MSOS

Russticale

Hey it could be MSOS even selling it. Analyst came out with a sell rating last week - small analyst but still shows.

Russticale

Thats a good point.  Dougie kass rally two friday’s ago had a ridiculous response.  Dude kept the entire rally alive with thier tweet release as MSOS was about to break down and punch a new low for the week.

skyplt29

Breaking news! MSOS nears 5 dollars...again. News at 11.

four_twenty_4_20

MSOS is already up ~25% since the end of July. Plenty of profits for traders to take. It's always sell the news in this sector until 1 day its not. I expect that could be the final rule, which is still a ways off.

Tunmer

MSOS is holding above $5!

Bl1nk9

Maybe. Holding my og position that I have had since buying in at 50 way back when in a retirement account. Have it down to $18 avg, but only a few hundred shares. MSOS can have its place. We have etf’s for everything, and should have one for canna. But based in a more conventional strategy for those that want exposure without figuring out the names.

between3-20charcterz

MSOS, with rescheduling on the horizon it will stop 280e from holding cannabis companies back financial while also opening doors for financial instructions to be able to directly purchase shares for cannabis companies instead of relying on swaps. Trlv already uplisted to the NYSE and Curfaleaf and Green Thumbs seem to be the next to uplist

SailMaleficent6183

MSOS ETF got rid of its $10 million deficit by selling Curaleaf, Trulieve and Green Thumb so at least that won't hold us down next week. Have a great weekend!

volckerwasright

Yep! When was the last time MSOS had real bid support, maybe August 2025?

volckerwasright

This'll be 12 straight trading days where MSOS traded within 2% of $5....have to say I didn't see that coming. Getting cooked by theta on my 9/18 puts and calls, but I think next week will be decisive one way or another

skyplt29

Sorry about that. It's been this MSOS caught in a protracted doldrums. But indeed, likely better to just quietly persevere.

skyplt29

I am getting ready to finally move on. The opportunity cost is painfully real. A few weeks back I was looking at SpacEx as a place to put my "risk" investment money (verses weedstocks). It was trading about 100USD at the time and my sense was it would recover to at least its IPO price. Chose to stay in this sector instead. Simply did not have the courage to accept a major loss in this sector and go elsewhere. Today I see SpacEx at 150USD and most stocks in this sector...dead. Tomorrow we will be uncertain if MSOS closes slightly above or slightly below 5USD. There is real money to be made elsewhere. Apologies to those of you who have been saying this for several years now.

Russticale

The multi day rally already happened.  All august we have been churning up.   Theres room and MSOS sits above the 200 ema by $0.46 so we are still okay for now but if we cross that on the daily candles, watch out.  

Russticale

I appreciate your perspective and agree.   Theres a LOT of overhead supply.  Market knows reform is coming and algos will still bite on news headlines, but its going to be a battle to move up and retrace only 50% when consolidating back down.  Normal stocks have this type of movement. I see the multiple hurdles and lengthy timeline long term.  For now I can see a world where this current extended August rally fades.   When traders come back after Labor day, we might bleed out until we get the recommendation from the judge.  For downside protection, I like Jan 27 $5 puts on MSOS.

four_twenty_4_20

Odds MSOS sells another chunk of trlv at the end of day? Its still $4M+ in the hole...

Russticale

Oh yall talking during the regular session. That could have been the MSOS etf dumping 300k shares of Trulieve.

TCNNF_Moon-_

I saw that nonsense as well. Thinking maybe an MSOS sell or someone with a lot of shares

Russticale

That end of day dump from Trulieve.  Will the ‘buy the dippers’ still be around tomorrow?   I’ve lost touch with our market, not understanding the price action of MSOS with TRLV being listed NYSE and the etf no longer owning swaps for their largest holding…. Could see something like we haven’t before.  Im sideline for now, would rather chase.

antonyto680

MSOS just can’t break $5

KAI5ER

I would argue they will. Hedge funds are more calculated than us retail and if the juice is no longer worth the risk of the squeeze then they will move on. Hell, MSOS wont even be needed in its current state once ETFs can hold the stock directly.

skyplt29

Hey Chronic. Hope all is well. Glad to see MSOS back above 5USD...I really was not expecting that given the market. But green is green. Love to see big news one day...but after years of waiting it feels as though the carrot at the end of the stick has grown rotten.

