MSOS

skyplt29

Your guess gets my upvote! That pop is higher than the highest ratcheting out sell order on my relatively small amount of MSOS.

UsedState7381

>If in fact The Whitehouse dropped S3 on the sector, where would you think it would take MSOS? Pop it to $15, then down to $5 and then a slow crawl upwards until the decision is actually signed into law and fully effective.

volckerwasright

2900 volume on 3k OI for MSOS 4C 11/28, I wonder if the algo headline helped someone close a position

skyplt29

My sell orders for the LPs I own are set between 2 and 3 times today’s share prices. The MSOs I own are set between 3 and 4 times as I think they will run harder, especially if they can get on a better exchange. If I sell Cresco for 7CAD it would be fantastic! For those anticipating 10x or more, I will be cheering you on from the sidelines. I sincerely hope some actually report sales of their MSOS holdings in the 40 to 50 dollar range! It would be fun to watch.

skyplt29

If in fact The Whitehouse dropped S3 on the sector, where would you think it would take MSOS? Just trying to initiate a positive discussion on this site. My guess is 7, perhaps 8USD. I don't think there is the same wild eyed interest as there was in 2021...but I would be happy to be convinced otherwise.

DiscoStuTalkin2You

MSOS halt earlier on rumor of impending cannabis news from trump TLRY could meme again after oversold 

RealEstateWindsor

Also crazy MSOS gets halted with a post like that. Lol no one will be able to buy MSOS for the day if the next post is from Trump 

montblanc2020

What just happened to $MSOS?

thupkt

MSOS halted, possibly big big big news coming

skintightbuffoonery

What's causing the spike in MSOS/MSOX?

Tiaan

$MSOS halted on this tweet: > $MSOS > Trump Administration is expected to advance marijuana rescheduling through administrative action in the near future > MH https://x.com/OracleNYSE/status/1992988906305016165

skintightbuffoonery

Whoa what's happening with MSOS/MSOX?

Veganlightbody

stick with MSOS or Cresco Labs

themostusedword

Not hopeful this week. Easy 10x from here in $MSOS if we can get some deregulation done. Been saying this for years now, wonder how long I'll keep saying it before I quit and put my money elsewhere.

Russticale

Looks like cannabis hung in there.  Good bounce on Friday, signal from the bulls.  My fluff post was taken down (fair), but wanted to send some positive vibes again today.   MSOS busted up through the recent $3.28 high from tuesday/weds this week and then we closed at monday’s open of $3.39.  Lets see this monday if we can stay above that $3.28 level.   Smoke a joint, hug a loved one, hope everyone has a nice weekend.  

HugeDramatic

MSOS pretty much has to double to $6.50 in order to confirm it’s breaking a 3 month downtrend. This could be a dead cat bounce that may get destroyed on Monday…

skyplt29

Couldn't help myself when I saw MSOS going up and CL going sideways. I was pretty sure it would catch up.

derprondo

MSOS +10% TLRY +1% Sorry TLRY baggies (don't worry I have some BTFO as well)

Russticale

I should have clarified the time frame.  Based on the last two weeks, MSOS being down ~%30 vs SPY ~%3. We confirmed breaking the up trend in cannabis last week but SPY is holding in there.  If SPY loses this $650 support level, and legs down, we gotta hope the market leaves us alone. 

Russticale

Yea we are.  DougieKass sells out and pre-crushed us last week.  Maybe we catch a bid here at $3.00 MSOS and prove the dude wrong. 

IllCamel5907

Totally irresponsible behavior for a fund "manager". I would never buy a single share of MSOS.

HugeDramatic

Pretty wild, their latest share repurchase plan authorizes them to buy up to $50M… they could buy back 10x the amount MSOS holds any time. I wonder if Ben is holding to see if it continues dropping below $5. Historically they’ve always bought the low.

