[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
[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.]
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.
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%, $aapl 3.85%, volatility XXXX%
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Sleepless AI (AI) Alibaba Group (BABA) Intel Corporation (INTC) Micron Technology, Inc. (MU) Amazon.com, Inc. (AMZN) CoreWeave, Inc. (CRWV) Metadium (META)
Top posts by engagements in the last XX hours
"$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
/creator/twitter::LivyResearch