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# ![@LivyResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1541770160763449344.png) @LivyResearch Livy Research

Livy Research posts on X about $orcl, $crwv, $aapl, $nflx 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:interactions.svg)

- X Week XXXXX +163%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +537%

### Mentions: XX [#](/creator/twitter::1541770160763449344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:posts_active.svg)

- X Week XX +125%
- X Month XX -XX%
- X Months XXX +6.60%
- X Year XXX +294%

### Followers: XXXXX [#](/creator/twitter::1541770160763449344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:followers.svg)

- X Week XXXXX +1%
- X Month XXXXX +1.20%
- X Months XXXXX +69%
- X Year XXXXX +778%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1541770160763449344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1541770160763449344/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1541770160763449344/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$orcl](/topic/$orcl) #258, [$crwv](/topic/$crwv) #153, [$aapl](/topic/$aapl) #262, [$nflx](/topic/$nflx) 0.54%, [$wbd](/topic/$wbd) #16, [china](/topic/china) 0.54%, [$pltr](/topic/$pltr) #333, [upside](/topic/upside) #542, [insider](/topic/insider) 0.54%, [$cmcsa](/topic/$cmcsa) XXXX%

**Top accounts mentioned or mentioned by**
[@mojo_flyin](/creator/undefined) [@realmemes6](/creator/undefined) [@charlesliang](/creator/undefined) [@kakashiii111](/creator/undefined) [@compoundingirl](/creator/undefined) [@jj33300611](/creator/undefined) [@stockmktnewz](/creator/undefined) [@dzinsner](/creator/undefined) [@nioswitzerland](/creator/undefined) [@fortnite](/creator/undefined) [@disanalyst](/creator/undefined) [@ahaaltaire](/creator/undefined) [@mojoflyin](/creator/undefined) [@jukanlosreve](/creator/undefined) [@astridwilde1](/creator/undefined) [@b__digs](/creator/undefined) [@garyheff](/creator/undefined) [@muddywatersre](/creator/undefined) [@earningswatch](/creator/undefined) [@drgingerballs](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Apple, Inc. (AAPL)](/topic/$aapl) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Palantir (PLTR)](/topic/$pltr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [DisChain (DIS)](/topic/$dis) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Snowflake, Inc. (SNOW)](/topic/$snow) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotify Technology (SPOT)](/topic/$spot) [Advanced Micro Devices (AMD)](/topic/$amd) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Applovin Corporation (APP)](/topic/applovin) [Micron Technology, Inc. (MU)](/topic/$mu) [GM (GM)](/topic/$gm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lucid Group Inc (LCID)](/topic/$lcid) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Block, Inc. (XYZ)](/topic/$xyz) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Toast, Inc. (TOST)](/topic/$tost)
### Top Social Posts [#](/creator/twitter::1541770160763449344/posts)
---
Top posts by engagements in the last XX hours

"$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 1589 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 1589 followers, 1334 engagements


"Key watch items in my coverage today:🧵 Uncertainties over renewed US-China trade tensions with Trump threatening XXX% tariffs on Chinese goods this could further pressure steepening declines in China shipments to US (Sept: -27%) and further headwinds to $PDD Temu recovery"  
[X Link](https://x.com/LivyResearch/status/1977728886231142853) [@LivyResearch](/creator/x/LivyResearch) 2025-10-13T13:31Z 1589 followers, XXX engagements


"$WBD HBO Max will host South Korea's TVING streaming service across XX major Asian markets starting 2026; strengthens international streaming growth efforts against competition and reinforces self-sufficiency ahead of spinoff"  
[X Link](https://x.com/LivyResearch/status/1978778669901332528) [@LivyResearch](/creator/x/LivyResearch) 2025-10-16T11:02Z 1589 followers, 1124 engagements


"$SNOW and $PLTR partner to deploy Snowflake AI Data Cloud w/ Palantir Foundry and AIP; stronger growth tailwind for Snowflake given the partnership would reinforce its data-driven AI strategy and reinforce deployment in enterprise AI settings"  
[X Link](https://x.com/LivyResearch/status/1978808395877568760) [@LivyResearch](/creator/x/LivyResearch) 2025-10-16T13:01Z 1589 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 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 1589 followers, XXX engagements


