ThePeanutsman

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ThePeanutsman

ThePeanutsman

@DerErdnussmann

Deutschland Katılım Kasım 2018
74 Takip Edilen33 Takipçiler
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
$MSOS $TLRY #Tilray #CannabisCommunity Timeline for Schedule 3: - Synth.Hemp ban: Nov. 2025 not THC Delta9 - Trump announces cannabis to Schedule III: Dec. 2025 -Jan. 2026: DOJ/DEA begin preparations immediately. -May 2026: The administration publishes the Rule -Nov 2026: Final
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@OVI_USA 🗓 Week 1 May 👉 Federal Register release 🗓 Week 2–4 May 👉 Comment & participation phase opens 👉 Companies position / apply 🗓 Week 5+ June 👉 Hearing prep builds momentum 🗓 June 29 👉 DEA hearing begins 💬 Market moves on Week 1… everything else is confirmation #TLRY #MSOS
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OVI
OVI@OVI_USA·
#TilrayArmy💰🍀 - - Volumes on $TLRY💰🍀 exploded immediately after the news of the rescheduling to Schedule III, which shows that the market reacted extremely aggressively to the news. Specifically: * Before the news, TLRY was generally trading between 2–5 million shares/day. * On April 22nd, volume rose to ~28 million shares, with the stock +14%. * On April 23rd, volume exploded to ~42 million shares, almost 10x above the normal average. * Even after the selloff, volumes remained high: ~8.4 million on April 24th and ~7 million on April 27th, still well above the ~4 million average. What this means: 1. Massive speculative capital inflow These volumes show that traders and funds have aggressively re-entered the cannabis sector after years of apathy. When you see volumes of 8–10x above average, it means the market is considering the news “game changing.” 2. Short sellers were forced to react Much of the initial spike likely came from: * short covering * aggressively bought calls * algorithms buying on momentum Several sources have explicitly mentioned high call activity and speculative volatility. 3. It’s not just retail Retail alone rarely produces 40+ million in volume in a single day on TLRY. This suggests that: * hedge funds * market makers * tactical institutionals * speculative desks have begun to reposition exposure to cannabis. 4. The market is still trying to figure out the real impact Here’s why you’ve seen: * violent pump * then sell-the-news * then stabilization on high volumes Investors have realized that the current rescheduling is more limited than they initially hoped (emphasis on medical/state-licensed), but it still represents the biggest federal step for cannabis in decades. 5. The most important signal: liquidity is back This is perhaps the key. For years, the cannabis sector was “dead” as an institutional interest. Now: * volumes are rising * volatility is rising * options are rising * financial media is talking about the sector again Historically, such phases are the beginning of large speculative cycles in cannabis — even if in the short term volatility remains extreme.
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@ScaryTerryWeed @OVI_USA Yes, Tilray has $0 US medical sales today. That’s the point. Schedule III = door opens. Tilray = ready to enter. MSOs = just save taxes. You’re looking at today. The market is pricing tomorrow. Trueleaf?
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Cannabis Cole
Cannabis Cole@ScaryTerryWeed·
@OVI_USA As of today, tilray sells $0 of medical Marijuana in the US and is not under 280e tax code. I don’t understand how S3 for medical marijuana helps tilray.. if anything keeps them out while MSOS start to enjoy their tax savings.
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OVI
OVI@OVI_USA·
#TilrayArmy💰🍀 - WHAT'S HAPPENING IN THE MARKET?🤔 WHY DON'T WE HAVE A STRONGER REACTION? 🤔. - The frustration of cannabis investors is understandable. In recent days, legislative developments have emerged that, a few years ago, seemed almost impossible: * moves towards Schedule III, * clearer medical recognition, * DOJ/DEA involvement, * more serious discussions about banking and federal integration. And yet, many cannabis stocks are barely reacting or even falling. That doesn't necessarily mean the market thinks the news is irrelevant. In fact, there are a few important explanations: 1. Retail is exhausted After years of: * dilutions, * reverse splits, * broken promises, * hype followed by crashes, many retail investors have run out of capital or confidence. Some of those who kept the sector alive in 2020–2021 simply don’t have the financial or emotional strength to buy aggressively anymore. 