MSOS

PaperHandsTheDip

MSOS is up 40% in AH tho

Upbeat_Atmosphere696

holy shit im gonna exit my MSOS shares for breakeven tomorrow

ComprehensiveKiwi489

Don't get me wrong, I want everyone to eat, but I think it's funny that the stock that is trending the most on all the sites is TLRY, and not MSOS (and their underlying stocks), who will be, by far, the biggest beneficiaries of this news.

Fatsaudi

Cannabis plays $MSOS , $GNLN , $CRON

Kbarbs4421

I feel ya. Roughly 60% of my MSOS are tied up in covered calls. Sucks to miss the boat, but I was happy to protect against the downside at the time and won't beat myself up over that now. Still have a shit ton of gti, cron, and sndl.

therearenolighters

Sold all my option calls for about even last month and now regretting hat but managed to get back in MSOS at $4.12 today Ain’t no way I’m missing this ride after everything we’ve been thru

MaMerde

Well I dumped a bunch of MSOS at a loss so this makes sense.

Turbul

I see $MSOS +42% and still feel dead inside 😅

King_Chron

**Trump Cannabis EO Leak (Dec 11, 2025)** WaPo reports Trump is preparing an **executive order directing HHS + DEA to move marijuana to Schedule III**. This would **end 280E**, recognize medical use, and align with Biden’s 2024 rescheduling push. White House says “no final decision yet,” but sources expect announcement soon. **Market / Sentiment:** * X: **#TrumpWeed** trending (500k+ mentions). * $MSOS up **8% after-hours**. * Reddit: 65% positive, heavy hype around **280E tax relief**. * Industry-wide benefit: **$2–3B/yr** in saved taxes. # Big Winners if Schedule III happens (280E gone) **Company | 2025 Rev | Est. Annual 280E Savings | Impact** * **Curaleaf** – $1.4B | $150–200M | Major cash unlock * **Green Thumb** – $1.1B | $100–150M | Margins 25%+ * **Trulieve** – $1.2B | $120–180M | Huge FCF reversal * **Verano** – $950M | $80–120M | Major EBITDA lift * **Cresco** – $850M | $70–100M | Debt relief + expansion * **Jushi** – \~$260M | $25–35M | Big % improvement * **Cannabist (Columbia Care)** – \~$350M | $35–50M | Margin recovery * **Planet 13** – \~$95M | $9–14M | Small cap, high % benefit * **Marimed** – \~$160M | $15–25M | Thin margins → strongest lift **Why it’s huge:** * Current effective tax rates are **60–70%** for many operators. * Schedule III removes 280E → normal 21–30% corporate tax. * Every MSO becomes more profitable **instantly** once the rule is finalized. **Bottom line:** If this EO drops and DEA confirms Schedule III, this becomes the **biggest single catalyst** the industry has ever had. Massive for MSOs and cash-strapped tier-2 players. 🚀

King_Chron

**Trump Cannabis EO Leak (Dec 11, 2025)** WaPo reports Trump is preparing an **executive order directing HHS + DEA to move marijuana to Schedule III**. This would **end 280E**, recognize medical use, and align with Biden’s 2024 rescheduling push. White House says “no final decision yet,” but sources expect announcement soon. **Market / Sentiment:** * X: **#TrumpWeed** trending (500k+ mentions). * $MSOS up **8% after-hours**. * Reddit: 65% positive, heavy hype around **280E tax relief**. * Industry-wide benefit: **$2–3B/yr** in saved taxes. # Big Winners if Schedule III happens (280E gone) **Company | 2025 Rev | Est. Annual 280E Savings | Impact** * **Curaleaf** – $1.4B | $150–200M | Major cash unlock * **Green Thumb** – $1.1B | $100–150M | Margins 25%+ * **Trulieve** – $1.2B | $120–180M | Huge FCF reversal * **Verano** – $950M | $80–120M | Major EBITDA lift * **Cresco** – $850M | $70–100M | Debt relief + expansion * **Jushi** – \~$260M | $25–35M | Big % improvement * **Cannabist (Columbia Care)** – \~$350M | $35–50M | Margin recovery * **Planet 13** – \~$95M | $9–14M | Small cap, high % benefit * **Marimed** – \~$160M | $15–25M | Thin margins → strongest lift **Why it’s huge:** * Current effective tax rates are **60–70%** for many operators. * Schedule III removes 280E → normal 21–30% corporate tax. * Every MSO becomes more profitable **instantly** once the rule is finalized. **Bottom line:** If this EO drops and DEA confirms Schedule III, this becomes the **biggest single catalyst** the industry has ever had. Massive for MSOs and cash-strapped tier-2 players. 🚀