"$SPOT to publish podcast videos on $NFLX in the US starting 2026 moving away from simultaneous uploads to $GOOG $GOOGL YouTube; could improve Netflix share of TV screentime and improve ad sales as podcast video viewership gains traction"  
[X Link](https://x.com/LivyResearch/status/1978417044623159748) [@LivyResearch](/creator/x/LivyResearch) 2025-10-15T11:05Z 1584 followers, XXX engagements


"$CRWV represents biggest insider seller this week in our tracker having disposed 830K+ shares w/ combined value of $115M since Oct 6"  
[X Link](https://x.com/LivyResearch/status/1976616236432904211) [@LivyResearch](/creator/x/LivyResearch) 2025-10-10T11:50Z 1589 followers, XXX 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 1589 followers, XXX engagements


"$CRM reiterates goals to restore double-digit growth w/i NTM and guides $60B ARR by FY2030; represents XX% 4yr CAGR and lags 30%+ multi-year growth trajectory currently exhibited and priced into software peers like $PLTR by wide margins limiting AI momentum for Salesforce"  
[X Link](https://x.com/LivyResearch/status/1978778666562650355) [@LivyResearch](/creator/x/LivyResearch) 2025-10-16T11:02Z 1589 followers, XXX engagements


"$APP shuts down "Array" pilot product currently linked to allegations of pushing unauthorized app downloads onto mobile phones and SEC probe on data collection; downside risk to AppLovin's rally given permanent removal of revenue stream confirmed"  
[X Link](https://x.com/LivyResearch/status/1978778672841593193) [@LivyResearch](/creator/x/LivyResearch) 2025-10-16T11:02Z 1589 followers, XXX engagements


"Significant insider selling totaling $121M by $MU C-suite this week near ATH"  
[X Link](https://x.com/LivyResearch/status/1978778675781771576) [@LivyResearch](/creator/x/LivyResearch) 2025-10-16T11:02Z 1588 followers, XX engagements


"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


"$XYZ introduces X% payment processing rate on Cash App purchases while launching consumer reward program "Neighborhoods" to foster Cash App adoption; direct competition against incumbent peers like $PYPL POS and $TOST given competitive merchant/consumer offering"  
[X Link](https://x.com/LivyResearch/status/1977728892350632007) [@LivyResearch](/creator/x/LivyResearch) 2025-10-13T13:31Z 1589 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 1589 followers, XXX engagements


"@sir4K_zen I think theres a risk that too much of the forecast growth is based on commitments from non profitable startups ( $CRWV OAI etc.). This reduces durability and credibility to $ORCL s implied upside"  
[X Link](https://x.com/LivyResearch/status/1979238420074611094) [@LivyResearch](/creator/x/LivyResearch) 2025-10-17T17:29Z 1589 followers, XXX 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 Avatar @LivyResearch Livy Research

Livy Research posts on X about $orcl, $crwv, $aapl, $nflx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +163%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX +537%

Mentions: XX #

Mentions Line Chart

  • X Week XX +125%
  • X Month XX -XX%
  • X Months XXX +6.60%
  • X Year XXX +294%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1%
  • X Month XXXXX +1.20%
  • X Months XXXXX +69%
  • X Year XXXXX +778%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% technology brands XXXX% finance XXXX% countries XXXX% automotive brands XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence $orcl #258, $crwv #153, $aapl #262, $nflx 0.54%, $wbd #16, china 0.54%, $pltr #333, upside #542, insider 0.54%, $cmcsa XXXX%

Top accounts mentioned or mentioned by @mojo_flyin @realmemes6 @charlesliang @kakashiii111 @compoundingirl @jj33300611 @stockmktnewz @dzinsner @nioswitzerland @fortnite @disanalyst @ahaaltaire @mojoflyin @jukanlosreve @astridwilde1 @b__digs @garyheff @muddywatersre @earningswatch @drgingerballs

