MSOS

200cents

500k boner candle on MSOS gets me going and thinking positive from here. Lets hope we hit bottom. Although I do have immence respect for all the naysayers here.

FrenzyCapital

MSOX is the 2x leveraged version of MSOS, so its spreads run wider because the daily reset and underlying swap exposure make it less liquid and more expensive for market makers to hedge. Lower volume and higher volatility push the bid/ask gap up. It’s not “weighted” in any deliberate sense, you’re just paying the leverage tax. If you want tighter fills, use limit orders and trade during peak hours.

Aromatic_King_4100

Does $MSOS ever hit $15 again?

livefromheaven

That would mean only like 30% of $MSOS is still stuck on the CSE? Hurry up Ben

wentzco

Have you seen any integration challenges occur with the past acquisitions of Vireo Growth? Nope. Revenue increased in the state markets of these acquisitions. Notice how Vireo Growth has been doing things different with acquired local operators having flexibility in their states and not cookie-cutter franchise nationwide operations while getting company support, analytics infrastructure , lower production costs & purchasing power. “The reality is outside the state, beyond back office functions, they’re not integrated and they don’t need to be,” Azzalino (CEO of Eaze) said. “We share best practices and operating discipline across the organization, but every state has its own point of sale and technology stack that works within that market.” So far - Vireo Growth's acquisition plan is performing strong while other large MSOS operators seem to be treading water with their acquisitions... or better said non-acquisitions. Scotts Miracle-Gro, all of Vireo Growth's acquired companies (distressed and non-distressed) and Glass House Brands (retail partnership that point to something larger to come)... why are they flocking to Vireo and not other MSOs?

UsedState7381

Oh God....We are beyond fucked now. This guy on Twitter will talk about MSOS stocks, specially Trulieve, on CNBC...With none other than fucking *JIM CRAMER* https://x.com/i/status/2066997279848837393 Shit's fucking cooked, folks 😭😭😭

four_twenty_4_20

What date did u buy and what price did you pay? I dont know how to calculate it exactly but if you compare MSOS price to MSOX then and now it should be pretty obvious. I wouldnt hold it for more than a week or two but only if it was trending in the right direction. I held some for a few months a couple of years ago, expensive lesson.

Russticale

I like that intra day bounce we got today on MSOS.  Im flipping to bullish here, snagged MSOS calls and MSOX.  The puts two weeks ago were the move. Taking a gamble and hoping for some unexpected pop.  Likely MSOS is pinned under $5 for this week of Opex (options expiry) but im loading up.  Finished my MariMed buying at .07, excited for that one long term.

four_twenty_4_20

The walk down to MSOS $4 continues.

UsedState7381

Trlv is up over 11% on overnight trading hours. https://finance.yahoo.com/quote/TRLV/ This is a little substantial, much better than the over 3% MSOS had yesterday which got promptly erased at market open.

UsedState7381

I'm not sure if you haven't noticed yet, but MSOS daily chart is essentially just Trulieve's daily chart now that Trulieve is the ticker that commends the most volume of all underlyings. Kim Rivers is selling shares on Wednesday, which will make the ticker dump it's price...And so will MSOS...And then we have OPEX expiration date this next Friday. I don't think the MMs will have enough juice to get the $4 calls to expire worthless, but I'm certain that they will get it somewhere close to the ballpark and get those $4.5 calls instead.

four_twenty_4_20

So that the outstanding MSOS options expire paying out the least possible. There's been a pretty consistent pattern of MSOS closing friday price right at max pain. You can Google "options max pain" to learn more.

four_twenty_4_20

Will be interesting to see if they can get MSOS to $4 or even below by Thursday. Sold all my cura at 14.15 this morning to buy back at a lower price friday. Sold most of my GTI position last week at $11.43 for the same reason.

ShartSqueeze

Everyone selling MSOS and moving into tech.

UsedState7381

Great, MSOS dumping down to sub $5 and I didn't even got a chance to get out before turning on the app, amazing start of the week 👍 And Kim didn't even started selling yet for fucks sake...

four_twenty_4_20

Its a trap. Options fuckery incoming for Thursday. I'll be selling some into any rip today. No way MMs let a ton of MSOS options print this week.

