Why Rescheduling Could Transform Cannabis Stocks | TDR Cannabis in 5

On August 11th, during a White House press conference, President Donald Trump confirmed his administration is actively “looking at reclassification” of cannabis — from Schedule One, the strictest category, to Schedule Three. He said a decision could come within weeks.

It was just a few words… but enough to light a fire under the cannabis market.

In this episode of The TDR Cannabis in 5 Podcast, hosted by Shadd Dales and powered by Dutchie, we break down exactly what this could mean for the U.S. cannabis industry — and why investors are piling in.

We explain why rescheduling matters so much for profitability, including the elimination of 280E tax burdens. We also analyze the surge in U.S. cannabis stocks:
• Cresco Labs (CRLBF) — up ~33%
• Verano Holdings (VRNOF) — up ~30%
• Green Thumb Industries (GTBIF) — up ~22%
• Trulieve (TCNNF) — up 38% last week but now pausing
• TerrAscend (TSNDF) — strong double-digit gains
• Curaleaf (CURLF) — up ~14% today, but already 5x from early 2024 lows

Even Nasdaq-listed Canadian names joined the rally:
• Tilray (TLRY) — up over 40%
• Canopy Growth (CGC) — strong double-digit rally
• Village Farms (VFF) — also posting double-digit gains

We also walk through the market scenarios from here: sustained momentum, consolidation, or hype fading — and why fundamentals will be the key driver.

#CannabisStocks #MSOS #CannabisReform #TrumpNews #CannabisRescheduling #CannabisInvesting #TDR #TrumpAdministration #Curaleaf #Trulieve #Tilray

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50 Comments

  1. @gailsmith9835 on September 15, 2025 at 4:25 pm

    Money for dope . Reminds me of old tune,LOOK WHAT THEY DONE TO MY SONG MA. always about the money,forget the effect

  2. @fazououbouchou7697 on September 15, 2025 at 4:31 pm

    Thanks as always.

  3. @VirginGalacticx100 on September 15, 2025 at 4:31 pm

    TLRY to the 🌙

  4. @DaDansinBear on September 15, 2025 at 4:32 pm

    Where are the Epstein files?

  5. @beastmode-k4i on September 15, 2025 at 4:32 pm

    Trump should just fully legalize that would make more sense and sell it like beer and liquor pot would help out the struggling breweries nation wide a weed dry hop ! 21 and over. Economy sucks right now.

  6. @sylviaazzaro405 on September 15, 2025 at 4:32 pm

    It’s about time they move up after 98% slaughter on the MJ stocks

  7. @kayjc0975 on September 15, 2025 at 4:33 pm

    CANNABIS stocks haven’t moved much yet $MSOS 5, $TLRY 1.15, $IIPR 54.92, $ACB 4.99, $VFF 2.96 , $CGC 1.27, $MJ 33.7 , $TCNNF 7.98, $VRNOF 1.55 , $MRMD 0.113 look good probably?

  8. @earthboundorganics747 on September 15, 2025 at 4:37 pm

    There’s no way Trump is actually rescheduling cannabis. He is a moron and does not know how to use words correctly. He’s always been against cannabis. If you remember, his brother was a drug addict and got started with cannabis. He tells a story almost every day you’re dreaming if you’re waiting for him to legalize cannabis anymore than it is. If anything he will start locking ppl up for smoking it. NY your first.

  9. @jmantkd87 on September 15, 2025 at 4:38 pm

    Tilray baby!!!! Let’s go! This sector is going to explode when they announce S3 in a couple of weeks!

  10. @richardcleveland6013 on September 15, 2025 at 4:38 pm

    I really like your the Way you’re reporting this you’re quick you’re to the point and you are very educated. Thank you so much.

  11. @rajkha7935 on September 15, 2025 at 4:38 pm

    Staying loyal to XАI4R and XRP. Elon’s building and we’re backing

  12. @lashawnkirkendoll on September 15, 2025 at 4:39 pm

    they better watch section 704 affv commitee stay on game

  13. @oilers48 on September 15, 2025 at 4:39 pm

    All TLRY!!!

  14. @gailsmith9835 on September 15, 2025 at 4:39 pm

    MONEY MONEY MONEY !!!!

  15. @TobyTyler6007 on September 15, 2025 at 4:41 pm

    IF I CAN MAKE MY OWN ALCOHOL I SHOULD BE ABLE TO GROW MY OWN CANNABIS

  16. @redsetterfarm5853 on September 15, 2025 at 4:43 pm

    Investing in corporations that are unethical in lobbying against sick and dying patients growing their own medicine just to monopolize and profit is the lowest of low. These companies lobby against small growers helping their sick and dying neighbors, family and could be our friends and family in need. Sick world when people feed off the lives of others just for a get rich quick investment. Thankful for all the small growers helping those in need.

  17. @brotherlogicrmf2199 on September 15, 2025 at 4:43 pm

    Schedule 3 cannabis opens up the doors for rigorous cancer research.

  18. @sashaarr7122 on September 15, 2025 at 4:44 pm

    Praying 🙏 Medical Marijuana will be legal nationwide

  19. @jimmarks6437 on September 15, 2025 at 4:44 pm

    "a huge step for this INDUSTRY",…. not HOME GROW. If you ain’t got HOME GROW, you ain’t got NOTHIN. HOME GROW with great seed and cuttings, NFSOT.