Thumbszilla

What the heck is going on with MSOS holding GLAS?

Senpai_Slime

Has anyone else been keeping their eyes on MSOS? seems pretty reliable for swing trading below the 5$ mark

Russticale

So the MSOS etf had a 10mil cash inbalance and sold 500k shares of Greenthumb Friday.  Slow clap for the etf managers

UsedState7381

MSOS sold 500k shares of green thumb today, in what I can only assume that is to finally try to offset the ETF's negative balance, given that it's suffering outflows due to lesser market demand(now that Trulieve and Glass House are uplisted). Over a million shares of Green Thumb were sold by the ETF this week. This is fucking ridiculous. https://x.com/junglejava1/status/2093530465999184040

Russticale

Dougie Kass get out my ass. Of course he times it when MSOS is testing daily and weekly support level.  

skyplt29

Could this sector be any more crooked? MSOS closes at 4.9982. Not hard to know where the most money was to be made on the plus or minus side of 5USD. For the love of god, let's get some S3, S4, S5 or maybe even deschedule news! Good weekend all.

Ienjoymodels

Swing trading is how you make money in this sector. In late 2023 it was MSOS buy under 8 sell the news. After the Trump election debacle it's buy under 5 sell the news.

volckerwasright

Going to be something to see a major inflow print 2 days after a major outflow print. Just normal MSOS things

derprondo

MSOS trying its best to save my port today. Lot's of uplistings on the horizon, probably a safe play until rescheduling is final.

ChallahdaySzn

MSOS ! Over 5!!!

volckerwasright

Dougie pump Dougie Kass @DougKass @thestreetpro We have moved to super size $MSOS and individual cannabis stocks in the belief that a favorable rescheduling announcement will come shortly. AdvisorShares Pure US Cannabis ETF MSOS $4.89 +1.24%

TCNNF_Moon-_

Feel like MSOS might want to close above 5$. I am also down to enjoy some power hour

Loose-Dream7901

Sure exaggeration was real, point remains 1 MSOS top operator has as much pure play cannabis revenue that the top 5 Canadian companies combined. Ie Sundial/Tilray have blended alc sales. Market is bigger, margins are better even with 70% tax rate and the companies are fundamentally stronger.

Loose-Dream7901

It’s already transparent for more of the companies. IPO wise most of the private operators can’t compete with large MSOS. Specifically TRLV / GTII cash hoards are massive. I’d expect this to grow on capital appreciation of share price or increased M&A

ChallahdaySzn

Fellas, can we push MSOS over 5 today ??

Russticale

Tomorrow I see MSOS either chopps around and hold’s today’s low at $4.76, or it breaks that and we plummet.  Pardon the bearish take, but weed stocks are weedstocks until proven otherwise

skyplt29

The old me would see MSOS sitting at 4.80USD right now and think it would be a good move to buy some as it was "just over 5" yesterday and S3 is on the horizon. The new me has me thinking "it can go lower". I tend to think S3 will happen (not delineated, just S3 for cannabis). It's made no sense to separate medical and recreational. The big unknown is what (if anything) this does for rec. S3 is still not legal to sell without a prescription. I see something similar to Viagra here; fill out an online questionnaire and get a prescription. A lot of second tier Doctors and Pharmacists could soon be employed by MSOs.

volckerwasright

Saw lots of people on twitter saying "MSOS outflow = bottom", so I went and looked at the last few 7/30: bottom and trend reversal 7/9: continuation 5/21: bottom, 3 days before trend reversal 4/30: continuation 4/22: blow off top

Blistorious

Big LOL.. MSOS fuckery year in year out.And oh oh.. what a surprise the scammer dan sells GTI the most. The day that etf closes would be a good day.just a vehicle for the arb traders.

