🔻 Michael Burry Short Palantir?

Good afternoon! In a plot twist straight out of Startup Strategy 101, SpaceX is pivoting its cosmic roadmap. Elon Musk now says the focus is on building a “self-growing city” on the Moon within a decade, pushing Mars colonization further into the future. That also means scrapping earlier hopes of a 2027 Mars mission, a trip already limited by tricky planetary launch windows.

The lunar shift lines up neatly with NASA’s plans and SpaceX’s $2.9B contract to land astronauts using Starship, even if that mission is running late. The Moon’s steady sunlight and raw materials could make it a space-based manufacturing hub, and Musk has floated the idea of lunar factories powering orbital AI data centers. Mars may still be the dream, but for now, the Moon is looking like the practical first stop.

Michael Burry is raising an eyebrow at Palantir $PLTR, and when Burry squints at a chart, people tend to notice.

The investor best known for predicting the 2008 housing crash pointed out what he believes is a classic head and shoulders pattern forming in Palantir’s stock. Among technical traders, that pattern is often seen as a sign that a rally is running out of steam and a downtrend could be next.

The head and shoulders setup typically signals that buying momentum is fading. Burry didn’t stop there. He also mapped out Fibonacci retracement levels, a tool traders use to estimate where a falling stock might find support.

On his chart, the next key support zone sits around $84. If selling pressure really picks up, he highlighted $54.50 as a possible landing area. That would represent a major pullback from recent highs.

Palantir $PLTR has been one of the market’s most talked-about AI and data analytics stocks, delivering huge gains over the past year. But that kind of run can also make a stock vulnerable once sentiment turns.

Shares are now well off their peak and have slipped below key long-term trend levels, a sign that momentum has cooled even though the company’s business performance remains strong.

Burry added that he is “working on something” related to Palantir, hinting that a deeper thesis may be on the way. Whether that turns into a formal bearish call or just more analysis remains to be seen.

For now, the message is simple. When a high-flying stock starts flashing technical warning signs and Michael Burry is the one pointing at them, traders tend to pay attention.

Paramount $PSKY is back with another attempt to win over Warner Bros. Discovery $WBD shareholders. The headline number stays the same at $30 per share in cash, but the company is stacking on financial extras to make the deal look less risky and more appealing.

The media takeover battle is heating up as Paramount tries to outmaneuver Netflix $NFLX, which is still seen as the frontrunner in the race for WBD.

Paramount is offering a “ticking fee” of $0.25 per share for every quarter the deal hasn’t closed after the end of 2026. If regulators slow things down, WBD shareholders get paid to wait.

It is also stepping in to cover the $2.8 billion termination fee WBD would owe Netflix $NFLX if that deal falls apart. On top of that, Paramount says it will wipe out a potential $1.5 billion refinancing cost tied to WBD’s debt. The message is clear: fewer financial landmines, same purchase price.

This is not the first time Paramount has tried to sweeten the structure rather than raise the bid. A previous version

of the offer included a massive personal guarantee tied to financing, aimed at calming fears about whether the money would really be there.

All of these tweaks focus on certainty, not generosity. Paramount is trying to make its $30 look safer, smoother, and more likely to close, without actually putting more cash on the table.

Even with the new perks, market watchers still see Netflix $NFLX as the more likely buyer of Warner Bros. Discovery $WBD. Paramount’s improved terms may boost its odds a bit, but not enough to flip the narrative.

Unless Paramount raises the actual share price, this fight may come down to who offers the cleanest path to closing, not just the flashiest number.

Fed officials are back on the mic today, with Kansas City’s Jeff Schmid and Cleveland’s Beth Hammack scheduled to speak, but markets are really waiting on the delayed January jobs report. After a week of mixed signals, investors are hoping this one finally clears up whether the labor market is cooling or just catching its breath.

On the corporate side, earnings season stays busy. Results are due from Cisco $CSCO, McDonald’s $MCD, T-Mobile$TMUS, Shopify $SHOP, AppLovin $APP, Siemens Energy, EssilorLuxottica, NetEase $NTES, Vertiv $VRT, Heineken, Kraft Heinz $KHC, Humana $HUM, Hilton $HLT, and Albemarle $ALB, giving investors a wide look at everything from fast food and telecom to chips, energy, and travel.

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