#  @JDerevyanny Jerry Derevyanny Jerry Derevyanny posts on X about $msos, kalshi, $bmmj, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::3409323439/interactions)  - [--] Week [------] +239% - [--] Month [------] +78% - [--] Months [-------] -38% - [--] Year [-------] -18% ### Mentions: [--] [#](/creator/twitter::3409323439/posts_active)  - [--] Months [--] -63% - [--] Year [---] -34% ### Followers: [-----] [#](/creator/twitter::3409323439/followers)  - [--] Week [-----] +0.91% - [--] Month [-----] +0.71% - [--] Months [-----] -0.19% - [--] Year [-----] +14% ### CreatorRank: [---------] [#](/creator/twitter::3409323439/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 19.8% [countries](/list/countries) 5.94% [celebrities](/list/celebrities) 2.97% [technology brands](/list/technology-brands) 1.98% [social networks](/list/social-networks) 0.99% [exchanges](/list/exchanges) 0.99% [stocks](/list/stocks) 0.99% **Social topic influence** [$msos](/topic/$msos) 9.9%, [kalshi](/topic/kalshi) 7.92%, [$bmmj](/topic/$bmmj) 5.94%, [debt](/topic/debt) 4.95%, [strong](/topic/strong) 3.96%, [this is](/topic/this-is) 3.96%, [if you](/topic/if-you) 3.96%, [$grusf](/topic/$grusf) 3.96%, [cash flow](/topic/cash-flow) 2.97%, [balance sheet](/topic/balance-sheet) 2.97% **Top accounts mentioned or mentioned by** [@henrylumencken](/creator/undefined) [@johnguyjohnston](/creator/undefined) [@hammanshares](/creator/undefined) [@ziggy3210](/creator/undefined) [@weldonangelos](/creator/undefined) [@jfberke](/creator/undefined) [@misssmisato](/creator/undefined) [@sammyj19](/creator/undefined) [@kalshi](/creator/undefined) [@usethoubrain](/creator/undefined) [@hoddinottjustin](/creator/undefined) [@mitchgordon](/creator/undefined) [@ph32121991](/creator/undefined) [@truenolan](/creator/undefined) [@spamonideano](/creator/undefined) [@outtacontrol](/creator/undefined) [@amartinelliwa](/creator/undefined) [@blkdiamondcap](/creator/undefined) [@greenfuture24](/creator/undefined) [@iloveriggin](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "We wrote about how major Canadian LPs entering the US are actually disadvantaged vs. MSOs. #MSOGang It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis https://t.co/glCuUbBwwB It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis https://t.co/glCuUbBwwB" [X Link](https://x.com/JDerevyanny/status/1362857351888343042) 2021-02-19T20:11Z [----] followers, [--] engagements "Ohio AG taking aim at shelf space sharing agreements by large MSOs w what looks like a decently strong case. Expect follow on lawsuits by other AGs. Expect weakest wholesale operators to be most hurt - you can decide for yourselves who they are. $msos https://www.ohioattorneygeneral.gov/Media/News-Releases/February-2026/Yost-Sues-Multistate-Cannabis-Operators-for-Anti-C https://www.ohioattorneygeneral.gov/Media/News-Releases/February-2026/Yost-Sues-Multistate-Cannabis-Operators-for-Anti-C" [X Link](https://x.com/JDerevyanny/status/2019819525244375398) 2026-02-06T17:04Z [----] followers, [----] engagements "What if cannabis use is actually helping prevent much more serious addictions to opioids Lots of factors but to ignore a substitution effect that has decently strong evidence is bonkers. [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3 [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem"" [X Link](https://x.com/JDerevyanny/status/2021061183571362215) 2026-02-10T03:18Z [----] followers, 32K engagements "@JoeCool_15 @berniemoreno @RepDaveJoyce @SenatorTimScott @SecScottBessent You know the cash ends up in MSO back accounts right" [X Link](https://x.com/JDerevyanny/status/2022735344479953231) 2026-02-14T18:11Z [----] followers, [---] engagements "@HenryLuMencken @OTCExpert101 @FlyEaglesFly529 This is a preview of why nwbo will lose" [X Link](https://x.com/JDerevyanny/status/2022799501329862788) 2026-02-14T22:25Z [----] followers, [---] engagements "The actual coroner report doesnt paint a great picture for $CURA UK operation. The doc seems to have fallen below the standard of care but plenty of confounding factors so its not like Curaleaf can solely be blamed for his tragic death. CURA public response due April [--]. Im gonna guess the law firm doing this is working to find more cases https://www.judiciary.uk/wp-content/uploads/2026/02/Oliver-Robinson-Prevention-of-future-deaths-report-2026-0058_Published.pdf 'Patient killed himself after being prescribed cannabis Coroner finds private prescription of drug contributed to mans death'" [X Link](https://x.com/JDerevyanny/status/2022805740302536962) 2026-02-14T22:50Z [----] followers, [----] engagements "@MitchGordon_ There are some places that will be effected less probably. For outdoor lower quality stuff Im not sure theres much of a floor to pricing" [X Link](https://x.com/JDerevyanny/status/2002475552641569273) 2025-12-20T20:25Z [----] followers, [---] engagements "First I have zero connection to $MSOS and hold no position Second people should remember the classic rule when they read arguments like this and Shinjis: that it takes an order of magnitude more effort to refute bullshit than it does to make it up. Having a falsifiable hypothesis isnt enough. [--] hours in a day mean that you only have so much precious time - making some bullshit argument doesnt obligate someone to refute it if the VERY FIRST THING you wrote in your thesis is a misunderstanding of illiquid ETF asset rules. And to imply that Noah has some kind of fucking duty to look at where" [X Link](https://x.com/JDerevyanny/status/2003514999772164571) 2025-12-23T17:16Z [----] followers, [----] engagements "I think the simplest explanation is best: [--]. There was a big run up on EO. Reality could literally only match or disappoint. Lots of peoples price for $MSOS based on previous week buying was probably $6 or even $5. Some people likely disappointed that there was no banking or even that EO itself did not reschedule to S3. [--]. Momentum switched the other way. As it did a bunch of twitter bots caught the ticker leading to the muting of the ticker and related ones because of Xs algo against bots. [--]. People continued to take profits and suddenly theres a little mini panic for near term buyers even" [X Link](https://x.com/JDerevyanny/status/2003519463103291743) 2025-12-23T17:33Z [----] followers, [---] engagements "@ph32121991 @ziggy3210 @sammyj_19 @bmacd36 @misssmisato How is a short exempt trade evidence of manipulation vs evidence of short exempt trades being used for hedging and market making activity under the rules" [X Link](https://x.com/JDerevyanny/status/2003526708495024442) 2025-12-23T18:02Z [----] followers, [--] engagements "@Gaybearmicahs @TrueNolan @ziggy3210 So you gamble even though you know its rigged since youre not a simp" [X Link](https://x.com/JDerevyanny/status/2003527296905601083) 2025-12-23T18:05Z [----] followers, [--] engagements "@ghill37g @ziggy3210 @PamBondi What do you think uplisting will fix given that it will make things like shorting easier most likely" [X Link](https://x.com/JDerevyanny/status/2003531434288636254) 2025-12-23T18:21Z [----] followers, [--] engagements "@GiuseppediCiro @mmastockguy how many other companies like $GTBIF are there in $MSOS" [X Link](https://x.com/JDerevyanny/status/2003581809486168473) 2025-12-23T21:41Z [----] followers, [---] engagements "@SpamoniDeano @__OuttaControl_ OTC is less efficient than Nasdaq generally but its a range. The point is what would prices be in an efficient market If you dont come to a view on that it doesnt really matter Also msos trades on the nyse. So it aint all otc" [X Link](https://x.com/JDerevyanny/status/2004300916682314212) 2025-12-25T21:19Z [----] followers, [---] engagements "Hes also said he believed theyre fully hedged. All of the $msos swap/market maker theories seem to depend on companies that make money doing one thing thats supposed to be risk neutral suddenly coordinating and taking a much bigger risk going one direction. And all these theories sound conceivable to people like otc expert and thats enough to believe it" [X Link](https://x.com/JDerevyanny/status/2004959073138254028) 2025-12-27T16:54Z [----] followers, [---] engagements "Were not Canadian finance bros so we can hold things for longer than a hockey game. Its basically a private equity position so we think about it on a pretty longtime horizon. Execution is why Im not worried about it too much too. I think its been good - not perfect but solid trajectory and good things to come" [X Link](https://x.com/JDerevyanny/status/2005003241105322042) 2025-12-27T19:49Z [----] followers, [---] engagements "@cannaVester @tomangell @MarijuanaMoment @AMartinelliWA He published a report from the congressional research service and you seem to think it's an op ed" [X Link](https://x.com/JDerevyanny/status/2005740082956054777) 2025-12-29T20:37Z [----] followers, [----] engagements "So.then no cash flow is unlocked right Since they already don't pay No these companies didn't get a refund and then just not use the money or are just saving it in case they need to pay later. They are using it - Trulieve used some to pay off its debt issue (refi was 1/2 of the original issue) and Curaleaf had like 80m in cash on its balance sheet last I checked way less than its UTP" [X Link](https://x.com/JDerevyanny/status/2005771533168324804) 2025-12-29T22:42Z [----] followers, [---] engagements "@SpamoniDeano @jasonpowell00 @__OuttaControl_ better rev - cashflow conversion for one and more sustainable long term and lots of other things.hard to do "multiple math" in cannabis without missing a lot" [X Link](https://x.com/JDerevyanny/status/2005777231843381309) 2025-12-29T23:05Z [----] followers, [--] engagements "@cupofcoffeecap @Alpaca_Capital Yep https://podcasts.apple.com/us/podcast/value-investing-with-legends/id1459993408i=1000741968280 https://podcasts.apple.com/us/podcast/value-investing-with-legends/id1459993408i=1000741968280" [X Link](https://x.com/JDerevyanny/status/2006071254063652917) 2025-12-30T18:33Z [----] followers, [--] engagements "@misssmisato Why do you assume that none of this would be hedged at any point other than the last possible day" [X Link](https://x.com/JDerevyanny/status/2006391020846796800) 2025-12-31T15:44Z [----] followers, [---] engagements "It's called "precedent" chief. 