Loose-Dream7901

They just need S3 for adult use, which is on the brink of happening now. It’s also why CuraLeaf has yet to uplist. Glasshouse is primarily seeding the illicit hemp market and Trulieve spun off its assets. It’s gonna happen people just need to be patient, CuraLeaf also trading in a similar pattern. Trulieve has been getting most of the inflows and carrying MSOS

Fifteen_inches

$MSOS is gonna print when schedule 3 hits, if it ever hits

volckerwasright

Put on a straddle here with 9/18 MSOS puts and calls, I think we're due for some volatility

theduderino38

$5 for MSOS!

volckerwasright

Think I might get my wish tomorrow or Thursday. I'm probably putting on a downside weighted straddle seeing as how MSOS IV is still pretty low

Thumbszilla

The FOMO for MSOS in the next few weeks is going to be delicious

BlissfulSage099

MSOS 6$ call

Russticale

Big indecision in the MSOS chart for 1st half of day.  This is where traders are taking profits and fomo longs are still buying.  

derprondo

Smoke weed every day. $MSOS

Kbarbs4421

> Still own enough MSOS, Cresco, and yes, even Tilray to continue to follow this sector... You've been here long enough to know there are far better investments available in the sector. Why not upgrade the quality of the portfolio?

skyplt29

I would like to apologize to the individual who purchased my Tilray shares yesterday at 4.80USD. The primary reason for selling was to get a more balanced portfolio with weedstocks closer to 15% vs 25% of overall stock holdings. I pulled the trigger near yesterday' close. I did wonder if I would be missing any sustained rally associated with whatever S3 news there eventually might be. Still own enough MSOS, Cresco, and yes, even Tilray to continue to follow this sector...but boy howdy did Tilray throw away yesterday's gain; not even 24 hours of fun. Irwin Simon brings a whole new meaning to "Here, hold my beer."

Thumbszilla

The price target won't be invalidated until MSOS hits around $5.15.

dave-alexander

I’ll be chubbed up when MSOS hits 10. Fully erect at 20.

skyplt29

I was actually being sarcastic. I own a lot of MSOS, Cresco, and Tilray. Each of those had a great day. Sold off some Tilray at $4.80USD at the end of the trading day today. Those shares were bought around 4.20 to 4.30 in the last couple of months. I was going to keep these shares longer, but my attempt to DCA put too much money into this sector. I wanted to reduce the overall percentage of weedstocks in my portfolio (oil and bank stocks are pretty much all I own otherwise). Weedstocks are my higher risk plays and had gotten to around 25% of my portfolio. I am down to just over 15% now.

derprondo

My WEN and MSOS positions went green today hell yeah.

UsedState7381

What do you mean with "holding MSOS for a couple of years at a loss" but somehow only noticed the ticker has "some life over the last month"? MSOS pumped up a lot a few times last year, specially in December and then in April this year. There's a lot of life to it but unfortunately it only shows up when there's great headlines about cannabis. A decent time to average down was last year, and this year too if you believe there is growth for the industry ahead.

GodBlessPigs

I’ve been holding on to MSOS for a couple of years at a loss. I see that it finally has some life over the last month. Do you think it finally hit its bottom? A decent time to average down?

UsedState7381

Y'all saw the Moderna pump today right? Over 100% pump and maintaining gains. Meanwhile MSOS can't even get  20% on a great day before getting halted.

UsedState7381

Trump is pumping(kind of) Scott's Miracle Grow stock. https://x.com/wallstengine/status/2090096165408919656 This might explain the pump today on MSOS, but the volumes aren't matching up.

Blistorious

Been here since almost 10. and the last 5 years it's just exhausting.. No fun.. And sooooo boring. I can't hear no more S3, 280E... Last week the MSOS bell ringing was the weedstocks blueprint. Twitter influencer with etf 'manager' congratulating each other. And what does the ticker? Nothing lol. No one has made any money with that shite. As for individual stocks. Still holding gti and a bit cl but not trading anymore. There are so many opportunities out there and it is just stupid to hope year after year for some progress. You can rather buy some small/midcap biotechs and hope that one of them gets fda approval aka moonshot or total loss. That's just the same as buying weedstocks right now. Hope to be wrong one day. But just read on twitter from some guys that MSOS will reach new ATHs soon. That is just delusional.

