Doesn’t Make Sense
I don’t think today’s decline in cannabis stocks makes much sense.
I have gotten aggressive with $MSOS on a scale lower.
My average cost is about $4.76
Position: Long MSOS (M)
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
First Time in a Long Time
In one of the first times in a long time, I am adding to my short index position on weakness:
* $SPY $755.35
* $QQQ $744.58
Position: Short SPY (L), QQQ (L)
Cannabis Tweet of the Day
Position: None
Howling About Housing’s Spring Selling Season
Wolf Street howls to the housing industry…”wait til next year.”
Position: None
Chart of the Day: Close Look at the Cybersecurity ETF as Big Names Report
CIBR continues to hit new all-time highs, but when will there be a chance to hop aboard?
Remember When?
I am old enough to remember when Amazon ($AMZN) was everyone’s favorite long.
Position: None
Adding to This Small-Cap Defense Name After Navy Update
We’re planning to buy more shares of the name after an announcement from the U.S. Navy’s Southern Command.
Tweet of the Day (Part Six)
Position: None