280E says if you are trafficking in an S1 or S2 drug you don't get to take deductions or credits. Not sure the 11th circuit has addressed anything re: 280E but it takes a galaxy brain to think that they would depart from pretty much every other circuit that has looked at it (9th 10th 1st). https://twitter.com/i/web/status/2006451132567269425 https://twitter.com/i/web/status/2006451132567269425" [X Link](https://x.com/JDerevyanny/status/2006451132567269425) 2025-12-31T19:43Z [----] followers, [--] engagements "@HammanShares @Kalshi ;)" [X Link](https://x.com/JDerevyanny/status/2006798846572327293) 2026-01-01T18:45Z [----] followers, [---] engagements "@HoddinottJustin @HammanShares @Kalshi Kalshi goes under 50% for h1 26" [X Link](https://x.com/JDerevyanny/status/2006835457582330038) 2026-01-01T21:10Z [----] followers, [--] engagements "@BlkDiamondCap @HoddinottJustin @HammanShares @Kalshi Are you factoring in congressional review" [X Link](https://x.com/JDerevyanny/status/2007091354825015374) 2026-01-02T14:07Z [----] followers, [--] engagements "@BlkDiamondCap @HoddinottJustin @HammanShares @Kalshi I think the EO moved the odds of [----] materially higher but I think h2 more realistic. Im skeptical shell issue a final rule by end of January. Then you have a mandatory two month hold for congressional review since I have zero idea how this does not qualify as a major rule" [X Link](https://x.com/JDerevyanny/status/2007100151463301539) 2026-01-02T14:42Z [----] followers, [--] engagements "@justbuygtbif @weldon_angelos How many more people are there to pardon for federal minor cannabis offenses" [X Link](https://x.com/JDerevyanny/status/2007229506504012234) 2026-01-02T23:16Z [----] followers, [--] engagements "@HenryLuMencken They still have sixty leg days by right before the rule goes effective. So count over two months of delay right there best case. And even if they dont do anything wont be surprised if someone can get a hearing on it" [X Link](https://x.com/JDerevyanny/status/2007619494710259875) 2026-01-04T01:06Z [----] followers, [----] engagements "Your prompt was off. The argument isnt that the CSA requires a hearing. Its that the CRA mandates a [--] day pause to allow Congress to disapprove should they wish to for major rules. Hard to see how this is not a major rule given the tax receipt effects alone. Which is why I called out the NPRM noting unique economic effects. https://twitter.com/i/web/status/2007634564362158536 https://twitter.com/i/web/status/2007634564362158536" [X Link](https://x.com/JDerevyanny/status/2007634564362158536) 2026-01-04T02:05Z [----] followers, [---] engagements "@weldon_angelos @HenryLuMencken In what way" [X Link](https://x.com/JDerevyanny/status/2007642561100558625) 2026-01-04T02:37Z [----] followers, [---] engagements "@tomweedlaw It may be final but it cannot take EFFECT until after the CRA period. The Kalshi bet is not about the final rule its about when rescheduling actually happens - ie is effective. Thats the date people should care more about" [X Link](https://x.com/JDerevyanny/status/2007647248172364220) 2026-01-04T02:56Z [----] followers, [--] engagements "@HenryLuMencken @weldon_angelos Theoretically possible. But very unlikelywhich is why I bet against it" [X Link](https://x.com/JDerevyanny/status/2007647949686542540) 2026-01-04T02:59Z [----] followers, [---] engagements "@HenryLuMencken A congressional hearing isnt a court hearing. You dont get a stay. lol" [X Link](https://x.com/JDerevyanny/status/2007648051754873287) 2026-01-04T02:59Z [----] followers, [---] engagements "@HenryLuMencken @Polymarket Kalshi" [X Link](https://x.com/JDerevyanny/status/2007648609052045436) 2026-01-04T03:01Z [----] followers, [---] engagements "This is exactly wrong. The CRA specifically says that before a major rule can be effective it must have an effective date of at least sixty legislative days after to allow Congressional review. The final rule may be issued but it may not be effective until the clock runs out. Theres no need to hold a congressional hearing but thats not the issue. Theres a reason Foley Hoag cited the CRA as a necessary step in its rescheduling recap (h/t: @JSchultz44 )" [X Link](https://x.com/JDerevyanny/status/2007651310514905546) 2026-01-04T03:12Z [----] followers, [----] engagements "@weldon_angelos @HenryLuMencken https://x.com/jderevyanny/status/2007651310514905546 This is exactly wrong. The CRA specifically says that before a major rule can be effective it must have an effective date of at least sixty legislative days after to allow Congressional review. The final rule may be issued but it may not be effective until the clock runs out. https://t.co/q2SawJXnDu https://x.com/jderevyanny/status/2007651310514905546 This is exactly wrong. The CRA specifically says that before a major rule can be effective it must have an effective date of at least sixty legislative days" [X Link](https://x.com/JDerevyanny/status/2007653682666717521) 2026-01-04T03:21Z [----] followers, [---] engagements "When you delay the effective date that is a pause. Because a rule is not OPERATIVE until it is EFFECTIVE. Not sure what legal support you have for this view. But to be clear: any time in [----] should work for MSOs to get 280E relief so H1 vs H2 isnt as big of a deal. But if it stretches to [----] https://twitter.com/i/web/status/2007654928844550362 https://twitter.com/i/web/status/2007654928844550362" [X Link](https://x.com/JDerevyanny/status/2007654928844550362) 2026-01-04T03:26Z [----] followers, [---] engagements "The rule cant be effective till after the [--] days - thats when S3 happens for legal purposes. The bet is that date is H1. I think we dont get a final rule at the end of Jan. I think we get one later and I think they are likely still working on responses to public comments (43k many of them copies or idiotic copy and paste but enough substantive comments that it will take a while to work through them depending on what the final rule says). By the time you get there and add [--] daystheres a reason Kalshi is showing it at the odds that it is. And thats before you get to other risk points likedoes" [X Link](https://x.com/JDerevyanny/status/2007656279133585721) 2026-01-04T03:32Z [----] followers, [--] engagements "We are talking past each other a bit yeah. You will get a final rule first. But it wont be effective until after the [--] days. That means legally that S3 is not final until effective date. The original convo started because I made a bet on Kalshi that it would not be done until after H1 - and the rules of the bet specifically state that rescheduling must be done and NOT just a final rule published in the FR. https://twitter.com/i/web/status/2007657236013691036 https://twitter.com/i/web/status/2007657236013691036" [X Link](https://x.com/JDerevyanny/status/2007657236013691036) 2026-01-04T03:36Z [----] followers, [---] engagements "@HenryLuMencken Its a delay before effectiveness ie before the S3 is legally finalized. Remember the bet on Kalshi is when rescheduling is DONE not when the final rule is published" [X Link](https://x.com/JDerevyanny/status/2007657559709364532) 2026-01-04T03:37Z [----] followers, [---] engagements "Yeah I took a look. None of them were major rules. And the DEA has historically not been great at complying with the CRA too. But S3 is a special case because of 280e (and DEA specifically called this out obliquely on the NPRM) and because its the most visible rescheduling ever in the U.S. Im guessing they wont foot fault CRA compliance. https://twitter.com/i/web/status/2007676376376336700 https://twitter.com/i/web/status/2007676376376336700" [X Link](https://x.com/JDerevyanny/status/2007676376376336700) 2026-01-04T04:52Z [----] followers, [---] engagements "Most reschedulings have not been major rules. I think s3 is pretty clearly a major rule. Maybe you disagree With other major rules generally DEA relied on exceptions to the CRA but looks like its tried to comply at times - like below where they foot faulted on not sending the rule to Congress in time but the delay between FR publishing and effective date would have been [--] days" [X Link](https://x.com/JDerevyanny/status/2007687172439028020) 2026-01-04T05:34Z [----] followers, [---] engagements "@VictorM51322760 @weldon_angelos @junglejava1 @ziggy3210 Oh look more CRA slop" [X Link](https://x.com/JDerevyanny/status/2007838789813850464) 2026-01-04T15:37Z [----] followers, [--] engagements "If every cannabis exec got what they deserved these guys would get a ten dollar gift cert to sbux and bus fare home instead of 10m shares $plth Planet [--] Announces Grant of RSU $PLTH $PLNH $MSOS https://t.co/Kr3HGcj5zX Planet [--] Announces Grant of RSU $PLTH $PLNH $MSOS https://t.co/Kr3HGcj5zX" [X Link](https://x.com/JDerevyanny/status/2007867691282153658) 2026-01-04T17:32Z [----] followers, [----] engagements "@Gobbb111 You may want to google short interest vs short volume" [X Link](https://x.com/JDerevyanny/status/2010462172259009016) 2026-01-11T21:21Z [----] followers, [---] engagements "@johnguyjohnston just noticed this - i am not a fan of this or the other thing they posted that was even worse. But that doesn't mean I love a bunch of people driving around screaming "facist" into ICE agents' faces" [X Link](https://x.com/JDerevyanny/status/2010799235164455366) 2026-01-12T19:41Z [----] followers, [--] engagements "@johnguyjohnston @Timcast Do you know as little about new Zealand as you do about the U.S" [X Link](https://x.com/JDerevyanny/status/2011548633817366583) 2026-01-14T21:19Z [----] followers, [--] engagements "@johnguyjohnston Whats wrong w this Seems pretty convenient" [X Link](https://x.com/JDerevyanny/status/2012329453142016210) 2026-01-17T01:01Z [----] followers, [---] engagements "@jfberke @ctjlewis @MPelletierCIO @vipalmonga Youre way off on this. Its not just cost. Its time/logistics. You can literally rail things from factory to factory across the Canadian border. You just cant get that level of coordination when you need to wait a month for a vessel and then wait for a shipment from port" [X Link](https://x.com/JDerevyanny/status/2012577621650079929) 2026-01-17T17:27Z [----] followers, [--] engagements "@johnguyjohnston You base your opinion of their methods on the most inflammatory videos you see from liberal accounts. You dont have a well developed view on this. Youre a hermit in New Zealand who has a pre formed opinion and lo and behold keeps finding things that confirm it" [X Link](https://x.com/JDerevyanny/status/2013058678333534660) 2026-01-19T01:19Z [----] followers, [--] engagements "@JGriesler Man this random German ai slop website must be where the real millionaires are made" [X Link](https://x.com/JDerevyanny/status/2013304621108994142) 2026-01-19T17:36Z [----] followers, [---] engagements "@johnguyjohnston @EndWokeness You can be an atheist while still having a sense of common decency. They can be Christian nationalists for all I care but you dont get to go into their church and disrupt their service because you disagree with them. Thats basic freedom of speech in avoiding heckler vetoes" [X Link](https://x.com/JDerevyanny/status/2013492963582632339) 2026-01-20T06:05Z [----] followers, [--] engagements "@GreenFuture24 To give full credit the original line isnt the great Christopher hitchens who said about rev Jerry Falwell that if you gave him an enema you could bury him in a matchbox" [X Link](https://x.com/JDerevyanny/status/2014377030381666500) 2026-01-22T16:38Z [----] followers, [---] engagements "@TrueNolan @GreenFuture24 When the sons at davos who knows what the dad will get up to without supervision" [X Link](https://x.com/JDerevyanny/status/2014754697102725363) 2026-01-23T17:38Z [----] followers, [--] engagements "@RosellaStrang @misssmisato Im sorry did you miss that the cannabis stock market genius is now a foot fetish account" [X Link](https://x.com/JDerevyanny/status/2016044168406303032) 2026-01-27T07:02Z [----] followers, [----] engagements "@AMartinelliWA - from the website it appears that this 784k is NOT a final number as it still needs to be cross checked vs inactive voters and if the petitions were collected by noncitizens/residents against FL law The Division of Elections says Smart & Safe Florida has now submitted 783k valid signatures for its legalization initiative. Fewer than 100k more are needed but the deadline is Sunday. Thousands of additional signatures have yet to be verified but its unclear if it's enough. The Division of Elections says Smart & Safe Florida has now submitted 783k valid signatures for its" [X Link](https://x.com/JDerevyanny/status/2017439629453234235) 2026-01-31T03:27Z [----] followers, [---] engagements "Very happy to see this come across the wire $bmmj $bamm. Asset divested for market cap. Market doesnt have a good handle on the value of other assets either but thats hopefully changing. (Bengal is long BaM in our fund and holds convertible debt as well) Body and Mind Announces Agreement to Divest Ohio Dispensary Transaction Supports Balance Sheet Flexibility & Strategic Growth Initiatives $BAMM $BMMJ https://t.co/FIO6IGRwOC Body and Mind Announces Agreement to Divest Ohio Dispensary Transaction Supports Balance Sheet Flexibility & Strategic Growth Initiatives $BAMM $BMMJ" [X Link](https://x.com/JDerevyanny/status/1683542475502411777) 2023-07-24T18:19Z [----] followers, [----] engagements "@RIVcapital setting the standard for cowardice. Instead of a conference call you get a RECORDING of a conference call which is prob just a recorded speech where they tell you 247mm for a NY license was a good idea and recent events have not put that in doubt at all" [X Link](https://x.com/JDerevyanny/status/1694010135289749662) 2023-08-22T15:34Z [----] followers, [---] engagements "Happy to see this come across the wire. $BMMJ is a very different co w/o senior debt hoovering up tons of interest and choking out any flexibility and nimbleness. Look forward to seeing what next few quarters bring. (Bengals fund is long equity and holds convertible debt) Body and Mind Fully Repays Senior Secured Lender and Closes Ohio Dispensary Transaction. Provides Update on Illinois and New Jersey Dispensary Development. $BAMM $BMMJ https://t.co/WNw1vGWfhs https://t.co/jL0lWqfeIE Body and Mind Fully Repays Senior Secured Lender and Closes Ohio Dispensary Transaction. Provides Update on" [X Link](https://x.com/JDerevyanny/status/1714671270208635226) 2023-10-18T15:54Z [----] followers, [----] engagements "When you put dog shit in a bag throw it away and never look at it again that doesnt make it overlooked. Much the same thing with $gramf. Gold Flora $GRAM $GRAMF is the next potential candidate for top [--] US #Cannabis players. Highly overlooked by investors having high growth potential. #MSOGang #MSOS $MSOS #PotStocks #Marijuana #CannabisCommunity #Cannabisintustry #Legalizeit #CannabisStocks #CannabisNews https://t.co/U6FHrC5buw Gold Flora $GRAM $GRAMF is the next potential candidate for top [--] US #Cannabis players. Highly overlooked by investors having high growth potential. #MSOGang #MSOS" [X Link](https://x.com/JDerevyanny/status/1740602098587422927) 2023-12-29T05:14Z [----] followers, [----] engagements "Bengals [----] letter is now out: We discuss our portfolio - $GRUSF $BMMJ $XSHLF $GDNSF - and why we remain skeptical of the long term value of many large MSOS like $CURAF even w S3 https://bengalcapital.substack.com/p/bengal-capital-fy2023-letter https://bengalcapital.substack.com/p/bengal-capital-fy2023-letter" [X Link](https://x.com/anyuser/status/1755633182299615586) 2024-02-08T16:42Z [----] followers, [----] engagements "@Rony_Ferrari Long GTI in my PA and our fund is long $grusf $bmmj $XSF and $gdnsf" [X Link](https://x.com/JDerevyanny/status/1802026814615024016) 2024-06-15T17:14Z [----] followers, [---] engagements "Bengals Q2 letter is now out. We discuss our portfolio companies ( $GRUSF $XSF $BMMJ $GDNSF) and how cannabis is not really high growth I will be doing a spaces to chat about the letter and cannabis investing generally Friday 07/19 at 1pm PST https://bengalcapital.substack.com/p/bengal-capital-q2-2024-letter https://bengalcapital.substack.com/p/bengal-capital-q2-2024-letter" [X Link](https://x.com/JDerevyanny/status/1812832087348814162) 2024-07-15T12:50Z [----] followers, [----] engagements "@ILoveRiggin Bust or destroy is a high bar but the closest to me are $GRAM $CBST $JUSH. Next tier up (not bust or destroy but really suspect risk/reward) is $CURLF and $PLTH Q2 could show evidence of improvement for some of these so trying to keep an open mind" [X Link](https://x.com/JDerevyanny/status/1816573645873119686) 2024-07-25T20:38Z [----] followers, [---] engagements "Happy to see $VREOF debt extension and early conversion cross the line - congrats @analyst_exec and thanks to Chicago Atlantic for the support and long term vision (We are long in the fund) Today we announced an amendment to our Green Ivy credit agreement with Chicago Atlantic and affiliates which extends the maturity date on the credit facility by [--] months. Read the release: https://t.co/0o9EH1w2Sw $VREO $VREOF #MSOGang https://t.co/9gacaOE4ib Today we announced an amendment to our Green Ivy credit agreement with Chicago Atlantic and affiliates which extends the maturity date on the credit" [X Link](https://x.com/JDerevyanny/status/1819023655441223885) 2024-08-01T14:53Z [----] followers, [----] engagements "$CBST was not hurt more than other companies - everyone was hurt the same. They just put themselves in the worst position. And now theyll continue to sell everything off until they have a dispensary in Akron and a bunch of Nick Vitas old business cards" [X Link](https://x.com/JDerevyanny/status/1827005480583217349) 2024-08-23T15:30Z [----] followers, [----] engagements "Legit question for $AYRWF people: CEO is fired/quits right as OH goes rec with strong initial sales - where Ayr has [--] stores and a 70k production facility. How can this not tell you something about what Q3 is going to look like for them" [X Link](https://x.com/JDerevyanny/status/1838275362813546889) 2024-09-23T17:52Z [----] followers, [----] engagements "Spicy little statement from Steve Deangelo on $sthzf receivership" [X Link](https://x.com/JDerevyanny/status/1841501454575747451) 2024-10-02T15:32Z [----] followers, [----] engagements "Bengal Q3 '24 letter out. Fund +4% vs. MSOS -2% in the quarter (w/ so much cannabis noise this is basically flat for both imo) YTD Fund +105% vs. 2% since inception +66% vs. -82%. $MSOS $GRUSF $BMMJ We discuss operational rigor and how it relates to multiples. Link below" [X Link](https://x.com/anyuser/status/1850951751190659074) 