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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 $crwv, $nvda, meta, $meta the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXX +100%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +62%

### Mentions: XX [#](/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 -XX%
- X Month XX -XX%
- X Months XXX +22%
- X Year XXX +183%

### 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 +0.43%
- X Month XXXXX +2.30%
- X Months XXXXX +30%
- X Year XXXXX +373%

### CreatorRank: XXXXXXXXX [#](/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

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$crwv](/topic/$crwv) 13.04%, [$nvda](/topic/$nvda) #2188, [meta](/topic/meta) 13.04%, [$meta](/topic/$meta) #254, [$nflx](/topic/$nflx) #200, [$wbd](/topic/$wbd) #93, [stocks](/topic/stocks) 13.04%, [files](/topic/files) #337, [core scientific](/topic/core-scientific) 8.7%, [$corz](/topic/$corz) XXX%

**Top assets mentioned**
[CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Blue Owl Capital Corporation (OBDC)](/topic/$obdc) [OwlDAO (OWL)](/topic/$owl) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Arlo Technologies, Inc. (ARLO)](/topic/$arlo) [Snap, Inc. (SNAP)](/topic/$snap)
### Top Social Posts
Top posts by engagements in the last XX hours

"$CRWV - The funding wall behind the financial engineering is showing cracks The collapse of the CoreWeave-Core Scientific $CORZ deal and sudden guidance cut was a cautionary tale - CoreWeave might've hit the limits of its debt-fueled growth model. Management attributed the slashed FY25 growth outlook to delays at a 3P DC build. But viewed in the context of the recently failed merger the real issue's starting to look more like a capital-access bottleneck rather than a construction blip. Unlocking immediate financial flexibility was the strategic centerpiece of the proposed Core Scientific"  
[X Link](https://x.com/LivyResearch/status/1988955004451909648)  2025-11-13T13:00Z 1635 followers, 3353 engagements


"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](https://x.com/LivyResearch/status/1991229817887539355)  2025-11-19T19:39Z 1636 followers, XXX engagements


"Key watch items in my coverage today:🧵 Trump cautions antitrust hurdles on $NFLX $WBD tie-up; risks tempering WBD stock's ability to grow into Netflix's proposed premium for the streaming & studios business in NTM"  
[X Link](https://x.com/LivyResearch/status/1998026331460956647)  2025-12-08T13:46Z 1636 followers, XXX engagements


"$CRWV proposes $2B convertible offering as expected given company's balance sheet weakens after failed $CORZ merger w/ limited capital flexibility to fund upcoming capex obligations; this is likely to protract pressure over stock's recovery potential"  
[X Link](https://x.com/LivyResearch/status/1998026334069793272)  2025-12-08T13:46Z 1635 followers, XXX engagements


"$PSKY $NFLX bidding war for $WBD here we go"  
[X Link](https://x.com/LivyResearch/status/1998058320117260758)  2025-12-08T15:53Z 1635 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](https://x.com/LivyResearch/status/1998724752081605072)  2025-12-10T12:01Z 1637 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](https://x.com/LivyResearch/status/1998724754950549721)  2025-12-10T12:01Z 1637 followers, XX 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](https://x.com/LivyResearch/status/1998724757530038615)  2025-12-10T12:01Z 1637 followers, XX 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](https://x.com/LivyResearch/status/1998378016490332327)  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](https://x.com/LivyResearch/status/1998378019627606489)  2025-12-09T13:03Z 1637 followers, XX engagements


"$GOOG plans AR glasses debut in 2026 w/ Samsung and popular eyewear makers Gentle Monster and Warby Parker; significant headwind to $META given greater Google Gemini stickiness and stronger consumer share from WP/GM against RayBan"  
[X Link](https://x.com/LivyResearch/status/1998378022693675517)  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](https://x.com/LivyResearch/status/1998378026057490812)  2025-12-09T13:03Z 1637 followers, XXX engagements