  20. @CustomJ on September 15, 2025 at 4:45 pm

    You should temper your excitement. Trumps opinion changes with the wind

  21. @NoeReichel on September 15, 2025 at 4:46 pm

    Great content, thanks for sharing! Slightly unrelated, but I’d like to ask something: My okx wallet holds some USDT, and I have 12 words (clap zone acid tube also among tape museum boy film soda salt). Do you know how can I send them to Bybit?

  22. @sylviaazzaro405 on September 15, 2025 at 4:49 pm

    Shadd, soo true. Seems we run towards real value stocks. They were heavily undervalued. Books looks great for the larger companies. Moreover the prospect when S3 and safer banking is in place! 📈📈📈

  23. @CraigLondon-s2l on September 15, 2025 at 4:51 pm

    We have been on this rollercoaster before is it really going to happen who knows hope so

  24. @Thastorearoundthacorner on September 15, 2025 at 4:52 pm

    I just want to grow

  25. @kennethmeeker6369 on September 15, 2025 at 4:53 pm

    Why are they growing it so potent you can get permanent psychosis ?
    That’s what will stop it .

  26. @HannaBruce-w8k on September 15, 2025 at 4:55 pm

    Hit 200k today.<< I’m really grateful for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in April ❤>>

  27. @suncard19 on September 15, 2025 at 4:55 pm

    "This pot has been boiling for quite some time"

  28. @jmantkd87 on September 15, 2025 at 4:58 pm

    When is Dan the chart guy coming on? Can we please have him do Tilray! Thanks so much 🙂

  29. @todd5982 on September 15, 2025 at 4:59 pm

    I’m all in on curleaf and Leef brand

  30. @chrismolloy6885 on September 15, 2025 at 4:59 pm

    😎

  31. @JohnBerry-z7o on September 15, 2025 at 4:59 pm

    Without employment protections, nothing will matter !

  32. @DavidStraub-c7d on September 15, 2025 at 5:00 pm

    The big fish is the rescheduling to 3 going through. The herb sells itself and TRUMP is a deal maker. The stock moving up shows good start and many people see the benefits.

  33. @thebigpotato4175 on September 15, 2025 at 5:00 pm

    Consumers will be happy to see product’s price lower if costs can be deducted.

  34. @CDo-zo5nd on September 15, 2025 at 5:05 pm

    Thanks

  35. @kingtsik on September 15, 2025 at 5:06 pm

    Finally, the moment has arrived!!🎉
    Curaleaf
    Terrascend
    Tlry

  36. @JamesHead-g4s on September 15, 2025 at 5:06 pm

    Why are we excited about something Biden did not trump and plus it’s not legalization not even close to it.

  37. @RetroBerner on September 15, 2025 at 5:06 pm

    I snagged some CANN, up 85% over 5 days already. Hopefully it isn’t all BS

  38. @swedbmx4life on September 15, 2025 at 5:09 pm

    SNDL!

  39. @ssgssg8874 on September 15, 2025 at 5:10 pm

    Bruh just because it gets turned into a schedule 3 doesn’t mean it’s legal at all and most likely we have to wait another 10 years minimum to get weed legal it’s actually crazy that alcohol was banned but then they unbanned it and they can’t even study the weed to see if it’s truly bad they just say it’s bad because “it came from Mexico” that’s literally how it started

  40. @theprofonutube on September 15, 2025 at 5:12 pm

    Of course "stock will soar" – The potential to TAX the sales, is why those within the industry are ready to invest.
    The reclassification will allow an almost instantaneous sales increase, and a ROI decision about raising end cost to cover the TAX increase of reclassification will be the result.
    Think TAX Stamp.

  41. @canucksdude on September 15, 2025 at 5:13 pm

    Shad really doesn’t need to yell during these segments. They all feel like radio ads for a carwash and are hard to listen to.

  42. @vinotronviplounge1791 on September 15, 2025 at 5:13 pm

    Cannabis stocks go bananas when S3 arrives. Many people are on the sidelines looking to go long but need something concrete, like S3. Cheers!

  43. @johnnybeckett4579 on September 15, 2025 at 5:13 pm

    thanks for the news. greetings from germany

  44. @brandondavis2764 on September 15, 2025 at 5:13 pm

    Check the fine print on 2018 farm bill and accompanied documents

  45. @Thastorearoundthacorner on September 15, 2025 at 5:13 pm

    Im pretty sure I would be approved for med card

  46. @YouKnow-r9q on September 15, 2025 at 5:15 pm

    Shorting Tilray is about to backfire on alot of people, they are getting desperate and getting squeezed out, Should be illegal but when they get hosed we Grow Baby!

  47. @RickSanchezC1980 on September 15, 2025 at 5:17 pm

    The final decision is on President Trump and we need as a community to contact our local representatives and tell them we want schedule 3 & safer act to pass .

  48. @earthboundorganics747 on September 15, 2025 at 5:18 pm

    I would cash in on those stocks mark my word he’s going to crash them soon.

  49. @LawrenceLoftus on September 15, 2025 at 5:23 pm

    Defunding the FED ! Would solve so many problems !

  50. @ANGELFILES4REAL on September 15, 2025 at 5:24 pm

    Wait what comes in seven days from now!!! 😇😇😇😇😇😇😇

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