MSOS

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.

Excellent-Package285

What are the key resistances on MSOS? 5.30?...5.5?

four_twenty_4_20

MSOS options max pain for today is $5 so don't expect it to close above there. It still could but history shows that's unlikely.

Russticale

Its gonna be a choppy day if the bulls hold the premarket low of $4.65 on MSOS.  If we bust through that, expect to hit $5.53 next

Charming_Yellow5867

Skip space and get high on MSOS 🪴🚀

wentzco

yep - look at MSOS share prices a year ago - in the $2.30-$2.40 range. It was down to $2.06 on June 23, 2025.

ransul

"The AdvisorShares Pure US Cannabis ETF, MSOS, has climbed roughly 104% year-over-year, while the S&P 500 is up about 28% over the same period." What?

UsedState7381

Interesting to see how MSOS has consistently pumped up near the close for most trading days now, even when there's no volume enough to make it close green. Unfortunately, I was too hopeful that 4.80 support would hold, oh well...

Russticale

Agree with the MSOS spread, i trade it since i can get options that tie to the underlyings.  I would be playing the holdings directly if my broker let me set stops on OTC names.  Things move so fast i dont want to be stuck at a work meeting when i get a price alert. But cheers man, I hear ya.  Same strategy here.  Lets keep trading these in this nice uptrend we’ve built.  I do miss the downtrend, was much less fomo for me to offload a position.

EntropyAccount

So Trul and Cora are too risky but you’re invested in MSOS which not only has these as top holding but waaaaay riskier companies too? Make this make sense 

Bobbe22

Does anybody else consider the use of financial metrics like EBITDA to be little more than reading the corporate tea leaves? Aside from the cannabis REITs, Green thumb is fundamentally the only “investment” grade cannabis stock because it’s the only company in the sector that is profitable, and by some pretty handsome margins. I would also make a case that the near-profitable companies like Curaleaf and Trulieve are compelling investments, but not at these enterprise values relative to GTI. Everything else, with mind numbing amounts of debt and backed taxes, is essentially a speculation. Long: IIPR, GTBIF, MSOS

Competitive-Ant2876

I appreciate that but I’m not a bear I’m just not delusional, I like to see it from both perspectives and make my judgement on my positions accordingly. As far as trading, yes that’s what I do with the sector. & it’s very easy compared to other sectors cause indicators do no matter in cannabis the volume is too low. This sector is what I like to call (KISS) Keep It Simple Stupid. Find a target price you think is reasonable to buy at, I’ve watched the sector for years so I know where I’m comfortable at, and then I put a stop loss in 10 percent above that and gradually downsize my positions if the stocks run. I trade the underlying and not MSOS (99 percent of the time) because it’s a synthetic etf that rebalance daily with large spreads. It literally couldn’t have a worse foundation.

gUHrayt

I started investing in MSOs in 2017. I can only speak to US-based MSOs and I exited Canadian LPs in 2020 post Aphria-Tilray merger. The runway for legislation has taken a backseat. It suggests that the federal government will leave it as a states rights issue. This does not bode well for retail investors. While S3 rescheduling will improve the outlook by changing financial laws and removing roadblocks, it is not legalization, which has always been the real payday. TLDR; my hope has dwindled from “it’s happening within 5 years” to “it will happen gradually over time”. This outlook has a lot more opportunity cost than previously. I currently have only 1 position: 4000 shares of MSOS.

UsedState7381

I don't believe MSOS dips lower than $4.8 until the hearings comes up, unless something bad happens to us or just the macro as a whole.

Flipside68

Anyone predicting MSOS at $3 again before things get spicy? The r/s are drawing attention right now and retail seems motivated to buy.

Russticale

I think the influx of retail is propping us up here.   We usually sell off with more velocity, but there’s folks out buying the dips.   Look at a 15 minute chart on MSOS from last thursday&friday and compare to this monday and today.  Oddly similar. Bulls absolutely need to close over $4.87 today to hang in there.

Russticale

Timber. MSOS breaks the opening low of $5.03 and my weekly puts shall print. Bought calls on VFF yesterday, puts on MSOS.

AmbassadorGloomy8915

Sold MSOS 5.5$ covered 6/12 expire calls at open already making profit don’t know If i should buyback at 50% or let them expire we have no catalyst right?

Russticale

Man I had 100 $5 MSOS calls last week I bought for $0.01 and flipped at $0.02 and $0.03 before they ran to $0.15+.  Missed a big one but still took down profit

Competitive-Ant2876

Your triggered. I don’t have a bear thesis, and that’s actually not true at all in regards to shelf offerings. The only bear point of view I have is none of these companies have any chance at growth until interstate commerce happens, and uplisting isn’t the end all be all. I’ve commented that I am buying Cresco, GTI and some MSOS calls I just haven’t yet. I trade the sector based off all of your and everyone else’s delusions and misunderstanding of market dynamics. When I buy I hold until 8-10 percent above my buy then I sell.

Russticale

For sure, thanks for asking.  I see MSOS’s 10% move up thursday, with no follow through and it’s gonna give the move back and consollidate

ShartSqueeze

I bought a few hundred long-dated MSOS calls early last week. Wish I had bought more, but felt it might have been too early to buy hoping for a June/July run. If we see red next week I plan to load up.

No_Love_Gained

Mind says MMs will eat all the premiums and close MSOS down at 4/ lower for the July monthly expiry, but mind says they'll run this over 6 and print those calls. So far it's the mind that's been winning all along.

KAI5ER

Looks like a MSOS pinned to 5 kind of day.

newplayer28

Good point but the competition in this sector is not the same as it was for those giants that you mentioned. This is a highly red taped sector, huge barrier to entry, bad CEO's that mismanage capital and dilute to keep operations running. It's easy to get burned by diversifying in this sector. MSOS is siphoning money from investors with swaps; overall this sector needs a good sized position for max upswing when and if reforms takes effect eventually. You are right, both Trulieve and Curaleaf could get favorable legislative changes compared to Green Thumb but that's still a what-if. The risks are there with all MSO's. Good point though and I am considering opening a small Trulieve position to be honest since I am maxed out on my current portfolio allocations and need to branch out a bit.

Able_Web3798

Friday has been rough YTD for MSOS (over the last 12 months, not). "So far Year-to-Date (YTD) in 2026, the **(MSOS)** has closed on Friday in the red **10 out of 12 times**. This means that a staggering **83.3% of Fridays YTD** have ended with negative daily returns..... but... "Over the last year (May 2025 to May 2026), the **(MSOS)** closed in the red on approximately **24 out of 52 Fridays** (roughly 46% of all Friday trading sessions), while finishing green or flat on the remaining 28." **"The $4.50 and $5.00 Strike Clusters**: According to [Yahoo Finance options chain data](https://finance.yahoo.com/quote/MSOS/options/), the call options sitting exactly at the **$4.50** and **$5.00** strike prices are massive, regularly representing clusters of thousands of open contracts.... Because the vast majority of the money is tied up in the **$4.50 and $5.00 Calls**, market makers are heavily incentivized to ensure the ETF closes *below* these numbers by Friday at 4:00 PM." The line between legal delta hedging and illegal market manipulation is what exactly? Has anyone gone to the SEC to look into this, any complaint filed? Basically, when we get interest in the cannabis sector post Trump's S3 EO, this Friday suspicious activity occurs. 'I don't believe in coincidences.'