SAFE

rockum

Imagine training an LLM on 5 years of Weedstock Daily Discussion comments and having it add a new comment every 20 - 30 minutes. LFG! Dusting off my moon boots. Dog shit sector. C'mon Anne! S3! Florida! GTBIF is cheap! SAFE! Gonna 4x!

ck_zaza

sold my SLV calls, im done for the week. see you tards monday. STAY SAFE OUT THERE

Ok-Understanding4803

I owned it for years. On one hand 280e removal will resolve their tenant issues. On the other hand operators will have access to better capital with SAFE on the horizon. I've been out about a year, would not get back in at this point. Theres more value in the strong operators i.e. Green Thumb and Trulieve.

barsonica

For SAFE and SECURE ~galactic~ empire

kgal1298

Not one? Trump litterally said it in his post: [https://truthsocial.com/@realDonaldTrump/posts/115855701696773990](https://truthsocial.com/@realDonaldTrump/posts/115855701696773990) "I have just viewed the clip of the event which took place in Minneapolis, Minnesota. It is a horrible thing to watch. The woman screaming was, obviously, a professional agitator, and the woman driving the car was very disorderly, obstructing and resisting, who then violently, willfully, and viciously ran over the ICE Officer, who seems to have shot her in self defense. Based on the attached clip, it is hard to believe he is alive, but is now recovering in the hospital. The situation is being studied, in its entirety, but the reason these incidents are happening is because the Radical Left is threatening, assaulting, and targeting our Law Enforcement Officers and ICE Agents on a daily basis. They are just trying to do the job of MAKING AMERICA SAFE. We need to stand by and protect our Law Enforcement Officers from this Radical Left Movement of Violence and Hate!"

jnas_19

After long and difficult negotiations with Senators, Congressmen, Secretaries, and other Political Representatives, I have determined that, for the Good of our Country, especially in these very troubled and dangerous times, our Military Budget for the year 2027 should not be $1 Trillion Dollars, but rather $1.5 Trillion Dollars. This will allow us to build the “Dream Military” that we have long been entitled to and, more importantly, that will keep us SAFE and SECURE, regardless of foe. If it weren’t for the tremendous numbers being produced by Tariffs from other Countries, many of which, in the past, have “ripped off” the United States at levels never seen before, I would stay at the $1 Trillion Dollar number but, because of Tariffs, and the tremendous Income that they bring, amounts being generated, that would have been unthinkable in the past (especially just one year ago during the Sleepy Joe Biden Administration, the Worst President in the History of our Country!), we are able to easily hit the $1.5 Trillion Dollar number while, at the same time, producing an unparalleled Military Force, and having the ability to, at the same time, pay down Debt, and likewise, pay a substantial Dividend to moderate income Patriots within our Country! PRESIDENT DONALD J. TRUMP

King_Chron

This sector is thin, OTC-heavy, and still trades almost entirely on **policy headlines**, not fundamentals. On low-volume days especially, ***timing and framing*** **matter** way more than people want to admit. What’s hard to ignore is how often delay-focused policy coverage (SAFE stalls, rescheduling “sources say,” recycled GOP opposition) becomes the **dominant narrative for the day**, while positive developments tend to get muted or caveated. What’s interesting is how often the **same policy outlet** leads those downside narratives and then gets echoed everywhere else. Not a conspiracy. Just an **asymmetric impact** problem that retail should start documenting instead of ignoring. Could be coincidence. Either way, retail would probably benefit from **tracking headline timing vs price action**

King_Chron

This sector is thin, OTC-heavy, and still trades almost entirely on **policy headlines**, not fundamentals. On low-volume days especially, ***timing and framing*** **matter** way more than people want to admit. What’s hard to ignore is how often delay-focused policy coverage (SAFE stalls, rescheduling “sources say,” recycled GOP opposition) becomes the **dominant narrative for the day**, while positive developments tend to get muted or caveated. What’s interesting is how often the **same policy outlet** leads those downside narratives and then gets echoed everywhere else. Not a conspiracy. Just an **asymmetric impact** problem that retail should start documenting instead of ignoring. Could be coincidence. Either way, retail would probably benefit from **tracking headline timing vs price action**

GeoLogic23

A % gain is a % gain, no matter how much you have. Traders would love to be able to get 15% every year. If you got 100% return in half a year, and your **expectations** are to get 80-100% more on weedstocks, you are in for a very bad time in the market. One of the worst things for a new trader to do is "win" on their first trade. Now you think you know more than you do, and are going to take unnecessary risks with your money. You may not think looking at financials matter, but half these companies are up against a debt/tax wall that could destroy them. Not to mention this: >With a Democratic government, full legalization could happen in just a few years. Democrats had control not that long ago. They can't overcome the filibuster in the Senate to even get SAFE Banking passed. I sincerely hope you aren't putting too much of your money into such a risky sector expecting 100% gains.

Visual-Try-8081

I did. I’m new to investing. I started in April 2024, around Liberation Day, with $10k to play with and see how I’d do. I bought AMD at 90 and sold at 105, thinking it was going to drop again after a Trump tweet. I bought UUUU at 5 and sold at 7, expecting something similar (it’s now at 18). In July, I decided to go all-in on cannabis. Based on my previous experiences with AMD and UUUU, when it started to run, I expected it to keep running, but I couldn’t have been more wrong. This sector is a beast on its own and can’t be compared to others. That’s something I’ve learned over the past few months. Nevertheless, as I said before, I’m expecting a good year ahead of us. That’s why I’m still invested and decided to double my position this month. I don't see how is that emotional. I just believe in what I am investing and that's all. I don’t even need another miracle run-up. A 80-100% move with S3 final order and SAFE would be perfectly fine for my expectations. Totally achievable based on recent price action around news, rumors, MM and so on.

