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[@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621323532079287) 2025-07-22 11:34:43 UTC 1389 followers, XXX engagements


"$NVDA CEO Jensen Huang 105b-1c selling continues this week @ $37M+ disposed"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945801504667107491) 2025-07-17 11:03:24 UTC 1390 followers, XX 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 1383 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 1389 followers, XXX engagements


"Thanks for the great insight I completely agree with you on the first two observations - it would be a worse case than I've assumed in my analysis. And on your third point wrt the $NVDA $CRWV relationship it doesn't completely dismiss the valuation downside risk. If Nvidia's off balance sheet commitments go to footing CoreWeave's obsolete GPU capacity then that'd be the holy grail to CRWV's business model. But this would essentially transfer CRWV's impairment risk to NVDA. If NVDA is committing to CRWV GPU capacity rental for 12mth+ it's considered a LT lease and US GAAP will require it be"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945492125510221831) 2025-07-16 14:34:02 UTC 1388 followers, XXX 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 1383 followers, XXX engagements


"EU mulls requirement for electrification across all major car rental fleets by 2030; potential tailwind for $TSLA $NIO $XPEV and BYD affordable models in the market"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274277054718395) 2025-07-21 12:35:40 UTC 1390 followers, XXX engagements


"China's MIIT audit found $BYDDY $BYDDF claimed $20M+ in EV subsidies it didn't qualify for between 2016-2020; while clawbacks remain uncertain the findings compound earlier claims of channel-stuffing w/ zero-mileage used EVs weakening confidence in demand outlook"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714929313055033) 2025-07-14 11:05:44 UTC 1390 followers, XX engagements


"Happy Friday Key watch items in my coverage today:🧵 $UBER invests $300M into $LCID w/ plans to buy and rollout 20K+ autonomous Gravity SUVs over 6yrs beginning 2026; additive to Lucid LT growth by increasing consumer brand confidence and awareness"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1946165601309004252) 2025-07-18 11:10:12 UTC 1387 followers, XXX engagements


"Key watch items in my coverage today:🧵 H20 sales resumption faces pushback from House's China panel while $NVDA also faces supply chain constraints as Chinese tech giants rush orders in fear of policy reversal; risks limitations to H20 revenue outlook at $4.5B"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274273833332744) 2025-07-21 12:35:40 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 1383 followers, XXX engagements


"Key watch items in my coverage today:🧵 $TSLA to incorporate Grok chatbot into its vehicles vehicles week; potentially boosts sentiment for auto + Connectivity subscription sales and underpins future synergies w/ robotaxi deployment"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714917065764897) 2025-07-14 11:05:41 UTC 1390 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 1383 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 1383 followers, XXX engagements


"$GOOG Waymo doubles Austin service footprint to XX square miles w/ 24/7 operations; potential reinforcement to thematic tailwind if management allocates greater airtime to Waymo fundamentals ahead of Google earnings this week"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274280279982340) 2025-07-21 12:35:41 UTC 1390 followers, XX engagements


"Anticipate volatility this week in $SNAP due to net insider selling"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945801507427028992) 2025-07-17 11:03:25 UTC 1383 followers, 1109 engagements


"Malaysia kicks off permit requirement for imports exports and transshipments of US AI chips solidifying new demand hurdle for $NVDA"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714926163145154) 2025-07-14 11:05:44 UTC 1388 followers, XX engagements


"Agreed the bulk still goes to AI infra and processors which will benefit $NVDA. But its exactly this thats misleading markets. A growing portion is going to Nvidia THROUGH $CRWV and not directly. Yet markets are proving in CoreWeave GPU demand in excess of hyperscaler demand. Theres an overlap thats being priced into Nvidias $4T valuation right now that many are underappreciating"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945395455917162810) 2025-07-16 08:09:55 UTC 1390 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621316775055785) 2025-07-22 11:34:41 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 1383 followers, XXX engagements


"Anticipate volatility this week at $DELL due to net insider selling by Board member Bill Green"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274286684610939) 2025-07-21 12:35:43 UTC 1390 followers, XXX engagements


"Anticipate volatility this week at $AI due to significant insider share selling plan by CEO Thomas Siebel"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947274283513762008) 2025-07-21 12:35:42 UTC 1383 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1947621303940530635) 2025-07-22 11:34:38 UTC 1389 followers, XX 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 1383 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 1383 followers, 7917 engagements