UsedState7381

Its not a bad thing at all and MSOS is back up 3% on overnight hours, on Yahoo Finance  https://finance.yahoo.com/quote/MSOS/ (It seems that the TRLV ticker isn't available for overnight trading hours yet)

Russticale

CGC earnings premarket on Monday.  Hopefully it rallies the cannadians, my VFF position needs it. I think we chop around between 5 and 5.50 this short week on MSOS.  Then next week we should run up into the rescheduling hearing end of June.  I shoulda waited but snagged some MSOX calls (only weekly, i shoulda gone out a month) at the close Friday.  MSOS hopefully holds 5 this week, cheers.

Flipside68

You do you - this is not a support group for investors struggling with exposure and allocation. In saying that…right size your bets, reduce doubt by sorting out what you’re actually buying and know why you are convicted. Most would disagree with me but I just hold MSOS/MSOX and fluent for USA exposure. I hold HMMJ and OGI for cad exposure. It’s your money - buy a happy meal or a couple more shares of GTI - whatever makes you…happy

UsedState7381

Probably MSOS exercising their swaps to convert them into shares, which explains why such a huge AH move didn't moved up TRLV price. Also, look at their latest update and compare it to the day before: https://x.com/i/status/2065626869991379097 The description of the ticker changed and so did their price average.

Ok-Replacement9595

It's the point on the options tree where call and puts that are open meaning at that point the absolute most will be out of the money either way, and the hedge funds and market makers selling options (which is what their game is now) get the most amount of them to expire worthless. That's my understanding at least. I may be off. Anyway, the point being MSOS is easily pushed around because of the limited liquidity, so they always get it there no matter what the sentiment is. It's a rigged market. In short.

BHOmber

This is why I can't even see GTI going back above 30 usd without a CPG buyout in play. They're probably going to be the first target with their financials and Ben's connections, but having the ticker flip at 15-25 would be a bummer. I'm hoping that we get some room to run as more uplistings hit the market and MSOS loses control of the price action. I think that a lot of that action will depend on retail awareness though. TRLV didn't do much compared to the APHA>TLRY and CGC events.

Ok-Replacement9595

To get MSOS past max pain. That is the simple answer. I don't even wanna look at what happened to my boy GTI today.

UsedState7381

MSOS max pain today is $5 and it seems that MMs will be successful in keeping it right under $5 to make them expire worthless. MSOS max pain for the next week is $4...If somehow the MMs manages to get it done there, it will throw the whole uplisting thesis under the bus... And it doesn't help it that Kim will start selling off next week. This is clearly not panning out as I was hoping it would.

skyplt29

Although it should no longer surprise me at this point, watching MSOS getting walked down to $5 is pretty depressing. I thought Trulieve's uplisting was gong to break that pattern.

four_twenty_4_20

The boogeyman of course. $5 is MSOS max pain for today. 90%+ of the time MSOS is pinned to the price that creates max pain for option holders. Too consistent to be a simple coincidence.

the_mammynun

For what they promised to be 10 years ago, you're right that's a massive let down. However its not surprising because being a mid-cost LP is pretty much the worst game in town right now. MSOs will also have their lunch eaten but in time. Right now they are protected by state licensed programs, so they don't have to play in a free market like Aurora.  Instead focus on companies with differentiated models that can survive commoditization and a free market. Only HITI comes to mind as being a pure play retailer means their (lower) margins are protected. They manage their expectations because margins were never 50%+ like with MSOS during the current Golden age. They learn how to survive now and thrive later. HITI also has a European import subsidiary. Global logistics will always be important regardless of pricing. Again, margins are protected.

Draphippo

Improved liquidity is an understatement. Second day on the NYSE we traded 1.1M shares. The bid/ask spread has been within Pennie’s. Liquidity is the problem with the entire sector, large money can’t enter or exit without manipulating their own positions. We’re so early here, it will be months on DD from institutions before they take positions. Most are waiting for 100% clarity from the hearing fast approaching/tax guidance. Until then, TRLV is a large portion of the MSOS ETF which is highly manipulated because of said low liquidity OTC/CSE names. When the other top holdings get uplisting and custody the real race will begin. Like clockwork for the last 5 years MM’s have been able to completely control the options market within the ETF, and it’s what they’re trying to do right now. Sell options, pin price action, collect premiums, repeat.