Visual-Try-8081

IMO, is much easier to pass SAFE after S3. If they have half a brain, is the perfect follow up. Some hinted a lot more was coming for this sector in the first semester of 2026. As almost everything in the stock market, we are betting on the future. I am comfortable with today prices, and the risk-reward seems perfectly fine.

four_twenty_4_20

>\- Safe + uplisting (for me this is a sure thing) Very dangerous assumption. Some version of SAFE has been imminent for many years now. I don't believe it to be a priority for the GOP given the very vocal dissent against S3 coming from many GOP politicians. There's ALWAYS something more important than weed for thr senate to deal with. Would be incredibly happy to be wrong here. Uplisting might be possible based on S3 alone but I think SAFER would likely be required first. I think its more likely Trump calls up the exchanges and tells them to uplist after S3 as another favor to Trump insiders like Kim Rivers, than for the senate to finally deliver SAFE banking.

tanhan27

Canada has recently become the first non European nation to join EU's Security Action for Europe (SAFE) defense initiative. The USA is not a part of that one....

GeoLogic23

Panama might interest you. Trump was very close with the Steinbrenner family (Yankees owner), having once described George Steinbrenner III as his best friend. George Steinbrenner IV has connections to the cannabis industry, having partnered with the SOL Global guys in multiple ways (Wesana Health, Fyllo, Auto racing). The SOL guys were the Aphria insiders from the short report (Serruya, DeFrancesco, etc.), which we should remember was **focused on South America**. The SOL guys most recent company is TYSON 2.0, which was partnered with Wesana Health, and has connections to [Elon Musk (Alex Spiro) and Donald Trump (Mike Tyson)](https://www.reddit.com/r/weedstocks/comments/1i8qipk/comment/m8wps68/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). Yankees legend Mariano Rivera was given a medal by Trump, and was chosen by Trump to lead one of his Presidential councils. Mariano Rivera's current project is building out a [hemp biofuel project in Panama](https://www.reddit.com/r/weedstocks/comments/1o6bfgl/comment/njgx7ai/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button). They are even partnered with giant company Honeywell for expanding their tech. Trulieve has a long-standing partnership with an organization called Minorities for Medical Marijuana. They were lobbying federally in 2023-2024 for many policies that promoted [hemp banking and hemp as biofuel](https://lda.senate.gov/filings/public/filing/752540db-b40b-4803-8690-96c6660b32e9/print/). This included SAFE Banking. American Petroleum Institute also randomly lobbied for SAFE Banking for one quarter near the end of 2022. [They lobbied for the specific section (Section 10)](https://lda.senate.gov/filings/public/filing/00d8c66d-01db-4647-8fe6-b70db7041a64/print/) that soon after came up as a key issue in SAFE discussions. American Petroleum Institute has been led for years by Mike Sommers as their President and CEO. Mike Sommers is the former chief of staff to John Boehner, the former GOP Speaker of the House who is also heavily involved in the cannabis industry (Acreage Holdings / National Cannabis Roundtable). Mike Sommers was one of the few people working with John Boehner in 2018 on a legalization strategy for cannabis. If you read the [lawsuit filed by the 10 Campaign](https://www.reddit.com/r/weedstocks/comments/1iiaxrs/comment/mb4054v/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button), you can see that John Boehner and Mike Sommers were working with Privateer Holdings, back when Privateer was an investment by Peter Thiel.

pm_me_yo_creditscore

A HUGE DAY FOR DEMOCRACY! I am pleased to announce that Fernando Mendoza will be the new, STRONG Leader of Venezuela! 🇻🇪 The era of SOCIALISM and WEAKNESS is OVER. Fernando is a WINNER, a real fighter, who will protect his people and work with ME to make the Western Hemisphere SAFE and GREAT again. Nicolas Maduro is a TOTAL LOSER—SAD! I’ve been watching Fernando closely. He has the same spirit we see in the Heartland, like the incredible people of INDIANA! I LOVE Indiana—the Hoosiers are winners! But let’s be honest, the Indiana State Senate is a COMPLETE DISASTER. Rodric Bray and his group of weak, "Midwest Nice" RINO Republicans are a total EMBARRASSMENT to our Country. They blocked my redistricting plan because they’re AFRAID of winning. They’d rather lose than be STRONG! Fernando Mendoza is the OPPOSITE of those weak Indiana politicians. He knows how to lead, he knows how to WIN, and he’s going to bring Venezuela back from the brink. We are going to have a very SPECIAL relationship. Maybe the Indiana Senate can learn something from him! America stands with the people of Venezuela. BIG THINGS COMING! 🇺🇸

PlumDumbCumGetchySum

With the price of Cocaine set to soar, surely Cannabis can carve out some of the demand. Trump is bound to mention the word SAFE @ Maralago around 11:15!