2024-10-28T17:24Z [----] followers, [----] engagements "Makes sense that a large private co like PH does this first and interesting situation for $IIPR to play https://finance.yahoo.com/news/innovative-industrial-properties-reports-default-115500231.html https://finance.yahoo.com/news/innovative-industrial-properties-reports-default-115500231.html" [X Link](https://x.com/JDerevyanny/status/1870124783087870396) 2024-12-20T15:11Z [----] followers, [----] engagements "No one dos any real work when NYE falls midweek anyway so jump on and lets have some fun chatting pot stocks Agenda is to discuss cracks in the state led growth story and how to look at things going forward Early heads up that Higher Exchanges returns Thursday at [--] pm EST. This week @MorganPaxhia and I will be joined by the wise and cranky @JDerevyanny of @BengalCap. Please set the reminder below and we'll see you Thursday afternoon. https://t.co/hoTVsJ8dVj Early heads up that Higher Exchanges returns Thursday at [--] pm EST. This week @MorganPaxhia and I will be joined by the wise and cranky" [X Link](https://x.com/JDerevyanny/status/1874874421942616381) 2025-01-02T17:44Z [----] followers, [----] engagements "@ILoveRiggin Whats sketchy about raising equity at higher than market" [X Link](https://x.com/JDerevyanny/status/1874878289506095203) 2025-01-02T17:59Z [----] followers, [---] engagements "@RevelationsLP @aaronvalue Wait you're worried about Chicago Atlantic whose co-CEO is now the CEO of Vireo which also holds senior debt at Vireo and which has a large enough position that any sales would be subject to pages of disclosure.is going to blow out shares it bought at a higher price" [X Link](https://x.com/JDerevyanny/status/1889095162506486221) 2025-02-10T23:32Z [----] followers, [---] engagements "Ok guys the new and groundbreaking department at $vrnof has decided to flip the script on cannabis retail and create a.store" [X Link](https://x.com/JDerevyanny/status/1937872192852914687) 2025-06-25T13:55Z [----] followers, [----] engagements "@UseThouBrain @drennan10 I mean they generated 4m from operations in all of [----] and burned 16m or whatever LTM. At least some chance of a raise" [X Link](https://x.com/JDerevyanny/status/1939035988921356729) 2025-06-28T18:59Z [----] followers, [--] engagements "How it started vs. how it's going. What we wrote in Bengal's [----] letter (2/27/25) vs. Headset sales data showing 31.8% avg. price decline in June. $TCNNF management reported they have seen muted price compression thus far. $VRNOF pointed to "discounting" as if this were something different from price compression. I'm guessing more crack start to show for FL exposed operators in Q2. https://twitter.com/i/web/status/1942336458989396310 https://twitter.com/i/web/status/1942336458989396310" [X Link](https://x.com/JDerevyanny/status/1942336458989396310) 2025-07-07T21:34Z [----] followers, [---] engagements "@markemerritt I honestly thought it was a good line and couldnt resist just because he was such a blowhard about Ben and everything else. And zero insight on cannabis just more big claims about being so connected to government officials" [X Link](https://x.com/JDerevyanny/status/1944079415811727589) 2025-07-12T17:00Z [----] followers, [---] engagements "One big difference between Nevada corporate law and BC is shareholder rights. Shareholders w a couple percent of the company can call a meeting in Canada - but not so in Nevada and if you read the $vrnof prospectus they go to the maximum allowed by Nevada in rejecting minority shareholder rights. So my guess is that this is more about entrenching current leadership than some mythical future uplisting preparation. Verano Holdings Corp. Announces Proposed Redomicile of Parent Company from British Columbia to Nevada $VRNO $VRNOF $MSOS https://t.co/VWE9Odx4Oy Verano Holdings Corp. Announces" [X Link](https://x.com/JDerevyanny/status/1967638739712401517) 2025-09-15T17:16Z [----] followers, [----] engagements "IMO the difficult short term but good long term shift to make on cannabis is to move away from medical use towards arguing it is a widely used safer than alcohol intoxicant that should be regulated as such. This is more representative of broader demand and thats long term better path to full de scheduling. Curious of @anandastrategy feels differently. "Medical marijuana" is fake. Always has been always will be https://t.co/bg7tOInIQH "Medical marijuana" is fake. Always has been always will be https://t.co/bg7tOInIQH" [X Link](https://x.com/JDerevyanny/status/1999921121332986100) 2025-12-13T19:15Z [----] followers, [----] engagements "yeah i think there's a strong case that w/ S3 they are fair valued and some are probably still overvalued S3 won't unlock more cashflow for almost all of them and growth is a big question mark as fewer states come online and revenue in maturing states starts to trend down more etc https://twitter.com/i/web/status/2005737338266427847 https://twitter.com/i/web/status/2005737338266427847" [X Link](https://x.com/JDerevyanny/status/2005737338266427847) 2025-12-29T20:27Z [----] followers, [---] engagements "@ph32121991 @sammyj_19 How does up listing change the trajectory of revenue gross profit EBITDA etc" [X Link](https://x.com/JDerevyanny/status/2013343310094704661) 2026-01-19T20:10Z [----] followers, [---] engagements "In the abstract you're right. This is what the "book" would tell you would happen. But as applied to this industry it's a lot murkier. Many of these companies have a [--] year history of relatively bad capital allocation - the idea that substantial equity capital is going to come in to fund growth in that situation seems like a stretch. https://twitter.com/i/web/status/2014460646918914495 https://twitter.com/i/web/status/2014460646918914495" [X Link](https://x.com/JDerevyanny/status/2014460646918914495) 2026-01-22T22:10Z [----] followers, [---] engagements "@sammyj_19 @V_arrell Whats the evidence that hes dialed in other than years of dc visits and bad safe banking predictions" [X Link](https://x.com/JDerevyanny/status/2017260204145168727) 2026-01-30T15:34Z [----] followers, [---] engagements "@UseThouBrain @HenryLuMencken Which is why a vanguard total market etf will outperform almost every hedge fund in existence over a 20-30 year horizon" [X Link](https://x.com/JDerevyanny/status/2017452345928655093) 2026-01-31T04:18Z [----] followers, [--] engagements "@StaesDavid Oh look some cranky bullshit in Epstein files must mean its true and credible" [X Link](https://x.com/JDerevyanny/status/2017652604025847991) 2026-01-31T17:34Z [----] followers, [---] engagements "Thinnest bullshit ever. [----] anonymous call on that sounds like total bullshit. Then an email that basically just mentions his name as someone they need to investigate because of the anonymous report (so nothing new). Just like the third accuser of Harvey Weinstein that was very public went to jail for false reporting people should take some of the pile on allegations with a grain of salt https://twitter.com/i/web/status/2017733438095454506 https://twitter.com/i/web/status/2017733438095454506" [X Link](https://x.com/JDerevyanny/status/2017733438095454506) 2026-01-31T22:55Z [----] followers, [---] engagements "Not sure why $tcnnf isnt down like 10% min on this news. $msos conspiracy to prop up prices (That last part is sarcasm) YIKES: Florida officials announced a marijuana campaign failed to collect enough valid signatures to put a legalization initiative on the ballotbut the campaign says that determination is "premature" and it submitted "more than enough" valid petitions. https://t.co/uisC1qB2E8 YIKES: Florida officials announced a marijuana campaign failed to collect enough valid signatures to put a legalization initiative on the ballotbut the campaign says that determination is "premature"" [X Link](https://x.com/JDerevyanny/status/2018350870241710340) 2026-02-02T15:48Z [----] followers, [----] engagements "@MarginCall_420 Maybe because their book value is made up of crap" [X Link](https://x.com/JDerevyanny/status/2018367498996047918) 2026-02-02T16:54Z [----] followers, [---] engagements "@MarginCall_420 cresco is v different from gti but don't burden yourself with reading a balance sheet" [X Link](https://x.com/JDerevyanny/status/2018381711281951078) 2026-02-02T17:51Z [----] followers, [--] engagements "@MitchGordon_ Is this interest or short volume" [X Link](https://x.com/JDerevyanny/status/2018746065080680933) 2026-02-03T17:59Z [----] followers, [---] engagements "@March2Millions Yes. Also I think a Nigerian prince emailed Epstein too" [X Link](https://x.com/JDerevyanny/status/2018889492132934104) 2026-02-04T03:28Z [----] followers, [---] engagements "@UseThouBrain What case law is in their favor lol" [X Link](https://x.com/JDerevyanny/status/2019152089973420482) 2026-02-04T20:52Z [----] followers, [---] engagements "@jfberke What makes you think they are pivoting to being conservative rather than just taking necessary steps to right the ship" [X Link](https://x.com/JDerevyanny/status/2019192155886198787) 2026-02-04T23:31Z [----] followers, [---] engagements "@jfberke Thats opinion. This is newsroom" [X Link](https://x.com/JDerevyanny/status/2019233007224094958) 2026-02-05T02:13Z [----] followers, [--] engagements "@johnguyjohnston @jfberke Were you as upset when American government employees and administration staff under Biden tried to and did get major platforms to surpress c statements about COVID including the lab leak theory" [X Link](https://x.com/JDerevyanny/status/2019417472634679519) 2026-02-05T14:26Z [----] followers, [--] engagements "@jfberke FWIW a different perspective: I left