Tiaan

It's largely due to MSOS bias. The ETF has way too much power over how flows into the sector are divvied up. To give you an idea, YTD through Sept 30th, MSOS bought the following ($ cost is rough estimate based on avg price, but share count is real): 27,763,839 shares of $CURLF: ~$58,000,000 USD 6,664,172 shares of $TCNNF: ~$36,000,000 USD 20,667,716 shares of $TSNDF: ~$16,000,000 USD 2,308,623 shares of $GLASF: ~$14,000,000 USD 15,286,863 shares of $CRLBF: ~$15,000,000 USD 13,150,626 shares of $VRNOF: ~$13,000,000 USD And finally, 1,160,328 shares of $GTBIF: ~$5,800,000 USD Dan, $MSOS ETF manager, despises Ben Kovler and GTI, and prefers to buy just about any other weed stock other than GTI for that reason. Fundamentals be damned

TroubledAcorn

This is why knowing the company’s matter. We know GTI is the real leader and is extremely undervalued. That will change one day. The reason is because of OTC and very little liquidity. MSOS is the what keeps GTI down. They always sell GTI and buy other names , CURA being the biggest by far. MSOS responsible for keeping GTI low and they are also the reason CURA is so high.

manualCAD

Flight to safety - MSOS

Many_Easy

Yes to MSOs. No to MSOS.

MustWarn0thers

One meaningless pandering tweet for a short term opportunity to dump your bags. Republicans aren't for legalization, they've never run on it, they don't do it at the state level, it's not happening. That's not to say that the doom isn't a relatively low risk long term opportunity given the price of MSOS, but anyone thinking the current admin and congress is going to prioritize cannabis is really huffing it. 

UsedState7381

Hey guys, I hope you folks are alright, I'm taking some time off watching these stocks and decided to check back here now that MSOS is sub $3 again. Yesterday we finally learned of the scope of the outflows from the ETF of last week, and it was about as brutal as I was expecting, and it left the ETF with negative cash balance again. And now that the ETF tax loss harvesting has likely started, stock prices will be heading down on news as more people take on their losses for tax reasons. On no news, this terrible outlook should be lasting until the very end of December, so we will probably test ATL again. With all of this being said, things aren't looking so bad for us now that we finally a good long-term catalyst to look forward to(hemp ban/regulations), rescheduling is still in play even if Trump doesn't seem to be interested to do this now. Things were looking much worse for us in the early part of this year, specially between April and June when we saw the government office getting filled with prohibitionists, rescheduling being put in a hiatus and Trump's complete dead silence and not even acknowledging the cannabis industry, so I don't see the paradigm being as bad right now. I'll be buying these stocks once again back in January after most of the loss harvesting has been done and after I have some of my personal matters addressed. To everyone in here not playing with options or leverage, and just holding shares, just tune out and do something else.

skyplt29

Good morning. I am going to try and pullback today and not watch this sector so closely. It has been a challenging two weeks since the passage of the spending bill. I really believed te passage of this bill and reopening of government was going to be a boost to weedstocks as only an open government could move on S3. I certainly was not expecting a revision of the Farm Bill to be inserted at the 11th hour that effectively closing the Delta 8 loophole. I also was not expeciting the MSOs and MSOS ETF to unravel so quickly as a result. There have been so many rug pulls during the last 8 years! I made an investment decision to buy more weedstocks just prior to the spending bill passing based upon the information I had at the time. Now I must live with another period of weedstocks uncertainty and elevator shaft declines. I still believe the reaction to the closure of the hemp loophole is overdone…but cannot disregard the thesis by some here that it is an indicator of where the Republicans are going on S3 and SAFER. Time will tell, but I am not selling at this point (only wishing I did not buy more last week). I could not have been more wrong on that one. I am hopeful Nividia’s beat will stem the bleeding, maybe a bit of a sentiment change. I really would like to see the MSOs start putting out some PR regarding the impact (if any, or even positiv)of the hemp loophole closure on their business. But for the sake of my mental health I think today is a good day to get outside. Not buying anymore shares and my sell orders are set at highly unrealistic prices (sarcasm…they are set to what these shares were trading at about three weeks ago). Regardless, I doubt any of these stocks will be doubling today so no point in constantly refreshing my Bid/Ask screen. Whatever side of a trade you happen to be on…I wish you good health.

