AG

x7_omega

High-cost decent-quality mid-tier producers with at least 40% revenue from silver. The list is very short, shorter than WSB playlist. AG is on it. But silver doesn't "hold". It is a rocket, and it goes both ways when it goes. So don't buy the tops before reset (like now).

Single_Quail3165

AG has been decent but honestly the leverage on miners can be wild both ways. When silver was stuck around $25-30 for months some of these companies were bleeding hard If you're looking for more explosive plays, check out the smaller cap miners - they usually get way more volatile swings compared to the bigger names. Just don't get caught holding bags if silver decides to dump back down

Abstractfitness15

I like AG pan for the big boys and CDE and heck’s

pink_ego_box

Silver miners ripping just before the weekend $AG +87% production in silver yoy Margins up >100% A reckoning is coming

KAI5ER

Ran this video plus the interview with Shane Pennington through some LLMs. **Looks like we have Two Paths Forward** To reach Schedule III, the Attorney General (AG) must choose between two procedural paths. **Path A: The Standard Administrative Path (Slow)** If the AG follows standard procedure to minimize appeal risks, the timeline drags out significantly. 1. **Resolve Appeal:** The DEA Administrator must rule on the pending interlocutory appeal (Timeline: 1–12 months). 2. **Appoint Judges:** The DEA must hire or borrow ALJs to preside over the case (Timeline: Months). 3. **Evidentiary Hearing:** A formal hearing on the merits is held (Timeline: Months). 4. **ALJ Report:** The judge issues a recommended decision (30–90 days). 5. **Final Rule:** The AG reviews the record and publishes the rule. • **Estimated Arrival:** Late 2026, 2027, or drifting into 2028. **Path B: The "Accelerated" Path (Expeditious)** This is the path implied by the Executive Order and expected by industry insiders to meet a near-term deadline. 1. **Bypass Hearing:** The AG could withdraw the hearing order or utilize the "Treaty Exception" (21 U.S.C. 811(d)), citing the 43,000+ comments and HHS scientific findings as a sufficient record. 2. **Issue Final Order:** The AG signs the Final Rule immediately, mooting the pending appeal. • **Estimated Arrival:** **February 2026**.

girlincognitow

you could trade something cheaper tied to silver like SILJ, HL, AG, EXK

pink_ego_box

$AG barely up 1% on +78% silver production results in 2025 compared to 2024 LMAO Bought more $40 leaps

Successful-Rule-5407

I don’t think he is besides for AG1 and alphabrain

Spreadthewealthtodo

What were you trading? I'm looking for info on AG. Seems like banks are shorting that one non- stop. I heard March wil be huge.

No_Conversation_5212

3 letter were sent to JPow and he did not reply in regards to a over run of 1 billion dollars instead of contacting the AG he went on tv. Sounds guilty to me. I also love that the Fed is a private bank using taxpayer funds to rebuild their buildings. why? Use that money on Vets and homeless ppl that need it

ImSorryOkGeez

SLV TO $100 if JPOW isn’t given a public apology after the AG is fired despite being well regarded.

Cute_Apartment2037

Timed Sofi pretty well at 31.75 sell Timed AG call well at $15 before pullback Sold Amex way too early few years back bought at 143, sold at $200

Kbarbs4421

Selecting, nominating, and confirming an AG will take a fair amount of time. In this political climate, it could be a long time. Also, Bondi is Florida aligned and not openly hostile to cannabis reform (as far as I know). The replacement is unlikely to be the former and a toss up on the latter. I can agree that the replacement will likely be a Trump sycophant, but that doesn't mean they'll make rescheduling a bureaucratic priority. It also doesn't mean that they won't try to reorient Trump's thinking on it. He's a fickle taco, so don't assume his position on rescheduling is firm. From a cannabis policy perspective, the best thing at this point in time is for Bondi to remain. There's very little upside to her getting shitcanned right now.

Twist_of_Fate_44

The problem for DJT is that he doesn't have a replacement ... or does he? AG Todd Blanche ??

EvolvingDior

It's taken out it's 2011 inflation-adjusted high. It's still got a ways to go to hit the 1980 high. That occurred due to severe market manipulation and may be an anomaly. The other metric people look at, the AU/AG price ratio -- it's nowhere close to its low. But it's getting close to its 30 year limit.

pink_ego_box

$AG or $EXK mid-year slightly OTM calls.