the Washington Post [--] years ago. An editor told me Jeff Bezos would gut the paper and I wouldnt have a job very long. The motto when I left before they changed it to Democracy Dies in Darkness was For and about Washington. They changed it to communicate the I left the Washington Post [--] years ago. An editor told me Jeff Bezos would gut the paper and I wouldnt have a job very long. The motto when I left before they changed it to Democracy Dies in Darkness was For and about Washington. They changed it to communicate the" [X Link](https://x.com/JDerevyanny/status/2019530443717242912) 2026-02-05T21:55Z [----] followers, [--] engagements "In response to a request for comment from Salon a Justice Department official said DOJ is working to identify the most expeditious means of executing the EO. Translation: The president told us to do it fast but first we need to figure out how to do it fast which is slow. https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/ https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/ https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/" [X Link](https://x.com/JDerevyanny/status/2019908765617660380) 2026-02-06T22:59Z [----] followers, [----] engagements "$CRLBF - Cresco Labs shareholder vote includes provision that pulls all 8.5m options and replaces them with 8.5m RSUs on a [--] year vest. 6m of these options are held by one person and one person alone: the CEO. Wheres the shareholder value here https://capedge.com/filing/1832928/0001832928-25-000018/6K/file/2 https://capedge.com/filing/1832928/0001832928-25-000018/6K/file/2" [X Link](https://x.com/JDerevyanny/status/1956417064807420029) 2025-08-15T18:05Z [----] followers, [----] engagements "First this is continuing operations. $CURA has had discontinued operations that drag on results historically in real terms. Second the add back for salaries isinteresting Lastly to get to 4x property coverage they need to eg get 40m of EBITDA out of their 78m facility in Florida. You really think they come close Or continue to come close after prices continue to drop (although hemp ban could slow that down in FL especially) https://twitter.com/i/web/status/2003162436283547895 https://twitter.com/i/web/status/2003162436283547895" [X Link](https://x.com/JDerevyanny/status/2003162436283547895) 2025-12-22T17:55Z [----] followers, [--] engagements "@KingForaDay__1 What difference does rescheduling make for high tide Its still federally illegal" [X Link](https://x.com/JDerevyanny/status/2012578047304598008) 2026-01-17T17:29Z [----] followers, [---] engagements "I say this as someone who has owned and quite likes the management at $HITI: I think youre wildly over optimistic both on S3 quickly leading to safe/uplisting and on the US entry side. There are some very critical business differences between Canada and the U.S. that make a U.S. entry much riskier than just opening a store. Management talks a bit about the U.S. but seems to realize the opportunity is in Canada and international. https://twitter.com/i/web/status/2012583793069031742 https://twitter.com/i/web/status/2012583793069031742" [X Link](https://x.com/JDerevyanny/status/2012583793069031742) 2026-01-17T17:52Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JDerevyanny Jerry Derevyanny
Jerry Derevyanny posts on X about $msos, kalshi, $bmmj, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +239%
- [--] Month [------] +78%
- [--] Months [-------] -38%
- [--] Year [-------] -18%
Mentions: [--] #
- [--] Months [--] -63%
- [--] Year [---] -34%
Followers: [-----] #
- [--] Week [-----] +0.91%
- [--] Month [-----] +0.71%
- [--] Months [-----] -0.19%
- [--] Year [-----] +14%
CreatorRank: [---------] #
Social Influence
Social category influence finance 19.8% countries 5.94% celebrities 2.97% technology brands 1.98% social networks 0.99% exchanges 0.99% stocks 0.99%
Social topic influence $msos 9.9%, kalshi 7.92%, $bmmj 5.94%, debt 4.95%, strong 3.96%, this is 3.96%, if you 3.96%, $grusf 3.96%, cash flow 2.97%, balance sheet 2.97%
Top accounts mentioned or mentioned by @henrylumencken @johnguyjohnston @hammanshares @ziggy3210 @weldonangelos @jfberke @misssmisato @sammyj19 @kalshi @usethoubrain @hoddinottjustin @mitchgordon @ph32121991 @truenolan @spamonideano @outtacontrol @amartinelliwa @blkdiamondcap @greenfuture24 @iloveriggin
Top assets mentioned Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"We wrote about how major Canadian LPs entering the US are actually disadvantaged vs. MSOs. #MSOGang It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis https://t.co/glCuUbBwwB It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis https://t.co/glCuUbBwwB"
X Link 2021-02-19T20:11Z [----] followers, [--] engagements
"Ohio AG taking aim at shelf space sharing agreements by large MSOs w what looks like a decently strong case. Expect follow on lawsuits by other AGs. Expect weakest wholesale operators to be most hurt - you can decide for yourselves who they are. $msos https://www.ohioattorneygeneral.gov/Media/News-Releases/February-2026/Yost-Sues-Multistate-Cannabis-Operators-for-Anti-C https://www.ohioattorneygeneral.gov/Media/News-Releases/February-2026/Yost-Sues-Multistate-Cannabis-Operators-for-Anti-C"
X Link 2026-02-06T17:04Z [----] followers, [----] engagements
"What if cannabis use is actually helping prevent much more serious addictions to opioids Lots of factors but to ignore a substitution effect that has decently strong evidence is bonkers. [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3 [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem""
X Link 2026-02-10T03:18Z [----] followers, 32K engagements
"@JoeCool_15 @berniemoreno @RepDaveJoyce @SenatorTimScott @SecScottBessent You know the cash ends up in MSO back accounts right"
X Link 2026-02-14T18:11Z [----] followers, [---] engagements
"@HenryLuMencken @OTCExpert101 @FlyEaglesFly529 This is a preview of why nwbo will lose"
X Link 2026-02-14T22:25Z [----] followers, [---] engagements
"The actual coroner report doesnt paint a great picture for $CURA UK operation. The doc seems to have fallen below the standard of care but plenty of confounding factors so its not like Curaleaf can solely be blamed for his tragic death. CURA public response due April [--]. Im gonna guess the law firm doing this is working to find more cases https://www.judiciary.uk/wp-content/uploads/2026/02/Oliver-Robinson-Prevention-of-future-deaths-report-2026-0058_Published.pdf 'Patient killed himself after being prescribed cannabis Coroner finds private prescription of drug contributed to mans death'"
X Link 2026-02-14T22:50Z [----] followers, [----] engagements
"@MitchGordon_ There are some places that will be effected less probably. For outdoor lower quality stuff Im not sure theres much of a floor to pricing"
X Link 2025-12-20T20:25Z [----] followers, [---] engagements
"First I have zero connection to $MSOS and hold no position Second people should remember the classic rule when they read arguments like this and Shinjis: that it takes an order of magnitude more effort to refute bullshit than it does to make it up. Having a falsifiable hypothesis isnt enough. [--] hours in a day mean that you only have so much precious time - making some bullshit argument doesnt obligate someone to refute it if the VERY FIRST THING you wrote in your thesis is a misunderstanding of illiquid ETF asset rules. And to imply that Noah has some kind of fucking duty to look at where"
X Link 2025-12-23T17:16Z [----] followers, [----] engagements
"I think the simplest explanation is best: [--]. There was a big run up on EO. Reality could literally only match or disappoint. Lots of peoples price for $MSOS based on previous week buying was probably $6 or even $5. Some people likely disappointed that there was no banking or even that EO itself did not reschedule to S3. [--]. Momentum switched the other way. As it did a bunch of twitter bots caught the ticker leading to the muting of the ticker and related ones because of Xs algo against bots. [--]. People continued to take profits and suddenly theres a little mini panic for near term buyers even"
X Link 2025-12-23T17:33Z [----] followers, [---] engagements
"@ph32121991 @ziggy3210 @sammyj_19 @bmacd36 @misssmisato How is a short exempt trade evidence of manipulation vs evidence of short exempt trades being used for hedging and market making activity under the rules"
X Link 2025-12-23T18:02Z [----] followers, [--] engagements
"@Gaybearmicahs @TrueNolan @ziggy3210 So you gamble even though you know its rigged since youre not a simp"
X Link 2025-12-23T18:05Z [----] followers, [--] engagements
"@ghill37g @ziggy3210 @PamBondi What do you think uplisting will fix given that it will make things like shorting easier most likely"
X Link 2025-12-23T18:21Z [----] followers, [--] engagements
"@GiuseppediCiro @mmastockguy how many other companies like $GTBIF are there in $MSOS"
X Link 2025-12-23T21:41Z [----] followers, [---] engagements
"@SpamoniDeano @_OuttaControl OTC is less efficient than Nasdaq generally but its a range. The point is what would prices be in an efficient market If you dont come to a view on that it doesnt really matter Also msos trades on the nyse. So it aint all otc"
X Link 2025-12-25T21:19Z [----] followers, [---] engagements
"Hes also said he believed theyre fully hedged. All of the $msos swap/market maker theories seem to depend on companies that make money doing one thing thats supposed to be risk neutral suddenly coordinating and taking a much bigger risk going one direction. And all these theories sound conceivable to people like otc expert and thats enough to believe it"
X Link 2025-12-27T16:54Z [----] followers, [---] engagements