Charming_Yellow5867

MSOS is starting to gain traction. More movement up next week.

mfairview

Raw 13F Institutional Leaderboard The updated raw 13F and NPORT filings show the true top shareholders:Institutional Entity / FundRaw Shares HeldFiling Type & Timing Context Change Citadel Advisors LLC~6.6M to 6.7M Form 13F Massive Increase: Added ~5.5M–6.1M shares, absorbing the bulk of VFF's recent Q2 equity offering. Now a ~5.5% company owner. AdvisorShares Pure US Cannabis ETF (MSOS)~1.62M Form NPORT Decreased: Noticeably cut their position, selling off roughly 2 million shares earlier in the filing cycle. Two Sigma Investments, LP~1.98M Form 13F Unchanged: Retained their steady quantitative hedge fund positioning. Jane Street Group, LLC~1.80M Form 13F Unchanged: Maintaining automated market-making and trading liquidity inventory. Weiss Asset Management~1.70M Form 13F Brand New Position: Entered heavily as a brand new whale institutional holder alongside Citadel this cycle. Key Client Fiduciary Advisors, LLC~1.33M Form 13F Verified Position: Formally validated with fresh data updates. Renaissance Technologies LLC~1.32M Form 13F Unchanged: Mathematical model portfolio exposure remains static. Qube Research & Technologies Ltd~847k Form 13F Verified Position: Confirmed via raw SEC algorithmic trading pool reporting

KAI5ER

I saw that. MSOS 4.62..

skyplt29

Just an outlet for me...for example, Cool\_Ad provided some pretty sage advice earlier. It did not cause me to sell anything today. At this point I am resigned to seeing what is going to happen on the 17th. That's really the only thing that is going to move any needles. MSOS just closed at 4.62...max nothing.

skyplt29

I really don't think anything on here moves any needles. It's just retail investors jaw boning. MSOS is sitting on 4.585 right now, so all of our postulating about max pain and other rationalizations really don't seem to be consistent. I am certainly not posting anything on here with the expectation it will move markets. We just aren't that big a deal.

four_twenty_4_20

max pain for MSOS options. Got nothing to do with gravity.

four_twenty_4_20

MSOS to $4.5 by close. Shocking, I know.

Ausdummer

I sold half my portfolio (\~$3.5K) which covered MSOS, SNDL, GTIBF, TLRY for a little over initial total investment (some at a loss) during earnings spikes or random jumps to push into the Psychadelics, Drone Tech, and Quantum Computing sectors. Man has that paid off in the last 4 months... I still hold a small $2.5k portfolio of Cannabis stocks, but I got tired of waiting on the sideline of other industries making headwinds with US policy and macro economic changes that I had to pull the cord on some 4+ year holds in the Weedstock space.

skyplt29

What real time opportunity cost looks like: A week or so ago I wrote about starting to look into SpaceX when it got down to 105USD. It seemed a bit oversold compared to its IPO price; even though the P/E and other fundamentals are not good. Some here suggested it was not a good move. Chose not to sell those weedstocks (at about a 30% loss) to pick up SPCX. Since then SpaceX has gone up about 40% and those weedstocks? MSOS is up about 10% and Cresco about the same. Tilray has recovered from 4.20 to 4.70. Ten percent. The bottom line question for me right now (today, next week, after 17 Aug) is whether there is any significant growth potential left in this sector. I am not suggesting anything like a "10 bagger". My view on that is that came and went in 2018/2021. For me, I am beginning to wonder if there is even a 2 or 3X present stock prices within the next year or two. I am starting to doubt it. How long will MSOS hover between 4 and 5USD? Will it ever see 10? 15? Right now its great to see it at 4.65 but will that be short lived when we start to see the apparent Friday manipulation to get it down to the "max pain" number. What is it this week? 4.50? 4.00? It's starting to feel like ground hog day. Will there be another breakout in this sector or is this a flatline of what will always be a series of agonizingly slow political change? Would love to hear what others think, and why.