GalaxyDefender1x

It is Gambling. But at this point, SAVING DOLLARS has been a losing bet for decades. The stock market is also Gambling. TODAY THERE ARE NO SAFE WAYS TO SAVE. If you know of one, please point it out for me.

Many_Easy

I believe he’ll push it through - just a guess. However, I do worry that his health and possible malaise taking a turn for the worse before finalizing could mean that his successor or temp replacement will not finalize. I really don’t believe that he has much GOP support for rescheduling. I also believe as I’ve stated previously numerous times that S3 and medical is only as far as Trump will go with reforms. I don’t believe he wants SAFE(R}.

Many_Easy

There have been numerous opportunities to take some profits starting with January/February 2021 and SAFE debate in December 2022 for starters. Most cannabis charts are poor when looking at last 5 years. My investment approach is based on looking forwards, not backwards.

skyplt29

Someone posted a link to Chartman Dan's latest podcast on cannabis stocks (although it appears to have been since taken down from Reddit). I watched all 50 some odd minutes of the YouTube video...it was really well done. What was most sobering is all the "rookie mistakes" he speaks to. These  may as well have been my playbook. I do respect he suggests he was making them as well until he finally decided to start getting really serious about technical analysis. CMD also indicated that although he is in a financial position to retire, he loves the game too much. I know about the "sell the news" approach by the professionals. CMD suggests it is not manipulation (an overused term in his view) but merely the cold hearted professionals taking advantage of typical retail (emotional) investors. I do believe there is certainly a STN aspect to what happened on the 18th Dec; although it seems a little suspicious the selloff occurred precisely 40 mins prior to the EO signing and was straight down. Perhaps it was stop loss triggers, I certainly had some stop loss sells happen (which thankfully preserved some gains. So what to do in the New Year?  I do believe there will be a series of catalysts. Bondi has her marching orders. I think S3 will be sooner than later (but the "soon" schtick during the Biden administration kept me on the hook longer than I should have...missed opportunities galore in other sectors). Medicare, Veterans, and Seniors programs seems likely by April.  280E and SAFE? Uncertain of timing. Going into 2026 I will try to be a little less emotional about how I invest in this sector and certainly remain more balanced. BTW, there were five dispensaries in the town of about 25,000 where I live. Two of them recently closed their doors.  In other sectors I am invested in, I note oil prices are going down due to the possibility of peace in Ukraine. Of course, Putin hammers Kiev.  Trying to make sense of insanity has been my Achilles Heel. But I do think 2026 could be the year for weedstocks...but then, I thought that in 2018 and again in 2021. I would be most interested to hear some of the stalwarts of this subreddit site weigh in. I have even unblocked Foodcooker as in truth, had I paid more attention to his and Swordfish's posts I would have had a better balanced 2025 in terms of pros and cons. All the best in the New Year. I sincerely hope it is our year. 

Many_Easy

I don’t believe you’re “unhinged.” Just misinformed. 280e is a major reason as well - maybe not as much as SAFE. Banks like operating cash flow and 280e taxes eat into that.

Many_Easy

Hopefully, we get another opportunity to have Florida recreational on the ballot and SAFE(R) again in Congress. Both were heavily opposed by current party in control. Had either been approved, industry would have been much further ahead than where we are now. Personally, I believe one of them would be the tipping point we need.

AverageNo130

omg, 12 years of no SAFE, hard to believe.

EntropyAccount

My entry into the sector was before MSOS was created. I hold 1/2 the shares I bought in GTI from like 6 yrs ago. Ive tried to invest more when things were getting talked about SAFE, StATES, BIDENs EO to review S3… but everytime MSOS goes lower and I sell before I loose too much. I absolutely suck at trading. The money I lost in MSOS over the years trying to catch “the” catalyst is substantial, and I’m talking like 10-15% losses each time for years adds up. I’m here cuz 1- I’ve always been here, and 2-I’m in that spot where I’m coming close to going into the red on MSOS around 3$. I’m just warning people it’s the fucking same thing over and over … until it aint

DowntownWpg

Rescheduling need to be initiated by Bondi by the end of February. This allows a final ruling and 30 day shortened comment period. Trump buddy Kessler's CBD pilot program for seniors is scheduled to begin April 1. He won't let his golf buddy down. It included THC containing medicine, so rescheduling obviously needed. I expect a Bondi Memo to be released at around the same time, to allow cover / encourage of SAFE banking legislation.

heliumbox

Does anyone know/have link to the harbinger of SAFE rumors this round? I'd bet my bags SAFE was never discussed as any serious addition to the EO and yet the rumor mill started up as soon as the PUMP started. Who ever started the rumor or reported on it from "their sources" should lose all credibility as a source IMO. Soon as SAFE was mention it sealed the deal for a sell off like every other failed attempt.

americanu_ill-archi

\[Like an idiot\] I held through the Feb 2021 high and crash, 4 more years of bleeding, and now this. Anyone who is surprised at this price action is either a moron or has never looked at the charts. Nothing will change until SAFE and uplisting to real exchanges. That might actually be on the horizon, but it's also "been on the horizon" for a *long* time... Welcome new bagholders!

