The Trees N Clouds Daily Market for Tuesday: the election turns into bills, operators slide while their lenders rise, and the $1,338 zip code tax.
Transcript
This is the Trees N Clouds Daily Market, for Tuesday, November tenth. One week after the election, Texas lawmakers filed bills to legalize marijuana statewide, and New Hampshire and Wisconsin are moving toward adult use. Meanwhile, the federal THC cap on December eleventh threatens nearly all hemp CBD products. And Curaleaf cleared competition reviews for its hostile bid for Aurora. On Monday, MSOS fell four percent and gave back Friday's gain. But lenders and landlords went the other way: AFC Gamma rose eight point four percent. Not investment advice. On the shelf, an eighth averages forty-nine eighteen in Minnesota and twenty-three forty-five in Colorado. Buy one a week, and that's about thirteen hundred dollars a year. So, how long until Minnesota prices look like Michigan's?
What's in today's video
News: One week after the election, Texas lawmakers filed bills to legalize marijuana statewide, and New Hampshire and Wisconsin are moving toward adult use. The federal THC cap on Dec 11 threatens nearly all hemp CBD products. #Curaleaf ($CURLF) received all required competition clearances for its hostile bid for #AuroraCannabis, which has agreed to sell to #Organigram.
Markets: #MSOS fell 4.0% to $4.07 on Monday and gave back Friday's gain. Lenders, landlords and suppliers went the other way: #AFCGamma ($AFCG) rose 8.4%, #GrowGeneration ($GRWG) 4.7% and #InnovativeIndustrialProperties ($IIPR) 1.3%. #CrescoLabs ($CRLBF) fell 4.5% to its 52-week low.
Shelves: The average eighth is listed at $49.18 in Minnesota and $23.45 in Colorado. Buy one a week, and that is about $1,338 a year. The national average is $33.72 across 9,181 dispensaries.
How long until Minnesota prices look like Michigan's?
Stock moves are correlations, not proof of cause. Not investment advice. Price data: Trees.Cloud menu data, snapshot Nov 7, 2026; average listed shelf prices before tax and discounts.
Download the slides
Every slide from today's video is free to download and share, with credit to Trees N Clouds.
- Slide 1: Intro (PNG)
- Slide 2: Cannabis news (PNG)
- Slide 3: Cannabis stocks (PNG)
- Slide 4: Price Check (PNG)
Transcript
This is the Trees N Clouds Daily Market, for Tuesday, November tenth.
One week after the election, Texas lawmakers filed bills to legalize marijuana statewide, and New Hampshire and Wisconsin are moving toward adult use. Meanwhile, the federal THC cap on December eleventh threatens nearly all hemp CBD products. And Curaleaf cleared competition reviews for its hostile bid for Aurora.
On Monday, MSOS fell four percent and gave back Friday's gain. But lenders and landlords went the other way: AFC Gamma rose eight point four percent. Not investment advice.
On the shelf, an eighth averages forty-nine eighteen in Minnesota and twenty-three forty-five in Colorado. Buy one a week, and that's about thirteen hundred dollars a year. So, how long until Minnesota prices look like Michigan's?
#cannabis #cannabisindustry #cannabisstocks #cannabisprices #cannabislegalization #MSOS #AFCG #CURLF #CRLBF