1_FCKTRD

***1\_FCKTRD • 5mo ago*** ***The process of distribution and accumulation from retail to institutions is slow and methodical, and it is only when this process is complete that the next stage can begin.*** The MSOS accumulation phase ended yesterday (6/10) due to a change in the structural rules that govern its largest holding, TRLV (28.73%).

Flipside68

As a MSOS holder I feel like a trulieve investor now.

four_twenty_4_20

Next friday is a huge MSOS options deal. I have to expect that has a lot to do with this.

volckerwasright

The yearly on MSOS doesn’t look bad at all. I’d be looking to add the same size long if I can get back in at my April cost basis

Charming_Yellow5867

!p MSOS

Charming_Yellow5867

Market is tanking and MSOS is still grinding up.

four_twenty_4_20

I'm still concerned about what's going to happen June 18 where max pain on MSOS options is $3 or $4 depending on the source.

PossibleLack835

anyone else in TLRY? why are we being left in the dust, I thought a rising wave lifts all boats but it seems to only be lifting MSOS

Russticale

Fundamentals don’t matter, the recent surge in MSOS price does.

UsedState7381

It's not the dump today that is concerning me, it's the fact that we didn't had a recovery today, going in tomorrow. And MSOS traded a lot today, over 11M shares, so it's a real sell-off dump. Trulieve's uplisting tomorrow will pretty much spell how it will be for other stocks in this sector, when it's their due...And so far, this is looking terrible. This isn't new, it's the exact same shit we had on December and then on April...But since uplisting was THE most overhyped catalyst in this sector, I was expecting that the day wasn't going to be this sour. I have high hopes for tomorrow, but I'm also ready to hit the sell button as soon as see this shit turning sour again.

Visual-Try-8081

Day traders will day trade. Nothing new in cannaland. Long GTI, HITI, MSOS, TLRY, and recently on the lows VFF (from bigger to smaller position)

Harriers1886

MSOS to $10?? (Looking to close over $6 today) ….. possible Wednesday dip on TRLV trading, sell the news, then rally to resume with other uplisting news.

Wonderful-Basis4982

MSOS has about 10M shares short right now. If institutions step up and buy Trulieve heavily on Wednesday, we could be looking at an epic short squeeze. Going to be a fun ride!

Loose-Dream7901

Kim Rivers paid to be at Trumps millionaire dinner. Despite the negative connotation with cannabis companies in the past, I do think these companies will warrant a rally especially the top 3 holdings of MSOS (CuraLeaf, GreenThumb and Trulieve of course). This doesn’t take away from many other great companies from AI to space. In terms of listing types, this really is the only company of its kind. I do think it’s a special company and reasonably priced.

Unban_thx

Call me crazy but MSOS has been creeping up for better part of month even during last Friday. Insider buying. A “save the midterms” last ditch effort with banking reform in the mix?

UsedState7381

It feels cursed to see the green my MSOS position 🤣

newplayer28

Won't be any buying pressure with the uplisting but that will come soon! Planning to hold Trulieve til mid 2027 and not sell after uplisting; need to see index buying and MSOS buying the actual underlying instead of derivative contracts is huge! Should see positive share price appreciation.

HAIL_BAIJ

Calls on MSOS then?

ItsLikeARewardAZ

TCNNF. While it is in MSOS, MSOS has lots of companies in it. TCNNF should spike higher. You could also play the double MSOS with MSOX.

UsedState7381

It doesn't mean much, but MSOS is up over 2% on the overnight trading 

Russticale

I think we see "sell the news" this week. We've run up, you can see the bulls getting exhuasted end of day Friday. I'm ready to get burnt again if it happens, but snagged some decent downside protection for the week and until end of month. MSOS hasn't broken out yet. If we do push new highs this week, then we have a more serious rally brewing.

