Jun. 5 at 12:54 AM
$PSKY $WBD Clear chronological amnesia from the bears. Let’s look at the actual architecture of this deal instead of trading the noise.
Remember less than a year ago when WBD was in exclusive talks with Netflix? The media narrative exploded with manufactured panic. The EU, Hollywood unions, and legacy studio titans all aggressively opposed it, screaming that a Netflix-WBD merger would destroy jobs and kill the box office.
Now, that PSKY steps in with a premium cash offer, and the media simply recycles the exact same script. They swapped "Netflix" for "
$PSKY" and ran the same headlines. It’s pure theater. Drama.
Combined, they hold a 24% market share—a defensive consolidation against Big Tech (
$NFLX,
$AMZN,
$AAPL), not a monopoly. With former DOJ antitrust chief Makan Delrahim engineering this defense, the legal architecture is ironclad. Ignore the NOISE. Institutional investors sees right through it. 🚀. Silence the NOISE.
