Filtered library · Theme
Cannabis reclassification stocks · 2 dossiers
2 Cannabis reclassification stocks moving on the same story, each with a dated research dossier: thesis, kill line and next catalyst.
DormantLast worked 15 May 2026, 171 days ago; the research counts a theme as current for 14 days.
All 2 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiersCGCCanopy Growth CorporationLowCanopy Growth's shares sit at $0.67 even after the DEA judge declined on 22 October 2026 to reopen the rescheduling hearing; reply briefs due 5 November 2026 and the November results settle the next step.TLRYTilray Brands, Inc.LowTilray Brands closed at $2.69 on 28 October 2026, under the $2.90 invalidation level in the previous note, and its fiscal 2027 adjusted EBITDA target of $68–75 million stays unproven until second-quarter results around 8 January 2027.