"Were not Canadian finance bros so we can hold things for longer than a hockey game. Its basically a private equity position so we think about it on a pretty longtime horizon. Execution is why Im not worried about it too much too. I think its been good - not perfect but solid trajectory and good things to come"
X Link 2025-12-27T19:49Z [----] followers, [---] engagements
"@cannaVester @tomangell @MarijuanaMoment @AMartinelliWA He published a report from the congressional research service and you seem to think it's an op ed"
X Link 2025-12-29T20:37Z [----] followers, [----] engagements
"So.then no cash flow is unlocked right Since they already don't pay No these companies didn't get a refund and then just not use the money or are just saving it in case they need to pay later. They are using it - Trulieve used some to pay off its debt issue (refi was 1/2 of the original issue) and Curaleaf had like 80m in cash on its balance sheet last I checked way less than its UTP"
X Link 2025-12-29T22:42Z [----] followers, [---] engagements
"@SpamoniDeano @jasonpowell00 @_OuttaControl better rev - cashflow conversion for one and more sustainable long term and lots of other things.hard to do "multiple math" in cannabis without missing a lot"
X Link 2025-12-29T23:05Z [----] followers, [--] engagements
"@cupofcoffeecap @Alpaca_Capital Yep https://podcasts.apple.com/us/podcast/value-investing-with-legends/id1459993408i=1000741968280 https://podcasts.apple.com/us/podcast/value-investing-with-legends/id1459993408i=1000741968280"
X Link 2025-12-30T18:33Z [----] followers, [--] engagements
"@misssmisato Why do you assume that none of this would be hedged at any point other than the last possible day"
X Link 2025-12-31T15:44Z [----] followers, [---] engagements
"It's called "precedent" chief. 280E says if you are trafficking in an S1 or S2 drug you don't get to take deductions or credits. Not sure the 11th circuit has addressed anything re: 280E but it takes a galaxy brain to think that they would depart from pretty much every other circuit that has looked at it (9th 10th 1st). https://twitter.com/i/web/status/2006451132567269425 https://twitter.com/i/web/status/2006451132567269425"
X Link 2025-12-31T19:43Z [----] followers, [--] engagements
"@HammanShares @Kalshi ;)"
X Link 2026-01-01T18:45Z [----] followers, [---] engagements
"@HoddinottJustin @HammanShares @Kalshi Kalshi goes under 50% for h1 26"
X Link 2026-01-01T21:10Z [----] followers, [--] engagements
"@BlkDiamondCap @HoddinottJustin @HammanShares @Kalshi Are you factoring in congressional review"
X Link 2026-01-02T14:07Z [----] followers, [--] engagements
"@BlkDiamondCap @HoddinottJustin @HammanShares @Kalshi I think the EO moved the odds of [----] materially higher but I think h2 more realistic. Im skeptical shell issue a final rule by end of January. Then you have a mandatory two month hold for congressional review since I have zero idea how this does not qualify as a major rule"
X Link 2026-01-02T14:42Z [----] followers, [--] engagements
"@justbuygtbif @weldon_angelos How many more people are there to pardon for federal minor cannabis offenses"
X Link 2026-01-02T23:16Z [----] followers, [--] engagements
"@HenryLuMencken They still have sixty leg days by right before the rule goes effective. So count over two months of delay right there best case. And even if they dont do anything wont be surprised if someone can get a hearing on it"
X Link 2026-01-04T01:06Z [----] followers, [----] engagements
"Your prompt was off. The argument isnt that the CSA requires a hearing. Its that the CRA mandates a [--] day pause to allow Congress to disapprove should they wish to for major rules. Hard to see how this is not a major rule given the tax receipt effects alone. Which is why I called out the NPRM noting unique economic effects. https://twitter.com/i/web/status/2007634564362158536 https://twitter.com/i/web/status/2007634564362158536"
X Link 2026-01-04T02:05Z [----] followers, [---] engagements
"@weldon_angelos @HenryLuMencken In what way"
X Link 2026-01-04T02:37Z [----] followers, [---] engagements
"@tomweedlaw It may be final but it cannot take EFFECT until after the CRA period. The Kalshi bet is not about the final rule its about when rescheduling actually happens - ie is effective. Thats the date people should care more about"
X Link 2026-01-04T02:56Z [----] followers, [--] engagements
"@HenryLuMencken @weldon_angelos Theoretically possible. But very unlikelywhich is why I bet against it"
X Link 2026-01-04T02:59Z [----] followers, [---] engagements
"@HenryLuMencken A congressional hearing isnt a court hearing. You dont get a stay. lol"
X Link 2026-01-04T02:59Z [----] followers, [---] engagements
"@HenryLuMencken @Polymarket Kalshi"
X Link 2026-01-04T03:01Z [----] followers, [---] engagements
"This is exactly wrong. The CRA specifically says that before a major rule can be effective it must have an effective date of at least sixty legislative days after to allow Congressional review. The final rule may be issued but it may not be effective until the clock runs out. Theres no need to hold a congressional hearing but thats not the issue. Theres a reason Foley Hoag cited the CRA as a necessary step in its rescheduling recap (h/t: @JSchultz44 )"
X Link 2026-01-04T03:12Z [----] followers, [----] engagements
"@weldon_angelos @HenryLuMencken https://x.com/jderevyanny/status/2007651310514905546 This is exactly wrong. The CRA specifically says that before a major rule can be effective it must have an effective date of at least sixty legislative days after to allow Congressional review. The final rule may be issued but it may not be effective until the clock runs out. https://t.co/q2SawJXnDu https://x.com/jderevyanny/status/2007651310514905546 This is exactly wrong. The CRA specifically says that before a major rule can be effective it must have an effective date of at least sixty legislative days"
X Link 2026-01-04T03:21Z [----] followers, [---] engagements
"When you delay the effective date that is a pause. Because a rule is not OPERATIVE until it is EFFECTIVE. Not sure what legal support you have for this view. But to be clear: any time in [----] should work for MSOs to get 280E relief so H1 vs H2 isnt as big of a deal. But if it stretches to [----] https://twitter.com/i/web/status/2007654928844550362 https://twitter.com/i/web/status/2007654928844550362"
X Link 2026-01-04T03:26Z [----] followers, [---] engagements
"The rule cant be effective till after the [--] days - thats when S3 happens for legal purposes. The bet is that date is H1. I think we dont get a final rule at the end of Jan. I think we get one later and I think they are likely still working on responses to public comments (43k many of them copies or idiotic copy and paste but enough substantive comments that it will take a while to work through them depending on what the final rule says). By the time you get there and add [--] daystheres a reason Kalshi is showing it at the odds that it is. And thats before you get to other risk points likedoes"
X Link 2026-01-04T03:32Z [----] followers, [--] engagements
"We are talking past each other a bit yeah. You will get a final rule first. But it wont be effective until after the [--] days. That means legally that S3 is not final until effective date. The original convo started because I made a bet on Kalshi that it would not be done until after H1 - and the rules of the bet specifically state that rescheduling must be done and NOT just a final rule published in the FR. https://twitter.com/i/web/status/2007657236013691036 https://twitter.com/i/web/status/2007657236013691036"
X Link 2026-01-04T03:36Z [----] followers, [---] engagements
"@HenryLuMencken Its a delay before effectiveness ie before the S3 is legally finalized. Remember the bet on Kalshi is when rescheduling is DONE not when the final rule is published"
X Link 2026-01-04T03:37Z [----] followers, [---] engagements
"Yeah I took a look. None of them were major rules. And the DEA has historically not been great at complying with the CRA too. But S3 is a special case because of 280e (and DEA specifically called this out obliquely on the NPRM) and because its the most visible rescheduling ever in the U.S. Im guessing they wont foot fault CRA compliance. https://twitter.com/i/web/status/2007676376376336700 https://twitter.com/i/web/status/2007676376376336700"
X Link 2026-01-04T04:52Z [----] followers, [---] engagements
"Most reschedulings have not been major rules. I think s3 is pretty clearly a major rule. Maybe you disagree With other major rules generally DEA relied on exceptions to the CRA but looks like its tried to comply at times - like below where they foot faulted on not sending the rule to Congress in time but the delay between FR publishing and effective date would have been [--] days"
X Link 2026-01-04T05:34Z [----] followers, [---] engagements
"@VictorM51322760 @weldon_angelos @junglejava1 @ziggy3210 Oh look more CRA slop"
X Link 2026-01-04T15:37Z [----] followers, [--] engagements
"If every cannabis exec got what they deserved these guys would get a ten dollar gift cert to sbux and bus fare home instead of 10m shares $plth Planet [--] Announces Grant of RSU $PLTH $PLNH $MSOS https://t.co/Kr3HGcj5zX Planet [--] Announces Grant of RSU $PLTH $PLNH $MSOS https://t.co/Kr3HGcj5zX"
X Link 2026-01-04T17:32Z [----] followers, [----] engagements
"@Gobbb111 You may want to google short interest vs short volume"
X Link 2026-01-11T21:21Z [----] followers, [---] engagements
"@johnguyjohnston just noticed this - i am not a fan of this or the other thing they posted that was even worse. But that doesn't mean I love a bunch of people driving around screaming "facist" into ICE agents' faces"