King_Chron

**Trump Cannabis EO Leak (Dec 11, 2025)** WaPo reports Trump is preparing an **executive order directing HHS + DEA to move marijuana to Schedule III**. This would **end 280E**, recognize medical use, and align with Biden’s 2024 rescheduling push. White House says “no final decision yet,” but sources expect announcement soon. **Market / Sentiment:** * X: **#TrumpWeed** trending (500k+ mentions). * $MSOS up **8% after-hours**. * Reddit: 65% positive, heavy hype around **280E tax relief**. * Industry-wide benefit: **$2–3B/yr** in saved taxes. # Big Winners if Schedule III happens (280E gone) **Company | 2025 Rev | Est. Annual 280E Savings | Impact** * **Curaleaf** – $1.4B | $150–200M | Major cash unlock * **Green Thumb** – $1.1B | $100–150M | Margins 25%+ * **Trulieve** – $1.2B | $120–180M | Huge FCF reversal * **Verano** – $950M | $80–120M | Major EBITDA lift * **Cresco** – $850M | $70–100M | Debt relief + expansion * **Jushi** – \~$260M | $25–35M | Big % improvement * **Cannabist (Columbia Care)** – \~$350M | $35–50M | Margin recovery * **Planet 13** – \~$95M | $9–14M | Small cap, high % benefit * **Marimed** – \~$160M | $15–25M | Thin margins → strongest lift **Why it’s huge:** * Current effective tax rates are **60–70%** for many operators. * Schedule III removes 280E → normal 21–30% corporate tax. * Every MSO becomes more profitable **instantly** once the rule is finalized. **Bottom line:** If this EO drops and DEA confirms Schedule III, this becomes the **biggest single catalyst** the industry has ever had. Massive for MSOs and cash-strapped tier-2 players. 🚀

Life-Form-6338

Cresco the besco MSOS the besto etfo

BHOmber

Sell the sector at MSOS YTD highs. Ban me if I'm wrong. This admin is just yapping again lol

ViolentOnion

MSOS 🤯

SiriusBlackLives

Really interested to see what happens if MSOX hits the 100% cap tomorrow. Like, logistically, what happens? Does that put a price ceiling on MSOS as well?

tripstermcgee808

Fucked around with MSOX after hours. Made $700 in 15 minutes. Sold. Bought in again when it kept rocketing. It dropped and I was down almost to a net loss. Sold and kept $100 thinking wow I dodged a bullet. Proceed to watch it climb. Could have made a cool $2-$3k. Thank god I have TLRY and MSOS calls at least

UsedState7381

MSOS at $50 without reverse split is all I ask.

K_getts

MSOS breaking major trend line, only up from here. 5.99 is the launch pad

ComprehensiveKiwi489

Could be the biggest volume day for MSOS in it's history tomorrow.

pink_ego_box

Paper handed MSOS 5c a month ago... At least it was for Gold calls 😂

Legitimate-Green-112

We should all make a deal. No selling MSOS until 10 doll hairs 

VisibleHedgehog9057

MSOS up 35% in after hours trading today.

