[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](/creator/twitter/LivyResearch) "Anticipate volatility in $NVDA as CEO Jensen Huang plans another 75K share sale this week after liquidating 375K shares last week for $64M at ATH"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621323532079287) 2025-07-22 11:34:43 UTC 1382 followers, XXX engagements "$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 $AMD tailwind given alignment w/ MI400/Helios GTM which Sam Altman's openly endorsed"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996794593616247) 2025-07-23 12:26:42 UTC 1389 followers, XX engagements "$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 $7.5k credit expiry could spur 3Q demand pull-forward but risks being offset by Japanese rivals that've just obtained lower than expected XX% tariff"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947996786901262729) 2025-07-23 12:26:40 UTC 1389 followers, XXX engagements "$NVDA CEO and AC Chair share sales deepened last week w/ Jensen Huang liquidating 225K shares for $36.4M"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714934845313423) 2025-07-14 11:05:46 UTC 1383 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 1382 followers, XXX engagements "Markets are making a mistake in the estimates that drive the $NVDA rally. Its $4T market cap today is overvalued by at least $210B due to overstated demand. Wall Street currently estimates Nvidia FY26 AI chip sales at $180B. That's largely derived from $310B capex guided by key customers like the Big X hyperscalers alongside $25B demand from neo-cloud operators like $CRWV ($23B) and $NBIS ($2B). What's being overlooked is that the $310B hyperscaler capex embeds $22B attributable to finance leases instead of direct PPE purchases. In this $22B XX% likely goes to AI chip rentals - like the GPUs"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945823298522116327) 2025-07-17 12:30:00 UTC 1387 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 "$META launches "Meta Oakley HSTN" glasses from $399-$500 for athletic use; reinforces LT demand and upgrades for eventual AI AR/VR glasses additive to Reality Labs outlook"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621303940530635) 2025-07-22 11:34:38 UTC 1382 followers, XXX engagements "$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.]
@LivyResearch
"Anticipate volatility in $NVDA as CEO Jensen Huang plans another 75K share sale this week after liquidating 375K shares last week for $64M at ATH"
@LivyResearch on X 2025-07-22 11:34:43 UTC 1382 followers, XXX engagements
"$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 $AMD tailwind given alignment w/ MI400/Helios GTM which Sam Altman's openly endorsed" @LivyResearch on X 2025-07-23 12:26:42 UTC 1389 followers, XX engagements
"$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 $7.5k credit expiry could spur 3Q demand pull-forward but risks being offset by Japanese rivals that've just obtained lower than expected XX% tariff" @LivyResearch on X 2025-07-23 12:26:40 UTC 1389 followers, XXX engagements
"$NVDA CEO and AC Chair share sales deepened last week w/ Jensen Huang liquidating 225K shares for $36.4M" @LivyResearch on X 2025-07-14 11:05:46 UTC 1383 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 1382 followers, XXX engagements
"Markets are making a mistake in the estimates that drive the $NVDA rally. Its $4T market cap today is overvalued by at least $210B due to overstated demand. Wall Street currently estimates Nvidia FY26 AI chip sales at $180B. That's largely derived from $310B capex guided by key customers like the Big X hyperscalers alongside $25B demand from neo-cloud operators like $CRWV ($23B) and $NBIS ($2B). What's being overlooked is that the $310B hyperscaler capex embeds $22B attributable to finance leases instead of direct PPE purchases. In this $22B XX% likely goes to AI chip rentals - like the GPUs" @LivyResearch on X 2025-07-17 12:30:00 UTC 1387 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
"$META launches "Meta Oakley HSTN" glasses from $399-$500 for athletic use; reinforces LT demand and upgrades for eventual AI AR/VR glasses additive to Reality Labs outlook" @LivyResearch on X 2025-07-22 11:34:38 UTC 1382 followers, XXX engagements
"$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