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$Poet big order in May came from Lumilens who just raise $700m
07/08/2026

$Poet big order in May came from Lumilens who just raise $700m

For twelve weeks, nobody could answer the question behind POET's biggest deal: who is Lumilens? On August 6th, the customer stepped out of stealth at $5...

$trlv $gtbif $msos the probability game is in play with the ALJ
14/07/2026

$trlv $gtbif $msos the probability game is in play with the ALJ

The ALJ hearing on cannabis rescheduling could reshape 280E relief. A probability framework for retroactive refunds, adult-use odds, and Treasury guidance.

$ogi taking and making a big bet on Germany
07/07/2026

$ogi taking and making a big bet on Germany

Organigram emptied its cash pile and levered up to buy Sanity Group, Germany's No. 2 medical cannabis player. The honest take on a high-risk, high-rewar...

Trulieve $trlv asdp
17/06/2026

Trulieve $trlv asdp

Trulieve's CEO disposition plan opens June 17. Why the 2.5M shares get bled out, not dumped, and how the $50M buyback flips the insider-selling narrative.

Stock Alpha nails it again using game theory and common sense $tcnnf
05/06/2026

Stock Alpha nails it again using game theory and common sense $tcnnf

Trulieve trades on the NYSE as TRLV June 10 — the first U.S. cannabis company to win a major-exchange listing, and at half Curaleaf’s market cap.

$tcnnf $msos $gtbif
04/06/2026

$tcnnf $msos $gtbif

Trulieve’s June 3 deconsolidation filing validates our thesis: isolating Schedule III medical assets from adult-use is the cleanest path to an NYSE upli...

$msos $tcnnf $gtbif rumor mill on holiday week always bullish
24/05/2026

$msos $tcnnf $gtbif rumor mill on holiday week always bullish

A Schedule III shift, a June 29 hearing, and an unconfirmed rumor about near-term tax and uplisting guidance — here’s what actually matters for MSO’s.

The shorts are creating a lot of fud $15 trigger on $poet
18/05/2026

The shorts are creating a lot of fud $15 trigger on $poet

POET cleared the $15 wall on Lumilens and closed $400M. A short report arrived on cue—with photos of the wrong office, clipped quotes, and bot amplifiers.

$poet on an absolute mission
15/05/2026

$poet on an absolute mission

Hyperscalers are building Ferraris and waiting on the fuel system. POET just took $400M at a premium to build it. Inside the photonic bottleneck on AI

$poet is just a beast
14/05/2026

$poet is just a beast

$POET just signed a $50M initial purchase order with a path to $500M, anchored by a new wafer-level photonic platform built for frontier AI infrastructure.

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