Cannabis's 280E Tax Trap May Finally Break. We've Heard That Before.

Impact · against what's priced in

The current rally in U.S. cannabis operators is likely premature as prediction markets signal a low probability of rescheduling by year-end, suggesting the market is overestimating the timing of 280E relief. While a shift to Schedule III would be a structural unlock for MSOs, fundamental weakness and a historical pattern of euphoria-driven collapses make current price levels high-risk.

CGC−0.80

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