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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 19:34:05 UTC

@SpreadThread1 @SereneInvesting @briangobosox @tylermacro10 @dampedspring That’s fair. My own view is we won’t see the demand response to tariffs until Q4. What we’ve seen thus far is sentiment/uncertainty/vibes.


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