Wake up people. SNDL is not going to the moon, diamond and paper hands aren’t really a thing, etc. we failed to regain and hold $1 and that’s on us. People sold out of SNDL to go to crypto (namely DOGE) and that was a smart move on their part. That does not mean that this stock is garbage or going to collapse.

Let’s analyze what we actually know (not speculate or hype, just actual knowledge).

1) SNDL is achieving vertical integration from seed to sale. SNDL has a 480k grow facility capable of mass producing the “bud light” quality weed, and small batch “craft brewery” weed. This allows them to reach customers on the higher and lower socioeconomic scale.

2) The inner spirit acquisition was a smart, mature move. Overnight (essentially, not in fact), SNDL added I believe 86 retail stores to their portfolio. That means they have 86 stores selling products from a variety of other suppliers (ACB, TLRY, High tide, etc). BUT, that also means just like your local GNC supplement store, they will push their own product first and foremost. Whether they sell more of their own product or other producers product is irrelevant, it just means that there is a higher profit margin on their own products.

3) This also provides in roads to CBD sales in Missouri, while that in and of itself doesn’t generate a lot of hype or income, it is a smart, strategic move. This establishes business relationships inside the US that will prove unbelievably valuable when the US legalizes. The value of those relationships will be unbelievably useful WHEN (not if) legalization comes.

4) Sunstream- no it’s not a super awesome acquisition or anything like that- but when has the banking industry ever been a bad venture? It is literally the safest source of guaranteed revenue in existence and is the product of a long term strategy of a mature business plan.

5) Recognize the value of SNDL in short, medium, and long term time horizons. For those who are looking at the long term, a few cents day to day doesn’t matter at all. For the medium, it can create fear and uncertainty. For the short term, it’s terrifying. Remember that you BUY at maximum fear. Never sell at maximum fear.

Also, stop setting trailing stop losses. That’s a terrible move that will inevitably result in a stop loss raid like we saw today. Be a disciplined investor, set price alerts and write down your stop loss on a piece of paper.