DowntownWpg

Any useful negative commentary is welcomed by me. 4.5M outflow today is 0.8% of MSOS assets under management. We have to remember the underlying is very iliquid. Nvidia could give us a bump or not. Still bullish on Q1 2026 reform. With the hemp ban out of the way, regulations will come.

One-Yard9754

This isn’t completely true. The companies on better footings have held up somewhat better than the others. But if you think Curaleaf, Verano, Trulieve, and a shit ton of others don’t have very real insolvency risk, then take a look at AYR. And if these companies go, and when MSOS crumbles - everyone will be dragged down with them.

Turbul

Yep, time to buckle the seat belt again — we’re probably headed back to $2 MSOS. The hype will come back eventually, maybe it’ll be a new Trump tweet or something else entirely. No idea when though, could be tomorrow, could be in a month, could be near the midterms.

Tiaan

It's all just so wonky to me: * MSOs biggest competitor (intoxicating hemp) is banned with nearly 80 senators voting in favor * The urgency for cannabis reform over the next 365 days is now greater than ever, as otherwise millions of Americans will lose access to THC products that they've come to enjoy and rely on. Doesn't make sense to take this away without any alternative right before midterms * Rumblings of rescheduling sometime Q1 2026 (within 4 months from today) or at least before midterms, with clear signs from the administration that they plan to see the rescheduling process through to some sort of end result * Fed has been cutting interest rates, with even more cuts coming in 2026, which benefits higher risk sectors like cannabis more than others Yet we're going down, and not just a slow bleed, but a panic-driven free fall almost in a straight line down as if all cannabis is being sent back to the stone ages of prohibition. This will be the 7th week in a row where we close red. I think the longest red week streak that I see on the MSOS chart was 8 weeks, so one more week to go before we break this record!!

One-Yard9754

I know you're not new here....the rally earlier off the year when MSOS was at $2 was purely on the hope of reform. Since then it seems like the reforms we need are either convoluted (hemp ban bill is still vague) or simply hasn't happened (rescheduling). By that logic we can probably head back lower to ATH. Like what Heliumbox say, all these high debt guys are in trouble (which sadly is the majority of the industry) and as these stocks selloff even the best names will be dragged down. Be patient and smart about capital management - I'm only adding in GTI and now Auxley, with some ACB trades....

One-Yard9754

I'd wait, I am....MSOS looks like it will break $3, and then expect another big dumping. I'll buy more GTI when it drops below $7CAD, and at this rate could be there in a few days!

WollopDollop

Worth noting MSOS marginally outperformed Cloudflare today which, once again, solely brought down half the internet

Suitable-Match-2675

This is because $MSOS corporate shills advocated for the hemp ban.

skyplt29

I’ve been here for a lot of rug pulls, but this one makes the least sense of all. I cannot help but see the major catalyst of this protracted decline as related to the changes in the Farm Bill regarding the use of hemp derived CBD and THC. Why this is driving MSOS into the ground and the MSOs by proxy is beyond me. Perhaps a day or two of misinformation and misinterpretation…but this?

Spasticated

he was talking about MSOS

UsedState7381

I know I said it I was tuning out for now, and I am, but I think I should drop this important tidbit here for you guys not Twitter right now. https://x.com/rivers_kim/status/1990500916596707512?t=W2NaF_yZgJZ0DMOyUE9bKQ&s=19 Kim is essentially spelling here exactly what most of us were speculating already: Rescheduling will be a carrot dangling for votes on midterms. Knowing this, it became much easier for me to NOT to average down on these prices of now. Since we are way too down right now, I won't sell my shares and instead I'll brace for MSOS to hit low $2 by December to January at this point, then I might buy some more, maybe(I think I have enough already). Sucks, but it is what it is.

