[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.]  Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.5K followers Created: 2025-07-27 14:59:00 UTC BoA: Corporates sound more upbeat based on our NLP analysis after a steep drop in 1Q (outside of still miserable small caps, Exhibit 59). We have yet to clamber back to pre-Liberation Day optimism, but tariff uncertainty largely remains the scapegoat for near term caution. Long-term outlooks are very “half-full” - an uptick in project delays means pent-up spend down the road, tariff inflation has been offset by pricing, OpEx focus, etc.  XXXXX engagements  **Related Topics** [inflation](/topic/inflation) [longterm](/topic/longterm) [tariffs](/topic/tariffs) [caps](/topic/caps) [boa](/topic/boa) [Post Link](https://x.com/neilksethi/status/1949484673048162764)
[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.]
Neil Sethi @neilksethi on x 12.5K followers
Created: 2025-07-27 14:59:00 UTC
BoA: Corporates sound more upbeat based on our NLP analysis after a steep drop in 1Q (outside of still miserable small caps, Exhibit 59). We have yet to clamber back to pre-Liberation Day optimism, but tariff uncertainty largely remains the scapegoat for near term caution. Long-term outlooks are very “half-full” - an uptick in project delays means pent-up spend down the road, tariff inflation has been offset by pricing, OpEx focus, etc.
XXXXX engagements
