Author highlights IRS guidance that Section 280E still applies and argues Curaleaf and Trulieve face massive tax liabilities that will eventually hurt them.
CURLF — SHORT The author argues the IRS's position confirms Section 280E still applies to cannabis companies. Curaleaf and Trulieve together carry over $1 billion in uncertain tax liabilities, and the IRS is unlikely to waive collection. The eventual enforcement of these tax claims will be a negative catalyst for the stock.
Just curaleaf And trulieve have a combined uncertain tax liability of over a billion dollars. I can't see them just letting that slide. It's going to be a bad day when they come to collect.
TCNNF — SHORT The author argues the IRS's position confirms Section 280E still applies to cannabis companies. Curaleaf and Trulieve together carry over $1 billion in uncertain tax liabilities, and the IRS is unlikely to waive collection. The eventual enforcement of these tax claims will be a negative catalyst for the stock.
Just curaleaf And trulieve have a combined uncertain tax liability of over a billion dollars. I can't see them just letting that slide. It's going to be a bad day when they come to collect.
This Reddit post, published January 02, 2026, features u/bonerific65 discussing CURLF, TCNNF. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/bonerific65 · Tickers: CURLF, TCNNF