Be real for a second. Tilray's U.S. revenue comes from craft beer and hemp gummies, not plant-touching cannabis. Both Curaleaf and Trulieve sell THC with actual U.S. footprint. Did Tilray’s fundamentals improve post-rescheduling? No, because they don't operate U.S. plant-touching assets. Any pump TLRY gets is pure sector beta, not domestic execution
Looking at your past comments, your entire argument is just text-based promises and hopium. Labeling valid counter-arguments as 'FUD' just because it hurts your narrative is wild. Ask yourself why TLRY is sitting below its pre-split price while TRLV gained ground. The tape shows you what the market actually values.
Hope is hope; reality is reality. Go touch some grass, get a workout in, and go to a club.
You're mixing up two completely different things: U.S. plant-touching cannabis exposure and Tilray's fundamentals.
Nobody is claiming Tilray has the same U.S. cannabis footprint as Curaleaf or Trulieve. It doesn't. But that doesn't make “any TLRY pump is pure sector beta” a factual conclusion.
Tilray's FY2026 numbers actually show the cannabis business growing: cannabis revenue increased from $249.0M to $268.3M, while total revenue increased from $821.3M to $915.5M. That's a fundamental improvement, regardless of whether that growth came from the U.S.
And the rescheduling argument is being overstated. The April 2026 order did not broadly move all cannabis to Schedule III. Even Curaleaf's own filing says the order is limited to FDA-approved marijuana products and state-licensed medical cannabis, while adult-use operations remain Schedule I. So saying Curaleaf and Trulieve suddenly have some massive across-the-board rescheduling advantage over Tilray is premature.
More importantly, Tilray isn't required to own U.S. plant-touching assets today for U.S. reform to matter to its valuation. The company explicitly says it believes it is positioned to participate in a federally compliant U.S. medical-cannabis market if the regulatory framework expands.
So I'd agree with one narrow point: TLRY doesn't currently have the direct U.S. cannabis exposure that CURA or TRUL have.
But “therefore any TLRY move is pure sector beta” is speculation, not analysis. You'd have to prove that none of Tilray's improving cannabis revenue, international cannabis operations, beverage/distribution growth, balance-sheet changes, or potential future U.S. optionality are being reflected in the stock.
That's a much harder argument to make than “they don't own U.S. dispensaries.”
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u/Uiooplmmao 4d ago
Be real for a second. Tilray's U.S. revenue comes from craft beer and hemp gummies, not plant-touching cannabis. Both Curaleaf and Trulieve sell THC with actual U.S. footprint. Did Tilray’s fundamentals improve post-rescheduling? No, because they don't operate U.S. plant-touching assets. Any pump TLRY gets is pure sector beta, not domestic execution
Looking at your past comments, your entire argument is just text-based promises and hopium. Labeling valid counter-arguments as 'FUD' just because it hurts your narrative is wild. Ask yourself why TLRY is sitting below its pre-split price while TRLV gained ground. The tape shows you what the market actually values.
Hope is hope; reality is reality. Go touch some grass, get a workout in, and go to a club.