Bob_Wiser

Not too shabby yourself. There are always 10+ baggers lurking the hard part is figuring out which one. That's why my gamble and spread out hope to hold the ticket of one of them and not to worry that I missed out on a 10x on 50%. I think the front runner for me these days is Maple Gold Mine (MGM). Bought it at 0.05 per share and I sold around 11 cents just as they had the 10:1 reverse split. It's now at $2.5 a share. I don't look at it that I lost $5000 worth of gain because I rotated that out to others which have done suitably well too. VZLA is promising but IMHO AG is where it's at. Keith Neumeyer knows his stuff and example the stock took a hit when First Majestic decided to sit on and not ship silver stockpiles and now they're laughing all the way to the bank since silver is at least $20/oz more than it was then. I expect this to reflect in this upcoming earning report. As it is I'm sitting pretty on 300 shares bought at just over $16 CAD per share. This is one of the few stocks I pre-emptively knew I wasn't going to sell at 100%, I'm going for 200%/33% and will ride out the 200 shares until retirement or when I see red flashing warning signs in the silver space.

pink_ego_box

I'm in CDE SBSW ARMN EXK AG AYA KNT (k92, not KTN) IDR and HL since October-December

Gbb331

Even if AG is total crap you make money. You realize they got totally slammed last quarter for saving $50m worth of metals instead of selling it! That worth almost the dubble today! Even if it’s a bad company you could 100-200% this year anyway!

realFantaMenace

If it hasn't shot up already, I'm not sure it will ever. There must be something fundamentally wrong with it (again compared to other miners). I'm thinking of trimming my position in AG.

x7_omega

Do you mean Keith Neumeyer (CEO of AG)? He is about 65yo.

frosti_austi

Trump said he was going to exact revenge from Day 1. This is it. He did the same thing against the NY AG (one time tax evasion of less than $100,000 in which the case was ruled in her favor). This case should be thrown out because it was started by a Federal Attorney (Jeanine Pirro) who was deemed not eligible to serve as a US Attorney.

DeepValueDiver

I hope so. I want a good entry on HL and AG.

realFantaMenace

AG has been disappointing so far compared to other similar miners.

x7_omega

Watched AG's CEO interview recently, a well-known guy. He mentioned this, and said he can't say a number yet for legal reasons, but it is \[some superlative\] large. Separately, Rich Rule mentioned that too, naming these AEM and PAAS. And numerically, for a high-cost producer such as AG, a price spike like silver had recently affects earnings non-linearly. Also from CEO, their AISC for silver was about $19 in 2025: with silver notionally at $40 in Q3 that makes for $21 in revenue; in Q4, for silver notionally at $60 on average, that makes for $41 in revenue. Also AG is clever with its sales, keeps silver in treasury, not only dollars, and has likely sold into a vertical spike, so if their earnings in Q4 could have been double the Q3, or better. All this does not give any number to go on, but it will definitely be an absolute blast of earnings, which is what CEO said.

pink_ego_box

SILJ is a weirdly built ETF: most big names are not junior, and not mainly silver producers. Most small names are explorers and won't produce shit until 2028 when the metal will have probably go down in price. Some big names are missing like NEXA for being poly metallic. NEXA will go from keeping 25% of their main silver mine production to 65% after Q2 (once their contract with a streaming company changes) and they produce 320Moz. My strategy is going with calls of actual producers and maybe switch to some explorers later in the cycle. For example $AG will probably triple in price by Q2.

pink_ego_box

Hycroft has been described as "moose pasture with some silver in it" and a "10 year failure that changed names several times" by Garrett Goggin, a legendary mining investor. Sprott is not a moron, he's an insider, maybe he knows they found a new vein and bets on Silver staying >$100 next year once they build a new mine, but Hycroft will not be a winner this year. I went with literally all the other silver miners that actually are putting silver out at low AISC today and taking advantage of the all time high, starting with AYA, CDE, AG and HL.

x7_omega

Earnings come in February. AEM, PAAS and AG will have an absolute blast of earnings.

Icy_Jelly_315

It's the famous retard economy at work. To make money from Rolls Royce cars you would have to invest in BMW AG.

suprfreek19

Is it now rescheduled or not? Once you do your own due diligence, you’ll see the EO did nothing. We have to wait and see what the anti AG Bondi does.

ratherbealurker

Maybe because he knew the incoming president was the guy in the comment you replied to. Maybe that’s why? The guy who openly (and possibly mistakenly) ordered his AG to go after people he hates. Possibly that’s why

CCatepillar

I appreciate the general advice on checking balance sheets. That's always good practice. I did notice, though, that you updated your post after someone pointed out NRXP recently cleared their debt, yet they're still included on this list. I've also seen similar posts from you in a few other threads. Beyond the debt situation, NRXP just announced a joint offering with neurocare Group AG for neuroplastic therapy targeting depression. That was just yesterday. They're also advancing NRX-101 through the FDA pipeline. This doesn't exactly fit the profile of a company waiting for a pump to dump shares before bankruptcy. Not making accusations, but when the facts have changed and the narrative hasn't, it's fair to ask: is there a short position here that's getting uncomfortable with the momentum?

ayyayyron

AG (First Majestic) or HL (Hecla) are both great and still cheap compared to most stocks

