:26:42 UTC 1389 followers, XX engagements
"This is great for $TSM and reinforces its moat. But if supply-demand balance is improving in advanced nodes it could suggest normalization by FY26. This could be a headwind for $NVDA $AMD $AVGO as it implies market is approaching sufficient merchant and custom AI chip inventory which means competition will become more evident leading to steeper growth deceleration" @LivyResearch on X 2025-07-17 10:52:14 UTC 1387 followers, XXX engagements
"$GOOG reports strong Q2 double beat w/ AI capex increase to meet better than expected cloud demand; reflects narrowing AI/cloud gap to Azure/AWS while reinforcing $NVDA GPU demand outlook" @LivyResearch on X 2025-07-24 16:13:25 UTC 1389 followers, XX engagements
"$AAPL has also introduced AppleCare One today @ $19.99/mth offering coverage for up to X devices; encourages Apple device ecosystem lock-in while bolstering subscription revenue growth" @LivyResearch on X 2025-07-23 13:00:26 UTC 1389 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 1383 followers, XXX engagements
"Anticipate volatility in $AI as pre-planned insider selling by CEO Thomas Siebel begins this week" @LivyResearch on X 2025-07-23 12:26:43 UTC 1387 followers, XXX engagements
"Bessent eyes China tariff pause extension in trade talks held in Stockholm next week; maintains breather for $BABA $PDD $AAPL while China's potential request for deeper chip concessions could benefit $NVDA $AMD $INTC chip concessions" @LivyResearch on X 2025-07-23 12:26:41 UTC 1389 followers, XXX engagements
"Key watch items in my coverage today:🧵 $TSLA California sales down 21.1%yy highlighting ongoing demand risks; upcoming $7.5k credit expiry could spur 3Q demand pull-forward but risks being offset by Japanese rivals that've just obtained lower than expected XX% tariff" @LivyResearch on X 2025-07-23 12:26:40 UTC 1389 followers, XXX engagements
"Anticipate volatility in $MU this week w/ planned insider selling from CFO" @LivyResearch on X 2025-07-23 12:26:43 UTC 1389 followers, XXX engagements
"$PDD switches auditor to EY Hong Kong potentially paving way for HK listing; potentially improves stock sentiment by reducing risk premium attributable to geopolitical-related delisting albeit remote" @LivyResearch on X 2025-07-24 16:13:28 UTC 1388 followers, XXX engagements
"$AMZN acquires "Bee" wearable AI assistant tech maker; complements Alexa AI capabilities and consumer penetration while also bolstering internal warehouse robotics in generating LT ROI expansion" @LivyResearch on X 2025-07-23 12:26:41 UTC 1389 followers, XX 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 $CRWV in the post. Please come take a read and feel free to like and share to get the word out. I'd greatly appreciate any feedback as well" @LivyResearch on X 2025-07-15 14:00:02 UTC 1388 followers, 7929 engagements
"$META continues AI investment streak w/ acquisition of PlayAI; integration will bolster voice AI developments critical for agentic AI push underpinning Meta AI XR glasses ads and business messaging ambitions" @LivyResearch on X 2025-07-14 11:05:43 UTC 1383 followers, XX engagements