MSOS

InverseTheReverse

Euro poor Brit. How heavy are your MSOS bags 😂🤣🤣

RandomGenerator_1

Funny how ppl here were first cheering the MSOS on that started lawsuits against hemp. Supposedly "LP's" were the suckers that positioned themselves in that space. Seems like the tables are turning. And notice how still, almost nobody is talking about the actual important angle: possible medical benefits. Shows that even the champions of cannabis aren't really interested in rescheduling for medical purposes. I wonder what group actually is, apart from subgroups of veterans.

Own_Fold_5212

Man, really thought Ben was just being Ben like he does on X with MSOS 🥲

Kbarbs4421

If we get no news, financials will not matter. And honestly...GTI has underperformed the sector this week. Drops with MSOS, but doesn't rebound along with it. Fundamentals are not winning at the moment. Might they long term? Sure. Or you could exit at $7 and let the drawdown play out, like OP is actively doing. Gasp, how dare he?!?!

Charming_Yellow5867

Don't buy MSOS or MSOX because they're going to zero soon!

Charming_Yellow5867

My lucky coin was tails three times in a row the first three times I flipped it. That means MSOS is gonna be probably -10% or so today.

Charming_Yellow5867

MSOS going to zero I can feel it. Short it.

Gilbert_AZ

MSOS

One-Yard9754

I think there's a lot of us in this boat, thinking the same thing. In a way a lot of us suspected things would peel off (momentum fades), just like the MSOS jingle, as every 'cataylst' usually ends up going nowhere and the sector continues to peel off.

Charming_Yellow5867

Yeehaw my lucky coin was right and MSOS is red. 🤑🤑🤑 My fortunes are turning around!

manualCAD

It would make some sense if MSOS was loaded to the tits with GTBIF from the high $4s and low $5s range....but they aren't. And what good does it do to bud up VRNOF into the close to watch it open up the next day at the price it was before they started buying. Just let these MFs flatline until something real happens.

IllCamel5907

The liquidity that the hedge funds need to keep this seesaw going has to come from somewhere. Ben Kolver was right about MSOS with the shady swap providers and end of day dumping shenanigans. The whole thing fucking stinks.

manualCAD

MSOS back to selling GTBIF. Good thing they made up 3/4 of VRNOF's volume yesterday 🤦🏻‍♂️

Charming_Yellow5867

My lucky coin was tails today, so MSOS is gonna be red. The coin is right 1/8 times so far.

roostermann8

Still holding my MSOS! It's going to happen!

ComprehensiveKiwi489

They resolved the Vireo thing, which had been an overhang over their company for years, and one of the reasons why it was valued so low (other being the debt due next year). I would say that 'that' definitely is more significant than one bad quarter results. Interesting that the stock went today from -11% to +8%, ending at roughly +4%, meaning that the stock market (so far) agrees with my assessment. Ultimately, they will need S3 (obviously), which I view as just a matter of time...So the debt refi will be crucial, to tide them over until that happens. Given how this stock behaves like a 2X or 3X levereged ETF of MSOS, it would obviously fly on that news, and perhaps rally for weeks / months, at which point they would obviously be able to sell some shares / raise cash, to improve their balance sheet. This, in addition to the need to obviously improve their core business, margins, etc.

UsedState7381

>Rates gets cut by 0.25% >Powell says another rate is not certain >Spy dumps >IWM dumps >MSOS is green...? What?

anonymoose_baker

Is it just me or are TLRY 2027 leaps cheaper than MSOS?

Charming_Yellow5867

I flipped my lucky coin and it was heads so MSOS is gonna be green today. Yeah, the coin has been wrong 7 times in a row now, but this time I flipped it twice just to make sure. It was heads both times.

jgooody

Options volume for MSOS are the lowest I've seen in months.

Legitimate-Green-112

XLY train will run soon after the earnings Nov 7th. But I’m MSOS hard if trump can say something for the boys 

Charming_Yellow5867

MSOS is smoked 🪴🔥

Charming_Yellow5867

My lucky coin was heads today so MSOS is gonna be green. It's been wrong 6 times in a row so it's GOTTA be right today!

