POST (https://www.cnbc.com/2026/07/02/palantir-shares-have-struggled-this-year-da-davidson-says-buy-the-dip.html) $PLTR on AI narrative, but the geopolitical tailwind powering this thesis—reshoring capex—is hitting a hard constraint nobody's pricing in yet. Defense contractors are getting subsidized input costs *if and only if* the supply chain can actually deliver.

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