A Shrine to Madness

Remember who helped fund the DeSantis anti-marijuana crusade. Intoxicating hemp companies selling gas station weed such as synthetic HHC, Delta-8 THC, and HHC vapes. The 2018 Farm Bill hemp loophole gave rise to these synthetic weed bros who funded anti-marijuana campaigns. $MSOS

@Razz54894481 None of those lol

Boris at $CURLF mentioned that if two Tier1 MSO merged together, the merger would save >200M$ in cost savings in 12 months. Who do you think will merge? $MSOS

@jajordan853 @WeedStreet420 @MitchGordon_ I’ve laid out the picks plenty

@Shrine259 @WeedStreet420 @MitchGordon_ Pick the large medical guys

Glasshouse forming a head and shoulders on the monthly chart. $GLASF For $MSOS sake, I hope it breaks out of this pattern.

@JimBickerton @UScannainvest @V_arrell 😂

@UScannainvest @V_arrell I suggested it to Boris via X, obviously never heard a peep.

Called this yesterday. $MSOS $CNTMF Market doesn’t fit the MO of what they have been piecing together via their M&A strategy. Texas will be a monster but no time soon and they look to be going into markets they can go deep into and scale retail.

Bye bye synthetics. $MSOS

@leevalueroach $CURLF $GTBIF $TCNNF $CRLBF American cannabis operators. Trump just rescheduled medical cannabis to S3, recreational converting in June-ish. Major unlock coming for manipulated OTC stocks about to list on major exchanges

What’s your best stock idea going into May?

@socialdistncng Great company but not in line w those 3 right now. Seems like they’re just sitting on the sidelines right now. Not sure what the strategy is moving forward.

@Shrine259 $CRLBF

It’s pretty clear that everyone needs to be loaded to the gills in $CURLF $GTBIF & $TCNNF Everyone else still needs to prove why my dollars shouldn’t go to these 3 and only these 3. $MSOS

@OblivionWizz Moving forward, Agreed.

@Shrine259 There is no reason those 3 shouldn't be your top holdings. Trulieve is 85% medical by store, 230+ stores. 280e refund will only apply to stores considered medical.

@Michael00976470 @Shrek_420_ It’s an application of a company they already know

@Shrine259 @Shrek_420_ It’s a government agency reviewing. 6 months is quick

Trulieve submitted its DEA registration forms yesterday. DEA is required to process these apps within 6 months. Worst case, Trulieve gets its DEA licenses by October. With 85% medical biz, do they go to the NYSE with these federally legal DEA licenses? $MSOS $TCNNF

@BrentMittleman Toby went to China and was never seen again

Bring back Toby and Dank $MSOS

If there’s 1 MSO most likely to squeeze, it’s going to be $CURLF $MSOS

@HammanShares @mpadvisorshares So where are the new clients and inflows? Saying that on here is moot, we know that. The phones should be ringing 24/7 explaining that to new money. No time for social media. $MSOS

By late summer cannabis should be fully schedule 3, no 280e, intoxicating hemp loophole on the path to closing, low interest rates, custody, listing, and a raging stock market…..

@jamiecampbell Is this the DEAs way of throwing Trump to the side?

👀

@BalanJason Not really sweating it, but I think this is a feeling everyone will get when momentum hits. Always own too much on the way down. Never enough on the way up.

@Shrine259 Don‘t sweat it, they may only be for 3 months.

I feel very undersized in $TCNNF right now. I avoided bc of the lack of Florida rec & planned on increasing my exposure with hype when rec returned to the ballot. Didn’t think they would be the biggest beneficiary of S3 but here we are. $MSOS

@Market_Junky @GerberKawasaki don’t get duped in to GH. Stick with $GTBIF $TCNNF or $CURLF

Uncharacteristic FY26 guide down from $GLASF in a preannouncement. No attribution for why costs are moving that much higher. I’m confused

@GerberKawasaki @V_arrell Sounds like you’re getting sold the kool-aid. Stick with the tier 1s and rest easy Ross.

@V_arrell I wasnt however im taking a big look at cannabis again. I like Glass House a lot.