[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 Livy Research Livy Research posts on X about $nvda, nvda, $goog, goog the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1541770160763449344/interactions)  - X Week XXXXXX +111% - X Month XXXXXX -XX% - X Months XXXXXXX +20% - X Year XXXXXXX +5,689% ### Mentions: XX [#](/creator/twitter::1541770160763449344/posts_active)  - X Months XXX -XXXX% - X Year XXX +626% ### Followers: XXXXX [#](/creator/twitter::1541770160763449344/followers)  - X Week XXXXX +3.40% - X Month XXXXX +8.40% - X Months XXXXX +153% ### CreatorRank: XXXXXXX [#](/creator/twitter::1541770160763449344/influencer_rank)  ### Social Influence [#](/creator/twitter::1541770160763449344/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [automotive brands](/list/automotive-brands) **Social topic influence** [$nvda](/topic/$nvda), [nvda](/topic/nvda), [$goog](/topic/$goog), [goog](/topic/goog), [gpu](/topic/gpu), [china](/topic/china), [$tsla](/topic/$tsla), [$crwv](/topic/$crwv), [$meta](/topic/$meta), [meta](/topic/meta) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Tesla, Inc. (TSLA)](/topic/$tsla) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Metadium (META)](/topic/$meta) [Lennox International, Inc. (LII)](/topic/$li) [Alibaba Group (BABA)](/topic/$baba) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dell Technologies, Inc. (DELL)](/topic/$dell) ### Top Social Posts [#](/creator/twitter::1541770160763449344/posts) --- Top posts by engagements in the last XX hours "$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 1368 followers, XX engagements "$GOOG to invest $25B in U.S. AI infrastructure through 2027; reinforces $75B+ annual capex but unlikely additive to GPU demand tailwind already priced into $NVDA"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945076124029214974) 2025-07-15 11:01:00 UTC 1374 followers, XXX engagements "China's MIIT audit found $BYDDY $BYDDF claimed $20M+ in EV subsidies it didn't qualify for between 2016-2020; while clawbacks remain uncertain the findings compound earlier claims of channel-stuffing w/ zero-mileage used EVs weakening confidence in demand outlook"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714929313055033) 2025-07-14 11:05:44 UTC 1369 followers, XX engagements "$GOOG acquires talent and licensing rights from AI coder Windsurf in $2.4B deal; additive to Gemini Code Assist in bolstering LT subscriptions"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714920421200383) 2025-07-14 11:05:42 UTC 1369 followers, XX engagements "Anticipate volatility in $GOOG $GOOGL this week due to net insider selling of 246K shares @ $43.7M by founder Larry Page"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714937789796676) 2025-07-14 11:05:46 UTC 1369 followers, XXX engagements "$TSLA opens first India showroom for Model Y in Mumbai w/ plans for second store in New Delhi by July-end; unlikely immediate needle-mover for auto sales due to 30%+ MSRP premium but LT ramp could offset competitive headwinds in China"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945076118316572887) 2025-07-15 11:00:59 UTC 1369 followers, XX engagements "China economy performs better than expected w/ XXX% growth in Q2 but domestic consumption slump w/ retail sales up only XXX% adding to deflationary pressures; overall headwind for $BABA $PDD $JD $NIO $XPEV $LI $TSLA w/o stimulus expansion"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945076115296395388) 2025-07-15 11:00:58 UTC 1374 followers, XXX engagements "$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 1368 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](/creator/x/LivyResearch) on [X](/post/tweet/1945395455917162810) 2025-07-16 08:09:55 UTC 1372 followers, XXX engagements "Huawei is looking to sell thousands of Ascend 910B chips to UAE KSA and Thailand doubling down on rivalry against $NVDA amidst US export curb uncertainties; while quantity is nominal Huawei adds to intensifying competition facing $NVDA AI chip sales"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714932026851358) 2025-07-14 11:05:45 UTC 1368 followers, XX engagements "$MSFT has spent $16B+ YTD FY25 on finance lease capex - a XXX% y/y increase. And similar trends are emerging across $META $GOOG and $AMZN. The increasing relevance of finance leases may carry significant downside implications for $CRWV and $NVDA. Yet investors continue to turn a blind eye in favor of robust headline capex figures with few bothering to take a closer look into the composition. I'll be publishing a detailed breakdown tomorrow (July 15) at 8:30AM EST on the Livy Research website (free). Follow me on X and turn on notifications to stay updated - I strongly recommend