2. Short sellers still dominate sentiment The cannabis sector is among the most shorted sectors in the market. Short funds take advantage of: * low liquidity, * investor fear, * low volumes, * lack of large institutions. When positive news comes out, sometimes short sellers attack immediately to: * stop FOMO, * break momentum, * force retail to capitulate. 3. Wall Street is still waiting for financial confirmation The market is basically saying: “Show us better profits after Schedule III.” Large institutional investors want to see: * actual elimination of 280E, * improved cash flow, * increased margins, * better access to capital, * regulatory stability. 4. Many don’t realize how big the change is 2–3 years ago, the idea of ​​the DOJ/DEA issuing final rules on Schedule III seemed like science fiction to the industry. It may take time for the market to fully reprice the impact. THIS IS JUST MY POINT OF VIEW AND I WAIT FOR YOUR COMMENTS ON WHAT YOU THINK IS HAPPENING.
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@ScaryTerryWeed @OVI_USA You’re bragging about a 5-year chart? If $10K became $3.5K, the question isn’t “what happened” — it’s what $3.5K today could become under completely different conditions. New cycle. New catalysts. Same lazy thinking.
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Cannabis Cole
Cannabis Cole@ScaryTerryWeed·
@OVI_USA The only thing going for Tilray is its Nasdaq listing.. if you invested $10,000 five years ago you would have around $3500 today.
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
$TLRY x $TCNNF 👀 Tilray brings pharma, capital & global distribution Trulieve brings dominant US medical footprint & patients. That’s a pure Medical-first powerhouse in the making 🔥 If Schedule III plays out… this combo could scale fast #TLRY #TCNNF #MSOS #CannabisStocks
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@OVI_USA The looming U.S. federal order to reclassify medical marijuana to Schedule III is the fundamental match to this powder keg. This isn't just a regulatory headline; it is the exact systemic shift required to unlock massive institutional capital flows...
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@OVI_USA Retail is exhausted. Shorts are in control. Institutions are waiting. Algos follow signals, not narratives. That’s why good news isn’t moving the market… yet. Until the moment it suddenly does 👀🔥 #TLRY #MSOS #CannabisStocks #Bullish
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@GroupPow @OVI_USA Simon is clearly playing a long game — building ahead of a regulatory shift. That requires capital, whether we like it or not. For me it comes down to this: If the strategy starts translating into consistent profitability post-rescheduling, the moves will make sense in hindsight.
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POW Group
POW Group@GroupPow·
Im not totally opposed to necessary dilution or strategic and disciplined dilution. Its the way they went about it, the delivery, the timing, the lies. The reverse split before thanksgiving and didnt even have a warning anymore, turn off investor comments, buys bitcoin close to all time high, dilution after best earnings ever in october. What else… wayyy overpaid ceo. Two dilution events on the same day as lyphe acquisition. The list is as long as elon claims against scam altman. Now were dealing with scam simon. Hes a joke. He doesnt even consume cannabis hes just a face and even that is questionable
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OVI
OVI@OVI_USA·
$TLRY💰🍀 investors, this is NOT the time to give up. - After years of pressure, punitive taxes, and federal shutdowns, the cannabis sector is finally starting to get some real validation in the US. The confirmation of the move to Schedule III completely changes the conversation about the future of the industry. Irwin Simon made it clear: “We were built for this moment.” $Tilray💰🍀 is not a company that came into being overnight. It has global infrastructure, huge cultivation facilities, pharma experience, and positioning for the US medical market right before some historic changes. -Yes, volatility is high. Yes, shorts are still trying to control sentiment. But many of the biggest moves in the market occur precisely when retail gives up too early. -Those who sell now may end up watching from the sidelines when the cannabis sector becomes investable again for funds, banks, and institutions. - Patience is the rarest weapon in the market.
