Aug. 22 at 3:39 PM
$GTBIF $ALM $ETH $IEP $NVTS Green Thumb benefits from U.S. cannabis-market developments, ALM remains speculative, Ethereum benefits from network activity and institutional adoption, IEP remains concentrated and sentiment-sensitive, and Navitas benefits from gallium-nitride and power-electronics demand. I'm watching cannabis regulation, crypto flows, capital allocation, and power-semiconductor adoption.