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Hey Nerds: Blockchain

I think I'm going to stay away from that mess. VRNO is rightfully #3 in market cap right now IMO but I don't like drama in my stonks.
 
I never felt comfy holding that DeFrancesco tinged paper --- but it was a great 4-5 day trade
 
CH1 said:
I never felt comfy holding that DeFrancesco tinged paper --- but it was a great 4-5 day trade
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No matter what I say or believe about the risk involved, nothing compares to the reward in playing SOL for the last 12 months. Twas' a great trade for those 4-5 days and would have been almost unbeatable if we played it over the past 12 months. I was tempted knowing the Verano situation several months ago but I could never sleep at night holding SOL. As you like to say, emotional capital is important.
 
The guy was such a monster to that female journalist...and everything he does reeks of criminality....
 
I've bought and sold CCHW like 5000 times in the last two weeks as it has traded in a ~12% range. It's back to being a relatively large position again. Now that earnings are coming up this month my hands will be a touch more diamondy this time around.
 
Preston said:
I've bought and sold CCHW like 5000 times in the last two weeks as it has traded in a ~12% range. It's back to being a relatively large position again. Now that earnings are coming up this month my hands will be a touch more diamondy this time around.
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Big position for me too....but slipping in my rankings only because the competition like AYR and CURA actually hold on to their gains

Not worried about CCHW....if they wet the bed this earnings report, I'll sell and move on
 
CH1 said:
Big position for me too....but slipping in my rankings only because the competition like AYR and CURA actually hold on to their gains

Not worried about CCHW....if they wet the bed this earnings report, I'll sell and move on
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It surprisingly held on strong the last few days as the market was weak. If you look at their performance from November on, they're basically on par with the big 4. IMO they have the chance to significantly outperform them moving forward if they get their shit together. For me, that was always their appeal for playing them; otherwise I would have just played Thumb and the others if they would be tick for tick with each other. Big report coming up for them. Need to continue to see that incremental improvement.
 
the little guys (with buyout buzz) are doing well today: VEXT, CCXI, TIUM all up around +10%
 
Preston said:
It surprisingly held on strong the last few days as the market was weak. If you look at their performance from November on, they're basically on par with the big 4. IMO they have the chance to significantly outperform them moving forward if they get their shit together. For me, that was always their appeal for playing them; otherwise I would have just played Thumb and the others if they would be tick for tick with each other. Big report coming up for them. Need to continue to see that incremental improvement.
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Oh yeah...it definitely moves to it's own beat. I just diamond handed it because I find the recent pullbacks have been too shallow for me to pounce on.

Been using TRUL as my buy the dip/sell the rip play
 
I say this constantly because I can't contain myself from being such a loser nerd but Vext, being as profitable as they are, are such an amazing buyout target. It makes me giddy. I'd love to see someone like Trulieve buy them and take over Arizona.
 
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Preston said:
I say this constantly because I can't contain myself from being such a loser nerd but Vext, being as profitable as they are, are such an amazing buyout target. It makes me giddy. I'd love to see someone like Trulieve buy them and take over Arizona.
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That would be lovely....but I feel like Kim is going to want to expand her empire on the East Coast...but I have nothing to back that up
 
CH1 said:
That would be lovely....but I feel like Kim is going to want to stay on the East Coast...but I have nothing to back that up
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She will. I agree. I had thumb pegged for Vext in my prediction last year but Kim grabbing C21 and Vext would be a cute little setup with their small operations in California as well.

I just think Vext is the kinda company Kim would go for even more than Vireo... Profitability is clearly important to her and you don't get more profitable than Vext. But I think Ben Kovler has the same values.. We'll see. I can't remember Thumb's last acquisition. It has been a loooong time.
 
Oh shit QQQ actually approaching key resistance. Didn't expect that to come today. Realistically I'd want to see it break and follow through on 325 to feel comfy.
 
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