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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
$PLTR: AI-sovereignty thesis collides with EU procurement risk
Karp’s CNBC hit amplified control-of-compute/model/data stack narrative; stock cited +15% in 6 days after Burry cut half shorts but tracking 2nd-worst month.
Watch Spain reports, gov demand. $PLTR #AI #Sovereignty
2026-07-01T19:05:29.621Z