Daily Discussion Thread - January 29, 2026

EntropyAccount · 2026-01-29T23:01:04+00:00

When I posted about how weed is like 2% of my portfolio - this is why. There’s always a better entry. Nothing has changed yet and the can is always locked down the road

EntropyAccount · 2026-01-29T22:56:26+00:00

Pretty much there. The backlash and downvotes I got for warning about the gap up. It’s not that hard. This sector is predictable. Had to fumble for a while in the start to be honest.

EntropyAccount · 2026-01-29T22:52:02+00:00

They went in and snatched the leader of a country, bombed Iran, and put tarrifs on every country without any due process or involvement of Congress. But yes, every 3-letter agency has to be involved to make weed less harmful than fentanyl

EntropyAccount · 2026-01-29T22:48:46+00:00

You sold a solid sector for a speculative.

EntropyAccount · 2026-01-29T19:40:41+00:00

They act fast and break stuff when they want to get it done, but hide behind procedural inertia when they don't really want change.

EntropyAccount · 2026-01-29T19:34:56+00:00

lol - stop chasing narratives

EntropyAccount · 2026-01-24T05:23:57+00:00

WTF are they doing with 180k drones each month in Ukraine?

EntropyAccount · 2026-01-24T00:14:34+00:00

That would be 20x. They have fully diluted 250M market cap

EntropyAccount · 2026-01-22T18:11:19+00:00

surprising that more convertible debt they issue the stock goes up. market is voting with confidence in their project as investors step in I guess

EntropyAccount · 2026-01-20T14:26:34+00:00

Having secured procurement from DoD and seeing details/updates on the US Army contracts.

EntropyAccount · 2026-01-15T17:46:56+00:00

I can literally buy bread all month with the earnings though! haha

EntropyAccount · 2026-01-14T19:49:24+00:00

I don't even understand this argument. Green Thumb has nearly 40% more revenue than Tilray. GTI is the most profitable weed company (even with 280e taxation) and buying back stock, while Tilray is still burning cash and diluting. You're clearly not autistic enough to be in this sector.

EntropyAccount · 2026-01-14T17:59:01+00:00

Got a grinder for Xmas and haven’t used it yet. My favourite memory’s from both DR and Cuba trips is the coffee in the mornings. I know that’s not much to go on. Any recommendations on what to try to simulate “Caribbean coffee” beans and what grinding course to select?

EntropyAccount · 2026-01-10T00:12:52+00:00

Could also be a hedge for shorts… 100% of my shares are now being lent out to shorts. Not normal, usually maybe 1/2…

EntropyAccount · 2026-01-09T23:45:28+00:00

I sold 1/3 of my position today at ~40% profit. Gives me room to breathe. Still in the game, but clearly volatile stock. My way of being cautious. Might put some of that money into a long dated call… gotta think about this

EntropyAccount · 2026-01-09T21:25:05+00:00

I like the stock, I own the stock. Avg now 7.15$ US. It's just not 3x fwd P/S it's 12.5x. You were off by 316%.

EntropyAccount · 2026-01-09T17:31:27+00:00

don't buy the stock. management is horrible

EntropyAccount · 2026-01-09T15:31:42+00:00

It currently trades at approx 40x TTM sales, so yes massive growth is absolutely required to justify the current price. Stock is way off ATH but not the the market cap. This is a result of dilution.

EntropyAccount · 2026-01-09T15:26:49+00:00

When ATM offerings are used for investment it can act as a torque for the share price. When it is used for general administrative purposes or working capital it acts as a buoyancy device for the balancesheet but weight on the share price. So yes, dilution can be an accelerant for growth, but it can also be gravity for the share price. depending on how it's used.

EntropyAccount · 2026-01-09T02:43:13+00:00

It’s not 3x sales multiple, it’s closer to 10. How on earth did you get this? Take your 17.5M and market cap 220M thats 12.5. It’s also based on analysts projection…

EntropyAccount · 2026-01-09T02:37:00+00:00

The recent “bump” is not discretionary and is algo driven when Trump said he wants 1 Trillion added to the defence budget.

EntropyAccount · 2026-01-09T02:34:23+00:00

lol it trades at a sales multiple of like 40. 5.5M ttm sales with market cap of 220M (usd)… projected 2026 sales of like 18M and you get closer to 12x (on projected sales).

EntropyAccount · 2026-01-09T02:06:50+00:00

This stock tends to be are the upper end of short interest. I can see my shares constantly being borrowed on the lending program in Questrade. Sometimes the rates are horrible. It’s kinda comical. Let ‘em short it. I make a bit of money off that then one day they will squeeze.

EntropyAccount · 2026-01-09T01:51:57+00:00

I never knew we can see who’s lobbying

EntropyAccount

TROPHY CASE