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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 1382 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


"$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


"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 1382 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, 1112 engagements


"$NVDA CEO and AC Chair share sales deepened last week w/ Jensen Huang liquidating 225K shares for $36.4M"  
![@LivyResearch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714934845313423) 2025-07-14 11:05:46 UTC 1383 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 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945823298522116327) 2025-07-17 12:30:00 UTC 1383 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 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 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