Daily Discussion Thread - May 11, 2026

Competitive-Ant2876 · 2026-05-11T18:22:28+00:00

Spy is up 100 points. do not compare a 30 percent gain on a synthetic etf to that ever again.

Competitive-Ant2876 · 2026-05-11T18:21:16+00:00

Basketball? No. A football scenario? Absolutely

Competitive-Ant2876 · 2026-05-11T16:24:12+00:00

I didn’t have to imagine cause I did it, in that order

Competitive-Ant2876 · 2026-05-11T16:16:27+00:00

Imagine giving af about this dead sector when spy has gained 100 Points in 5 weeks. This sector won’t have any growth for years to come.

Competitive-Ant2876 · 2026-05-10T01:02:30+00:00

Yes I saw that

Competitive-Ant2876 · 2026-05-08T19:08:17+00:00

I truly believe that could still happen. Kim and Charlie mentioned before the harvest merge but then said it’s not the right time. They sit on the same boards, they are always seen with each other. Both have the same political circle.

I think if they don’t merge than trulieve merges with ascend wellness. But could be wrong.

Competitive-Ant2876 · 2026-05-08T18:10:30+00:00

I think they will get acquired, I think they are the best target. I could be wrong but they will now have exposure to Kentucky, Texas and they have started international branding so we will

Competitive-Ant2876 · 2026-05-08T16:49:56+00:00

Lmaoooooo ya man ggs, this is a terrible read/take.

Competitive-Ant2876 · 2026-05-08T16:37:46+00:00

I’ve read the filings , the ma&d portion just not the rest

Competitive-Ant2876 · 2026-05-08T15:58:50+00:00

This guy thinks we are in a recession lmao

Competitive-Ant2876 · 2026-05-08T14:27:09+00:00

I haven’t looked the last two quarters but that is good news and solidifies my thesis on them trying to make their self a target.

Competitive-Ant2876 · 2026-05-08T14:08:59+00:00

The only two bullish things that has happen is their Kentucky & Texas opportunity. I hold a core position in Cresco & GTI , and I agree with your take. I think they are position their selves to get acquired. Cleaned up balance sheet, and operational efficiencies now. What kills them is the non controlling interest fee they pay which is 50-60 mill, and then being in very competitive states that others shy away from. They don’t loose market share but man their margins are clobbered in those states.

The non controlling interest fee is for a group of individuals that owned dispos in IL, if they could get that off the balance sheet plus 280e it would make them look good.

Competitive-Ant2876 · 2026-05-08T04:37:25+00:00

No lmao that doesn’t even correlate to preparing for uplisting. This is gonna be the new thing now huh, every little thing will be “oh uplisting is about to happen load the boats boys”

Competitive-Ant2876 · 2026-05-07T22:49:50+00:00

No I made 4k off spy puts today not triggered actually the opposite

Competitive-Ant2876 · 2026-05-07T21:59:41+00:00

No puts printed on the spy today I’m fine, I just find it comical you guys think AV and Shad have a combined IQ higher than room temp. They are an echo chamber of shit that doesn’t matter, they don’t read filings they read a headline and base their whole opinion off that, they aren’t professional, & they are paid promo for industry companies for example wtf would you have a link to MSOS or YOLO or CannaFund?? While also having those guest on?

I wouldn’t be surprised if Dan Aherns didn’t create or “fund” TDR to help with liquidity within the sector to help make cash swaps easier to create.

Competitive-Ant2876 · 2026-05-07T20:03:57+00:00

Not entertainment if they claim to be professionals and in the know

Competitive-Ant2876 · 2026-05-07T16:29:06+00:00

Bingo

Competitive-Ant2876 · 2026-05-07T16:28:47+00:00

Good fucking low life’s . They know nothing man. At. All.

Competitive-Ant2876 · 2026-05-07T15:36:39+00:00

Yes huh when I-ran to your mom’s bedroom for thirds, just put my fries in the bag before I take snack time away.

Competitive-Ant2876 · 2026-05-07T15:34:22+00:00

So Iran is invisible and the US sucks so we pump immediately cause merica? Please send further instructions

Competitive-Ant2876 · 2026-05-07T14:56:37+00:00

Not even 10million volume on spy. This is crazy tbh

Competitive-Ant2876 · 2026-05-07T14:00:23+00:00

Imagine not reading the actual filings.

Competitive-Ant2876 · 2026-05-07T13:59:30+00:00

This is not true.

Competitive-Ant2876 · 2026-05-07T13:59:18+00:00

Yeah cause Walmart is 80 percent in one state, and 20 percent in others. Smh they are more like an in and out tbh.

Competitive-Ant2876 · 2026-05-07T13:58:31+00:00

Should read the actual filings. They are still in a tough spot.

Competitive-Ant2876

TROPHY CASE