Charming_Yellow5867

I always sell MSOS at the bottom and buy at the top.

Old-Outside6894

That’s why MSOS fills the gap.

Tiaan

AV and his "cannabis trading group" are really insufferable nowadays. It's so easy to tell when they're in "pump" vs "dump" mode. For example, now they're in "dump" mode, so all of his tweets are now about how nothing will happen until next year, how anyone who says otherwise is wrong, how MSOS is going back under $2.5 without any headlines, how it's impossible for us to break $6 without news (of course after he and his group sold all of their holdings at around $6 A few months ago they were in "pump" mode, and back then S3 was coming at any moment according to him, he even tweeted out "S3 is happening, I wont delete this tweet" which he now claims was a joke/parody of SAM. Yes yes we get it, AV and his expert weed trader group members like WolfofWeedStreet and Doug Kass are genius weed traders and the rest of us are just idiot retail. At this point I just ignore the nonsense coming from him

AmbassadorGloomy8915

MSOS trust me

SmellWhatzCookin

sure MSOS is manipulated, but why are the LPs are stuck in the mud as well? barely any mention of TLRY during the WSB meme frenzy

Ok-Following-4531

Interesting relative strength for Cresco today vs MSOS and the other individual names. Maybe we finally see some performance separation of names from the basket. Or tomorrow the anomaly vanishes.

Charming_Yellow5867

Should I buy MSOS now that it's going up again?

Charming_Yellow5867

I sold the bottom of the MSOS dip 💀

SmellWhatzCookin

trump will post more pro medical cannabis news as we get closer to nov 11 veterans day seems like MSOS calls are pretty cheap especially in the money ones

greenbelieve

https://ca.finance.yahoo.com/quote/MSOS/

greenbelieve

Broaders going wild meanwhile MSOS up 7 cents 🤡

techdecktor

MSOS is actively dog turds. Shorted and awful basket of terrible OTC stocks. Waiting for a catalyst like all the other bag holders since 2018. Good luck!

greenbelieve

I think CXXI was one of them? And very likely MSOS and probably FFNT years back /position. /advisor.

ComprehensiveKiwi489

Not really surprised that MSOS isn't doing anything on yet another market rally day. I think people just get tired, sell it off, and FOMO into the stuff that's actually going up.

heliumbox

I think for perspective we need to remember MSOS is still up 100% in 4 months. A year ago 4 months would have meant -30%+.