X Link 2026-01-12T19:41Z [----] followers, [--] engagements
"@johnguyjohnston @Timcast Do you know as little about new Zealand as you do about the U.S"
X Link 2026-01-14T21:19Z [----] followers, [--] engagements
"@johnguyjohnston Whats wrong w this Seems pretty convenient"
X Link 2026-01-17T01:01Z [----] followers, [---] engagements
"@jfberke @ctjlewis @MPelletierCIO @vipalmonga Youre way off on this. Its not just cost. Its time/logistics. You can literally rail things from factory to factory across the Canadian border. You just cant get that level of coordination when you need to wait a month for a vessel and then wait for a shipment from port"
X Link 2026-01-17T17:27Z [----] followers, [--] engagements
"@johnguyjohnston You base your opinion of their methods on the most inflammatory videos you see from liberal accounts. You dont have a well developed view on this. Youre a hermit in New Zealand who has a pre formed opinion and lo and behold keeps finding things that confirm it"
X Link 2026-01-19T01:19Z [----] followers, [--] engagements
"@JGriesler Man this random German ai slop website must be where the real millionaires are made"
X Link 2026-01-19T17:36Z [----] followers, [---] engagements
"@johnguyjohnston @EndWokeness You can be an atheist while still having a sense of common decency. They can be Christian nationalists for all I care but you dont get to go into their church and disrupt their service because you disagree with them. Thats basic freedom of speech in avoiding heckler vetoes"
X Link 2026-01-20T06:05Z [----] followers, [--] engagements
"@GreenFuture24 To give full credit the original line isnt the great Christopher hitchens who said about rev Jerry Falwell that if you gave him an enema you could bury him in a matchbox"
X Link 2026-01-22T16:38Z [----] followers, [---] engagements
"@TrueNolan @GreenFuture24 When the sons at davos who knows what the dad will get up to without supervision"
X Link 2026-01-23T17:38Z [----] followers, [--] engagements
"@RosellaStrang @misssmisato Im sorry did you miss that the cannabis stock market genius is now a foot fetish account"
X Link 2026-01-27T07:02Z [----] followers, [----] engagements
"@AMartinelliWA - from the website it appears that this 784k is NOT a final number as it still needs to be cross checked vs inactive voters and if the petitions were collected by noncitizens/residents against FL law The Division of Elections says Smart & Safe Florida has now submitted 783k valid signatures for its legalization initiative. Fewer than 100k more are needed but the deadline is Sunday. Thousands of additional signatures have yet to be verified but its unclear if it's enough. The Division of Elections says Smart & Safe Florida has now submitted 783k valid signatures for its"
X Link 2026-01-31T03:27Z [----] followers, [---] engagements
"Very happy to see this come across the wire $bmmj $bamm. Asset divested for market cap. Market doesnt have a good handle on the value of other assets either but thats hopefully changing. (Bengal is long BaM in our fund and holds convertible debt as well) Body and Mind Announces Agreement to Divest Ohio Dispensary Transaction Supports Balance Sheet Flexibility & Strategic Growth Initiatives $BAMM $BMMJ https://t.co/FIO6IGRwOC Body and Mind Announces Agreement to Divest Ohio Dispensary Transaction Supports Balance Sheet Flexibility & Strategic Growth Initiatives $BAMM $BMMJ"
X Link 2023-07-24T18:19Z [----] followers, [----] engagements
"@RIVcapital setting the standard for cowardice. Instead of a conference call you get a RECORDING of a conference call which is prob just a recorded speech where they tell you 247mm for a NY license was a good idea and recent events have not put that in doubt at all"
X Link 2023-08-22T15:34Z [----] followers, [---] engagements
"Happy to see this come across the wire. $BMMJ is a very different co w/o senior debt hoovering up tons of interest and choking out any flexibility and nimbleness. Look forward to seeing what next few quarters bring. (Bengals fund is long equity and holds convertible debt) Body and Mind Fully Repays Senior Secured Lender and Closes Ohio Dispensary Transaction. Provides Update on Illinois and New Jersey Dispensary Development. $BAMM $BMMJ https://t.co/WNw1vGWfhs https://t.co/jL0lWqfeIE Body and Mind Fully Repays Senior Secured Lender and Closes Ohio Dispensary Transaction. Provides Update on"
X Link 2023-10-18T15:54Z [----] followers, [----] engagements
"When you put dog shit in a bag throw it away and never look at it again that doesnt make it overlooked. Much the same thing with $gramf. Gold Flora $GRAM $GRAMF is the next potential candidate for top [--] US #Cannabis players. Highly overlooked by investors having high growth potential. #MSOGang #MSOS $MSOS #PotStocks #Marijuana #CannabisCommunity #Cannabisintustry #Legalizeit #CannabisStocks #CannabisNews https://t.co/U6FHrC5buw Gold Flora $GRAM $GRAMF is the next potential candidate for top [--] US #Cannabis players. Highly overlooked by investors having high growth potential. #MSOGang #MSOS"
X Link 2023-12-29T05:14Z [----] followers, [----] engagements
"Bengals [----] letter is now out: We discuss our portfolio - $GRUSF $BMMJ $XSHLF $GDNSF - and why we remain skeptical of the long term value of many large MSOS like $CURAF even w S3 https://bengalcapital.substack.com/p/bengal-capital-fy2023-letter https://bengalcapital.substack.com/p/bengal-capital-fy2023-letter"
X Link 2024-02-08T16:42Z [----] followers, [----] engagements
"@Rony_Ferrari Long GTI in my PA and our fund is long $grusf $bmmj $XSF and $gdnsf"
X Link 2024-06-15T17:14Z [----] followers, [---] engagements
"Bengals Q2 letter is now out. We discuss our portfolio companies ( $GRUSF $XSF $BMMJ $GDNSF) and how cannabis is not really high growth I will be doing a spaces to chat about the letter and cannabis investing generally Friday 07/19 at 1pm PST https://bengalcapital.substack.com/p/bengal-capital-q2-2024-letter https://bengalcapital.substack.com/p/bengal-capital-q2-2024-letter"
X Link 2024-07-15T12:50Z [----] followers, [----] engagements
"@ILoveRiggin Bust or destroy is a high bar but the closest to me are $GRAM $CBST $JUSH. Next tier up (not bust or destroy but really suspect risk/reward) is $CURLF and $PLTH Q2 could show evidence of improvement for some of these so trying to keep an open mind"
X Link 2024-07-25T20:38Z [----] followers, [---] engagements
"Happy to see $VREOF debt extension and early conversion cross the line - congrats @analyst_exec and thanks to Chicago Atlantic for the support and long term vision (We are long in the fund) Today we announced an amendment to our Green Ivy credit agreement with Chicago Atlantic and affiliates which extends the maturity date on the credit facility by [--] months. Read the release: https://t.co/0o9EH1w2Sw $VREO $VREOF #MSOGang https://t.co/9gacaOE4ib Today we announced an amendment to our Green Ivy credit agreement with Chicago Atlantic and affiliates which extends the maturity date on the credit"
X Link 2024-08-01T14:53Z [----] followers, [----] engagements
"$CBST was not hurt more than other companies - everyone was hurt the same. They just put themselves in the worst position. And now theyll continue to sell everything off until they have a dispensary in Akron and a bunch of Nick Vitas old business cards"
X Link 2024-08-23T15:30Z [----] followers, [----] engagements
"Legit question for $AYRWF people: CEO is fired/quits right as OH goes rec with strong initial sales - where Ayr has [--] stores and a 70k production facility. How can this not tell you something about what Q3 is going to look like for them"
X Link 2024-09-23T17:52Z [----] followers, [----] engagements
"Spicy little statement from Steve Deangelo on $sthzf receivership"
X Link 2024-10-02T15:32Z [----] followers, [----] engagements
"Bengal Q3 '24 letter out. Fund +4% vs. MSOS -2% in the quarter (w/ so much cannabis noise this is basically flat for both imo) YTD Fund +105% vs. 2% since inception +66% vs. -82%. $MSOS $GRUSF $BMMJ We discuss operational rigor and how it relates to multiples. Link below"
X Link 2024-10-28T17:24Z [----] followers, [----] engagements
"Makes sense that a large private co like PH does this first and interesting situation for $IIPR to play https://finance.yahoo.com/news/innovative-industrial-properties-reports-default-115500231.html https://finance.yahoo.com/news/innovative-industrial-properties-reports-default-115500231.html"
X Link 2024-12-20T15:11Z [----] followers, [----] engagements
"No one dos any real work when NYE falls midweek anyway so jump on and lets have some fun chatting pot stocks Agenda is to discuss cracks in the state led growth story and how to look at things going forward Early heads up that Higher Exchanges returns Thursday at [--] pm EST. This week @MorganPaxhia and I will be joined by the wise and cranky @JDerevyanny of @BengalCap. Please set the reminder below and we'll see you Thursday afternoon. https://t.co/hoTVsJ8dVj Early heads up that Higher Exchanges returns Thursday at [--] pm EST. This week @MorganPaxhia and I will be joined by the wise and cranky"
X Link 2025-01-02T17:44Z [----] followers, [----] engagements
"@ILoveRiggin Whats sketchy about raising equity at higher than market"
X Link 2025-01-02T17:59Z [----] followers, [---] engagements
"@RevelationsLP @aaronvalue Wait you're worried about Chicago Atlantic whose co-CEO is now the CEO of Vireo which also holds senior debt at Vireo and which has a large enough position that any sales would be subject to pages of disclosure.is going to blow out shares it bought at a higher price"
