CFA, dissecting U.S. tech stocks. Sharing market insights 📊 12 yrs exp $TLRY $MAAS

Joined March 2021
36 Photos and videos
Pinned Tweet
$TLRY they beat earnings and now marijuana is about to be reclassified - could easily see $20 Right now you can walk into any TX convenience store and buy THC CBD drinks for sale NOW! wow the sky is the limit here.
21
13
134
30,346
$SPCX Re-usable rockets, Datacenters in space and meter mining motherfckers!!! Who can beat that? Only Elon dared, only Elon reaps the benefits
46
$MU got 35K liquid ready to go for a dip. $1K by next week. Book it. I’m right more than I’m wrong!
100
JakeMillerCFA retweeted
Position sizing matters — manage risk accordingly.—— Van K. Tharp
1
185
To my followers who trusted my previous TLRY calls: I’m sorry. Blind optimism helps no one. $TLRY faces persistent execution risks, margin compression, and a hostile regulatory/tax environment. I now see significantly more downside than upside.
8
9
1,717
JakeMillerCFA retweeted
After months of being overly bullish on $TLRY, I need to come clean. I let my position and excitement cloud my judgment. The "unbeatable setup" I talked about? It’s not executing — it’s stalling. I was wrong.
15
2
26
3,405
JakeMillerCFA retweeted
At current prices, $TLRY is not cheap — it’s a value trap in a structurally challenged industry. I was wrong on the valuation.
2
1
6
859
JakeMillerCFA retweeted
$TLRY My old $16 fair value model was based on overly optimistic margins and multiple expansion that clearly isn’t happening. Gross margins are under pressure, debt remains elevated, and dilution risk is real.
3
1
5
822
After months of being overly bullish on $TLRY, I need to come clean. I let my position and excitement cloud my judgment. The "unbeatable setup" I talked about? It’s not executing — it’s stalling. I was wrong.
15
2
26
3,405
Time for a full mea culpa and a new analysis. This is me flipping my stance. $TLRY
1
2
772
JakeMillerCFA retweeted
$TLRY Federal infrastructure fully locked & loaded. Tilray isn’t guessing—it’s executing. 21 ready-to-register medical hubs, 10-ton annual production, DEA logistics & tax listing protection already in play. This setup is unbeatable.
8
3
44
1,989
$TLRY relax it’s a glitch 🤣 hopefully its gaps up tmrw tho
1
1
270
$TLRY Just tried the new portal line by tilray! Amazing product.
1
7
231
$TLRY Shock Top announced the launch of its first-ever high-ABV beer, "High Voltage," scheduled for a major release in Southern California in May 2026, indicating a continued push into high-ABV singles in late 2025 and 2026.
2
212
$TLRY Tilray Brands Delivers Record Q3 Fiscal 2026 Results; Net Revenue Increases to $207 Million with 11% Organic Growth and Gross Profit Expands to $55 Million, Increasing 6% Year-Over-Year
2
1
26
1,383
JakeMillerCFA retweeted
$TLRY moved earnings up to April 1.

ALT Art Rising GIF by Pi-Slices

3
3
26
1,772