One-Yard9754

I think the political uncertainly has really turned this sector into a pariah...things would be different if the democrats were in control, but the GOP is historically very anti-cannabis and we have not seen anything meaningful that Republicans will initiate change to benefit MSOs - quite the contrary......now where's that MSOS jingle?!

skyplt29

MSOS down 30 percent in one week. Cresco the same. Apparently banning hemp derived products is bad for those state operators who were working within the regulations. This makes no sense.

infinite_cura

how much $MSOS even have as of yesterday?

infinite_cura

$CURLF Officially SUB $2. You know what that means... IF MSOS can't save it by the EOD, then...

One-Yard9754

Here's the thing....if the market does peel off and we start seeing some bargains in big names, let's say META drops 5-10% (as an example), will the retail crowd buy MSOS instead of better run companies? There becomes a significant opportunity cost to buying equities during a downturn, whereas when valuations were high on quality investments, there wasn't as much buying in those names.

Fearless_fx

Most aggressive falling knife I’ve seen in a while. Wonder if we’ll hit the all time low again on MSOS.

heliumbox

MSOS next stop sub 3$. * No catalysts on the horizon (other than pie in the sky lottery tickets), * earnings are over, * end of year tax harvesting, * congress has like 20 working days left in the year

UsedState7381

Yep, oversold bounce it is...It means we are likely going even lower now on no news. See you guys when MSOS hits sub $3, I'm tuning out again 🫡

UsedState7381

This is looking like a RSI oversold bounce tbh, I'd be more confident and comfortable if we were close to $4 or $3.9 on MSOS again by now.

DiscoStuTalkin2You

Sooooooon! MSOS: -5%

One-Yard9754

I think a lot of retail longs got stop losses out as support on MSOS broke. And as you know there’s only retail guys and hedge funds that move these around so it doesn’t take much for big spikes and dives to take place.

One-Yard9754

Dude, I hope you stopped adding more capital into RYM. I put a bunch of capital into Greenthumb, filled at $8 CAD at the end, and will buy more if it goes down to $7. I think a lot of the move yesterday was stops being triggered by longs, as everyone probably set stops just below that 3.70 mark on MSOS….

Many_Easy

A few thoughts: - envious of new investors starting DCA and getting in now. - impossible to time markets - if not with this administration, a future administration will likely be more cannabis friendly - industry macro still growing - we wanted regulations & now we are starting to get it - a lot can happen (i.e. exceptions to ban) in 12 months until full hemp ban - think TACO - stick with companies that have manageable debt, paid 280e/excise taxes, Big 4 auditors, liquidity, on larger exchanges - **cash is still king** for rainy days & flexibility - don’t chase returns - don’t sell low - opportunities to take profits will present themselves again - diversify & rebalance - don’t panic and/or trade emotionally - stick with your thesis and adjust accordingly - read filings, understand finance, know what Dunning-Kruger is - hedge - longer term mindset - avoid high fee ETFs like MSOS that are mismanaged - carefully consider character of C-level suite - live in the present & future - not past - send me a thank you later

Nervous_Ad4712

People still trying to figure out how MSOS works is very telling. They don't "own" shares they use swaps and their buys technically come after close (because that's how swaps work?). And when you have a 15% buzz cut and don't have outflows, how does that make sense?

hambone_83

If I said the outflow from MSOS today was $10M would you take the over or under?

anonymoose_baker

MSOS snowboarding off a cliff.

Tiaan

I literally wrote my explanation in my OP. > We're crashing because people legitimately think this hemp ban will ban state legal/medical markets, and the hempsters are pushing that narrative hard to sow confusion. News media is flooded with articles like "legal THC banned in new shutdown bill." Now combine that with people's fears of "This THC ban is a sign that Trump is cracking down on the cannabis market!" and you end up with very red days for MSOS I'm not here for quick gains over a few months. I'm okay holding through this period of uncertainty because I think that growth will return to the MSOS over the coming year as hemp operations wind down, and that there will be true federal cannabis reform of some kind happening in 2026 ahead of midterms

luckybuilder

Sure - but the price action is telling. What’s your explanation for the MSOS 25%+ drop since the news came out?