all AI"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944784948818321670) 2025-07-14 15:43:58 UTC 1372 followers, XXX 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 1374 followers, 6740 engagements "Key watch items in my coverage today:🧵 $TSLA prepares Model Y L 6-seater launch in China; increases local competition by adding to slate of 2H SUV debuts which is major headwind for $NIO growth and profit target in particular"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945801483326468533) 2025-07-17 11:03:19 UTC 1374 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](/creator/x/LivyResearch) on [X](/post/tweet/1944714917065764897) 2025-07-14 11:05:41 UTC 1369 followers, XXX engagements "Malaysia kicks off permit requirement for imports exports and transshipments of US AI chips solidifying new demand hurdle for $NVDA"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714926163145154) 2025-07-14 11:05:44 UTC 1368 followers, XX engagements "OpenAI adds $GOOG GCP as key CSP for ChatGPT; major tailwind for $GOOG but OAI's potential diversion of workloads to TPUs also casts share erosion risk to $NVDA GPUs"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945801485889175644) 2025-07-17 11:03:20 UTC 1374 followers, XX engagements "Insightful takeaways. I think AI still has potential to garner a meaningful share in commercial queries LT if not expand the TAM even though most are already being fed through $GOOG today. Many sales tools today already embed generative AI sentiment analysis to help close leads. We can probably start expecting the same in retail use eventually - it's like walking into Costco/Target thinking you won't buy anything but you never leave empty handed. And it'll be up to Google if it can emerge from this potential shift where commercial queries don't have to stem from intent"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945120162161852607) 2025-07-15 13:55:59 UTC 1369 followers, XX engagements "Anticipate volatility in $DELL as major shareholder Silver Lake continues share selling into July; reduced stake at upcoming 13G filings could jolt investor confidence"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1944714940436324779) 2025-07-14 11:05:47 UTC 1369 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](/creator/x/LivyResearch) on [X](/post/tweet/1945492125510221831) 2025-07-16 14:34:02 UTC 1374 followers, XXX engagements "Key watch items in my coverage today:🧵 $NVDA expects to resume H20 sales w/ regulatory approval alongside introduction of RTX Pro GPU for China; anticipate inventory write-off reversal w/ focus on 2H guidance bump that could maintain current rally"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945076112234545657) 2025-07-15 11:00:57 UTC 1374 followers, 1129 engagements "$META announces new GW-sized clusters w/ first "Prometheus" DC coming online in Ohio by 2026 on top of Manhattan-sized facility planned in Louisiana; reinforces Meta's climb in ongoing AI arms race but cautious of ROI uncertainties ahead of looming cyclical headwinds"  [@LivyResearch](/creator/x/LivyResearch) on [X](/post/tweet/1945076121315229827) 2025-07-15 11:00:59 UTC 1374 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 Livy Research
Livy Research posts on X about $nvda, nvda, $goog, goog the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +111%
- X Month XXXXXX -XX%
- X Months XXXXXXX +20%
- X Year XXXXXXX +5,689%
Mentions: XX #
- X Months XXX -XXXX%
- X Year XXX +626%
Followers: XXXXX #
- X Week XXXXX +3.40%
- X Month XXXXX +8.40%
- X Months XXXXX +153%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance countries automotive brands
Social topic influence $nvda, nvda, $goog, goog, gpu, china, $tsla, $crwv, $meta, meta
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) CoreWeave, Inc. (CRWV) Metadium (META) Lennox International, Inc. (LII) Alibaba Group (BABA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Dell Technologies, Inc. (DELL)
Top Social Posts #
Top posts by engagements in the last XX hours
"$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 1368 followers, XX engagements
"$GOOG to invest $25B in U.S. AI infrastructure through 2027; reinforces $75B+ annual capex but unlikely additive to GPU demand tailwind already priced into $NVDA" @LivyResearch on X 2025-07-15 11:01:00 UTC 1374 followers, XXX engagements
"China's MIIT audit found $BYDDY $BYDDF claimed $20M+ in EV subsidies it didn't qualify for between 2016-2020; while clawbacks remain uncertain the findings compound earlier claims of channel-stuffing w/ zero-mileage used EVs weakening confidence in demand outlook" @LivyResearch on X 2025-07-14 11:05:44 UTC 1369 followers, XX engagements
