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![LivyResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1541770160763449344.png) Livy Research [@LivyResearch](/creator/twitter/LivyResearch) on x 1389 followers
Created: 2025-07-21 12:35:40 UTC

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

![](https://pbs.twimg.com/media/GwWVWPtX0AIAG4o.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947274273833332744/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$45b](/topic/$45b)
[reversal](/topic/reversal)
[china](/topic/china)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/LivyResearch/status/1947274273833332744)