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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5577 followers
Created: 2025-07-17 14:48:38 UTC

Reg overhang finally cracks: FDA ok’d JUUL’s original device + tobacco/menthol pods after a 5yr review. Existential risk down, but no fruit/candy SKUs, growth hinges on adult smoker conversion in a market led by $BTI ’s Vuse; $MO ’s NJOY up next. Also watch clampdown on illicit disposables.


XXX engagements

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**Related Topics**
[bti](/topic/bti)
[$bti](/topic/$bti)
[$mo](/topic/$mo)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

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