throwaway90e109421

Posting here: MAPS is the majority of my portfolio ($4 Million position). My thesis why & position in comments. Most cannabis stocks have already doubled since rescheduling chatter started. MAPS hasn’t moved. That’s what makes it interesting. It’s profitable, unaffected by 280E, and trading near pre-news levels. It’s the only asymmetric bet left in the space. --- ### 1) Setup and valuation MAPS is **listed on NASDAQ**, which brings transparency, credibility, and easier access to capital. The company has **10+ years of mostly profitable operations** and over **$50 million in cash**. It trades around **1x revenue**, a bargain for a tech marketplace. The stock is still trading near where it was *before* the recent cannabis news. Right now, the market is only pricing in **tax savings from 280E**, not the **broader industry shift** that comes with it. Lower taxes will make the legal market more competitive against the illicit market, increase marketing budgets, and drive higher transaction volumes. Meanwhile, many MSOS and growers are already **up ~2x** from a few months ago — huge downside risk if rescheduling stalls. MAPS isn’t affected by 280E, which makes it an **asymmetric bet**: limited downside, real upside. --- ### 2) Distribution, marketplace, and delivery moat **Flower is a commodity** with razor-thin margins. The value is in **distribution**, and MAPS dominates it, especially now that **Leafly is near insolvency**. MAPS is a **tech marketplace that hosts most of the dispensaries in the country** and connects them to a large **active user base** of consumers searching for legal cannabis. It’s the main discovery and advertising platform for the entire industry. Weedmaps also **lists independent, licensed delivery services** and aggregates demand, making it the **primary channel** for legal delivery. No state allows independent contractors to deliver marijuana. Only **W2 dispensary employees** or licensed mobile dispensaries can do it legally. DoorDash has added a few hemp products, but the concentrations are weak and mostly synthetic. Unless cannabis is fully descheduled, **gig delivery apps won’t be allowed** to deliver a Schedule 3 drug. --- ### 3) Rescheduling and 280E If rescheduling removes 280E, **MAPS becomes a deductible marketing expense** for clients. That means better margins for clients and higher ad and platform spending for MAPS. --- ### 4) SAFE or SAFER banking and payments optionality If banking reform passes, MAPS can start taking **commissions on billions in platform transactions**. With some quick napkin math: - Assume a **5% take rate** on platform sales - That’s roughly **$1.60 per share** in additional value Dispensaries are independently owned and generally **don’t have their own apps or payment systems**, so MAPS is perfectly positioned to handle transactions directly. --- ### 5) Hemp and illicit market enforcement If **hemp synthetics are banned**, consumers will move back to legal, regulated cannabis — directly benefiting MAPS. Enforcement is already ramping up against illegal grows and unregulated hemp operations, especially those tied to **Chinese ownership**. - Video on this topic: https://www.youtube.com/live/Tw23WzVR51U?si=ilBbdZPDkiXyenz1 - Heritage Foundation report: https://www.heritage.org/china/report/invasion-the-homeland-how-illegal-chinese-owned-marijuana-farms-have-consumed-rural Even conservative groups are now **pro-regulation** and calling for federal crackdowns. That shift favors compliant, established platforms like MAPS. --- ### 6) Insider alignment and incentives Founder CEO **Doug Francis** and **Justin Hartfield** have **never sold shares**. Doug also restructured his comp plan to take **less cash and more stock**, and it **pays out if the stock doubles or quadruples**, serious alignment with shareholders. --- ### 7) Product experience I use the app personally and think it’s great. The product works and has real-world stickiness. --- ### Risks 1. If **hemp completely takes over** and cannabis becomes easier to access than alcohol (which would require full descheduling), MAPS’s edge weakens. 2. If **rescheduling stalls** and the entire industry keeps bleeding, MAPS could struggle alongside everyone else. --- My opinion only. Not investment advice.

One-Yard9754

I got a nice roll on GTI, sell right at the top and got back in it. We'll see if the low of the ranges for MSOs holds this week, or peels off and breaks lower. Now, let's give that MSOS jingle another go!

KAI5ER

If I had to guess. The macro response to CPI numbers (better than expected) [https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-rise-after-cooler-than-expected-cpi-inflation-report-224417054.html](https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-rise-after-cooler-than-expected-cpi-inflation-report-224417054.html) Plus a bounce from yesterday. All we need is another bullshit Influencer post or a nice purchase from MSOS and I bet we see a spike.

Charming_Yellow5867

NO GOD DAMMIT NO! DON'T BUY MSOS YOU IMBECILES! Fuck I wanna die. Why did I sell MSOS? Why is it going up?

volckerwasright

This has been a good month to demonstrate the folly of MSOX: MSOS closing price, 9/24 - $4.65. Currently trades $4.78 MSOX closing price, 9/24 - $7.61. Currently trades $7.22

Charming_Yellow5867

I sold my MSOS two days ago. Don't tell me it's green now. Don't tell me I sold the bottom. WTF 😡

Spirited_Cat_5123

I also have a bunch of CRLBF. Cresco is great company. Did purchase 200 $5 msos calls for dec 1 yesterday. Hopefully those pay but MSOS is so manipulated.

MyBoomstickIsBigger

Same. I'd loaded up on solar positions, while continuing to DCA more and more into MSOS, getting cost down to $8. After the election results, I cut my losses and sold all of it. Started positions in domestic oil and coal, instead.

