Daily Analysis - 2025-10-20

Today's insights reveal a growing and hardening sentiment towards geopolitical tech decoupling, specifically in U.S.-China relations, highlighted by a provocative statement from Palantir's chief. This reflects a significant societal and corporate shift emphasizing supply chain diversification, domestic manufacturing, and data sovereignty. Businesses are presented with clear opportunities to capitalize on this trend by offering solutions for supply chain resilience, supporting domestic/friend-shored manufacturing initiatives, enhancing cybersecurity and data sovereignty, and providing strategic advisory on complex geopolitical risks. Notably, companies like Palantir are actively leveraging this narrative to position their AI and data platforms as critical for national and corporate security in an increasingly 'de-globalizing' world.