Life-Form-6338

MSOS is being highly manipulated rn, highly volatile

skyplt29

Pretty much sums it up. I can find nothing that would explain what was at some point in the late afternoon a -20% decline on MSOS and related declines in the individual MSOs. By comparison, although the LPs were down, not nearly to that extent. Why the differentiation? VFF was up! The only explanation I can possibly suggest is confusion related to the hemp provisions put in this bill. I don't go on X or other chat sites, but some have indicated here that the "hempsters" (funny how these terms pop up) are suggesting all forms of CBD and THC in all states are getting banned. I cannot find one CNBC or other news byte that would trigger such a sell off. That last half hour was brutal on no real news that I can dig up.

NotFunnyLikeHaHa

What's the story on weed stocks. Why did MSOS and MJ drop like a rock at the end of the day?

youngbutgood

I've never really been an MSOS guy but these prices are tempting. Guessing I should just go with ETF since I haven't done enough research on the individual companies.

Ok-Replacement9595

Some puts must have won big on MSOS today

InverseMySuggestions

what $MSOS doin?

Life-Form-6338

I just dumped my remaining cash in MSOS as nothing on my thesis has changed. This is actually good for the MSO‘s if Trump reschedules and doesn’t mess with them…. Hoping he comes thru for us. If he tweets this weekend I’m gonna make a pretty penny lol

FatherJackal

Tell that to the -20% MSOS price action

ComprehensiveKiwi489

Worst day for MSOS since the day after the election, I'm guessing.

anonymoose_baker

MSOS fell off a cliff. It looks tempting

Thumbszilla

Pouring one out for MSOS and especially MSOX right now. Bounce next week?

Shot_Anywhere4169

Um, MSOS, why so sad?

HelluvaRun

MSOS fell off a cliff, did some weed news drop?

derprondo

Holy shit weed stocks are getting killed today, MSOS -15%. Time to BTFD.

luckybuilder

MSOS is dropping because the market is finally starting to price in what’s ahead: a big wave of hemp growers moving into the cannabis sector now that intoxicating hemp is being phased out. Consumer hemp brands will follow, and that level of new competition is going to squeeze margins even further. I broke all of this down in my post a few days ago, and it’s why the current grower valuations just don’t make sense. On the other hand, Weedmaps continues to hold up through the volatility, and my confidence in it has only increased. This is a great environment for a platform built to support dispensaries. A lot of hemp shops are going to need to transition into licensed cannabis retailers, and many brands will be rebuilding within the regulated market. Weedmaps is positioned perfectly to help both groups get established and get found. If you’re investing in this sector, this is what managing downside risk looks like in practice (discussed in my post). Since my post, MSOS is down 20%. Weedmaps is down 4%. Even still, the headwinds for growers aren’t going away, and MSOS likely has more room to fall. Cannabis is not an earnings play. It is strictly a reform value play. If you want the deeper dive, here’s my original diligence post on Weedmaps: https://www.reddit.com/r/weedstocks/s/pkk64Un8Ai

Throw_Away_TrdJrnl

Oh my covered calls are printing? Oh I can buy even more MSOS for cheaper? Oh yeah, daddy like 😎

ComprehensiveKiwi489

Nearing -10% on MSOS - Fucking insane.

ConsciousScar7821

Bought some MSOX and a small amount of MSOS calls a few minutes ago.

Kbarbs4421

I sold off a good chunk of my core MSOS over the past few months, including on Friday. What remains is tied up in covered calls for now. Sold some of my gti as well, less so than MSOS. Re-entered a portion of the gti today, no interest in msos at this point. Its risk off, focused on only those that will survive at this point.

ShroomGrown

Might get back into MSOS at these prices.... someone talk me out of it

Desperate_Move_5043

Anyone else a sucker for punishment and buys on days like these? Chipping away at the position. At $6 on MSOS now from averaging down. I just try to remind myself that people love weed and more likely than not the best companies will prevail and this will all be worth it. Or maybe I’m just a shit investor but at least I have conviction lol.

charlesleestewart

Here's my favorite tip. A little weed ETF called MSOS that trades for $4.36. Anybody that wants to dip their toes into short premium option trading, it's kind of a small harmless way to get started. Oh and my theory is that everybody that trades it is totalllly stoooooned. So you have a natural advantage unless of course you yourself are a zoner. 😛

RandomGenerator_1

It's a general rough week in stock land. But I was more referring to the sentiment on social media towards MSOS being against their own sector.

