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Hey Nerds: Blockchain

LeafOfFaith said:
Given that they’re both $500mish this year why is Thumb the clear fave?
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CCHW is at 198m this year. 500+ is their guidance for 2021. They're about a year behind in revenues + their margins are terrible compared to thumb's. But the appeal is their size and potential upside to eventually catch up to a Thumb. All while being worth about 3 times less. The risk is that they don't execute. Holding thumb is safer because they have a well oiled machine kinda operation. Columbia still has a lot to prove. Both are nice stocks for different reasons.
 
AYR and TRUL really strong today...trimmed a tiny bit of the former and trying to trim a little of the latter
 
VFF trying to go green before their 1:20 presentation...they better say something irresponsibly bullish!!!!
 
intraday is green thanks to SPY calls. ....added some march vff calls that aren't too OTM, due to the earlier than anticipated earnings date....
 
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QQQ loses daily support. Lose next support and we're looking at losing all of 2021 gains. That's a WHOLE 2 months of progress! Woah!
 
CH1 said:
TRUL up 2$

KIM > Cathie
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I was able to get a fill on some at $63. May regret that but I watched it run enough while Columbia got hammered despite posting solid results.

Pivoted to CCHW at 8.48 and Thumb at 44.97. Ultimately I'm going to want a see a big fat bounce to close the day here I think on SPY/QQQ. CCHW is my upside play here to close the day. Not sure the floor is all that high though. Tremendous weakness on them today.
 
Preston said:
I was able to get a fill on some at $63. May regret that but I watched it run enough while Columbia got hammered despite posting solid results.

Pivoted to CCHW at 8.48 and Thumb at 44.97. Ultimately I'm going to want a see a big fat bounce to close the day here I think on SPY/QQQ. CCHW is my upside play here to close the day. Not sure the floor is all that high though. Tremendous weakness on them today.
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Got it. Took off my shares that I bought at 8.48 at 8.84.

Nibbled on some extra Curaleaf at 21 flat, trying to bottom fish (I imagine it may break, but that's fine) and I like that they'll be the first to report next week.
 
Managed to add Curaleaf at 20.70; took off a good amount of Trulieve from 62.60 to 63. Pretty light on them now. A touch heavier on Curaleaf. Overall not the best day but hardly a disaster. The overall market is the concern in the short-term. Hasn't bottomed yet obviously.
 
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overnight market action looking grim...Nasdaq is down nearly 10% in 3 weeks.
 
I bailed on a good amount of my VEXT when it was stuck at 1.02. I'm not holding a significant amount of a low cap highly illiquid CSE weed stock while the market is weak as balls. No gracias.
 
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