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@MarijuanaMoment After the DOJ signaled the move toward Schedule III, the DEA is now opening the door 👀 Medical marijuana businesses can start applying this week for federal protections under the new framework. This isn’t talk anymore… this is implementation 🔥 Go #Tilray Medical USA 🤑
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Marijuana Moment
Marijuana Moment@MarijuanaMoment·
DEA Will Start Accepting Applications From Medical Marijuana Businesses That Want Federal Rescheduling Protections This Week: The application specifically asks about security measures such as vaults, safes, alarm systems and on-site security personnel. marijuanamoment.net/dea-will-start…
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Anthony Varrell
Anthony Varrell@V_arrell·
Trump is going to have to rename the cannabis initiatives Warp Speed 2.0 at the pace things are moving. Between this, the treasury, and setting of the hearing we have very real movement. $MSOS mmapplication.diversion.dea.gov
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@GroupPow @GroupPow Yes Rod, right..algos don’t move on hype — they move on confirmation.Once the official filing hits (Federal Register) + volume spikes + sector-wide momentum, they hit the gas fast. don’t forget the timing: the window before midterm elections adds political pressure
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POW Group
POW Group@GroupPow·
Its looking like Q3 or Q4 for cannabis rescheduling enactment. This is when the real show begins. Investors have been burned for so long on empty promises people still don't believe it will happen. Once enacted and concrete its show time.
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
$MSOS $TLRY #Tilray #CannabisCommunity Timeline for Schedule 3: - Synth.Hemp ban: Nov. 2025 not THC Delta9 - Trump announces cannabis to Schedule III: Dec. 2025 -Jan. 2026: DOJ/DEA begin preparations immediately. -May 2026: The administration publishes the Rule -Nov 2026: Final
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@OVI_USA While analysts talk +40%… the market is staring at a potential re-rating event Schedule 3 = 👉 280E gone 👉 real profits visible 👉 institutions return Add: 💣 Short squeeze 💣 FOMO 💣 sector rotation This is how 400% moves are born #tilray
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OVI@OVI_USA·
#TilrayArmy💰🍀 - Roth Capital's Kirk identified three primary reasons why he's bullish about Tilray. First was the stability of Tilray's Canadian business. The company continues to reign as the market leader in the Canadian cannabis industry. Its combined adult-use and medical cannabis net revenue rose 8% year over year in the quarter ending Feb. 28, 2026. Tilray maintains a No. 1 market share in Canada across key product categories, including flower, pre-rolls, beverages, chocolate edibles, and oils. $TLRY💰🍀 could soar by more than 40% over the next 12 months.
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ThePeanutsman
ThePeanutsman@DerErdnussmann·
@MJBizDaily Colorado considering THC drinks in bars 👀 That’s not just policy… that’s cannabis going mainstream 🍹 $TLRY already has the setup: BrewDog 🍺 + beverage infrastructure + Colorado presence Not active yet… but perfectly positioned 🚀 #TLRY #CannabisStocks #THCDrinks #Bullish
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POW Group
POW Group@GroupPow·
Happy 4/20 y'all!
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The Dales Report
The Dales Report@TheDalesReport·
📢 "You’re going to get the rescheduling done, right, please? Will you get the rescheduling done, please? You know they’re -- Joe [Rogan], they're slow-walking me on [cannabis] rescheduling. You’re going to get it done, right?" - @POTUS "Absolutely." - presumably DOJ off camera
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POW Group
POW Group@GroupPow·
@DerErdnussmann if you did a poll i bet less than 5% of retail would vote to keep irwin in. and i was told they are getting death threats galore. its time to move on and let someone else run the company. he owes it to himself and his family
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POW Group
POW Group@GroupPow·
Turns off comments again… trying to silence retail because they have zero appreciation for shareholders. This is ridiculous and has got to stop. First step is a new CEO.
Tilray Brands@tilray

Tilray Brands accelerates next phase of global growth and market leadership. Tilray advances UK healthcare platform with @lypheclinic acquisition, positions @BrewDog for strong growth, and prepares for U.S. rescheduling and medical cannabis opportunity. Learn more ir.tilray.com/news-releases/… $TLRY

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