Core Insights - Tilray Brands Inc. (NASDAQ:TLRY) experienced a significant increase in share price, rising by 8.23% to $1.71, as investors adjusted their portfolios in anticipation of a decision from President Donald Trump regarding the legalization of cannabis and CBD products [1][3]. Group 1: Market Reaction - Investors are actively investing in cannabis product manufacturers, including Tilray Brands Inc., Canopy Growth, Cronos Group, and Aurora Cannabis, in light of a positive decision expected soon [2]. - The rise in Tilray's stock price reflects broader market optimism surrounding potential cannabis legalization, driven by Trump's recent promotion of cannabis and CBD for medical use [3]. Group 2: Policy Implications - Trump's social media video highlighted the potential benefits of CBD oil, suggesting it could transform senior healthcare and reduce medical costs in the U.S. by $64 billion, which has influenced investor sentiment [3].

We recently published 10 Stocks With 10-60% Upside. Tilray Brands Inc. (NASDAQ:TLRY) is one of the top performers on Monday. Tilray soared at an all-time high on Monday as investors took path from President Donald Trump’s promotion of the use of cannabis and cannabidiol (CBD) in the US. In intra-day trading, Tilray Brands Inc. (NASDAQ:TLRY) hit its highest price of $1.86 before trimming gains to finish the day just up by 60.87 percent at $1.85 apiece, as investors took Trump’s three-minute video post pro ...

Group 1 - President Donald Trump promoted CBD as an alternative for senior healthcare, impacting cannabis stocks [1] - Focus on identifying high-quality companies with market capitalizations under $10 billion, aiming for significant growth opportunities [1] - Emphasis on long-term capital compounding with a target of achieving tenfold returns or more [1] Group 2 - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities [1] - The approach involves careful consideration and proportional allocation of investments to maintain portfolio stability [1]

Core Insights - Shares of cannabis and CBD-related companies surged following US President Trump's comments on the potential of hemp-derived CBD in healthcare and the exploration of reclassifying marijuana under federal law [1][2] Market Reaction - Tilray Brands (TLRY) increased by approximately 42%, Canopy Growth (WEED) rose by around 18%, Cronos Group gained about 15.5%, and Aurora Cannabis saw a 25% rise, with cannabis-focused ETFs like MSOS and Roundhill climbing approximately 21% each [2] Implications for ASX Cannabis/Hemp/CBD Stocks - The US regulatory environment often influences sentiment and capital flows in the broader cannabis sector, which could benefit ASX cannabis and CBD stocks [3] - Potential benefits for ASX cannabis/CBD/hemp stocks include sentiment and capital flow spillover, licensing and export opportunities, valuation re-rating, and increased M&A interest [3][5] - Companies to watch include Little Green Pharma (ASX: LGP), Botanix Pharmaceuticals (ASX: BOT), Vitura Health (ASX: VIT), and Cann Group (ASX: CAN), each with unique positions in the market [4][5] Global Investor Interest - A positive regulatory shift in the US could attract global investor interest in the cannabis sector, including Australian companies [5] - ASX-listed CBD/hemp companies may experience increased inflows from global funds, and if US regulatory risks diminish, Australian producers could find more partners or export markets [5] - The potential for re-ratings of ASX CBD/hemp stocks exists as multiples may expand due to a more favorable US outlook [5]

By Niket Nishant and Sukriti Gupta (Reuters) -The S&P 500 and the Nasdaq indexes rose on Monday, rebounding from last week's declines, as investors shrugged off fears of a looming government shutdown and hawkish remarks from a Federal Reserve official. The surge underscores a strong risk-on sentiment among investors, whose expectations of a dovish Fed have helped equities sustain lofty valuations, even amid persistent inflation concerns and labor market uncertainties. "Dip buyers keep being rewarded i ...

Group 1 - Shares of cannabis companies rose significantly in premarket trading following President Trump's social media post suggesting health benefits of cannabidiol (CBD) [1][2] - Canopy Growth and Tilray Brands saw their shares jump approximately 20%, while Cronos Group and Aurora Cannabis increased by 13.3% each [2] - The AdvisorShares Pure U.S. Cannabis ETF surged by 20.6%, on track for a record quarterly gain of around 70% [2] Group 2 - Trump's administration is considering reclassifying CBD, which could ease criminal penalties related to marijuana use [2][4] - Reclassification may eliminate the tax burden under Section 280E, allowing cannabis companies to take standard business deductions and potentially list on U.S. stock exchanges [4] - The largest U.S. marijuana-focused ETF, MSOS, is expected to rise by 20% at the open due to Trump's support for CBD [3]

