Manpreazy

10.6K posts

Manpreazy banner
Manpreazy

Manpreazy

@Manpreazy

market trader - family - athlete - A goal without a plan is a wish #MSOgang #TrimtheRip #oott

Toronto Katılım Şubat 2013
552 Takip Edilen692 Takipçiler
Sabitlenmiş Tweet
Manpreazy
Manpreazy@Manpreazy·
Best quote I heard ‘2024 the year to accumulate, 2025 the year to celebrate’! @TheDalesReport I went shopping today, long term accounts and re-added pretty much everything I trimmed earlier. Long and strong! $vrnof $gtbif $ayrwf $tsndf $cxxif $tcnff $ogi $curlf $msos #cannabis
English
7
2
37
6.1K
Manpreazy retweetledi
LNG QE 🇨🇦
LNG QE 🇨🇦@BubleQe·
It's time. $TOU.TO / TSX $TOU / NYSE #NaturalGas #Montney #LNG
Jamie Heard@JamieHeard5

I've tracked a sample of investment firms and the value of their respective American energy holdings for the last 5 years. In this quarters 13F update the value of these holdings was a notable new all time high. Some of this is share price appreciation - and some firms were trimming Q/Q and still ended up with a higher energy weight despite the trimming. But for many of these firms, they were adding as share values were climbing, resulting in some eye popping Q/Q growth rates. Energy positioning and S&P 500 weight still has a long way to go. This could be the start of a 20+ year fund flow event for the sector.

English
1
8
28
9K
Manpreazy retweetledi
Chris in Canada 🍁
Chris in Canada 🍁@tsxman·
Most Canadian energy stocks seeing selling now. $TOT.TO & $TOU.TO still seeing buys. Total Energy one of the best performing OFS names in NAM; Tourmaline a complete laggard, maybe next LNG announcement will be the catalyst there. Mike Rose seems to think so.
Chris in Canada 🍁 tweet media
English
0
1
25
3.2K
Manpreazy retweetledi
jungle.java
jungle.java@junglejava1·
Curaleaf Announces 1-for-3 Reverse Stock Split in Preparation for U.S. Stock Exchange Uplisting In consultation with U.S. stock exchanges, Reverse Stock Split prepares Curaleaf for uplisting, in response to U.S. cannabis rescheduling $CURA $CURLF $MSOS newswire.ca/news-releases/…
English
2
4
39
2.3K
Manpreazy retweetledi
Jason Vedadi
Jason Vedadi@vedadi·
MSO uplisting is the most mispriced catalyst in markets right now. Still trading OTC while Schedule III clears the runway. The second these names hit NYSE/Nasdaq, pension funds and ETFs HAVE to buy. $MSOS holders are sitting on a coiled spring. This doesn’t stay cheap. 🌿
English
14
13
150
12.9K
jungle.java
jungle.java@junglejava1·
I am sorry but I just deleted last night’s update because I am pretty sure that I made a mistake in the calculation and I do not believe that there was in fact a decrease to $TCNNF. I am at work at the moment but will post a new update once I get home. I think I mixed up the last 6 numbers of the GTBIF and TCNNF positions which is what made it look like a small decrease. To be clear they did not reduce GTBIF either but I need to review the numbers again to figure out the increase to the cash position because that part was correct. Sorry for the error, I am running on fumes working 7 days a week between my 3 jobs 🤪
English
7
3
68
21.4K
Manpreazy retweetledi
Bullish Trend
Bullish Trend@trend_bullish·
$WCP.TO
Bullish Trend tweet media
QME
3
7
109
6.4K
Manpreazy
Manpreazy@Manpreazy·
$hive $hive.to #AI #datacenter $btc Company is about to go 🚀
Blake Lewis@Buhlahkay

HIVE Digital Technologies $HIVE announced plans to develop a 320MW AI data centre in the Greater Toronto Area through Buzz HPC, targeting more than 100,000 GPUs and operations beginning in H2 2027. The proposed “AI gigafactory” represents a planned C$3.5B investment aimed at expanding Canada’s domestic AI infrastructure capacity. finance.yahoo.com/sectors/techno…

English
0
1
4
559
Manpreazy retweetledi
leki ⚔️
leki ⚔️@mkfilko·
Up 25% pre market. Told you that the ingredients were there, just had to wait for a catalyst. “ $HIVE Digital Technologies (NASDAQ: HIVE) announced a massive C$3.5 billion infrastructure project in Ontario to build a 320-megawatt AI gigafactory in the Greater Toronto Area. The facility will host over 100,000 GPUs at full build-out and is slated to be operational in the second half of 2027. “
GIF
leki ⚔️@mkfilko