No_Love_Gained

Truly missing some insightful discussion on how S3 does nothing, MSOS can't/won't uplist and other fud bits with Swordfish and Twist of fate..lol Have happy Sunday ya'll.. glta

Harriers1886

MSOS for me…. Also, TSND announced their intention on Friday so I’m loading up more especially at current levels

DumbComment101

No you’re just blind to the idea. None of the tier 1 MSOs operate in any of the US states that resemble Canada. Ignoring Canada at this point is just being willfully ignorant to your own investment. All of the states will look like what Canada looks like eventually. WHY DONT ANY OF THE MSOS operate successfully in states that don’t have limited licenses? Answer me that without mental gymnastics. You can’t.

tak0wasabi

How can MSOS get below $5 when that price was based on no proper capital markets access and we now have it.

Thumbszilla

What's the better play this week... TCNNF, MSOS, or MSOX? TCNNF beat the pants off everybody the last 2 trading days.

UsedState7381

In your shoes, I'd be crazy enough to full port into Trulieve by the official announcement, and be ready to take profits by Wednesday(not fully, but considerably). Wednesday I might be selling my MSOS shares of they pumps enough for it (that would be above $12 though and I don't think it gets there). Main reason for that is that Kim will be selling too, and then we will certainly see the stock diluting too as they have a pending offering to go through. If we consider this Uplisting as an reverse IPO of sorts(I am), we can figure out how it will go based on several past IPOs and OTC stocks uplisting. Then I'll probably take a week or two off these stocks, buy back in only after we know what the SAM lawsuit against S3 for medical MJ is looking like.

MatrixOrigin

Cuz -15% when $MSOS is running.

MAkrbrakenumbers

Any ideas on why the whole market is red but MSOS was up almost 9% today news didn’t seem to have

Flipside68

MSOS will disappear - because it will help you stop crying at night. There, there. Like why the hell would the only liquid etf in the space go away after uplisting?

OX45-Tall

Best news about uplisting is hopefully the MSOS ETF, Dan Ahrens and Noah Hamman disappear and are never heard from again in cannabis! Still one of the worst things to happen to the US cannabis stocks. The millions of dollars these clowns have made off of advisor fees and “active management’” is sickening.

No_Love_Gained

MSOS is a shitty ETF that has been more of bane for this sector. Ben called them (and rightly so) and so they are taking it out on its stock. In time there will be other ETFs coming into play and they'll find it hard to exclude/ignore GTI..

UsedState7381

18M volume traded on MSOS today 🫡 God this is making me ROCK HARD for Trulieve's uplisting on Wednesday now! Onward.

derprondo

MSOS and chillllll 🚬

four_twenty_4_20

Hopefully. Would be nice for it to work in our favour for a change. With TRLV trading on NYSE this coming Wednesday we get some serious buying volume come in making it harder for them to push the price down at the last second. I wonder how fast MSOS can get their trul holdings out of the swaps holders.

crazymanpinkyswear

Weed is recession proof $MSOS

skyplt29

I am moving to the underlying MSOs. This was a chance to get out from MSOS as I really was having issues with it always closing at a predetermined value apparently determined by puts and calls. I think I will stick to the four or five MSOs that have significant medical applications.

skyplt29

I've actually already done some of that these last few months. I let go of my MSOS today, but still hold a number of the underlying MSOs. It just seems odd that MSOs are mostly green today, and even CGC is "only" down about 2%. I am not seeing any news that would explain Tilray's dive here; perhaps as you say it is weedstocks investors moving from LPs to MSOs.

mjmoody

i am also in MSOS

No_Love_Gained

We gapped up a bit on the MSOS today at open, so tread carefully esp with massive OPEX lined up next Friday. Glta

skyplt29

Tilray down 5% is definitely an unexpected kick in the nuts when pre-market looked promising. I just sold my (relatively small) lot of MSOS shares for 5.60USD. Average was 4.80 so at least this is win for the weekend. Tilray? Still hoping for better days...

bananastock

Still no bids on ATM puts for MSOS for the next few weeks. This is actually insane - I've never see that happen before. Its because market makers pull their quotes when major news drops to avoid having their orders picked off by high-requency algos while they recalibrate their models.

Ahamadrayasbaboon

I’m long 800 shares MSOS. I consider it a shitty investment (probably), that I’m donating to the cause, since these companies will likely lobby for regulatory change. 