RandomGenerator_1

This company is so much more than the little piece you posted here. It's a treat to research it further, so give it a go. You have their Defense department. But the products Palladyne Pilot and Palladyne IQ have way more potential. Pilot already is partnered with Red Cat - RCAT and Draganfly - DPRO. If we go further, RCAT is partnered with Aerovironment and Redwire to integrate and this swarm with their products. Palladyne is the swarming partner and the only company to bring true swarming to the US (letting the drones reason on their own and "retrain" on the fly. Adjust in real time to what other drones are doi g in whatever environment they are in.) They have a patent to be the brain of the network of sensors. Think of all the sensors out there, on drones ,on robots, camea's, ground vehicles .. that combine data for a human to take a decision. They have been adding heavyweights to the team, where the keywords are: F-35's, Anduril's Fury, Iron Dome. And that's just for defense and public safety. They also work for manufacturing. Focussing on the Automative industry, among many other things. And end of July 2025 they were invited at the Kuka Robotics showcase. (Kuka is used by automotive manufacturers such as BMW, GM, Chrysler, Ford, Volvo, Volkswagen, Daimler AG and Valmet Automotive, as well as by manufacturers from other industrial sectors such as Airbus, Astrium and Siemens.). And PDYN IQ is also being tested on robots from ABB (soon to be Softbank) and Fanuc. And Universal Robots - Cobots. They also added a board member from Caterpillar.m recently. TAM IQ: 500 000 industrial robots each year - adds to million of robots that are already in place. PDYN can retrofit existing robots and help sell new robots for applications ppl didn't think they could be used for. TAM Pilot: new market. Drones are estimated to become a multibillion dollar market. This company was the robotics pioneer,.next to Boston Dynamics. They travelled a long sucessful road and have extensive experience, which brought them to a unique solution to be the brain for Physical "embodied" AI.

NeetoBurrritoo

AG was supposed to comment on all the black lines in the documents so we needed to stock up on more black ink

pink_ego_box

CDE AYA AG NEXA SBSW ARMN SIL SILJ GDX GDXJ A few lottery tickets (explorers) TUD VSO Staying away from Hycroft andHSLV because of some experts' opinion on their overvalued assets

pink_ego_box

ETFs SIL SILJ Individual stocks AYA AG PAAS CDE NEXA

RequirementNo3067

Personally my strategy has been selling puts in gold/ silver mining companies. Gold and silver are in a crazy bull market rn and I do expect it to continue well into this year. The mining companies I believe are undervalued and the ivx is extremely high on them plus most are lower priced so being cash secured is easy. I've been selling weekly puts on a Monday and Tuesday on ticker AG (First Majestic) at a strike just outside the expected move and have been just letting them expire worthless or roll out to the next week. Has worked well for me this past year. The margin req for that ticket is only like 250$ a contract too. Very liquid.

Retired-Programmer

Back in 2000 timeframe I sold some property and had some extra cash and started investing. Can't remember how but I got contacted by a financial guy with AG Edwards and he convinced me to move my funds to AG Edwards and he would manage my accounts. I remember a few months in him vividly telling me the internet boom is here to stay (meaning these gains in the stock market aren't going away). Then I needed some money to pay the taxes on the gains I got from selling the property so I got the money from that AG Edwards account but the AG Edwards financial guy convinced me to not sell any of the stocks and to go on margin (TBH, didn't take that much convincing to get to do do it). Sometime later (a few months maybe, can't remember exactly) my account was down 80% (and there wasn't that much being used in margin, it was also just losing so much in the stocks as well). In the end after some recovery I think I was down something like 50% overall from what I started with and have since recovered (after many years and adding my own money in my accounts). I don't totally blame the AG Edwards financial guy because if I had done it on my own not sure it would have been much different (although I probably wouldn't have gone on margin on my own because I probably wouldn't have even known about margin). So what I am trying to convey is, you better know what you are doing if you use margin. Margin works great when the stock market goes up like it has been doing for the past 6 years, but can be devastating when it doesn't. If you can spread out the conversion of stocks to cash over separate years and it prevent you from going to a higher tax bracket then that would be worth it. But my main point is, I would stay away from margin.

TheHawk1313

A question... Why have Morgan Stanley, Susquehanna Intl grp, UBS Group AG, and EverSource Wealth Advisors all sell 100% of their holdings between 11/10 and 11/14 '25 ?

Worried_Quarter469

Rheinmetall AG (RHM.DE) might get hot again

MatrixOrigin

Lmao ok so a few posts here and there with minimal supporting comments about the subject... Does that mean "this sub is convinced Trump will legalize cannabis"? Regarded as I said. As for progress... Trump signed an executive order to get things moving... Why did Biden's AG and DEA stall for 2 years? Do you not remember ?[ALJ calling them out](https://x.com/JoeCool_15/status/2007137236257759406)

dinanm4

Glad I bought an assload of SILJ and AG

Hey_Hank

Could BAT be considered big AG? BAT is the money and driving force behind the Phylos move by OGI. Especially the THCV strains. BAT is also a very big investor in CWEB. I say this in a very good way as BAT was without a doubt the most ethical, and best marketers in the tabacco business that I ever worked with.