Hogfisher

The cannabis sector has been heavily shorted in general. Additionally, overall volumes are very low and the underlying stocks in MSOS are traded on the OTC. This makes it possible for weird and unpredictable moves with less efficiency that you would see in a higher volume stock that trades on the NYSE or other major exchange. My opinion: the executive order to enact the previously recommended schedule 3 change is monumental medically and also for tax purposes. It will also make free cash flow and profits per share the reality for many US multi-state operators. There was no reason for a sell off from a fundamentals side. I’m not sure if it was manipulated, but the downward move does not make sense with regard to future profits. On the other hand, some could say that the executive order was more limited in scope than expected. He spoke more about CBD and research than creating a federal or state-based medical market. If the markets are responding to that “disappointment,” then that could explain that downward trend after the EO was signed. It certainly was a sell the news event, but anecdotes are not an explanation. The biggest thing that retail or individual cannabis sector investors are waiting for is the flood of institutional investments that will drastically increase volumes in MSO market caps. However, it is not clear if this will be allowed with the schedule three change. Signing the executive order and enactment of the schedule three change hopefully will allow in institution investments and possible acquisition of the MSOs. There is a possibility that the big catalyst will actually be the SAFE Banking Act. Schedule 3 or SAFE will likely be the catalyst for much of the growth over the next 3 to 5 years and will hopefully help with uplisting to a high-volume exchange. That will also help decrease the likelihood of strange, large swings in price that are hard to explain.

UsedState7381

Some sources are saying it's possible just on updated FINCEL guidance after final rule is enacted, but I remain skeptical that there will be an updated guidance at all. Plus, SAFE Banking is still a good assurance to have, as dictated by law, in case a crazy GOP prohibitionist tries to take cannabis back to S1 in the future. The current state of present-day GOP is so reactionary and moronic, that I do not doubt to see something like this in the future. Can never get too comfortable with these chucklefucks. Side note: I'm definitely not putting Trump into this affirmation, in regards to cannabis I can safely say now that he's different from the GOP.

Ok-Replacement9595

That is a good question. I don't think so. I think SAFE sought to address workers ability to bank, get mortgages, and cash checks, etc. But Republicans blocked that.

UsedState7381

>What are your plans for this sector moving forward? Buy and hold MSOS until S3 final rule is posted, see if SAFE Banking is actually going forwards or not(momentum is here but it won't last long), if yes then I'll wait for it. Either way, I'm revaluating my price target for MSOS, it seems that $25 is just way too optimistic with these OTC shenanigans stupidity still happening *even after we have S3 essentially done*, over $10 and I'll consider a exit strategy. Uplisting will fix this, but I won't wait around for it anymore.

GeoLogic23

It's always people from Ohio pushing cannabis legislation. We had Dave Joyce and Steve Stivers of Ohio specifically pushing for SAFE to benefit Miracle Gro (Ohio-based). Joyce subsequently picking up the STATES Act. Then we had Sherrod Brown of Ohio passing SAFE through committee last term. Now we have Moreno of Ohio being the lead on SAFE this term? One of the most recognizable GOP political names that has been in the cannabis space for years is John Boehner, the former Speaker of the House, who is also from Ohio.

skyplt29

Good write up. The disconnect between yesterday's S3 progress and the market reaction (30 mins prior to the EO being signed) was likely related to your comments above. It is amazing to think some of these stocks are trading less than they were when Trump 'hinted' S3 may happen last August. I don't expect (but really have no idea, nor does anyone else on here) there will be a straight line up recovery today...but many of these companies were just thrown a lifeline, especially when 280E is lifted. I agree with Many\_Easy it is unlikely there will be forgiveness of 280E back taxes owing. But who really knows. I have my sell orders set, and they start about twice yesterday's closing prices...so I don't expect them to fill today. Despite yesterday's rug pull I will have a good Christmas knowing 2026 will be a year of significant progress for this sector thanks to S3. Bondi will sign...just not sure when. Politically, I am not sure what to make of this Republican led effort to S3. This is not what I expected in Nov 2024. Although some like to hammer Schumer and Booker (guilty as charged) the truth is it was the Republicans who were blocking any movement on SAFE and MORE during the last two years of the Biden presidency. That being said, the Biden administration had the opportunity in their first two years when they controlled both the House and the Senate. The key difference is the Biden bunch took a more 'play by the rules' approach where Trump is taking a 'damn the torpedoes' get it done philosophy. It will be interesting next year when the Democrats likely take back the House and the Senate. Will cannabis reform become a bipartisan effort? It seems both parties are more interested in blocking each other rather than do what is right by its electorate. Regardless of Republican or Democrat, for me, the big win yesterday was Dr. Oz (and other experts) speaking to the benefits of medical cannabis and how it would be covered under Medicare. Who would have thought such logic would come from around Trump's desk? Despite the market reaction, this was a huge win for this industry. I am comfortable with the shares I own knowing they are now in companies in a sector that just became more stable.

UsedState7381

Doesn't have to wonder much, a lot of people who bought above $5 got smoked yesterday on the rugpull, it's entirely understandable that they would be quiet today. The slow bleed from $5,80 all the way to $4,89 was likely those people selling off. Way too many new people here too along with too much euphoria and hopium about SAFE Banking too, more of that on Twitter though.

UsedState7381

SAFE Banking has cleared the House 7 times in the past already. Senate is the problem, and McConnell, Schumer and Booker were the main responsible for it not being brought to a vote. Now that rescheduling is the talk of the streets, it would be a great timing to get to the floor, even if all of the GOP senators who signed that letter opposing S3 decides to vote against it, they still aren't the majority. The momentum is here but it won't last though.

