Jan. 1 at 5:37 PM
Thoughts on some trading catalysts for 2026:
1) Marijuana Deregulation will make it so research is easier to do and so that banks are more willing to work with marijuana companies. They also will enable marijuana companies to deduct payroll, rent, marketing, insurance, administrative overhead, interest, depreciation and everything else a normal business deducts. Profitability for a lot of marijuana companies will rocket from this.
$CURLF $GTBIF and any multi-state marijuana suppliers.
$CRON TLRY CGC on my watchlist too of course.
2) Deregulated AI industry should push data center stocks and AI companies higher too. My favorite is
$POET becasue the potential hasn’t been recognized as much there. Similar to HUT which has seen a flock of new investors.
3) Gaming and Casino stocks, especially those who find footholds in New York might have a gangbusters year.
$INSE is already supplying NY racing operators 🤷‍♂️ just a thought.
What other catalysts are you looking at?