ConversationLazy9190

$AG getting railed. It’s almost like they don’t sell silver 🤦‍♂️

Asleep_Adagio3756

Monsanto was the worst. They were bought by Bayer AG. So now they are the worst. BAYRY

BassLB

GEO is the one that trumps AG Pam Bondi was a lobbyist for. They have spiked a bunch since the new admin and have won new federal contracts. Complete coincidence I’m sure.

Safety-International

It’s relatively large for the space yes, you don’t need tiny miners to make money. Even AG should be not at 1:1 with spot price

Good-Tiger-1938

Bayer AG (German chemical giant, owns MONSANTO, created Agent Orange)

Jumaruss

Bayer AG? (bought Monsanto in 2018)

yea-uhuh

Doesn't look like game stop, yet. Trump EO says "hemp" needs to be unbanned. Short positions from Dec 18 are still a decent bet. AG Bondi unlikely to finish S3 before Congress is pushed to correct the 2026-impending hemp ban. Easiest remedy is kick the can, revert to 2018 hemp definition. McConnell unintentionally passed the ban on CBD cultivation, before the medicare CBD $500 announcement. Botony is a bitch for politicians to comprehend, these plants all produce a bunch of THCA before they yield any CBD. USDA fully understood the implications of 0.3% delta-9 in 2018, sucessfully excluded mind-bending sticky-icky from hemp farming.

MarthaJulietta

Really loving VITL performance this week. Chart is looking really nice. Still a long way off but every day brings earnings closer and I dont think the stock will stay in the low 30s before that reading comes out. I dont have the courage to add on any more (I did buy another 6 calls on the 22nd) but I'm feeling real good about things. Also started buying their eggs even though the idea of $9 eggs is crazy to me. Every little bit helps if we do have to hold through earnings. Little note- they do do some cool stuff- there is a QR code on the carton I can scan to read about the exact farm the eggs came from and watch a video of the chickens in their pasture. Very cool if you are ethically opposed to AG practices and animal wellbeing PYPL on the other hand is suffering but again I think the buybacks + divi + growth makes this a no brainer over the mid term and I have continued to add Jan 28 calls every day its under $60. Up to 43 $35 calls now and will continue to add until I cant anymore

MarthaJulietta

Really loving VITL performance this week. Chart is looking really nice. Still a long way off but every day brings earnings closer and I dont think the stock will stay in the low 30s before that reading comes out. I dont have the courage to add on any more (I did buy another 6 calls on the 22nd) but I'm feeling real good about things. Also started buying their eggs even though the idea of $9 eggs is crazy to me. Every little bit helps if we do have to hold through earnings. Little note- they do do some cool stuff- there is a QR code on the carton I can scan to read about the exact farm the eggs came from and watch a video of the chickens in their pasture. Very cool if you are ethically opposed to AG practices and animal wellbeing

suprfreek19

Scratching my head as to why everyone thinks Trump rescheduled weed. He issued an EO. The AG is the person with the authority to reschedule, not the president. An anti-weed AG!

1dayremains

Jon AG if yk yk

PenguinnBets

I am in. This stock is seriously undervalued but they have to show how their business model can benefit shareholders. Also the really small float will be hard for major institutional investor participation. However, there are some already have a foot at the door. Here is the Q2 to Q3 changes in holdings. Would be interesting to see the Q4 numbers: |Institution|2025-Q2|2025-Q3| |:-|:-|:-| || |GEODE CAPITAL MANAGEMENT, LLC|28383|33582| |RENAISSANCE TECHNOLOGIES LLC|11277|27377| |VANGUARD GROUP INC|27012|27012| |XTX Topco Ltd|22671|19612| |UBS Group AG|23942|17556| |TWO SIGMA INVESTMENTS, LP|0|12254| |BlackRock, Inc.|8607|8607| |Tower Research Capital LLC (TRC)|3646|4509| |CITIGROUP INC|642|295| On the other hand, the small float is perfect for retail investors to take control collectively.. lol. Maybe someone here can consider to create a sub for this.

PenguinnBets

Nice call. I am in as well but at higher level. This stock is seriously undervalued but they have to show how their business model can benefit shareholders. Also the really small float will be hard for major institutional investor participation. However, there are some already have a foot at the door. Here is the Q2 to Q3 changes in holdings. Would be interesting to see the Q4 numbers: |Institution|2025-Q2|2025-Q3| |:-|:-|:-| |GEODE CAPITAL MANAGEMENT, LLC|28383|33582| |RENAISSANCE TECHNOLOGIES LLC|11277|27377| |VANGUARD GROUP INC|27012|27012| |XTX Topco Ltd|22671|19612| |UBS Group AG|23942|17556| |TWO SIGMA INVESTMENTS, LP|0|12254| |BlackRock, Inc.|8607|8607| |Tower Research Capital LLC (TRC)|3646|4509| |CITIGROUP INC|642|295| On the other hand, the small float is perfect for retail investors to take control collectively.. lol. Maybe someone here can consider to create a sub for this.

