Feb. 25 at 11:24 PM
$PSKY $NFLX THE DAY WALL STREET FINALLY OPENED ITS EYES
A Reading From the Warner Paramount Continental Shift
For months, analysts dismissed the idea that a leaner, disciplined Paramount Skydance could eclipse Netflix in the battle for Warner Bros. But today, the tone of the market changed. Barron’s opened with a line that reads like an omen: “Netflix stock is rallying… as Wall Street bets that it will walk away from its pursuit of Warner Bros.”
The reason? Not emotion. Not rumor. Structure.
Barron’s makes the turning point explicit: Paramount’s revised proposal was “favorably received” by the WBD board, the first public signal of a shift in the tide. The article goes further, quoting Seaport’s David Joyce, who wrote that Paramount’s new bid “might just do it.”
And then comes the sentence that shattered the old narrative: “It’s possible because billionaire Oracle chairman Larry Ellison is willing to backstop a sizable chunk of the financing.”
Read that again. Not speculation. Not whisper. A confirmation in print.
Even Gary Black, one of the most respected investors of this era weighed in, writing that “Netflix should walk away… regulatory uncertainty is too high.” TRANSLATION: DOJ will block Netflix, Netflix knows it, Investors know, Analysts knows, WBD board knows and the White House visit didn’t help and will NOT help.
Barron’s quietly explains why Netflix’s offer is collapsing under its own architecture: the cable valuation mismatch, the unstable debt structure, the risk of overpayment, and the deteriorating value of the Discovery Global spinoff
Meanwhile, the market is already pricing the outcome: Wall Street now assumes Paramount WINS, and Netflix RETREATS.
And as for the doubters? Keep underestimating my analysis. It changes nothing. I post because I see the structure, not the noise and simply DON’T CARE about your MONKEY EMOTIONS. You have nothing good to say, DONT’ SAY IT, if NOT,GOOD LUCK WITH THE ECHO CHAMBER.
