While you degens were staring at shiny rocks you missed the final act of one of the original WSB trades: Weed
DD: Cannabis Is About to Rip Because Everyone Looked the Wrong Way
Yessss yes I know you all are over weed stocks. That’s why this is the time to buy.
Weed stocks are setting up for a violent, upside repricing because retail and most of the market completely misunderstood Trump’s executive order on drug scheduling and then promptly got distracted by shiny rocks and silver conspiracies.
This is a classic WSB setup: the catalyst is real, the positioning is wrong, expectations are dead, and the trade is hated. That’s when markets tend to move the most.
The Core Misunderstanding
The dominant narrative right now is:
“Rescheduling weed requires Congress or a long DEA process, so nothing is happening anytime soon.”
That narrative is wrong.
Under the Controlled Substances Act (21 U.S.C. § 811), the Attorney General has the authority to unilaterally initiate and finalize changes to a drug’s scheduling, after considering scientific and medical evaluations from HHS. This is not a new interpretation. It’s black letter law.
Key point that everyone seems to miss:
The AG does not need Congress
The AG does not need a multi-year legislative process
The AG can act directly, following the statutory process
The Executive Order doesn’t “suggest” or “study” rescheduling in some abstract way: it directs the executive branch to complete the process. That matters.
Trump’s EO wasn’t symbolic. It was procedural.
And here’s the thing markets are underpricing: Trump explicitly wanted rescheduling done, not debated.
There are public statements and rumors, on record, that say this will happen in the next couple of days/weeks. And you know what else? The DOJ probably could use some distractions right now, huh?
I won’t get too much into the details about what Sh3 does for weed stocks but briefly:
Eliminates 280E: This alone doubles or triples free cash flow for many operators overnight. These companies go from “uninvestable tax disasters” to normal operating businesses. Also Improves access to capital, lowers legal risk, lowers cost of debt, more institutional investment blah blah blah boring investment stuff.
TLDR S3 happens stocks go up. Big time.
The Breadcrumbs Everyone Ignored
While retail was chasing silver squeezes and shiny rocks: Call buying showed up in cannabis ETFs, rumors swirling about the rule being drafted and the most hated WSB trade got overlooked again.
This is exactly how asymmetric trades look before they break. Nothing feels “certain.” Everyone is tired. The crowd has blueballs from a decade of false starts.
That’s the point.
The weed crowd is exhausted.
Retail is bored.
Funds stopped caring.
Narrative is dead.
That’s why this works.
Markets don’t move when everyone agrees. They move when: Expectations are low, Positioning is light and The catalyst is real but misunderstood.
This is not 2021 meme mania. This is a slow, technical, policy-driven setup that snaps violently once the switch flips.
And when it flips, it won’t wait for you to catch up.
Positions and price target:
8000 MSOS shares, 300 Feb 5$ calls, 5000 CURA, 500 TLRY. Can’t screenshot multiple accounts so you’ll just have to believe me, I’m fucking balls deep in this trade.
Price target: who the fuck knows. These pieces of shit have moved 60% in a day just off of rumors. Can’t imagine when it actually happens.
The biggest moves happen when people are not expecting them.
Best of luck, fellow regards
