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[@LivyResearch](/creator/twitter/LivyResearch)
"Commerce Dept is expected to announce 5Y extension on tariff relief for auto part imports; major tailwind for $GM $F to offset extended EV losses while also boosting sentiment for broader sector $TSLA $LCID $RIVN"  
[X Link](https://x.com/LivyResearch/status/1979169262078939366) [@LivyResearch](/creator/x/LivyResearch) 2025-10-17T12:54Z 1589 followers, XXX engagements


"$CRWV anchor investor Magnetar deepens insider selling w/ disposals totaling 415000 shares for $60M this week alone; potentially add pressure to stock amid ongoing uncertainties wrt $CORZ acquisition which will be voted on later this month"  
[X Link](https://x.com/LivyResearch/status/1979169273172894132) [@LivyResearch](/creator/x/LivyResearch) 2025-10-17T12:55Z 1593 followers, 1111 engagements


"$AMZN AWS experiences large scale outage impacting major apps and websites ahead of a new week; adds to execution headwinds amid intensifying $GOOG GCP and $MSFT Azure competition"  
[X Link](https://x.com/LivyResearch/status/1980231649108607064) [@LivyResearch](/creator/x/LivyResearch) 2025-10-20T11:16Z 1593 followers, XXX engagements


"Industry estimates $AAPL iPhone XX sales outperformed iPhone XX by XX% in first XX days across US and China; reinforce sentiment in iPhone recovery but unlikely to repeat F2Q double-digit growth given PQ's tariff demand pull-forward and China competition"  
[X Link](https://x.com/LivyResearch/status/1980231651834917038) [@LivyResearch](/creator/x/LivyResearch) 2025-10-20T11:16Z 1593 followers, XXX engagements


"Key watch items in my coverage today:🧵 Hon Hai reports XX% y/y growth in 3Q citing strong AI server sales; reinforces demand outlook for $NVDA $AMD $TSM ahead of earnings season capex updates while also hinting at modest uptick from $AAPL iPhone XX upgrade cycle"  
[X Link](https://x.com/LivyResearch/status/1975157950055592177) [@LivyResearch](/creator/x/LivyResearch) 2025-10-06T11:15Z 1592 followers, XXX engagements


"EssilorLuxottica expands $META smart glasses production capacity to 10M units by YE'25; w/ starting price @ $XXX optimized demand implies $3B annual revenue run-rate for Meta smart glasses alone highlighting significant growth prospect for Reality Labs"  
[X Link](https://x.com/LivyResearch/status/1976616230397333508) [@LivyResearch](/creator/x/LivyResearch) 2025-10-10T11:50Z 1593 followers, XX engagements


"China is tightening up guardrails against $NVDA GPU imports by dispatching additional customs officers to key ports to check on semiconductor shipments; further complicates H20 upside prospects and weakens Nvidia's share of $50B China AI opportunity currently priced in"  
[X Link](https://x.com/LivyResearch/status/1976618370368946308) [@LivyResearch](/creator/x/LivyResearch) 2025-10-10T11:58Z 1592 followers, XXX engagements


"$AAPL deepens Vietnam manufacturing footprint by expanding BYD $BYDDY $BYDDF partnership for upcoming rollout of new smart home devices; potential compensatory tailwind for BYD amid slow EV sales"  
[X Link](https://x.com/LivyResearch/status/1978417041699725639) [@LivyResearch](/creator/x/LivyResearch) 2025-10-15T11:05Z 1592 followers, XXX engagements


"$AAPL partners w/ $CMCSA to bundle Apple TV and ad-supported Peacock for $15/month starting Oct XX a XX% discount; bundling appears to be preferred strategy than streaming M&A amid recent M&E spinoffs deepening competition against $WBD $DIS $NFLX $PSKY"  
[X Link](https://x.com/LivyResearch/status/1979169264851440119) [@LivyResearch](/creator/x/LivyResearch) 2025-10-17T12:54Z 1592 followers, XXX engagements


"$NVTS founder and ex-CEO Gene Sheridan deepens insider selling plans this week amid ATH; immediate selling coinciding w/ $NVDA 800VDC partnership-linked upsurge this week continues to raise concerns over management misalignment w/ shareholders' interest"  
[X Link](https://x.com/LivyResearch/status/1979169270421438710) [@LivyResearch](/creator/x/LivyResearch) 2025-10-17T12:54Z 1592 followers, 1490 engagements


"Key watch items in my coverage today:🧵 $AMD $ORCL partner to deploy 50000 Instinct MI450 GPUs and Zen X EPYC Venice CPUs in multi-year deal; reinforces AMD's LT target for $100B+ AI GPU sales in coming years but not yet materially additive to what's already priced in"  
[X Link](https://x.com/LivyResearch/status/1978417038361080279) [@LivyResearch](/creator/x/LivyResearch) 2025-10-15T11:05Z 1592 followers, XXX engagements


"Happy Friday folks Here are some key watch items in my coverage today:🧵 $ORCL targets XX% AI gross margin while guiding revenue growth @ XX% CAGR through 2030 to $225B; alleviates recent concerns over AI margin compression but execution risks remain due to weak monetization"  
[X Link](https://x.com/LivyResearch/status/1979169259402985583) [@LivyResearch](/creator/x/LivyResearch) 2025-10-17T12:54Z 1592 followers, XXX engagements


"@singles_stories actually Magnetar sales for the week has almost 10x based on Friday evening disclosures $CRWV"  
[X Link](https://x.com/LivyResearch/status/1980131619303567717) [@LivyResearch](/creator/x/LivyResearch) 2025-10-20T04:39Z 1593 followers, XXX engagements


"Key watch items in my coverage today:🧵 China Q3 GDP XXX% slightly underperforming FY target of about X% despite on track; increase potential for stimulus for Beijing to further consumption which could be tailwind for $BABA $PDD $JD $NIO $LI $XPEV"  
[X Link](https://x.com/LivyResearch/status/1980231642175451377) [@LivyResearch](/creator/x/LivyResearch) 2025-10-20T11:16Z 1593 followers, XXX engagements


"Chinese AI chipmaker Cambricon Q3 sales grew 14x y/y while flipping to profit; suggests improved China self-sufficiency in AI developments and reinforces risk of protracted ban on $NVDA H20+ / $AMD Instinct MI308"  
[X Link](https://x.com/LivyResearch/status/1980231654720639148) [@LivyResearch](/creator/x/LivyResearch) 2025-10-20T11:16Z 1593 followers, XXX engagements