In short: Cannabis "bombed-out village" + a Schedule-III reclassification catalyst (+30% last week) — buy the dips for the next 6–9 months.
Tilray is a cannabis company. The whole sector is a "bombed-out village" after years of decline plus year-end tax-loss selling. The catalyst: reports the U.S. may reclassify cannabis to "Schedule III," a less-restrictive legal category that would ease taxes and banking for the industry — news that already popped these stocks ~30%.
He frames it as buying a washed-out sector on a real policy catalyst, and says you can keep buying the dips for the next 6–9 months.
29:08Finally, the regulatory wild card — reports that Trump is preparing to reclassify cannabis to schedule three. We saw a major volume spike in names like Tilray and Trulieve. Is the language concrete enough to sustain the move? When you're coming out of a vicious bear market — that's what we went through with oil names in 2020 and with Alibaba and Kweb in 2021-22 — we look for category-five capitulation selling. That's what we just went through with the cannabis names. Bombed-out village, nobody wants them. Year-end tax-loss selling. But the news out of the White House gets you that big move up — a 30% move last week, still trading way below 18-month levels. You want to be there for the turn; you can buy the dips in cannabis for the next 6-9 months.
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