ComprehensiveKiwi489

It's fascinating, because I had always wondered about this day - I wondered how much MSOS would either gap up (during regular market hours) or how much it would be up in after hours...I guess the fact that this is a report / story, and not yet an official announcement from Trump, is why MSOS isn't like +70% right now.

lickmyhackysack

Hahaha and I just bought MSOS this morning

ConsciousScar7821

MSOS up 34% right now. Any prediction for Verano tomorrow?

randomusername0000

OMG even the yahoo community board for MSOS is positive. I don't know if I've ever seen that.

Frenchyyyy4166

Makes sense why whales were buying calls on CRON and MSOS all day yesterday lmaooo

ChefBoyRD-92

I almost bought some Jan 2027 MSOS calls right before close too.

polychris

Why is MSOS mooning?

hetterosapien

can someone tell me whats going on with weed stocks? im holding TLRY CGC and MSOS

JohnnySquesh

MSOS up 33% after hours! Give or take 5%

Russticale

Woooah woahh. MSOS just hit $4.94?  Okay now im getting nervous

WollopDollop

Yeah, OTM MSOS calls expiring tomorrow will open up multiple X's at this point

IllCamel5907

Yep I wouldn't doubt that lying snake would be profiting off of this any way he can. Probably bought MSOS calls.

RoloTonyBrownTownn

Time for a weedstocks hype run. MSOS/MSOX moving after hours!!

Fer-999

Anyone seeing that MSOS ah jump?

Russticale

Some volume coming into MSOS after hours.   Rumors for tomorrows closed door meeting?  

Tokaiiiiii

Whoa what happened? MSOS up 8% aftermarket?

rockum

MSOS is not a stock; it's an ETF.

IllCamel5907

>MSOS looks ready to pop What does that even mean?

Russticale

Yea its at the mercy of its peers and MSOS.  There will be more beta in MRMD when the major catalysts hit than the etf of course, so just hanging in there for now. Long term MRMD is prudent financially, innovative in their products, and focused on quality.  I think after 5 years they emerge out of the group of operators as a winner.

Russticale

MSOS looks ready to pop.  Any positive news here and we are set to launch.

Russticale

I study the sympathy between MRMD and MSOS to see how they move.  Usually MariMed lags the moves up or down and sometimes it has more correlation than others. The MSOS etf doesnt hold much MariMed, so their share buying/selling into the underlying stock is a bit insulated which I like.  The etf buying and dumping shares drives the price so I like being a bit removed from that poorly managed fund and the moves it makes.

reddorickt

Sector is too fractured and margins too thin, regulatory hurdles, other headwinds. Theoretically there should be some big winners eventually, but 2028 is still way too far out for a very hypothetical scenario. And the ETF for it will continue to tremendously lag the market in my opinion. It originally popped in 2021 along with everything else. That was the speculative bubble for lots of sectors, along with the shortsqueeze mania. It wasn't simply that there was hype for cannabis stocks. You would need another wide, macro bubble to form on top of some hype to hit those levels again any time soon. And in that case, from my perspective, there are other sectors I would rather invest in. Like I said, there will presumably be winners in this sector, but I wouldn't want to hold MSOS in the hope that a hypothetical scenario in 2028 will yield similar results to 2021.

Charming_Yellow5867

MSOS puts are dying 💀

Russticale

I think we test $4.00 on MSOS again today, if not this week.

Charming_Yellow5867

I fuked up with MSOS puts 🪴💩

four_twenty_4_20

It's 2x NAV gains on MSOS. NOT 2x whatever it increases by during trading hours. Every night the NAV is available on their website. Track closing price and the NAV of both MSOX & MSOS in a spreadsheet for a while. Then you'll see how it works.

Butthole--pleasures

MSOS going down is actually bullish. I like the stock

JoeBarth22

MSOS

ComprehensiveKiwi489

Can someone ELI5 me why MSOX price isn't always 2X MSOS?

Russticale

Yea its nice to see.  Cannabis charts are finally showing some structure. Nice week for MSOS, price action holding up

Russticale

$4.00 resistance on MSOS.  Bulls want to keep above the premarket low of $3.88.

Charming_Yellow5867

MSOS up over 6% yesterday after I got Jan puts.