Charming_Yellow5867

MSOS is going up 🪴🍻

Charming_Yellow5867

MSOS up again today 🪴 let's keep it going 🍻

Charming_Yellow5867

MSOS up again today 🪴

UsedState7381

MSOS didn't even trade 2M shares today. This is fucking abysmal.

NoviceAxeMan

aurora cannabis -28% YoY MSOS Pure Cannabis ETF -2% YoY TLRY -51% YoY should i continue? looks like the reclassification did absolutely nothing for cannabis stocks congrats. i hope your money rotted in cannabis investments

No_Cell6708

Is Rubicon about to pop off now? 23% revenue growth WITHOUT any contribution from their new facility is pretty fat. Y'all miss another LP? That's gotta be the 4th one this week. You missed CRON. You missed VFF. You missed OGI. You missed ACB and their merger news. Don't miss Auxly. June and July data showing Irwin Simon and Tilray have officially been defeated as Auxly takes #2 market share. Auxly doesn't sell beer, but nobody grows product as efficiently as they do. Margins better than the medical players and the MSOS that lack competition. Theirs is the playbook that retail across the world will be modeled after. Q2 report tomorrow morning.

Charming_Yellow5867

MSOS is up guys 🪴

ck_zaza

Is that why MSOS is up for once

Charming_Yellow5867

Is it time to buy MSOS? Are we trending up again?

Charming_Yellow5867

I just sold SPYU and I'm thinking about trying weed MSOS again wat you guis think?

Thumbszilla

MSOS is going to be an epic battle today. It's either a bull trap, or heading towards invalidating that head and shoulders at the $5.15 resistance.

Thumbszilla

MSOS is right up against the 50 day EMA and the upper Bollinger band... should drop tomorrow based on the technicals

Loose-Dream7901

Why the top MSOS (TRLV/GTII) are way more stable from a cash generation + cash standpoint with higher margins and inability to write anything off + 280e drag.

UsedState7381

MSOS was having a cute-ish day until now, then SPY takes a little fart and we lose all agains along with it. Not that I was expecting any different since there is nothing to look forward to until next Monday.

manualCAD

MSOS ringing the bell is comedy. Also, they invited the random person from X who posts the position changes since Advisorshares is too cheap to post deltas and just mass uploads a spreadsheet of holdings. If you post enough on X, a bottom tier ETF issuer will invite you into their club. No wonder we're at ATL, this sector is a joke.

Barbercraft

Probably $MSOS ringing the opening bell of the NYSE.

AmbassadorGloomy8915

How do I stay in touch with catalysts for MSOS? I’ve been successful selling covered calls on it for a year ***(******would’ve made more money buying dip selling*** ***top lowkey*** ***but it’s risky to time that*** ***imo)*** but I don’t even know what stocks it holds and how much each individual stock in that fund affects the price. Even if I did, where’s a good place to get the newest info about those companies?

Imaginary_Rooster622

You too :) We all know by now that Uplisting alone won't lift the share prices. We need Custody. That said. On Monday MSOS is ringing the bell. August 17th is the deadline for submissions for the ALJ hearing. On August 18th Trulieve is ringing the bell too. Hopefully we get momentum and meaningful federal reform.

TCNNF_Moon-_

Looking like the market makers want a 4.50$ MSOS close. Seeing some relative strength emanating

heliumbox

We're at 30% 10 day volume, 18% 90 day at noon on MSOS, GTI only 72k shares traded, TRLV slightly higher at just over 50% its average on it's earnings day... Really wouldn't take much. Not Wishing it or expecting it... but wouldn't take much.

skyplt29

I would be surprised to see a ten percent decline on MSOS today...but then, stranger things have happened in this sector. Let's see how it plays out. At this point I could not even venture a wild ass guess!

skyplt29

Wait one holy second! I thought there was a descending death triangle forming a knee and jerk on the MSOS chart that suggested a Bolinger Band doohickey was going to result in an inverse biggus diccus that would inevitably bring MSOS to max pain of under 4? Hence I sold yesterday at 4.28 happy to get out before the inevitable crash and burn. Oh look, it's sitting on 4.42. Sheesh, when will I learn!