Top assets mentioned Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Apple, Inc. (AAPL) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Palantir (PLTR) Comcast Corporation (CMCSA) Paramount Skydance Corporation Class B Common Stock (PSKY) DisChain (DIS) Navitas Semiconductor Corporation Common Stock (NVTS) NVIDIA Corp. (NVDA) Snowflake, Inc. (SNOW) Taiwan Semiconductor (TSM) Core Scientific, Inc. Common Stock (CORZ) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) Advanced Micro Devices (AMD) Salesforce Inc (CRM) Cream (CRM) Applovin Corporation (APP) Micron Technology, Inc. (MU) GM (GM) Tesla, Inc. (TSLA) Lucid Group Inc (LCID) Rivian Automotive, Inc. (RIVN) Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) Toast, Inc. (TOST)

Top Social Posts #


Top posts by engagements in the last XX hours

"$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 @LivyResearch 2025-10-17T12:54Z 1589 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 @LivyResearch 2025-10-17T12:54Z 1589 followers, 1334 engagements

"Key watch items in my coverage today:🧵 Uncertainties over renewed US-China trade tensions with Trump threatening XXX% tariffs on Chinese goods this could further pressure steepening declines in China shipments to US (Sept: -27%) and further headwinds to $PDD Temu recovery"
X Link @LivyResearch 2025-10-13T13:31Z 1589 followers, XXX engagements

"$WBD HBO Max will host South Korea's TVING streaming service across XX major Asian markets starting 2026; strengthens international streaming growth efforts against competition and reinforces self-sufficiency ahead of spinoff"
X Link @LivyResearch 2025-10-16T11:02Z 1589 followers, 1124 engagements

"$SNOW and $PLTR partner to deploy Snowflake AI Data Cloud w/ Palantir Foundry and AIP; stronger growth tailwind for Snowflake given the partnership would reinforce its data-driven AI strategy and reinforce deployment in enterprise AI settings"
X Link @LivyResearch 2025-10-16T13:01Z 1589 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 @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 @LivyResearch 2025-10-17T12:55Z 1589 followers, XXX engagements

"$SPOT to publish podcast videos on $NFLX in the US starting 2026 moving away from simultaneous uploads to $GOOG $GOOGL YouTube; could improve Netflix share of TV screentime and improve ad sales as podcast video viewership gains traction"
X Link @LivyResearch 2025-10-15T11:05Z 1584 followers, XXX engagements

"$CRWV represents biggest insider seller this week in our tracker having disposed 830K+ shares w/ combined value of $115M since Oct 6"
X Link @LivyResearch 2025-10-10T11:50Z 1589 followers, XXX 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 @LivyResearch 2025-10-15T11:05Z 1589 followers, XXX engagements

"$CRM reiterates goals to restore double-digit growth w/i NTM and guides $60B ARR by FY2030; represents XX% 4yr CAGR and lags 30%+ multi-year growth trajectory currently exhibited and priced into software peers like $PLTR by wide margins limiting AI momentum for Salesforce"
X Link @LivyResearch 2025-10-16T11:02Z 1589 followers, XXX engagements

"$APP shuts down "Array" pilot product currently linked to allegations of pushing unauthorized app downloads onto mobile phones and SEC probe on data collection; downside risk to AppLovin's rally given permanent removal of revenue stream confirmed"
X Link @LivyResearch 2025-10-16T11:02Z 1589 followers, XXX engagements

"Significant insider selling totaling $121M by $MU C-suite this week near ATH"
X Link @LivyResearch 2025-10-16T11:02Z 1588 followers, XX engagements

"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 @LivyResearch 2025-10-17T12:54Z 1589 followers, XXX engagements

"$XYZ introduces X% payment processing rate on Cash App purchases while launching consumer reward program "Neighborhoods" to foster Cash App adoption; direct competition against incumbent peers like $PYPL POS and $TOST given competitive merchant/consumer offering"
X Link @LivyResearch 2025-10-13T13:31Z 1589 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 @LivyResearch 2025-10-15T11:05Z 1589 followers, XXX engagements

"@sir4K_zen I think theres a risk that too much of the forecast growth is based on commitments from non profitable startups ( $CRWV OAI etc.). This reduces durability and credibility to $ORCL s implied upside"
X Link @LivyResearch 2025-10-17T17:29Z 1589 followers, XXX engagements

creator/x::LivyResearch
/creator/x::LivyResearch