Turgius_Lupus

Biden barely did nearly anything and his commuting of sentences barely affected anything. Heck for the first year Palaski was reiterating that he did not, s d never supported rescheduling or legalisation. Not even medical, and he did nothing to move legislation along. In fact the Dems took out the parts preventing payment processors from discriminating against purchases. So as to protect gun rights from the legislation senate, that was used to get Republican support for SAFE in the House.

rsilv18

Didn’t scroll far enough not used to all these comments in here but you’re right it was said. Onward and hopefully upward Looking forward to seeing if he commits to the second half of his campaign post about pursuing SAFE + STATES act and also looking forward to seeing how MSOs react to the news. I think these next 6 months are going to get interesting

figuring_ItOut12

Other folks in this sub have very competently and thoroughly pointed out the deficiencies of SAFE and as to how it will not be the panacea value investors need. I defer to them. This is not a source sub for value investors, and honestly that’s fair to the spirit here.

Fergizzo

Isn't this what we need SAFE for? Full legalization is like 20 years away if at all lol

AmDazed

I appreciate the skepticism, but 'waiting a year' is standard for a major industry rollout, and a reversal is statistically a long shot in this Congress. 1. **The 60-Vote Wall:** This wasn't a standalone bill that's easy to chip away at. It passed with exactly 60 votes in the Senate as part of the massive 'Continuing Appropriations Act' (H.R. 5371) to reopen the government. To reverse it, you'd need another 60-vote 'must-pass' vehicle. History shows that once these provisions are baked into a funding deal, they are almost never re-addressed. 2. **Legislative Track Record:** Look at how long it took to pass *any* cannabis reform. Bipartisan SAFE Banking has failed for years. The Farm Bill is already years behind schedule. If Congress couldn't find 60 votes to *pass* banking, they aren't going to find 60 votes to *save* gas-station Delta-8. 3. **The 'Monopoly' Lobby:** For the first time, the state-licensed MSOs and the anti-cannabis groups are on the same side. The legal industry wants that $28 billion market back, and they have the lobbyists to make sure this ban stays exactly where it is. The one-year window isn't for 'rethinking' the law; it's a 'liquidation period' for current inventory before federal enforcement hits on Nov 12, 2026. This 'best news to date' just created a massive protected market for the companies that already have the licenses.

Consistent_Panda5891

It is just a good short entry (well was before the drop) sadly. If you watch how GoP miserable did nothing with THE BILL when dems passed house, or specially worse back in February when there was a common sense bill which would not legalize it but yes allow states get more taxes with SAFE banking act and yet they opposed... I do not see any good CEO who thinks this will push industry higher, all limitations by FDA are still in. Trump is another pro-weed president as was Biden, but is tied by that senate members who disagree. But a step is a step, maybe the next admin will so something after dems are back

UsedState7381

Completely beats me, but dumping right now just because we didn't get anything about SAFE Banking and Uplisting is just ridiculous.

Ok-Following-4531

Still ambiguity about SAFE banking.

BurbsConsole93

This is on you OP. Not ADHD. I have three times diagnosed ADHD and Generalized anxiety. I have Money in Robinhood, Stash, Acorns and Chase investments..All up and in high dividend SAFE investments. What you did was gambling. Take accountability that you got greedy and have a gambling issue; don’t blame ADHD because my investments are well and up and I have 0 debt.

darkcoldsea

Don't lose hope, sell the news is normal. We will get rescheduling soon, just like all those past promises from Chuck Schumer where he was going to pass the SAFE Banking act sooner.

GeoLogic23

What happened today is because of the Democrats lol Notice how Trump is just directing them to finalize rescheduling? There would be anything to finalize if Biden didn't already have his HHS do all the actual work. Good job for Trump for telling them to move on it after he also sat on it for a year, but let's not forget the only reason this is happening is because of Biden. Schumer has nothing to do with this. Rescheduling never had even the slightest chance to go through Congress. They won't even pass SAFE.

GeoLogic23

What are you talking about? The Booker stuff was about SAFE Banking. They're hasn't even been a sniff of Republican support for rescheduling, which is why Biden had to start the process through the Executive Branch. Booker and Schumer did put out a legislation bill. It was DOA because of the GOP though. Booker is one single Senator lol why do you give him such power? The GOP could have taken up a clean SAFE at any point in the last year.

vand3lay1ndustries

Buy the rumor, sell the news.  But what those people don’t understand in this sector, is that doesn’t apply. If you’re in this long-term, and believe in the plant, then you know that nothing short of SAFE banking or the complete end of prohibition is going to significantly move the needle. 

