The author expects continued sell-the-news declines in cannabis and specifically MSOS until the ETF can hold underlying MSO shares directly.
MSOS — SHORT The author expects sell-the-news price declines on upcoming cannabis regulatory events like the final rule, repeating the pattern after the S3 executive order. The bearish mechanism is structural: MSOS relies on an intermediary that is not legally required to hold the underlying MSO shares and can cap share holdings, so the ETF may not provide true exposure until it can hold stocks directly on a real exchange. No explicit timeframe is given beyond the condition that this structural change occurs.
I think its always going to be sell the news events until we can trade on a real exchange and MSOS can hold the underlying stocks themselves rather than going with an "I got them, trust me bro" intermediary with no legal requirement to actually hold the shares MSOS asked them to buy on their behalf and who can put a hard cap on how many shares they can hold of each MSO.
This Reddit post, published January 12, 2026, features u/four_twenty_4_20 discussing MSOS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/four_twenty_4_20 · Tickers: MSOS