X Link 2025-02-10T23:32Z [----] followers, [---] engagements
"Ok guys the new and groundbreaking department at $vrnof has decided to flip the script on cannabis retail and create a.store"
X Link 2025-06-25T13:55Z [----] followers, [----] engagements
"@UseThouBrain @drennan10 I mean they generated 4m from operations in all of [----] and burned 16m or whatever LTM. At least some chance of a raise"
X Link 2025-06-28T18:59Z [----] followers, [--] engagements
"How it started vs. how it's going. What we wrote in Bengal's [----] letter (2/27/25) vs. Headset sales data showing 31.8% avg. price decline in June. $TCNNF management reported they have seen muted price compression thus far. $VRNOF pointed to "discounting" as if this were something different from price compression. I'm guessing more crack start to show for FL exposed operators in Q2. https://twitter.com/i/web/status/1942336458989396310 https://twitter.com/i/web/status/1942336458989396310"
X Link 2025-07-07T21:34Z [----] followers, [---] engagements
"@markemerritt I honestly thought it was a good line and couldnt resist just because he was such a blowhard about Ben and everything else. And zero insight on cannabis just more big claims about being so connected to government officials"
X Link 2025-07-12T17:00Z [----] followers, [---] engagements
"One big difference between Nevada corporate law and BC is shareholder rights. Shareholders w a couple percent of the company can call a meeting in Canada - but not so in Nevada and if you read the $vrnof prospectus they go to the maximum allowed by Nevada in rejecting minority shareholder rights. So my guess is that this is more about entrenching current leadership than some mythical future uplisting preparation. Verano Holdings Corp. Announces Proposed Redomicile of Parent Company from British Columbia to Nevada $VRNO $VRNOF $MSOS https://t.co/VWE9Odx4Oy Verano Holdings Corp. Announces"
X Link 2025-09-15T17:16Z [----] followers, [----] engagements
"IMO the difficult short term but good long term shift to make on cannabis is to move away from medical use towards arguing it is a widely used safer than alcohol intoxicant that should be regulated as such. This is more representative of broader demand and thats long term better path to full de scheduling. Curious of @anandastrategy feels differently. "Medical marijuana" is fake. Always has been always will be https://t.co/bg7tOInIQH "Medical marijuana" is fake. Always has been always will be https://t.co/bg7tOInIQH"
X Link 2025-12-13T19:15Z [----] followers, [----] engagements
"yeah i think there's a strong case that w/ S3 they are fair valued and some are probably still overvalued S3 won't unlock more cashflow for almost all of them and growth is a big question mark as fewer states come online and revenue in maturing states starts to trend down more etc https://twitter.com/i/web/status/2005737338266427847 https://twitter.com/i/web/status/2005737338266427847"
X Link 2025-12-29T20:27Z [----] followers, [---] engagements
"@ph32121991 @sammyj_19 How does up listing change the trajectory of revenue gross profit EBITDA etc"
X Link 2026-01-19T20:10Z [----] followers, [---] engagements
"In the abstract you're right. This is what the "book" would tell you would happen. But as applied to this industry it's a lot murkier. Many of these companies have a [--] year history of relatively bad capital allocation - the idea that substantial equity capital is going to come in to fund growth in that situation seems like a stretch. https://twitter.com/i/web/status/2014460646918914495 https://twitter.com/i/web/status/2014460646918914495"
X Link 2026-01-22T22:10Z [----] followers, [---] engagements
"@sammyj_19 @V_arrell Whats the evidence that hes dialed in other than years of dc visits and bad safe banking predictions"
X Link 2026-01-30T15:34Z [----] followers, [---] engagements
"@UseThouBrain @HenryLuMencken Which is why a vanguard total market etf will outperform almost every hedge fund in existence over a 20-30 year horizon"
X Link 2026-01-31T04:18Z [----] followers, [--] engagements
"@StaesDavid Oh look some cranky bullshit in Epstein files must mean its true and credible"
X Link 2026-01-31T17:34Z [----] followers, [---] engagements
"Thinnest bullshit ever. [----] anonymous call on that sounds like total bullshit. Then an email that basically just mentions his name as someone they need to investigate because of the anonymous report (so nothing new). Just like the third accuser of Harvey Weinstein that was very public went to jail for false reporting people should take some of the pile on allegations with a grain of salt https://twitter.com/i/web/status/2017733438095454506 https://twitter.com/i/web/status/2017733438095454506"
X Link 2026-01-31T22:55Z [----] followers, [---] engagements
"Not sure why $tcnnf isnt down like 10% min on this news. $msos conspiracy to prop up prices (That last part is sarcasm) YIKES: Florida officials announced a marijuana campaign failed to collect enough valid signatures to put a legalization initiative on the ballotbut the campaign says that determination is "premature" and it submitted "more than enough" valid petitions. https://t.co/uisC1qB2E8 YIKES: Florida officials announced a marijuana campaign failed to collect enough valid signatures to put a legalization initiative on the ballotbut the campaign says that determination is "premature""
X Link 2026-02-02T15:48Z [----] followers, [----] engagements
"@MarginCall_420 Maybe because their book value is made up of crap"
X Link 2026-02-02T16:54Z [----] followers, [---] engagements
"@MarginCall_420 cresco is v different from gti but don't burden yourself with reading a balance sheet"
X Link 2026-02-02T17:51Z [----] followers, [--] engagements
"@MitchGordon_ Is this interest or short volume"
X Link 2026-02-03T17:59Z [----] followers, [---] engagements
"@March2Millions Yes. Also I think a Nigerian prince emailed Epstein too"
X Link 2026-02-04T03:28Z [----] followers, [---] engagements
"@UseThouBrain What case law is in their favor lol"
X Link 2026-02-04T20:52Z [----] followers, [---] engagements
"@jfberke What makes you think they are pivoting to being conservative rather than just taking necessary steps to right the ship"
X Link 2026-02-04T23:31Z [----] followers, [---] engagements
"@jfberke Thats opinion. This is newsroom"
X Link 2026-02-05T02:13Z [----] followers, [--] engagements
"@johnguyjohnston @jfberke Were you as upset when American government employees and administration staff under Biden tried to and did get major platforms to surpress c statements about COVID including the lab leak theory"
X Link 2026-02-05T14:26Z [----] followers, [--] engagements
"@jfberke FWIW a different perspective: I left the Washington Post [--] years ago. An editor told me Jeff Bezos would gut the paper and I wouldnt have a job very long. The motto when I left before they changed it to Democracy Dies in Darkness was For and about Washington. They changed it to communicate the I left the Washington Post [--] years ago. An editor told me Jeff Bezos would gut the paper and I wouldnt have a job very long. The motto when I left before they changed it to Democracy Dies in Darkness was For and about Washington. They changed it to communicate the"
X Link 2026-02-05T21:55Z [----] followers, [--] engagements
"In response to a request for comment from Salon a Justice Department official said DOJ is working to identify the most expeditious means of executing the EO. Translation: The president told us to do it fast but first we need to figure out how to do it fast which is slow. https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/ https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/ https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/"
X Link 2026-02-06T22:59Z [----] followers, [----] engagements
"$CRLBF - Cresco Labs shareholder vote includes provision that pulls all 8.5m options and replaces them with 8.5m RSUs on a [--] year vest. 6m of these options are held by one person and one person alone: the CEO. Wheres the shareholder value here https://capedge.com/filing/1832928/0001832928-25-000018/6K/file/2 https://capedge.com/filing/1832928/0001832928-25-000018/6K/file/2"
X Link 2025-08-15T18:05Z [----] followers, [----] engagements
"First this is continuing operations. $CURA has had discontinued operations that drag on results historically in real terms. Second the add back for salaries isinteresting Lastly to get to 4x property coverage they need to eg get 40m of EBITDA out of their 78m facility in Florida. You really think they come close Or continue to come close after prices continue to drop (although hemp ban could slow that down in FL especially) https://twitter.com/i/web/status/2003162436283547895 https://twitter.com/i/web/status/2003162436283547895"
X Link 2025-12-22T17:55Z [----] followers, [--] engagements
"@KingForaDay__1 What difference does rescheduling make for high tide Its still federally illegal"
X Link 2026-01-17T17:29Z [----] followers, [---] engagements
"I say this as someone who has owned and quite likes the management at $HITI: I think youre wildly over optimistic both on S3 quickly leading to safe/uplisting and on the US entry side. There are some very critical business differences between Canada and the U.S. that make a U.S. entry much riskier than just opening a store. Management talks a bit about the U.S. but seems to realize the opportunity is in Canada and international. https://twitter.com/i/web/status/2012583793069031742 https://twitter.com/i/web/status/2012583793069031742"
X Link 2026-01-17T17:52Z [----] followers, [---] engagements
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