Cannabis stocks (TLRY, MSOS) poised for significant growth post-marijuana rescheduling.

Published on 10/22/2025 Investment & Market Sentiment

This analysis presents a strong bullish case for cannabis companies like Tilray ($TLRY) and cannabis ETFs ($MSOS) due to anticipated federal marijuana reclassification to Schedule 3 from Schedule 1. Key catalysts include improved access to banking, significant domestic tax cuts (280E reform), and reduced Canadian excise taxes ($75M/YR savings for Canada-based operations). This regulatory shift is expected to unlock a multi-billion dollar medical market by competing with opioids and increase the potential for buyouts from major industries (Big Pharma, Alcohol, Tobacco). The post suggests short-term price targets of $10 and long-term targets of $30.

Investment Strategy: Consider a long-term position in $TLRY shares or a cannabis ETF like $MSOS, capitalizing on the potential for a significant regulatory catalyst. This is a medium-to-high risk investment dependent on political actions and market adoption. Investors should monitor news regarding marijuana reclassification and the performance of cannabis companies closely. Given the specified catalysts, the entry point could be strategically timed around concrete announcements.