CANNABIS STOCKS JUST LIT UP—HERE’S WHY

Описание: President Donald Trump says he’s “looking at” moving marijuana from Schedule I → Schedule III and could decide within weeks. That headline alone sent the sector ripping.

What Schedule III means (street version):
• Not full legalization, but a big vibe shift federally.
• Potential relief from the brutal 280E tax rule → better margins + cleaner books for operators.
• Easier research + less stigma.
• Doesn’t instantly fix banking or allow interstate commerce—those are separate moves.

Who ran today:
🇨🇦 LPs: CGC, TLRY, CRON, ACB, SNDL, OGI
🇺🇸 Names: GTBIF (Green Thumb), TCNNF (Trulieve), CRLBF (Cresco), CURLF (Curaleaf), VRNOF (Verano), AYRWF (Ayr), TSNDF (TerrAscend)
ETFs: MSOS, MJ, YOLO, POTX, CNBS

Why this matters:
• Cash flow boost: If 280E eases under Schedule III, more revenue falls to the bottom line.
• Valuation reset: Lower tax drag + better access to capital can re-rate the whole group.
• Momentum effect: Policy headlines = oxygen for a sector that’s been underwater.

But keep it real:
• This is still Schedule III talk, not a signed rule. The DEA would need to publish, take comments, finalize—could face lawsuits.
• Banking (SAFE) and interstate aren’t automatic.
• State rules still rule; your local market dynamics (oversupply, pricing wars) don’t vanish overnight.

Playbook to watch next (checklist):
✅ Any formal DEA notice or timeline
✅ White House follow-through after fundraiser chatter
✅ Sector fund flows (do dips get bought?)
✅ Earnings guides—do operators start baking in 280E relief?

Bottom line: Headlines just put a match to a dry field. Great for sentiment, possibly huge for taxes and research, but we still need paperwork → policy → profits. For now, enjoy the green candles, stay nimble, and remember this is a headline-driven trade.

Not financial advice. Do your own research. 💼💚

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