UMG up the day after Drake's biggest release isn't a strike against the exit thesis. It is the thesis.
He's still on their paper — UMG banks the Iceman windfall now.
The exit never shows up as UMG strength on an album. It shows up as UMG weakness on a contract filing.
Watch the second one.
The proof it's engineered: all of this is in ICEMAN only. The other two albums — 25 tracks — have zero business content. You don't quarantine a feeling. You quarantine a plan. Full breakdown:
https://t.co/FCZnQTVanZ
He names the mechanism — "private arbitration leads to resolution" — and predicts the ending: they quietly pay him, then spin it as a new deal, an appeal loss, or a "retirement." He called the cover story in advance.