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# ![@LivyResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1541770160763449344.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:interactions.svg)

- 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)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:posts_active.svg)

- X Week XX +11%
- X Month XXX +60%
- X Months XXX +31%
- X Year XXX +893%

### Followers: XXXXX [#](/creator/twitter::1541770160763449344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:followers.svg)

- X Week XXXXX +0.58%
- X Month XXXXX +8.20%
- X Months XXXXX +137%

### CreatorRank: undefined [#](/creator/twitter::1541770160763449344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:influencer_rank.svg)

### 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714923072000275) 2025-07-14 11:05:43 UTC 1383 followers, XX 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 Avatar @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 #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +6.20%
  • X Months XXXXXXX +2.50%
  • X Year XXXXXXX +5,435%

Mentions: X #

Mentions Line Chart

  • X Week XX +11%
  • X Month XXX +60%
  • X Months XXX +31%
  • X Year XXX +893%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.58%
  • X Month XXXXX +8.20%
  • X Months XXXXX +137%

CreatorRank: undefined #

CreatorRank Line Chart

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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @LivyResearch on X 2025-07-14 11:05:43 UTC 1383 followers, XX engagements

@LivyResearch
/creator/twitter::LivyResearch