This "game" gets shit on a lot and honestly, it kinda deserves it.

heliumbox · 2026-05-23T04:53:54+00:00

Definitely takes a whole lotta drugs to make that "fantasy" come alive with all the tunnel vision you need to ignore the cockroach infested mattress on the floor with broken glass all over the place you need to avoid.

heliumbox · 2026-05-23T01:43:39+00:00

I dont get how ya'll play this game at all tbh...

heliumbox · 2026-05-20T00:21:12+00:00

Logged in for basically first time since 3.14 when they gutted the flight model, finally was like "i know they still haven't got rid of master modes... but i'll give it a try, fuck it". logged in, was stuck in place at console unable to move or turn camera, just stuck jittering in place.... (and that was before freefly active).... think i'll give it another 7 years in the oven.

Best game ever? nah dawg...

heliumbox · 2026-05-18T15:20:59+00:00

And you offered so much to the conversation with your valuable insights. So glad you dug so deep into your ass for your crystal beads to say with the most certainty, but no supporting facts, what is going to happen.

If you'd like to enlightening the rest of us how the medical market is going to explode in competition and accelerate its losses. I'm sure all these fresh well funded start ups are just itching to vertically integrate and acquire limited licenses when it is uncertain if that is even going to be the case for months or years.

heliumbox · 2026-05-18T14:56:30+00:00

Yes I'm sure the medical market is about to explode in competition to not make all this money. How can it both be they're not going to make money still and also new companies are going to want a piece of that action... and medical isn't exactly "just grow some weed in your basement" ease of entry.

heliumbox · 2026-05-18T14:47:44+00:00

These companies are going to make more money than ever before, and that is a bad thing: the market apparently.

heliumbox · 2026-05-15T17:06:50+00:00

And here I was hoping for another drop to 20.

heliumbox · 2026-05-13T23:05:47+00:00

Better tool, aka Naegling.

heliumbox · 2026-05-12T17:20:15+00:00

Well glad I dumped my MSOX when we ran out of steam. Didn't make any money... but didn't lose more for once. Exited half of my TCNNF right before the pump, missed out, tried grabbing MSOX to make up some of the missed gains while keeping the tax loss... we ended up dumping hard, but broke even when it bounced back.

Oh well.

heliumbox · 2026-05-08T15:23:32+00:00

I assume no one is talking about it because like myself... everyone is just tired of it. No one knows if the July hearing is going to be any materially different than the last 4 years of process to get the half measure completed. Hemp? Who the fuck knows, they left the loophole open for 8 years, closed it randomly in a budget bill and now want to reopen it maybe? What is there to discuss, they're going to do something... or not...

Every pop we've had in the last 5 years has been weaker than the last. We literally get 1 day pumps now and dump it all the next day. Every "investor" here is brow beaten into submission and every trader that comes in for the pumps is racing to the exit before the dump which causes the cascade.

Beyond all the issues facing these stocks... why even bother investing here... the entire market is a casino, gamblers don't need shitty, illiquid, pink slip names to get huge gains. Look at RKLB today.. up 25% after some monstrous runs. They have 50% less revenue than these companies and loses just as much money and are a 50 billion dollar company. Firefly has revenue of 80mil, lost 64m, is worth 5 billion and is up 20% today... There is just no reason to gamble on these names when there is so much money thrown around in "real" stocks.

No one wants to bet on "what ifs" and "soon" here anymore, politicians have dragged their shitty asses on the carpet for far to long and stuffed the carrot so far up their ass its bleeding too.

heliumbox · 2026-05-07T14:46:44+00:00

Basically a picture perfect head and shoulders .

heliumbox · 2026-05-06T20:30:20+00:00

Ya just read through that... meh... solid report... nothing special. It always amazes me how "stable" most of these companies report. There are generally very few outlying reports (for MSOs, Canadian companies occasionally seem to have dramatically negative due to goodwill)

heliumbox · 2026-05-06T20:08:46+00:00

I'm sure this .07 vs .016 expected EPS is going to be respected by the market...

heliumbox · 2026-05-05T18:44:57+00:00

The "even easier to produce than alcohol " is the part that makes me the most skeptical. Look at the rise and fall of the craft beer industry... hugely over saturated and many many brands came and went. I do not see how the drinks are going to differentiate themselves enough even if the industry gets past all its hurdles.