1/ Missed $DGXX? I got you covered. A similar setup fundamentally and technically: $HIVE. Stock at $2.82. 52 week low. Market cap ~$500M. Won't happen overnight. But the ingredients are there. 🧵

English
7
4
54
51.8K
Manpreazy
Manpreazy@Manpreazy·
@em72479 @timburchett If you actually look at data where cannabis is legal, it actually makes it harder for kids to get access to it. Legal/licensed businesses will verify age (local dealer is selling unregulated/contaminated weed to everyone) It’s way safer & harder to access once it’s legalized!
English
0
0
0
9
Em Bays
Em Bays@em72479·
@timburchett Probably. I used to be pro weed tho I don’t like it. Then I realized legalization made it so easy for kids to get. It stuns their mental health. I’m still a fan for other uses but it does bad stuff to kids.
English
46
0
13
2.4K
Manpreazy retweetledi
Evan
Evan@StockMKTNewz·
Bill Ackman just said that his hedge fund Pershing Square has built a large holding in Microsoft $MSFT stock making it a "Core Holding"
Evan tweet mediaEvan tweet media
English
42
43
800
53.5K
Manpreazy retweetledi
Shay Boloor
Shay Boloor@StockSavvyShay·
BILL ACKMAN DISCLOSES NEW POSITION IN $MSFT
Shay Boloor tweet mediaShay Boloor tweet media
English
452
136
2.4K
222.7K
Manpreazy
Manpreazy@Manpreazy·
@c2412345 @WeedStreet420 Probably goes that way. Got a decent % in defensive sectors and short term bonds. One last dump before the long term 📈
English
0
0
3
92
Chris
Chris@c2412345·
$MSOS $CGC $TLRY Agree - The floodgates will open and Cannabis stocks will re-rate a lot higher But from now until Fall 2026, I bet the stock market will crash due to debt / inflation / AI bubble June 29 will come and go and $MSOS will crash below $4.00 first @WeedStreet420
GIF
Manpreazy@Manpreazy

@HoddinottJustin @c2412345 The "all-clear" for uplisting to the NYSE will happen in Q4 if hearing results are ✅. Maybe Congress expedites the finally ruling via the CLIMB Act. I’m guessing $ will start front running & once uplisting is done, flood gates open up 🤷

English
2
0
3
4.1K
Manpreazy
Manpreazy@Manpreazy·
@HoddinottJustin @c2412345 The "all-clear" for uplisting to the NYSE will happen in Q4 if hearing results are ✅. Maybe Congress expedites the finally ruling via the CLIMB Act. I’m guessing $ will start front running & once uplisting is done, flood gates open up 🤷
English
1
0
5
2.6K
Alex Solstice
Alex Solstice@solsticeSNDL·
@Manpreazy If you think Verano is mis-priced you haven't seen anything. Look at SNDL's US assets specifically Parrallel (#4 in FL) - it has ZERO implied valuation!
English
1
0
1
58
Manpreazy
Manpreazy@Manpreazy·
They are all super mis-priced. I feel like $vrnof $Vrno is the most mis-priced from the bunch 🤷 $gtbif $tcnnf $curlf $crlbf $msos
Jason Vedadi@vedadi

The market still doesn’t fully appreciate how much protected, recurring medical revenue the top MSOs have built. Adult-use gets the headlines, but medical is still the cash flow backbone — and if 280E relief or rescheduling hits, the companies with the largest medical exposure could see margins re-rate fast. Approximate medical-heavy revenue exposure among the top MSOs: • Trulieve — ~$900M+ medical-focused revenue (Florida dominance still matters) • Curaleaf — ~$700M–$800M medical exposure across key states • Green Thumb Industries — ~$500M+ medical revenue with strongest balance sheet in sector • Verano Holdings — ~$450M–$550M medical-heavy revenue mix • Cresco Labs — ~$350M–$450M tied to medical and wholesale channels Everyone talks about legalization upside. Hardly anyone talks about what happens when billions of already-existing medical revenue becomes materially more profitable overnight. That’s the real setup. Based on my best analysis that i could find. @Trulieve @GTIGrows @crescolabs @veranobrands @Curaleaf_Inc

English
4
2
26
4.6K
Manpreazy
Manpreazy@Manpreazy·
@stevep9903 @junglejava1 I think we start moving higher next month, but you are right; we need the final rule, which we should get by Sept/oct 2026 for full rescheduling. Medical is still good 🚀
English
0
0
3
52
steve9903
steve9903@stevep9903·
@Manpreazy @junglejava1 The only thing that will reprice these is a positive hearing outcome. That won’t be known for a long time.
English
1
0
0
75

Keşfet

@junglejava1 @ph32121991 @HammanShares @em72479 @timburchett @c2412345 @WeedStreet420 @elonmusk