Core Viewpoint - The potential reclassification of cannabis from a Schedule I to a Schedule III drug by Trump could significantly impact the approximately $80 billion cannabis market, described as a "game changer" [2][7]. Group 1: Regulatory Changes - Trump is considering reclassifying cannabis, which is currently classified as a Schedule I drug under federal law, similar to cocaine [6]. - The reclassification would allow cannabis companies to benefit from different tax regulations and could stimulate investment interest [2][7]. - The discussion has primarily focused on moving cannabis to Schedule III, which includes substances like steroids and Tylenol with codeine [7]. Group 2: Market Reaction - Cannabis-related stocks experienced significant gains following Trump's announcement, with Canopy Growth rising over 26% and Tilray Brands soaring more than 41% [2][3]. - Cronos Group also saw a jump of over 14%, reaching a 52-week high [2]. - Many cannabis stocks are currently priced below $1 per share, meaning small price changes can lead to substantial percentage increases [5]. Group 3: Industry Sentiment - The public discussion by Trump has generated optimism within the industry, with Tilray's CEO expressing that the reclassification process may take about a year [7]. - Tim Seymour noted that bipartisan support appears to exist for changing the cannabis classification, suggesting that now may be an opportune time for investment in the sector [8].

Core Viewpoint - Trump's consideration of reclassifying cannabis to a lower danger level has led to a significant surge in cannabis stocks, indicating potential positive changes for the industry [1]. Group 1: Market Reaction - Cannabis-related stocks experienced strong performance on Monday, with Canopy Growth rising over 26%, Tilray Brands soaring more than 41%, and Cronos Group jumping over 14% to reach a 52-week high [1][2]. - Many cannabis stocks are currently priced below $1 per share, meaning small price changes can lead to substantial percentage increases [2]. Group 2: Regulatory Changes - Under current U.S. federal law, cannabis is classified as a Schedule I controlled substance, similar to cocaine [3]. - Discussions have focused on reclassifying cannabis to Schedule III, which includes steroids and products containing codeine [3]. - Tilray's CEO, Irwin Simon, anticipates that the reclassification process may take about a year, but Trump's public discussion has generated optimism within the industry [3][4]. Group 3: Political Support - Tim Seymour noted that the change in cannabis classification appears to have bipartisan support, suggesting a favorable environment for investment in the sector [5]. - Trump's involvement is seen as a potential catalyst for change, although he cannot unilaterally reclassify the drug [6][7].

Group 1 - Cronos Group Inc. (NASDAQ: CRON) stock price increased by 15% on news that President Trump’s administration will consider rescheduling cannabis in the coming weeks [1] - The announcement has implications for Canadian cannabis licensed producers (LPs) and U.S. cannabis Multi-State Operators [1] Group 2 - The article is part of a monthly report on the cannabis industry, highlighting the author's expertise in technical stock analysis, option strategies, small cap strategies, and emerging markets [1]

Core Viewpoint - Trump's consideration of reclassifying cannabis to a lower danger level has led to a significant surge in cannabis stocks, indicating potential positive changes for the industry [1]. Group 1: Market Impact - Cannabis stocks experienced substantial gains on Monday, with Canopy Growth rising over 26%, Tilray Brands soaring more than 41%, and Cronos Group jumping over 14% to reach a 52-week high [1][2]. - The cannabis market is valued at approximately $80 billion, and a reclassification from Schedule I to Schedule III could be a "game changer" for the industry, allowing for different tax regulations and increased investment interest [1][4]. Group 2: Regulatory Changes - Currently, cannabis is classified as a Schedule I controlled substance under U.S. federal law, placing it in the same category as cocaine [3]. - Discussions have primarily focused on reclassifying cannabis to Schedule III, which includes substances like steroids and Tylenol with codeine [4]. - The reclassification process is expected to take about a year, as indicated by Tilray's CEO, who expressed optimism due to Trump's public discussion of the matter [4]. Group 3: Political Support - The potential change in cannabis classification appears to have bipartisan support, which could facilitate investment opportunities in the sector [4]. - Tim Seymour highlighted that now may be an advantageous time for investment in the cannabis industry, as institutional capital may not yet be fully engaged [4]. Group 4: Limitations of Authority - Despite Trump's support, he does not have the unilateral power to reclassify cannabis, as the authority lies with the Attorney General, who typically delegates this responsibility to the Drug Enforcement Administration [5].