thinkneo

Smart approach. picking the winning robot company is a crapshoot, but they all need components. The actual supply chain breakdown: Precision reducers/gears (this is the niche monopoly): \- Harmonic Drive (Japan: 6324.T) and Nabtesco (Japan: 6268.T) control \~75% of the precision gear market for robot joints. every robot arm needs these. extremely hard to replicate - takes years of manufacturing expertise. closest thing to a monopoly in robotics. Servos/motion control: \- Yaskawa (Japan: 6506.T) - largest servo motor manufacturer globally \- Fanuc (Japan: 6954.T) - dominant in industrial robots AND makes their own servos \- Rockwell Automation (ROK) - US play on industrial automation \- Parker Hannifin (PH) - motion and control systems Machine vision: \- Cognex (CGNX) - dominant in industrial machine vision. high margins, niche leader \- Keyence (Japan: 6861.T) - sensors, vision systems. insanely profitable, 50%+ margins Lidar/sensors: \- this space is crowded and bleeding money. Luminar, Ouster, Hesai all struggling. I'd avoid until there's a clear winner \- Sick AG (Germany) is the boring profitable option for industrial sensors Chips: \- NVDA for AI training and edge compute (Jetson platform is popular in robotics) \- AMD growing in data center, also has embedded solutions \- Qualcomm (QCOM) for mobile/edge robotics \- Texas Instruments (TXN) and Analog Devices (ADI) for the less sexy but essential motor control chips The picks I'd actually consider: 1. Harmonic Drive or Nabtesco (duopoly on precision gears) 2. Cognex or Keyence (machine vision, actual moats) 3. Rockwell or Yaskawa (automation exposure)

Internal_Field5970

Some of you order AG1 with a Joe Rogan promo code and it shows 

AverageNo130

If that is their path there will be a new DEA Chief and personnel. And a new AG if she's involved imo. Garland should have been fired along with the DEA entrenched obstructionists. imo Trump is trying to find out what is going on by pressuring the DEA/DOJ with the EO if continue delays.

wendyxdxd

$AG a great silver mining company. Silver and $AG to the moon in 2026 💰🚀 🌙

BanAccount8

AG

eastcoastsomeone

AG calls.

yea-uhuh

AG Bondi wants to raid every dispensary nationwide ? That's what S3 actually means. She might go further, if she is smart.

w41t3rpwnZ0RZ

Under the Controlled Substances Act, the authority to reschedule substances via the executive branch belongs to the AG. Historically the AG has delegated it to the head of the DEA, but they are not obligated to do this. Source: https://www.congress.gov/crs-product/R45948#fn84 If you believe Bondi does whatever Trump says (I do), then S3 is very likely to happen. Great time to buy!

-ThatThomasGuy-

I'm holding a few of the producers. EXK, PAAS, and AG and thry have worked wonders for me this year.

-ThatThomasGuy-

As crazy as it sounds, hard assets. I am looking at SLV, as well as gold and silver miners. I hold EXK, PAAS, and AG as my bigger positions right now.

Retintintin

AG1! Futures for silver on SHFE is up over 5.5% today, currently standing at a 10% premium compared to yesterdays COMEX close

Dr_Phil_Has_A_Huge_D

Israel doesn't want you to remember that their citizen Sigal Chattah, who is still inexplicably the US AG for Nevada (even after being ruled invalid by US federal judge)...released fellow Israeli, and a government agent, who tried to f' a kid in Vegas...specifically to flee US to Israel. is Tom Alexandrovich. Pic: Chattah https://preview.redd.it/3wxhn5br1j9g1.jpeg?width=500&format=pjpg&auto=webp&s=af477adcb16a14737bc2b898f0678df7763756be

bomusaab

$AG First Majestic.. their high exposure to silver mining + price of silver (silver deficit and criticality of it is pushing prices up) + the fact that it is still lagging + their low all in sustaining costs (it costs them $20/oz to mine and look at silver price, margins are crazy) = 🚀

daddyspain69

Auto1Group (AG1 on Frankfurt exchange. European Carvana with no corporate debt and insane EBITDA growth. I’m up 350% since getting in at 6€

kaapooj

honored to meet the AG

Mrvonblogger

No, but AG1 gives me the messiest green poo’s on earth. Seriously, why the fuck do people buy this supplement

shooterdoobydoo

Grabbed AG back in 21 at 1.44. Still got it and now there’s supply constraints on physical metals so don’t see it stopping

Puzzleheaded-Monk688

$JD $ONDS $UP $AG, played some spy calls and a few other tickers like $UPS and $BABA but those were the big ones

suprfreek19

How about a “slow walk” from an AG who is non 420 friendly? What would that timeline look like?