AdministrativeWar647

MSOS

i-love-you-sm

TLRY is my main investment with close to 400k shares now, but I have a little MSOS as well and like it too. The CEO of TLRY today in an interview was asked about the pending rescheduling to S3 and legalizing federal medical cannabis. He said TLRY could be in the U.S. within 30 days when it happens. They could also partner with a bigger pharma company and enter the market that way as well. He must be talking with pharmaceutical companies already. He did say he was receiving a lot of calls from various industries. I’ll link it below if anyone wants the source. Nice work OP on MSOS. [https://t.co/EY9swNmoJ1](https://t.co/EY9swNmoJ1)

HugeDramatic

Market cap of most MSOS will probably still be like $1-2B on sales of $100B+ by then lol

DiscoStuTalkin2You

wow $MSOS pumping crazy trump must be announcing cannabis news here  TLRY 🚀🚀

DiscoStuTalkin2You

Trump live announcement on progress with drug cartels $MSOS is pumping  I have a feeling some cannabis announcement will be included, at minimum reporters will talk about it if there is one next meme stonk definitely TLRY, better load up

FxkCanA

During his first term he stated he would reschedule cannabis if congress passed legislation. This term he’s just making up whatever laws he wants on his own though. If you see a huge buy on cannabis calls then maybe we’re about to get an executive order. But I kind of doubt it. He has close ties to the for profit prison system. I’m down 90% on MSOS from a few years ago though. So I hope you’re right.

AdministrativeWar647

Don’t buy I previously flipped MSOS from $2 to $4 on that first rise in August. Now I see it going higher. Buy it now at $4 don’t wait until it’s $40 lmao

AdministrativeWar647

Yes but I’m trying to be a little bit less retarded, so MSOS is more intelligent and less meme like because it’s a pureplay US weed stock etf, so it’s diversified and less risky or something 🤓

DiscoStuTalkin2You

as expected, when fake meat is dead we can go back to normal pumping TLRY could be next meme there will be announcements on medical cannabis for veterans closer to remembrance day, just like trump posted about already  MSOS already pumping heavy today TLRY should follow

ai-moderator

#TLDR --- Ticker: MSOS Direction: High as a kite Prognosis: Trump is going to reschedule marijuana to a Schedule III drug, giving US weed companies access to banking and tax breaks. This will send the ETF to the moon, past its 2021 highs of $50. Catalyst: Rescheduling by EOY 2025 or early 2026. Position: 4,000 shares and 6x $4c expiring Jan 2026

ComprehensiveKiwi489

Anyone know why Verano is down today even with such a big move up by MSOS?

AdministrativeWar647

MSOS is flying. The marijuana trade is back babyyyyy

AdministrativeWar647

I’m on MSOS now making my gains back

rashsaga

Marijuana baby $MSOS 😤🚀

DiscoStuTalkin2You

MSOS calls cheap too just like TLRY

AdministrativeWar647

https://preview.redd.it/dj5zqx42uuwf1.jpeg?width=1320&format=pjpg&auto=webp&s=9678ee92c864278503b5029e16809e33622f52ea BYND to the ground MSOS high to the sky

bishop883

I'll take marijuana rescheduling for 500 Alex $MSOS

anonymoose_baker

Did $MSOS really have an $848 million inflow??? [https://x.com/TheDankInformer/status/1981150372006621523](https://x.com/TheDankInformer/status/1981150372006621523)

HorizontalTomato

It’s already very risky. If it hits MSOS too will print. Playing it safe-ish. Mostly MSOS, a bit in the other big names

AdministrativeWar647

Where are you getting this idea from? If that seriously drops like that…. It’s gonna more than double. Years ago MSOS was in triple digits.

lacabra333k

YOU MOTHER FCKER I PUT 20 thousand in MSOS thats all i have to my name ! See you on the other side

Many_Easy

Don’t think that the SEC isn’t aware of “hanky panky” with cannabis stocks. I’d be careful if I was Cohodes, Kass, Varrell, Linton, Ahrens/MSOS, and/others. The sooner we get the grift out of cannabis, the better. SEC Chair Atkins says regulators looking for 'hanky-panky in markets https://www.cnbc.com/2025/10/22/sec-chair-says-regulators-looking-for-hanky-panky-in-markets.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

Kbarbs4421

> Hints are their BOD turnover; high inside ownership; allegations of harassment; Kovler’s nepo status, public fight with MSOS, & immaturity, and their buyback program. I'm also keyed into these red flags. But haven't seen anything substantive to suggest there's a serious issue. And with each new quarter of continued success, the company becomes more than just the man a top. Won't stick my head in the sand, but also not willing to ignore the demonstrated competency in the sector.

