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![DannyDayan5 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1580608068152426502.png) Danny Dayan [@DannyDayan5](/creator/twitter/DannyDayan5) on x 21.3K followers
Created: 2025-07-20 18:19:09 UTC

@briangobosox @tylermacro10 @dampedspring Yes to first question. Q4 data was also strong due to FCI loosening in August/september. 

Uncertainty and FCI shock to second as I’ve answered 4x by now. 

Now look to Q3. If it surprises to the upside, will you finally admit how FCI drives sequential growth?


XXX engagements

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