mr_molecular

Here is how this could play out. The "Expeditious" Path: Strategy and Timeline The administration's most likely path involves the Attorney General exercising her authority to bypass the DEA's stalled administrative hearings. Phase 1: Bypassing the Hearing (December 2025 – January 2026) • Action: The Attorney General (AG) can conclude that the administrative record—which already contains over 42,000 public comments and a comprehensive scientific review from the HHS—is sufficient to make a final determination. • Legal Basis: The AG may argue that a formal hearing is "unnecessary" or that the public interest in medical access outweighs the need for further oral testimony, especially since a federal judge already suspended the previous hearings in early 2025. • The "International Treaty" Shortcut: Legal experts suggest the AG could cite 21 U.S.C. § 811(d)(1), which allows for expedited scheduling to comply with international treaty obligations, bypassing the standard hearing requirements.  Phase 2: Drafting and OMB Review (January 2026 – February 2026) • Drafting the Final Rule: The DOJ and DEA would draft the "Final Rule." This document must address the major concerns raised in public comments to be legally "defensible" against future lawsuits.  • OMB Review: The Office of Management and Budget (OMB) must review the economic impact. Under the Executive Order, this review would likely be fast-tracked to a matter of weeks rather than months. Phase 3: Publication and Effective Date (March 2026 – April 2026) • Publication: The Final Rule is published in the Federal Register.  • Cooling-off Period: Usually, a rule takes effect 30 to 60 days after publication.  • Final Result: By April 2026, marijuana would officially be Schedule 3.

skyplt29

I appreciate the Marijuana Herald is not known for its accurate accountings...but this does fit with Dr. Oz suggesting Medicare support by April. I will be seeking out a more credible source and will share if I find anything: "President Trump has directed Attorney General Pam Bondi to issue a final ruling on marijuana rescheduling by the end of January, according to two sources close to the president who spoke with The Marijuana Herald. The executive order signed by Trump last week orders AG Bondi to “take all necessary steps to complete the rulemaking process related to rescheduling marijuana to Schedule III of the CSA in the most expeditious manner in accordance with Federal law”. Under federal law, any rescheduling decision must be finalized through DOJ, with coordination from the Department of Health and Human Services (the Department issued their rescheduling recommendation in 2023). Trump’s message to Bondi, as described by the sources, underscores that while the administration intends to follow the legal framework, it also expects a timely outcome rather than prolonged administrative delays. Although Trump ordered Bondi to issue a ruling “by the end of January”, it’s possible a ruling could come early in the month. If DOJ follows through with issuing a final rule on an accelerated timeline by the end of January, marijuana would be officially moved to Schedule III by the spring, a change that would formally acknowledge accepted medical use under federal law and significantly alter how the substance is treated for tax, research, and regulatory purposes. Schedule III status would not legalize marijuana federally, but it would eliminate the punitive tax provision known as 280E, expand opportunities for scientific research, and allow FDA-approved cannabis medicines to be prescribed nationwide (currently only CBD and synthetic THC can be prescribed). The push for a January deadline comes as pressure continues to build from lawmakers, industry stakeholders, and patient advocates who have been awaiting clarity since the rescheduling review began. A final ruling will mark the first change to marijuana’s federal classification since it was placed in Schedule I more than five decades ago. While DOJ has not publicly commented on the timeline, the president’s position suggests the administration wants the matter resolved quickly, setting the stage for a major shift in federal marijuana policy at the start of the year."

Simplylegalize

A bit of schedule 3 talk? He signed an executive order asking the AG to expedite schedule 3. Trump has always been negative on recreational cannabis, that position has not changed. If you thought he was going to do anything positive about recreational cannabis, you obviously haven't been paying attention. The biggest deal as you alluded to is that schedule 3 is not finalized yet and could take 6-12 more months

suprfreek19

What comes next is waiting for it to actually be rescheduled. Only the AG can do that. An EO from the president is not a reschedule. Sorry folks but you’ll have to be patient.

w41t3rpwnZ0RZ

I do buy your explanation about people getting too excited about news before it drops, in general. I think we disagree about the nature of the news— in my mind this does more or less live up to the hype. There was never any scenario where the EO directly rescheduled marijuana, the president doesn’t have that authority. And directing the AG (not the DEA) to issue a final ruling as soon as possible (and specifying the direction of the final ruling), is IMO as much as the EO could reasonably be expected to do. I have done some amount of looking at the books, so to speak, but admittedly mostly via youtube videos/reddit comments that could be biased. That being said I have seen the difference that 280E makes and it looks massive (to me, an amateur). Anyway, you seem right for now! I’m gonna keep holding and see what happens.

illinformed-will

HL, PAAS, ASM, AG top pick. USAS SVM DVS risky. SBSW NEWP proxy with other metals. When spot silver hit 75 there might be a correction before pumping resume, hedge accordingly.

suprfreek19

Waiting for anti weed AG to complete the job.

suprfreek19

This is true. Add to that an AG who is NOT 420 friendly.

