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Hey Nerds: Blockchain

I trimmed some AYR today as well...been accumulating and it became a top 3 pot holding
 
I am so unreasonably heavy on Thumb. Cautious. Watching closely because I'm still skeptical. Would love to see a bull break though. I really enjoy when Thumb lags over a multi-day period because they almost always bounce back hard.
 
CH1 said:
If I buy any more VEXT, I'm gonna have to file a 13f
Click to expand...
I think I owned half the company this morning. Relieved that I was able to trim some.

1. GTII








2. VEXT
3. Cresco
4. Trulieve
5/6. CCHW/Curaleaf


I did trim some Cresco as well today to put into Vext/Curaleaf/more Thumb. Cresco was my #2 position heading into today. It has gotten hit the hardest, though it's pretty clear what's happening.. As the closure date is looming, folks have been buying BWEL and selling Cresco. MSOS ETF is included. In any event, Cresco and Vext shares were purchased on Friday and I'm glad that was the case.
 
Preston said:
I think I owned half the company this morning. Relieved that I was able to trim some.

1. GTII








2. VEXT
3. Cresco
4. Trulieve
5/6. CCHW/Curaleaf


I did trim some Cresco as well today to put into Vext/Curaleaf/more Thumb. Cresco was my #2 position heading into today. It has gotten hit the hardest, though it's pretty clear what's happening.. As the closure date is looming, folks have been buying BWEL and selling Cresco. MSOS ETF is included. In any event, Cresco and Vext shares were purchased on Friday and I'm glad that was the case.
Click to expand...

TRUL

JAYZ
GTII
VFF
AYR
CURA
VEXT
TER
CCHW
CL
CXXI
RIV
 
Preston said:
That just makes me more bullish on them. They're so profitable and successful they don't even know what to do with themselves. Just imagine when they start figuring out that they can re-invest in their own company! Untapped upside!
Click to expand...

To me it feels like they are saying fuckit...let's not focus on anything other than meeting companies interested in buying us
 
It has been around 2 and a half years that I've been in these names and this is the first month I feel that there's a legit possibility that we get news of them potentially being able to uplist. If SAFE really is introduced next week and IF it is passed by the summer with all the necessary language included... Well the thesis that I had a young naïve message board troll in September of 2018 when these names started listing publicly will finally play out. What a time to be alive.


NOTE: For the record I still think the possibility of this is less than 50%. Maybe it's because I'm used to being disappointed in the dems and I've working with PTSD.. Or maybe I just don't expect SAFE to have that much additional language to it and we get the clean bill that has been passed in the house already. In any event, I'm not banking on it... But it's a clear possibility for once.
 
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NTNX finally showing a pulse; they are presenting at an investment conference tmrw

sold some ROKU calls at 9, paid 6.10
 
I noticed VRNO ain't participating today....did people figure out there are better values out there?
 
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