--OZNOG--

Didnt honestly think there would be another good dip after rescheduling...Cant be happier to have rescheduling, a dip, and everything to come. SAFE, Uplisting, Instituional Investors, Contracts on MSO's, oh my.

dave-alexander

As disappointing as the initial price reaction is, good things are yet to come! A lot of people are confused by today’s price action, so here’s a level-headed take. Yes the Executive Order was signed. Yes Schedule III is effectively locked in via federal directive. And yes CBD was explicitly addressed with CMS/FDA involvement (including Medicare pilot authority). So why the sell-off? This is classic “anticipation → confirmation → digestion.” Markets ran hard into the event, and short-term traders sold into the headline. Leveraged products (MSOX especially) exaggerate this move. That doesn’t mean the news failed — it means the market is repricing what actually changed. What actually changed (and matters long-term): • 280E is effectively dead → immediate EBITDA & cash flow improvement • Federal cannabis risk profile dropped permanently (Schedule I → III path) • CBD now has explicit federal legitimacy (FDA + CMS direction) • Institutional modeling must be redone (this doesn’t happen in one session) • SAFE Banking becomes politically easier, not harder Today wasn’t “the end event.” It was confirmation of a regulatory regime shift — and those never move in straight lines. If this were truly bearish, MSOS wouldn’t still be massively up from last week, and analysts wouldn’t be scrambling to update assumptions. This is digestion, not rejection. Big changes get priced over weeks and months, not one trading day. Stay grounded. This setup is structurally better than it was 48 hours ago — even if the tape doesn’t look pretty yet.

ComprehensiveKiwi489

Sadly, I think I know why the Canadians are up, while the Americans are down (despite the former hardly receiving any benefit from S3). Without SAFE (which would help MSO's uplist onto major exchanges), they kinda continue to maintain their exclusivity to the vast majority of traders who can't buy OTC stocks, and maintain it for a little while longer.

Gambelero

Also, there’s a lot of ignorance relative to how the U.S. government works. A lot of people thought the signing of the EO would put S3 into immediate effect. There’s a thread about 2025 income taxes being adjusted today, for example. Others thought this EO signing would allow interstate commerce. Some even argued it would open new markets for Canadian produced products. Others argued that it would allow uplisting of American MSOs. We got exactly what we needed, and honestly the best Trump could possibly do. He can’t get SAFE through. We know the speaker argued against the S3 EO. Opening up high quality CBD while eliminating the loophole for low grade intoxicants is very positive for a lot of our companies. And Trump’s executive branch minions will not dissemble, delay or downright disobey him the the way Milgram’s team deflected Biden’s instructions.

ComprehensiveKiwi489

So basically, the drop was just because of no SAFE banking? Presser not over, by the way.

--OZNOG--

Yup....This is the best news this industry has literally had in years. at least a decade. been here since 2016. Could not be happier after years of bullshit, this is the most promising cannabis talk from a president ever. Ill take it. Not sure why people think SAFE banking not being a part of it either is a huge deal, who actually though he would reschedule and ram SAFE banking through too??

Tiaan

It's because there was this dumb narrative of "SAFE banking in the rescheduling EO!!" that came out of nowhere and people suddenly became "bearish" when it wasn't included in the leak

CardiologistFew4264

They read it out at the WH. Seems like really good news but they didn’t detail an order on SAFE, which I don’t see why is needed.

heliumbox

I knew as soon as they started teasing SAFE in the bill we were fucked. SAFE passing is like 2 blackholes orbiting, they can get close but never touch.

UsedState7381

Big money is not jumping in on this until we have SAFE Banking, assuming that can naturally lead to Uplisting. So far, all we are seeing mostly traders jumping in and out heavy.

Many_Easy

I still think the GOP wouldn’t have voted for SAFE even without the social equity part. Still, Schumer could have pushed harder.

DonJohnson108

MSOS back to $14 where it fell from in December 2022 when if failed to get SAFE Plus through in the lame duck? Certain people thinking they could get extras when it was obvious that SAFE alone wasn’t for certain with only the senate under control. Chucky still makes me angry. Either dumb or knew exactly what he was doing. Then blaming the other side for having the opinion everyone knew they had

GeoLogic23

SAFE is an act of Congress. Executive Orders don't affect Congress. He can mention SAFE if he wants to try to take credit for something Congress is planning to do though.

PlumDumbCumGetchySum

So it’s SAFE? Lol

GeoLogic23

Best they could do is some sort of Cole Memo type deal, and who knows if the exchange would trust that at this point. Executive orders don't determine what Congress does. So this isn't going to have any affect on SAFE Banking. That being said, if the GOP wanted to pass SAFE, they also know Trump would want to take credit. And since nobody knows how government works they are probably OK with pretending like Trump can dictate what Congress does. They are all about concentrating power in the Executive Branch anyway.

GeoLogic23

Executive Orders are orders to officials in the Executive Branch. He could mention SAFE Banking if he wants, but his EO wouldn't have any real meaning in that regard.

GeoLogic23

We'll probably get Half Life 3 before SAFE

UsedState7381

This announcement is rumored to include SAFE Banking and CBD inclusion on Medicare, but that's just rumours for now.

greenbelieve

SAFE (for FUCKS sake)