MilesRover1974

This still does not change the fact that he did exactly what he said he was going to do....order the AG to move to schedule 3. I don't believe he has the power to actually reschedule on his own. Adding banking reform would have been super duper amazing and I would have loved that move as much as the next guy, but that was never promised, just rumored. Don't get me wrong, I'm in no way a Trump fan, but what his put into motion is the most positive move that this space has seen in decades. Good luck to people in support of this move. To the prohibitionist...I hope you get coal for Xmas.

suprfreek19

We still don’t have a reschedule, only an EO directing the AG (Bondi) to expedite rescheduling.

Suitable_Reality_138

$RDDT more $TSLA, $WLDN and more $AG. Great composite ratings, except $TSLA but robotics theme story is strong enough that it’ll likely bring that up.

King_Chron

**Trump's Executive Order: What Actually Changed** **The Direct Push:** Trump's order explicitly directs AG Pam Bondi to complete rescheduling in the "most expeditious manner" - legal experts call it a "big push forward" that uses presidential weight to override bureaucratic delays that stalled Biden's 2022 initiative. **Why This Is More Decisive Than Biden's Approach:** * Biden (2022): Launched multi-agency review dependent on HHS/DEA cooperation - criticized for slow pace * Trump (2025): Direct mandate to finalize existing proposal, treating it as priority vs. continued "study" * Biden-era process stalled by mandatory hearings (originally Jan 2025) and 43,000 public comments creating procedural pauses **Policy Framing Shift:** Trump frames it as "common sense" backed by 82% public support, explicitly stating "facts compel federal government to recognize marijuana can be legitimate for medical applications" - removing the federal position that cannabis has no accepted medical use. Unlike Biden's broader "equity" focus, includes targeted programs like Medicare pilot reimbursing seniors up to $500 annually for CBD (starts April 2026). **Immediate Industry Impact:** * **Taxation**: Schedule III eliminates IRS 280E penalty preventing state-legal businesses from deducting expenses (rent, payroll) * **Banking/Investment**: Expected to push Nasdaq/NYSE to reconsider listing U.S. cannabis companies and advance SAFER Banking Act **Bottom Line:** Order strategically timed for immediate financial relief and uses executive pressure to clear bureaucratic backlog.

King_Chron

\- **Trump's Executive Order: What Actually Changed** **The Direct Push:** Trump's order explicitly directs AG Pam Bondi to complete rescheduling in the "most expeditious manner" - legal experts call it a "big push forward" that uses presidential weight to override bureaucratic delays that stalled Biden's 2022 initiative. **Why This Is More Decisive Than Biden's Approach:** * Biden (2022): Launched multi-agency review dependent on HHS/DEA cooperation - criticized for slow pace * Trump (2025): Direct mandate to finalize existing proposal, treating it as priority vs. continued "study" * Biden-era process stalled by mandatory hearings (originally Jan 2025) and 43,000 public comments creating procedural pauses **Policy Framing Shift:** Trump frames it as "common sense" backed by 82% public support, explicitly stating "facts compel federal government to recognize marijuana can be legitimate for medical applications" - removing the federal position that cannabis has no accepted medical use. Unlike Biden's broader "equity" focus, includes targeted programs like Medicare pilot reimbursing seniors up to $500 annually for CBD (starts April 2026). **Immediate Industry Impact:** * **Taxation**: Schedule III eliminates IRS 280E penalty preventing state-legal businesses from deducting expenses (rent, payroll) * **Banking/Investment**: Expected to push Nasdaq/NYSE to reconsider listing U.S. cannabis companies and advance SAFER Banking Act **Bottom Line:** Order strategically timed for immediate financial relief and uses executive pressure to clear bureaucratic backlog.

King_Chron

no, the EO tells the AG to get the mess straightened out so that the hearing can take place as its been in appeals since jan2025 when it was suppose to happen.

AmDazed

I feel your pain. The reason we saw a "sell the news" event today is exactly because the market hadn't accepted this as a foregone conclusion. Between the terrible mainstream reporting and the PTSD from the Biden delays, most people were still treating this as a "maybe." They sold today because they reached their "confirmation" exit point. But you’re onto something with the upcoming announcements. There is a huge difference between selling a rumor that might be fake and buying a reality that has been officially digested. When news is already accepted and "predigested" by the smart money, the actual announcement usually causes a boost, not a sell, because it officially removes the "risk discount." Think of it this way: Today was a shakeout because the market was surprised by the speed. But moving forward, as we hit milestones like the Federal Register publication or the actual dark black ink on the 10-Qs, the "rumors" will be about specific dollar amounts and analyst upgrades. Once the market finally accepts that the 280E wall is gone, the confirmation of those events becomes a tailwind, not a reason to exit. We're moving from the "Hype" phase to the "Math" phase. By the way, these processes are already completed or no longer relevant: * **Public Comment Period:** Closed. The DEA already collected the 43,000 comments in 2024. * **DOJ Alignment:** Resolved. Today’s EO removes the friction between agencies and directs the AG to finish. And these are the milestones that will likely move from speculative rumors to confirmed boosters: * **Federal Register Publication:** This is the big one—it triggers the final countdown. * **Analyst Model Updates:** When the banks flip their spreadsheets from 80% taxes to 21%. * **Institutional Re-entry:** When major funds finally have the "legal" cover to buy. * **MSOS Inflows:** As 280E dies, the cash flow makes the ETF a fundamental play, not just a trade.