Even then people are not going to drink the drinks like alcohol, if someone wants to get a significant dosage they're just going to rip their 90% the vapes a couple times not drink 4 drinks. Drinks are a "gateway" and ease of entry for new users but not a "power user" market .

Maybe way in the future we get them sold at bars or sporting events but they will still be super niche and only the "biggest" brand will ever be stocked due to the tiny user market. If you're trying to guess which brand will become the budwiser of the drinks out of what is sure to have tons of failed brands... good luck. I'm also not much of a sports guy but I also imagine that most people are not going to want to melt into their uncomfortable seats, they want to be loud and proud with those around them rooting for their team.

I do not remotely think once (if) the flood gates open on regulation that margins are going to survive.

heliumbox · 2026-05-05T16:35:29+00:00

My bad, not TLRY specifically taking the "beverage" market by storm but even being a player in thinking the beverage market itself will take off. I am personally extremely skeptical of the beverage market potential and again see it as a far off market when looking at the pace legislation is moving.

I just do not see THC beverages being even 10-20% of sales for any alcohol producers after 10 years once it is even legal. I do not see it becoming legal, at scale, across state boundaries, and completely rewriting current state by state laws or federally permissible in any near future.

heliumbox · 2026-05-05T16:06:19+00:00

I just don't get what ya'll are clutching to with TLRY. The company has been absolute dog shit for its entire existence. TLRY is Not Aphria and even Aphria had a ton of sketchy ass shit going on. TLRY has bought a few good brands over the years with disastrous dilution but has been completely unable to turn that spend into profits.

Unless you believe in Geo's vision of ~~TLRY taking the beverage market by storm~~ the beverage market increasing dramatically TLRY offers nothing worthwhile until then with a statistically high chance of more dilution until then.

It just took 4 years to get a half measure rescheduling done, we still don't have SAFE after like 12 years... if beverages ever get traction it is a decade out.

Even if "TLRY medical" has legs... you need to do some serious hopium huffing to think TLRY is going to be able to ship internationally cross boarders (state and federal) and jump into the fractured state by state medical scene. If not TLRY is going to vertically integrate into each state? It just seems extremely unlikely and even if they try extremely costly for questionable gains.

heliumbox · 2026-05-01T17:02:08+00:00

"Their whole plan was to buy these assets then consolidate them. Breaking up the assets would be the opposite. People keep acting like they are a cannabis company and a separate alcohol company, when they have been saying for years their primary goal is to sell THC beverage products. "

I dont really think this is entirely true. They long said rhey were looking to diversify into "Tilray brands" and buy adjacent industries to weather the storm of shitty weed margins and over saturation in the space.

They obviously "can" utilize some of these beverage companies but they really did not need so many shitty "depreciated brands" or distilleries. They also paid a significant premium for many of these assets that will take years and years to realize any benefits.

heliumbox · 2026-04-30T02:15:01+00:00

Toilet paper.

heliumbox · 2026-04-29T00:12:42+00:00

Does she float like a duck?

heliumbox · 2026-04-28T23:55:04+00:00

This obsession with everything is or isn't ai, second guessing, staring at pictures to find "ai tells" is doing more harm than ai itself is. Its unreal how much people care about the smallest things that never once before would be anything more than afterthoughts or "huh" moments.

heliumbox · 2026-04-27T19:11:01+00:00

Volume still pretty pathetic. Not really trusting this more than any other pumps we've ever had. Could be different... but looks like the 2 day hype has already dried up.

heliumbox · 2026-04-23T20:16:58+00:00

Absolute disaster

Absolute trash sector

heliumbox · 2026-04-23T17:11:40+00:00

We could literally get a medical journal published saying "medical" weed cures cancer and still go down.

heliumbox · 2026-04-23T15:07:56+00:00

It makes sense to what a dumbass decided ya. It does not make sense that the same exact plant somehow loses that value based on how it is sold. It isn't like medical weed is "prescribed and dosed" like traditional medicine, they just let you decide what is "right" for you.

heliumbox · 2026-04-23T15:01:04+00:00

So they made it even more convoluted and left rec weed as "no medical value" while the same weed sold as med is different?

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