GeoLogic23

They have the option to reacquire them if reforms happen. Their two priorities are 280e removal and SAFE Banking. [https://lda.senate.gov/filings/public/filing/493abe09-cd3b-4bdf-a121-9165d3df3640/print/](https://lda.senate.gov/filings/public/filing/493abe09-cd3b-4bdf-a121-9165d3df3640/print/) [https://lda.senate.gov/filings/public/filing/9e936cc7-8e0e-442d-bf85-a31667e8da55/print/](https://lda.senate.gov/filings/public/filing/9e936cc7-8e0e-442d-bf85-a31667e8da55/print/) [https://lda.senate.gov/filings/public/filing/a52c12fa-aadd-4040-a6b5-da05fd6d7a21/print/](https://lda.senate.gov/filings/public/filing/a52c12fa-aadd-4040-a6b5-da05fd6d7a21/print/) Note that back when Ohio GOP congressmen were pushing SAFE Banking they actually let it slip that they were doing so specifically for Miracle Gro. [https://www.reddit.com/r/weedstocks/comments/1nv46j2/comment/nh7ffct/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/weedstocks/comments/1nv46j2/comment/nh7ffct/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) SAFE Banking is just as important to hemp companies and other companies that don't specifically deal with "cannabis" plants. When we finally got SAFE pushed through Senate committee, it was pushed through by a Senator from Ohio. One of our other main supporters is Dave Joyce of Ohio. Now the question is, does SMG's CEO think that they are actually going to apply some replacement 280e tax? Or some other way to restrict recreational cannabis? Or make SAFE only apply to hemp companies? That could explain why he was simultaneously predicting reforms, but also transferring his cannabis assets to a third party to acquire them back later. Idk, what SMG is doing is a little confusing to me. But I know they have had strong desire to enter this space for a decade. And it's a family business where SMG's CEO's son is the one handling the cannabis stuff, so there is actually incentive to build long term value as opposed to making a quick buck.

UsedState7381

Exactly the kind of thing that SAFE Banking could have helped with, but alas... 🤷

ComprehensiveKiwi489

You can, and they may go up, but make sure you accept the risk that these stocks won't benefit from 280E, SAFE, uplisting, etc., and that the stock market may catch on to this.

rickny0

Banks won't lend to cannabis companies - that's why we need SAFE

UsedState7381

We will still need SAFE Banking and Uplisting for that, but I agree. I'm absolutely not selling anything here.

GeoLogic23

It has not been "blocked" by Schumer. He hasn't brought a failing bill to a vote because you don't force people to be a no on the record if you want to get them to a yes. Republicans could bring it up at literally any time but they haven't. There's no need for Trump to explore anything. **If the problem was Schumer it should have been super easy to have passed it the last year, right?** They'll pass SAFE as they regulate hemp products imo. I've always said SAFE is just as important for the hemp industry as it is for cannabis.

KAI5ER

Im still shocked how wrong I was about so many things in this sector. So we have S3 on the plate and a HEMP ban. Possible SAFE banking? And all while GOP controls the Whitehouse, Senate and House ?

BrokenAdventures

\*Sigh\*. Please don't just use ChatGPT for answers. I work in Enterprise Systems and AI daily. While it is incredibly powerful, more so than the average person appreciates or understands, it still has massive limitations. And asking it questions like, while it can give accurate and insightful information, can also take information that is speculative at best and include it. "something like 6 months to over a year to up list" is one of those things. S3, by itself, does not completely open the door for up-listing. Yes, there are drug companies that work with S3 products that are on these exchanges but you'll notice that nearly all of them are working with a product that is going through an FDA Study and Approval Process. It will be a hard lift for medical marijuana companies, with no FDA Approval, to get the backing for an uplist months, or possibly years, after a change to policy that had decades of precedent before it. One that could easily be scheduled back to 1 with a changing political wind. What needs to happen is the passing of SAFE Banking. That would likely be a strong enough catalyst IMO to lead to an up-list soon (months) after. However, that bill has been in play for .... checks notes.... a decade. Rescheduling could be a motivating factor to help pass it, yes. But dems in congress are stuck on the equity portions of legislation and have blocked progressive bills that don't include it (Pisses me the fuck off). And some republicans still hate marijuana. With more and more republicans becoming disenchanted with trump and willing to speak out (Holy shit Wile's Vanity Fair interview, and MTG), I can see many "defying" him and voting against any marijuana legislation. S3 is amazing for us. It's a start. It will make a lot of us a significant amount of money. But it's not the golden ticket. It's more like getting the approval to start building a train. You still need to raise money, and build the damn thing, before it can leave the station.

UsedState7381

SAFE Banking and Uplisting are the next catalysts. SAFE Banking is also absolutely necessary, and has been blocked on Senate by Chuck Schumer, which is also something else that Trump could explore next year.

Dressed_All_Over_

Assuming the EO is just a reclassification from S1 to S3, I’d say: 1) SAFE banking 2) Uplisting for MSOs 3) Possible Descheduling Committee being established (as rumoured) 4) Eventual campaigning from Dems (and hopefully Republicans too) saying S3 is not far enough and promising deschedule/legalization

HugeDramatic

If we get the trifecta of schedule 3, SAFE/R Banking, and CBD coverage for seniors and veterans I’ll never say a bad word about Trump again. I’m flying straight to NYC to buy a MAGA hat from the Trump Tower gift shop.

tstrand1204

Did anyone have SAFE Banking in the EO on the bingo card? Could be a bigger run than we thought

17CP17

RESCHEDULING + SAFE BANKING EO are strong possibility!

UsedState7381

You need SAFE more than you need S3 if uplisting is what you want. But, I do not see SAFE happening until S3 is done.

ConsciousScar7821

What is the general consensus on how we get listed on Nasdaq, since I assume we will need more than just S3? Would it be through SAFE? Is there something Bondi could do to make it happen?

four_twenty_4_20

3 pro SAFE banking act witnesses at a hearing run by the Republicans. Would have never believed it if I didn't see it myself.