"$GOOG acquires talent and licensing rights from AI coder Windsurf in $2.4B deal; additive to Gemini Code Assist in bolstering LT subscriptions" @LivyResearch on X 2025-07-14 11:05:42 UTC 1369 followers, XX engagements
"Anticipate volatility in $GOOG $GOOGL this week due to net insider selling of 246K shares @ $43.7M by founder Larry Page" @LivyResearch on X 2025-07-14 11:05:46 UTC 1369 followers, XXX engagements
"$TSLA opens first India showroom for Model Y in Mumbai w/ plans for second store in New Delhi by July-end; unlikely immediate needle-mover for auto sales due to 30%+ MSRP premium but LT ramp could offset competitive headwinds in China" @LivyResearch on X 2025-07-15 11:00:59 UTC 1369 followers, XX engagements
"China economy performs better than expected w/ XXX% growth in Q2 but domestic consumption slump w/ retail sales up only XXX% adding to deflationary pressures; overall headwind for $BABA $PDD $JD $NIO $XPEV $LI $TSLA w/o stimulus expansion" @LivyResearch on X 2025-07-15 11:00:58 UTC 1374 followers, XXX engagements
"$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 1368 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 on X 2025-07-16 08:09:55 UTC 1372 followers, XXX engagements
"Huawei is looking to sell thousands of Ascend 910B chips to UAE KSA and Thailand doubling down on rivalry against $NVDA amidst US export curb uncertainties; while quantity is nominal Huawei adds to intensifying competition facing $NVDA AI chip sales" @LivyResearch on X 2025-07-14 11:05:45 UTC 1368 followers, XX engagements
"$MSFT has spent $16B+ YTD FY25 on finance lease capex - a XXX% y/y increase. And similar trends are emerging across $META $GOOG and $AMZN. The increasing relevance of finance leases may carry significant downside implications for $CRWV and $NVDA. Yet investors continue to turn a blind eye in favor of robust headline capex figures with few bothering to take a closer look into the composition. I'll be publishing a detailed breakdown tomorrow (July 15) at 8:30AM EST on the Livy Research website (free). Follow me on X and turn on notifications to stay updated - I strongly recommend all AI" @LivyResearch on X 2025-07-14 15:43:58 UTC 1372 followers, XXX 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 1374 followers, 6740 engagements
"Key watch items in my coverage today:🧵 $TSLA prepares Model Y L 6-seater launch in China; increases local competition by adding to slate of 2H SUV debuts which is major headwind for $NIO growth and profit target in particular" @LivyResearch on X 2025-07-17 11:03:19 UTC 1374 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 on X 2025-07-14 11:05:41 UTC 1369 followers, XXX engagements
"Malaysia kicks off permit requirement for imports exports and transshipments of US AI chips solidifying new demand hurdle for $NVDA" @LivyResearch on X 2025-07-14 11:05:44 UTC 1368 followers, XX engagements
"OpenAI adds $GOOG GCP as key CSP for ChatGPT; major tailwind for $GOOG but OAI's potential diversion of workloads to TPUs also casts share erosion risk to $NVDA GPUs" @LivyResearch on X 2025-07-17 11:03:20 UTC 1374 followers, XX engagements
"Insightful takeaways. I think AI still has potential to garner a meaningful share in commercial queries LT if not expand the TAM even though most are already being fed through $GOOG today. Many sales tools today already embed generative AI sentiment analysis to help close leads. We can probably start expecting the same in retail use eventually - it's like walking into Costco/Target thinking you won't buy anything but you never leave empty handed. And it'll be up to Google if it can emerge from this potential shift where commercial queries don't have to stem from intent" @LivyResearch on X 2025-07-15 13:55:59 UTC 1369 followers, XX engagements
"Anticipate volatility in $DELL as major shareholder Silver Lake continues share selling into July; reduced stake at upcoming 13G filings could jolt investor confidence" @LivyResearch on X 2025-07-14 11:05:47 UTC 1369 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 on X 2025-07-16 14:34:02 UTC 1374 followers, XXX engagements
"Key watch items in my coverage today:🧵 $NVDA expects to resume H20 sales w/ regulatory approval alongside introduction of RTX Pro GPU for China; anticipate inventory write-off reversal w/ focus on 2H guidance bump that could maintain current rally" @LivyResearch on X 2025-07-15 11:00:57 UTC 1374 followers, 1129 engagements
"$META announces new GW-sized clusters w/ first "Prometheus" DC coming online in Ohio by 2026 on top of Manhattan-sized facility planned in Louisiana; reinforces Meta's climb in ongoing AI arms race but cautious of ROI uncertainties ahead of looming cyclical headwinds" @LivyResearch on X 2025-07-15 11:00:59 UTC 1374 followers, XX engagements