Many_Easy

With zero proof and pure speculation on my part, I think there’s something internal going on with Green Thumb that’s keeping their valuation down. Hints are their BOD turnover; high inside ownership; allegations of harassment; Kovler’s nepo status, public fight with MSOS, & immaturity, and their buyback program. Yes, Green Thumb has great financials and cash flow, but these little red flags give me pause. Also, the potential for other MSOs with a strong Florida presence is enormous should they get recreational soon.

AdministrativeWar647

Just bought 1000 shares MSOS!! weed stock mania 2.0 lets goooo. hopefully when fake meat craze dies down people decide to get high n celebrate

UsedState7381

Some traders on Twitter are eyeing MSOS support if it holds at above $4.30, if not, it's going back down to $4.10 by this Friday or the next one, right before Trump tweeted that cannabidiol system video. And once government opens up again, if the MJ provisions doesn't make it through the VA appropriation bill, it's going to crash back down to the gap fill at $3.70. from there, it's safe to say we will have another round of tax loss sellings in December or late November. Now of course, Trump could just tweet about it again, but at this point, it doesn't look like he will. If you only hold shares like me, just switch off from all of this noise and do something else better worth your time. If you play options or short, God bless you and good luck...

Due-Perspective-3197

Exactly. MSOS down 20% on the week I just bought. Hopefully I’m not just catching a falling knife

Due-Perspective-3197

Just dropped 20K on MSOS. Rescheduling marijuana likely by end of 2025.

One-Yard9754

Trust me I am, lol. But I wouldn't be surprised if this sector peels off again, MSOS looks to have some support but if $4 breaks expect all these stocks to head back near their lows. If that happens I'll add another large chunk into Greenthumb. I don't love ACB, but in the mid 5s (CAD ticker) it's a pretty safe synthetic long spot to dump exposure.

Due-Perspective-3197

Just put $20k in MSOS

HugeDramatic

Feels like everybody has rotated into fake meat and donuts and this will be another day of almost no volume in cannabis. See y’all at $3.99 MSOS.

Due-Perspective-3197

4000 shares MSOS

Charming_Yellow5867

It's all over for MSOS. I give up on waiting for Trump to mention cannabis reform again. There won't be any more news. No more tweets. I'm selling everything when the market opens before it goes to zero. 🪴🔪

Pizza_Monger

Cannabis executive here that is burdened with knowledge. I’m sorry for your loss bro. The consolidation cycle you are talking about will take 5-10 years at best. 280e will only keep upside down MSOS from entering receivership. Share holder value will increase distributions for private companies but it only allows public ones to survive to service their debts. The market knows this. The real issue is price compression and COGs. To reduce COGs there needs to be centralized production that can move good across state lines. That’s is the real catalyst. Prices will never increase because there is still a very healthy black market giving the heaviest users alternatives when we try to increase price/gram. Like alcohol, 80% revenue is from 20% of its customers. Those customer are very price sensitive and comfortable going back to the black market when incentivized. Your thesis would be correct if 280e was overturned 4 years ago before the debt bubble was created and before we saw the boom to bust cycle play out in every state. Maybe too late for you but came to warn others.

tripstermcgee808

I’m in around 100 $3 January calls I’ve been picking up for the past few weeks. Riding 30 $10 MSOS calls same expiry.

Zealousideal-Will874

No mention of GMP medical grade in post. Regardless, Tilray and the companies in MSOS etf, are primarily adult use/recreational. “Medical” is just a loophole man. Pharma is way ahead of any weed co listed on NYSE as far as anything with a “Good Manufacturing Practices” cert. Not trying to be a complete douche, just saying your PT on a Canadien weed co with adult use/rec as primary revenue base on US law might be lofty. Hope you win big bro

Temporary_Land5223

Fuck you and I'll look at MSOS calls tomorrow.

HugeDramatic

Looks like MSOS is targeting $4.5 by EOW. Wonder if we see under $4 by EOM.

ComprehensiveKiwi489

It's insane how MSOS can so easily drop on literally no volume...Which always, in turn, ends up bringing down every MSO with it. Just another typical day unfortunately.

Charming_Yellow5867

MSOS 🪴🚀

falling_knives

You still in MSOS?