RandomGenerator_1

Well I didn't think ppl would start lining up at MSOS, but I didn't account for the possibility that they'd be boycotted instead.

UsedState7381

So, the current discourse on Twitter now is that we gonna be waiting another 90 days for the FDA to issue a clarification on what is natural THC products vs synthetics, and only after that we should expect something on cannabis rescheduling or maybe even an endorsement of the States 2.0 act by the White House(which sounds too far fetched, but fits the "states rights" narrative). And I hate it because Trump can literally reschedule cannabis right now if he wants to, the work is already done and the FDA doesn't have to get involved at all. Literally just tell Bondi to issue a Final rule, it ain't this fucking hard... Oh well, here's hoping the hempsters can get so much loud in their screamings that Trump will eventually have to drop another tweet about it. In the meantime, MSOS back to sub $3 soon, I might buy some more shares by early January now(before the FDA gives their definitions about THC)

puffinnbluffin

MSOS trading at $4.20 right now, niceeeee

dufusmembrane

if they outlawed hemp wouldnt MSOS be at 0 ?

HugeDramatic

I agree. No need for MSOS to stick their neck out on this. The hemp industry has done everything they can to sabotage cannabis in FL, and in other states. They have two options now, fight for a new loophole legislation exclusively for intoxicating hemp or acknowledge that intoxicating hemp and cannabis are both ‘THC’ and push for rescheduling/descheduling. I suspect they will try the first option over the next 6 months, but if that fails they’ll have to lobby with the MSOS. The clock started ticking tonight.

Suitable-Match-2675

Getting out of MSOS. Not who thought weed stocks would go up with a ban.

Draphippo

It’s not strange it all, they’re both completely tied to illiquid MSOS and will trade identically until things change.

No-Replacement-8297

Green thumb is trash should have bought the MSOS ETF

Fearless_fx

Twitter is just a mess of pro hemp accounts raging into the void… including a bunch of new accounts and bots. I can see why the price action will be a bit frothy for the next week or so. That said, apparently Citibank has filed their Nov 10 13F showing nearly 3M call options and 605k shares of MSOS. If the big banks are taking interest and forecasting regulatory change, things could go parabolic again.

RoloTonyBrownTownn

MSOS ran pretty hard the last 2 days and this still fits under normal consolidation IMO. It pulled back right to the 4 hr EMA.

Fearless_fx

Anyone else think that the MSOS chart looks like a really big cup and handle?

Tiaan

I think we need more time for the dust to settle especially since there would still be a year until the hemp ban takes effect. With that being said, this is fantastic news for the medium-long term so I don't think we're going under $4 on MSOS again unless we get some other bad news

skyplt29

...some of the best news for MSOs yesterday (hemp loophole closing) and MSOS opens in the red. Truly a confounding sector.

oldschoolczar

Calls on MSOS!

therearenolighters

It eliminates competition from hemp deprived THC products in states where MSOS operate. Competition that has to follow zero regulations while the legal cannabis companies jump through tons of hoops at pay extra taxes in the form of 280E.

derprondo

Anyone know why MSOS was up over 11% today?

Fearless_fx

MSOS after hours trading is going super wonky on my brokerage. I’m seeing bids/asks fluctuating between $5.50 (which makes no sense) and $8.

derprondo

What sent MSOS up ~11.5% today?

No_Love_Gained

He's not my favorite for a CEO, but he's been right on calling out the DEA/ government in the past for their inaction and his usual criticism tweets. Remember the 2022 SAFE bill rumor or the more recent tweet from Aug last year on DEA inaction/collusion or the more recent spat with MSOS management calling out their inefficiency.