AmDazed

Actually, this is one of those times an EO actually can do what it says. It isn't starting something new; it’s directing Pam Bondi to complete a process that Biden started that got stalled in bureaucracy. The HHS medical review and the 43,000 public comments are already 100% finished and part of the legal record. All that’s left is for the AG to sign the Final Rule, which she’s legally allowed to do and will obviously be happy to do for Trump to get him a 'Day 1' win. Once she signs, the 280E tax barrier falls automatically. We aren't waiting for a study or a review; we're just waiting for Bondi's signature.

AmDazed

Actually, this is one of those times an EO actually can do what it says. It isn't starting something new; it’s directing Pam Bondi to complete a process that Biden started that got stalled in bureaucracy. The HHS medical review and the 43,000 public comments are already 100% finished and part of the legal record. All that’s left is for the AG to sign the Final Rule, which she’s legally allowed to do and will obviously be happy to do for Trump to get him a 'Day 1' win. Once she signs, the 280E tax barrier falls automatically. We aren't waiting for a study or a review; we're just waiting for Bondi's signature.

Ok-Replacement9595

Because it can be the DEA or the AG. Garland was an awful AG, but he did sign off on the change to schedule 3 already, which was going through the legal process of an ALJ to make sure all the check boxes were checked and the process was fair and true, when orange man was elected and everything was halted. This is just a presser to try to buy votes, like the veteran checks and the farmer checks, and hopefully the healthcare checks to come. Guy is losing the midterms and knows it, and that is without the slow drip of Epstein revelations about his love affair with children.

Ok-Replacement9595

That is wrong. It can be done through congress or through DEA or AG. You can actually Google the CSA in your spare time.

AmDazed

She *could* wait, but why would she? This isn't a holdover from the last administration that she’s reluctantly finishing—today's EO effectively 're-branded' rescheduling as a Trump/Bondi priority. Here is why the signature is likely days, not months away: 1. **The 'Common Sense' Branding:** The President just stood in the Oval Office and called this 'common sense' for veterans and seniors. Bondi isn't going to let that headline go stale by sitting on it for 90 days. 2. **Administrative Cleanup:** The EO specifically directs her to 'cancel' the stalled Biden-era hearings. That was the only legal logjam. Since the 43,000 public comments and the HHS medical review are already in the bag, the 'work' is done. 3. **The Hemp/CBD Tie-in:** The EO also links this to Medicare coverage for CBD (starting April 2026). For that to work, the rescheduling needs to be finalized now to clear the legal path for the HHS to build those research models. In the cannabis world, we're used to 'Soon', but this is the first time we’ve had a President and an AG on the same page with a direct order to 'expedite and complete.'

Tiaan

The main reason why we're dropping so hard is that rescheduling has not actually happened yet. The media is acting like it's already done with headlines "EO to reschedule cannabis" and the administration is acting like it's already done with language like how significant this is, etc, similar to what the Biden admin did where they acted like they actually changed marijuana laws without actually finalizing rescheduling Executive orders are legally binding within the executive branch. This was Trump's order to the AG in the EO: > The Attorney General shall take all necessary steps to complete the rulemaking process related to rescheduling marijuana to Schedule III of the CSA in the most expeditious manner in accordance with Federal law, including 21 U.S.C. 811. While its hugely positive that this EO indicates rescheduling will happen, the language doesn't provide any definite timeline and "rulemaking" specifically can take months or longer. Everyone who is taking this as "wow I guess rescheduling wasn't that significant or impactful" is also acting like it's been finalized, which it hasn't. I'm hoping the final rule will be issued within the next 6 months but I despise this sector so god damn much and just want it all to end already

AverageNo130

The AG will respond in the affirmative or she's out.

suprfreek19

I might be wrong but today’s action was an executive order. The Controlled Substances Act calls on the AG to reschedule. Thoughts?

Resi86

I think people are mistakenly viewing this as a repeat of the timeline that Biden already covered. No, the HHS will not need to make a new recommendation, he simply states that the AG will expedite the completion of the rescheduling process. I see how some view this as an indefinitive and uncertain timeline, but I view it as getting done in the near term, but at the latest with ample time leading up to the midterms. I don’t believe the GOP would campaign on this issue though, so it wouldn’t make sense to leave it till the midterms.