HelluvaRun

At least my MSOS shares are up 😅

EntropyAccount

Too late for what? I’m already in the sector. You can check my posts too I added MSOS and Trulieve a few weeks ago. I’m already up like nearly 50-60% on Trulieve

TroubledAcorn

When was the last time MSOS bought or sold GTI at an appropriate weighting. MSOS buys 20% Curaleaf and Trulieve and buys 5% GTI. When MSOS sells they sell GTI at a bigger weighting. The fact the GTI is the most price resilient says something despite MSOS always applying downward pressure. If MSOS bought GTI like Curaleaf I would already be rich lol

bananastock

zero bids on MSOS put options next week. Market maker's are saying "fuck that"

UsedState7381

Green Thumb is up 4% and so far it hasn't done nor announced anything in regards to uplisting, so I don't know what you guys are expecting. Also, when was the last time MSOS sold GTII?

Turbulent-Pound1014

People dumping QQQ and hopping on the canavan! MSOS to the moon!!

UsedState7381

Volume on MSOS is CRAZY 

insertnamehere-----

Weed is moving (MSOS) Trading while high increased my income by 50%

tshacksss

I still fully expect MSOS to be below 5 by 6/18 unless there is some serious volume that comes in from these uplistings. Even as schedule 3 for medical, I’m not sure if there has been changes for big firms to own plant touching securities, NYSE or not, since there is debanking issues still.

SouthKen2020

Yeah, the hedge funds who regularly attack MSOS at every monthly option expiry won't be able to do so in the shadows anymore

tshacksss

As MSOS continues to get off of swaps and into direct holdings, we are going to see this sector absolutely UNWIND. Nomura being one of the largest swap holders of their positions when they own over 10% of a few of these companies and you cannot find that disclosure anywhere might say they aren’t actually holding the underlying of the swaps. There’s going to be a bit more than just uplisting going on here. Shorting on the OTC is quite literally the Wild West and we will soon find that out.

Cool_Ad_5101

If that’s the case that should help immensely as the market makers would have to short vs betting against the swaps from what I was reading from how MSOS$ works

TroubledAcorn

It might finally be time to return to weedstocks sub I can’t wait for the MSOS shenanigans to become irrelevant

SouthKen2020

Your calls are going to the stuff of WSB legends. MSOS at $20 before EOY wouldn't surprise me.

tshacksss

I am in for 30,000 shares of MSOS, 80 5c 1/2026, and 25 5c 1/2028

Specialist_Spite5930

Wtf is this MSOS? Can you shed some light?

derprondo

MSOS is pumping, my friend

MidWestFineese

Trulieve (TCNNF) is one of the heaviest-weighted holdings (MSOS) and (MSOX), making up about 22% to 25% of the fund's total portfolio. Just fyi.

derprondo

MSOS 420 blaze it

FoodCooker62

MSOS are making moves so tilray can have some of the pump to make the dilution easier 🥰. Heartwarming how liquidity spillovers keep the lights on at shitco's 

Harriers1886

Dan was on the TDR podcast on Wednesday and explains plus a lot more heads up!… this is hugely positive for MSOS

AmbassadorGloomy8915

What made MSOS premarket pump? A catalyst, news, or just manipulation.

Harriers1886

Guess that explains the 10% pop in MSOS premarket!!

Charming_Yellow5867

https://investors.trulieve.com/2026-06-05-Trulieve-Announces-Uplist-to-NYSE MSOS 🪴🚀

Charming_Yellow5867

Since March, MSOS keeps grinding up. Keep buying the dips. 🪴💸

Charming_Yellow5867

Since March, MSOS keeps grinding up. Keep buying the dips. 🪴💸

Competitive-Ant2876

Most mso’s are still down month over month with the exception of glasshouse. Trulieve is back to where it was 5 days ago. Same with MSOS. Let’s not jump the gun. I did buy Cresco and GTI today, though and I will add verano.

Bobbe22

MSOS is my smallest holding by a wide margin. GTI and IIPR are 90%+

randomusername0000

Very happy to see this uplisting trajectory and hoping cresco does the same, even if we get a 5/1 RS. Can't wait to be free(ish) of $MSOS bullshit.