Charming_Yellow5867

!MSOS

Russticale

This move had some structure.  Pretty much double bottom (two daily lows this week) at $3.60 MSOS, and then a nice intraday whick off of the $3.65 low today.  We were set to move up once we cleared the premarket high of $3.70. Nobody talks technical setup’s :(

Saeonic

!banbet MSOS 4.20 2d

Russticale

$4.00 here we come MSOS

Russticale

META lifting the macro market.  Should give us the green light. I expect a bounce off of $3.63 today in MSOS, if we hold above that we might chip on up.

Charming_Yellow5867

Should I buy MSOS puts or are Trump and Mike Tyson gonna launch it to the moon?

HugeDramatic

Good consolidation at these levels. I feel $4.20 is coming again for MSOS by next week.

Quiet_Foundation6218

https://preview.redd.it/2n1odl8ua15g1.png?width=638&format=png&auto=webp&s=c1554858fc7344f48c4258180ab513983073058b $MSOS exploding

Buildsoc

Check social media, one trade about 1m shares of MSOS followed by more

Tiaan

Volume spike on this tweet: > $MSOS speculation > > MM circulating DOJ memorandum > https://x.com/OracleNYSE/status/1996287803026558981 Tom Angell from MM posted an image of a DOJ memo with "well what do we have here" as the title, teasing some upcoming news

Russticale

Pulling into consolidation station on MSOS. Expect a break out later today or this week

Orennji

Consolidating some of my micro-cap bags into MSOS and harvesting some of those hefty tax losses.

Twist_of_Fate_44

Somebody fat-fingered a few GTII shares on the CAD side this AM and with trading so thin, a <4k buy spiked things >$.50 I fail to see any actual legs to this rally here without some actual news It would be nice to get that upper gap fill on MSOS at $3.98 before we peel things back

NOT_MartinShkreli

MSOS were on a tear yesterday. Wonder if we see some continuation for my calls to print bigly

Charming_Yellow5867

MSOS calls or poots?

Charming_Yellow5867

!MSOS

skyplt29

I concede to all of those hammering Tilray; a 10:1 reverse split announcement the night before Thanksgiving was a tough pill to swallow. I hope there is more to all of this than simply a dick move by Irwin Simon and just a means for more dilution. Hopefully there is more to this than meets the eye. BTW…some of you (many who apparently never owned Tilray or ever would) seem to be quite outraged by all of this. Not sure why. Me? I am happy for those who made money on MSOS and Cresco today. Good to see them turn.

Zealousideal-Will874

An ETF of swaps, not actual stocks. Cause ya know, US based weed companies can’t be listed on US markets right. Right. I get your defense of MSOS being US companies, of swaps, but what’s your reasoning for going in on them? Market is saturated. Weed is basically free these days.

NOT_MartinShkreli

MSOS is an ETF of only American companies

WollopDollop

Who could have guessed TLRY is a dogshit stock that is just cashing in political momentum that they aren't even outsized for or in a position to capitalize. Another day I'm happy to see TLRY down and MSOS way up.

NOT_MartinShkreli

Anybody else hop into MSOS calls for weed stocks recently? Feel like it’s about to go on a big run

NOT_MartinShkreli

Happens but profit is profit. Next move for me is March 2026 Draft Kings calls, some MSOS ITM calls and GameStop April calls cuz fuggit why not

NOT_MartinShkreli

So QE is back in session … I guess metals and commodities gonna keep flying MSOS calls it is cuz I missed the gold run this year

NOT_MartinShkreli

MSOS cooking right now. About to ride these weeklies to tendy town that I snagged at open today. Might even exercise some calls if it cracks $4.20 cuz lol

NOT_MartinShkreli

MSOS up a good bit today. Gonna snag like 20 contracts of some 12/5 weeklies and see what happens. See if I can get lucky on a large move

ShroomGrown

Did MSOS hit bottom?

Throwing_Horns

Seems like MSOS is the leveraged version of MSOX on days like this...that NAV ratio is koo-kee.

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.