Charming_Yellow5867

My lucky coin came up heads so it's gonna be green today. I'm gonna buy the dip on MSOS. The coin has been right zero times and wrong four times, but they say that over a long enough period of time it has to average 50/50, so that means it's more likely than ever to be right today. MSOS 🪴🚀

Charming_Yellow5867

MSOS buying the dip

Zephyruos

!banbet MSOS 20% 60d

Zephyruos

/banbet MSOS 20% 60d

Simplylegalize

Yes. I agree he is not normal but I’m not just going to think he is going to do some random shit that hurts him politically. I am trying to find reasons to axe is aside from just following the typical Republican playbook. But yeah if it gets axed, MSOS hits all time lows with days to weeks. This is make it or break for balance sheets. I am not actually not invested right now. I am going to buy after news

Kbarbs4421

Interesting. Appreciate the suggestion. I'll give it a look. Like BHOmber, I'm not willing to touch 90% of this sector, in my case even for a couple of days. I'll only touch the few companies that I currently believe won't chew me up over the longer term. That short list includes GTI, CRON, and SNDL. I'm currently breaking my rule for RYM and MSOS but both will hopefully be short term trades. I haven't looked into ACB for a very long time, though. I feel like I caught wind of an improved balance sheet. That true? I'd love to get your

hambone_83

$7m of inflows yo MSOS today and immediately deployed by Dan

Kbarbs4421

My moves today were a handful of GTBIF purchases at $7.90 and some closeouts on MSOS covered calls expiring next week. Back to mostly equity now. The rest next week will be an interesting test.

Kbarbs4421

Man...ugh. I also harbor dreams of selling calls on GTI. Thought I'd be doing that many years ago. But like you, I fear we may still be years away from that. My options are mostly limited to SNDL, and a bit of CRON. Though the latter doesn't usually offer enough juice. I do have an MSOS position at the moment, strictly as a trade that I hope to be fully out of sooner than later. I hate holding MSOS and try really hard not to do so.

BHOmber

I'd rather buy the underlyings than hold tens of thousands of shares in MSOS with the way that fucking thing is managed. Place reasonable ITM/NTM bets 3-6-12 months out on MSOS, wait for the spikes and throw profits into the top 2-3 MSOs if you want to keep money in the sector. Otherwise just boglehead into indexes and not worry about this shit as much. My goal since 2020 was to be able to sell calls on large MSO positions after uplisting (looking like years from now... again). MSOS is nice for liquidity/options right now, but it's an active management position and I don't have the time or energy to watch markets all day anymore. I'm exhausted lol

Draphippo

Happy I stuck to my guns, sold profit last week predicating price suppression for massive OPEX today. Added 5 min before the close to [$GTBIF](https://x.com/search?q=%24GTBIF&src=cashtag_click) [$TCNNF](https://x.com/search?q=%24TCNNF&src=cashtag_click). New position in [$CURLF](https://x.com/search?q=%24CURLF&src=cashtag_click). [$MSOS](https://x.com/search?q=%24MSOS&src=cashtag_click) and the underlying continue to be predictable. Hoping for news soon, low options volume moving into Nov. I think there's room to run. Happy Friday.

One-Yard9754

I dumped my ACB tradeable chunk as I didn't want to hold it as it looks like we're heading back downward. I hope things peel off hard so I can rebuy the GTI I sold in the mid 12s, but we'll see....now that MSOS closed where it did, it might easily fall back to the low 4s. Keep your positions appropriate for your size and risk tolerance and take advantage of some of the rolls/chop, as it's there. Have a good weekend everyone!

ShartSqueeze

>If you're looking to re-enter your TLRY position, for example, you could use puts to target an attractive, discounted entry." You can make income doing this, but getting assigned generally means the stock has dropped and you're taking a loss. For example, last summer I sold some $9 MSOS puts when we were above $10. I think my premium was $0.74. We dipped and I got assigned with an avg price of $8.26. That seemed like an attractive entry when i sold the puts, but I'm still holding the bag on those shares. If you're thesis is that a stock will go up, you're better off just buying the shares. Selling options works best when you expect volatility to decrease (price to stay flat).