[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 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


"$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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1948416247705854446) 2025-07-24 16:13:27 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 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@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 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 1389 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


"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 1386 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 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 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 1389 followers, XXX 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


"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 1386 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 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1948416251132281361) 2025-07-24 16:13:28 UTC 1389 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 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 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 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1541770160763449344.png) [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714923072000275) 2025-07-14 11:05:43 UTC 1383 followers, XX engagements