No_Cell6708

What's that? You weren't paying attention to Cronos cooking up an order of Spinach in the north? Too bad. But there's still hope. "But it's an LP" The LPs have been to war. Leaders have emerged. You really think GTII is experiencing price compression? MSOS have not seen real price compression yet. As regulation in the US develops, interstate commerce + real competition will be a very rude awakening for many current players. The risk is real. The LPs, on the other hand, know how to compete at mass scale. The big players are all rocking million+ sq ft, purpose built facilities that are highly automated and highly efficient. This is how cannabis will be produced at scale in the US eventually and certain LPs are writing the playbook for how to design and run these facilities. There is a ton of value in the lessons they've learned and it's become clear that some LPs are significantly more well run than others. That's right. It's time to learn more about Auxly Cannabis again and why you want to get in before Q2 earnings next Thursday. (Igbgmn) Growing revenue at 20%+ 55-56% Gross Margins (all domestic sales so no international tax advantage - best in the business - most others are very happy if they can hit 42-45%) 28% FCF margin (the highlight imo) I'm expecting $40-$50m FCF (at least $50m+ in operating cash flow - planned expansion capex of $10m that will increase production capacity) in 2026 against a $285m market cap. ($290 EV). That is a juicy FCF yield. Best selling brand in Back Forty, while showing the ability to continue to grow others (all their own) Fantastic CEO in Hugo Alves. The man is on point and does not mess around. Very restrained and focused. Can easily expand capacity by 50% plus on current footprint. Also has a lot more space on their owned land to continue to expand. It would cost more to build their facility now, than the market cap of the entire company. The value and growth propositions are both there. Auxly is writing the playbook for how to build the most efficient adult rec mega-facility in the world.

Kbarbs4421

Revisit those charts. RYM is up roughly 20% of last week's low, as opposed to MSOS being up roughly 8% of the low. I'd also argue that both are not responding directly to this bit of news. Also, the hemp delay is just a temporary reprieve as of now. Signs of upper level political support, but no certainty as of now. So, again, this particular bit of news is one factor among many that are influencing price action of late. Finally, I've noticed that RYM's intraday moves seem to inverse MSOS fairly often. Overall, they trend similarly but the volatile price action seems to happen separately. Just a causal observation and not something I've tracked closely enough to know if it's legit or not.

Thumbszilla

It's notable that today's MSOS pump was on half the volume of Wednesday's MSOS dump. That's what's known as a "volume divergence"... Which suggests the rally might lack broad market conviction. A high-volume test of the lows followed by a lower-volume bounce often indicates a temporary reprieve rather than a sustainable trend reversal. Buyers did not step in with the same force that sellers applied the day prior.

UsedState7381

Advisor shares (MSOS ETF) will be ringing the opening bell of NYSE next Monday. https://advisorshares.com/events/

iYoloNDX0DTEs

MSOS needs to go back down lmao. I can’t have dogshit leading my port in gains.

skyplt29

This might be a signal to buy MSOS! Let me explain. I just sold those shares I bought at 4.20 yesteday for 4.28 just now. I thought we were passed all the BS but apparently not. That dive down to 4 yesterday rattled me a bit primarily because I thought there was a better chance of 5 than 4. Apparently I was wrong. Given many who post on here are bearish about MSOS, I admit that between those suggesting a trip to a "max pain" tomorrow of 4 as well as the 'Bollinger Bands" suggesting a weak "head and shoulders" might result in an Inverse Biggus Diccus...well, you win. I am going to take my 8 cent win and hide. This would fall under the "if I only did the opposite of what I normally do in weedstocks" strategy. My selling is a buy signal for sure.

No_Cell6708

CRON teaching th MSOS how it's done

iYoloNDX0DTEs

There are zero guarantees in life: inverse leveraged ETFs tanking, and MSOS being a flaming pile of shit.

iYoloNDX0DTEs

Some dude analysing MSOS thinking “max pain” matters on one of the worst ETFs in history.