UsedState7381

SAFE Banking has been addressed by a Senate banking subcommittee today. https://x.com/i/status/2001021759878005061

HugeDramatic

Anyone thinking the runway ends soon should look at spring/summer 2024. Trulieve and Green Thumb for example were trading around $19 to $20 at peak, entirely due to good sales numbers and SAFE banking rumors. Now the real thing may be happening and these stocks are still relatively beat down. There’s still a long runway before take off. 🛫

HugeDramatic

Green Thumb touched $21 CAD in May 2024 without rescheduling or anything, just good sales and rumors of SAFE banking. There’s a long way to run with Schedule 3.

SwordfishOk504

The key difference is Schumer never had the votes to get SAFE passed. His promise was idiotic because he knew he didn't have the leverage to make it happen. And while Trump could be lying, he isn't constrained by the same hurdles because he's not trying to pass legislation in Congress. He's just talking about (maybe) issuing an executive order to kick the DEA's rescheduling review in the butt a bit.

GeoLogic23

Passed SAFE and MORE through the House, SAFE through Senate committee, and made the executive order that has gotten us rescheduling. Requiring 60 votes in the Senate stops everything because of the GOP. The GOP have not done a single thing with cannabis legislation, and tried to make SAFE only apply to low dose hemp products when they had control.

Ok-Replacement9595

The democrats who passed SAFE and MORE and comprehensive cannibus reform numerous times only to be blocked in the senate by Republicans? Those democrats?

GeoLogic23

The thing I am worried about is not whether rescheduling happens. It's whether they are able to separate recreational low-dose products like beverages/gummies from recreational high-dose products like vapes/flower. The few comments he's made directly addressing this talk about "more research". I'm just concerned the focus on more research is going to be looking into the effects of high dosages of THC, and used as a justification to not give high dose recreational products the same market opportunities as low-dose products and medical products. The GOP keeps going after potency/smell as their issues. They've already suggested making SAFE apply to just low-dose products back in 2019. Right now they are in the one-year period to regulate low dose products. They have Congress involved the rescheduling discussions. It makes sense as a time to do this, and I've always thought the regulation of hemp products and rescheduling of cannabis has to happen at the same time (to prevent public confusion). Congress could be involved because they want to make sure they don't reschedule without having some way to restrict how much it would help companies selling high dose recreational products. They've already separated fentanyl into two schedules based on if its medical or recreational (illegal). Obviously state-legal markets shouldn't be seen as "illegal" recreational cannabis markets, but they technically are in the eyes of the federal government. So there is recent precedent for a bifurcation type scenario. You can apply your own % likelihood of something like this happening. I am just trying to temper the over-exuberance that we get during every rumor cycle. There are a lot of ways that even rescheduling doesn't get us everything we need to create a market that the current companies can thrive in long term. We are counting on reform being put in place by many people who have been openly hostile to the idea of high-dose recreational cannabis products.

kaapooj

Quiet funny that Luminar Technologies files for Chapter 11 days after a senator introduces the “SAFE LiDAR Act” with a " [...] proposed phasing out Chinese-made sensors in self-driving cars and critical infrastructure " https://www.reuters.com/world/asia-pacific/us-bill-seeks-phase-out-chinese-sensors-self-driving-cars-after-space-hack-fears-2025-12-11/ https://markets.ft.com/data/announce/detail?dockey=600-202512151020BIZWIRE_USPRX____20251215_BW124811-1

UsedState7381

More SAFE Banking hopium huh? It wouldn't be a EOY pump without it, I guess.

pop2012

For something called SAFE it's been downright hazardous to my finances over the years.

manualCAD

This is usually the part where SAFE banking rumors start swirling. Something something senate banking committee....

Educational-Expert95

I can tell there a lot of newer investors and investors that have been disappointed and that’s fair! But I’ll say don’t forget what happened in August 2022, the cost of these MSOs caught fire, let’s see wait and see how this week goes. Trump can sign the executive order and the run can start. Then if Trump makes any mention of banking access during the signing, which I’m willing to bet that he will, we then have to hope that SAFE will be mentioned soon too

mcorliss3456

It’s only been fashionable amongst liberals to criticize Schumer for the last 6 months. Where were their backbones 5-6 years ago when he and Booker were “laying down in front of“ SAFE? Didn’t hear a single peep from any liberal Redditors back then. Fact.

DeltaTule

It’s called an “emerging market.” Which changes investor sentiment and increases inflows. High short interest with low float, meme potential, and huge news. There’s also the SAFE banking act making its way through Congress, and the Supreme Court hearing a case on it weed prohibition is legal at all rn since so many states have legalized. Some believe that’s the only reason Trump is doing it because he wants to get ahead of the news and say it was his idea

jmu_alumni

Yea, I probably should not have even brought up lol. But technically that is a vehicle that is coming up VERY soon and adding SAFE has been attempted before

noobstockinvestor

Are there any must pass bills at year end that SAFE can be tucked into? If S3 truly happens and Mitch is no longer being an obstructionist, passage shouldn't be to difficult especially with Trumps support.

Many_Easy

It’s obvious you did not comprehend what I wrote. No hopium here - just old fashioned critical thinking and research. We’re still at the hint or rumour stage. The rest is speculation until it happens. EO would be a promise ring. Timeline would be engagement ring. Marriage would be S3 finalized. Staying together and milestone anniversaries would be SAFE, federal recreational, etc. I can dumb down the analogy further for you. Honeymoon would be cashing in.