트럼프, 팔란티어 극찬…'빅쇼트' 버리는 하락베팅 유지

Trump's endorsement of Palantir highlights how political favor influences valuations for defense-focused AI firms, yet Michael Burry's sustained short position signals investor skepticism about intrinsic value versus government-contract inflation. This divergence reflects growing industry tensions between surveillance and defense AI companies and those like Anthropic opposing such applications, raising questions about sustainability when valuations depend heavily on political alignment rather than fundamentals.