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Dear Fellow Investor,
Three Top Ways to Trade the Trump-Induced Cannabis Boom
Cannabis stocks are suddenly back in the spotlight.
This time, the catalyst isn’t just state-level legalization efforts or regulatory whispers from Washington. Instead, the spark comes directly from President Donald Trump, who made waves by endorsing CBD for senior healthcare.
In a Truth Social post highlighted by Reuters, Trump said hemp-derived cannabidiol (CBD) could “revolutionize senior healthcare” by reducing disease progression and serving as an alternative to certain prescription drugs.
That endorsement is significant. For years, CBD products have been popular among consumers seeking natural remedies, but Trump’s comments could push the conversation into the mainstream of senior healthcare—a demographic that represents both the largest population of prescription drug users and one of the fastest-growing groups of cannabis consumers.
The market reaction was immediate. Shares of Tilray Brands surged 40% to $1.60. Canopy Growth jumped 15% to $1.54. Green Thumb Industries gained 17% to $8.50. Trulieve Cannabis popped 14% to $8.16. Curaleaf Holdings rallied 21% to $2.86.
That’s an enormous one-day move for an industry that has been beaten down over the last several years. But the Trump effect is more than just a short-term bump—it could mark a turning point for the cannabis trade.
Political Momentum Adds Fuel to the Fire
Trump’s endorsement comes on the heels of broader momentum out of Washington. Just last month, the Administration said it was considering reclassifying marijuana from a Schedule I drug to a lower category, which would ease restrictions and reduce criminal penalties.
For cannabis investors, this is a big deal. Rescheduling marijuana would not fully legalize it, but it would remove significant barriers for research, banking, and business operations. That could open the door to more institutional investment, as well as expanded access for consumers and patients.
Combined with Trump’s vocal support of CBD, these political developments are putting cannabis back on the radar of Wall Street.
Trading Whisperer
The Billionaires Know the Secret
Elon Musk. Bill Gates. Jeff Bezos. Google. Even Robert Downey Jr.
They all put their money into energy storage. Why? Because without batteries, the clean energy future falls apart.
Musk himself said Tesla’s energy business will grow bigger than its car business. And last year proved it. Tesla deployed 31.4 GWh of storage and generated more than $10 billion in revenue.
But here is the thing. Tesla, Enphase, and Generac are already billion-dollar names. For everyday investors, the real upside is gone.
The real opportunity lies in a small US battery stock trading at just $177 million. Yet it is growing like wildfire. Revenue has more than tripled in a single year. Government programs already back its systems. And institutional investors like Vanguard and Fidelity have taken stakes.
Meanwhile, the macro winds could not be stronger. The US storage market is racing toward $465 billion by 2030. Electricity bills are climbing 6% to 8% every few years. Trump’s tariffs will slam imports with 34% penalties, but this small stock’s US and Austrian supply chain keeps it safe.
This is the kind of setup where billionaires quietly load up first. The question is whether you will get in before Wall Street notices.
See why investors are watching this deal.
Why ETFs Are the Smarter Play
While it’s tempting to chase the sharp moves in individual cannabis stocks, history has shown that the sector can be volatile. Regulatory delays, oversupply issues, and financing challenges have caused big swings in valuations.
That’s why exchange-traded funds (ETFs) can be a better way for investors to gain exposure to the cannabis boom. ETFs provide diversification across multiple cannabis companies, reducing single-stock risk while still capturing upside if the sector continues higher.
Here are three of the best cannabis ETFs to consider right now.
ETF: AdvisorShares Pure U.S. Cannabis ETF (SYM: MSOS)
Expense Ratio: 0.6%
The AdvisorShares Pure U.S. Cannabis ETF was the first actively managed U.S.-listed ETF dedicated solely to cannabis companies operating in the United States. It focuses on multi-state operators (MSOs), which are among the largest and most established players in the American cannabis industry.
Some of its top holdings include Green Thumb Industries, Trulieve Cannabis, Curaleaf Holdings, and Jushi Holdings. These companies dominate key markets across multiple states, giving them scale and resilience that smaller operators often lack.
With Trump’s endorsement and the possibility of marijuana reclassification, MSOs stand to benefit the most from increased demand and eased restrictions. MSOS offers investors direct exposure to this high-potential segment.
Priority Gold
TRUMP TO CLEAR WAY FOR
MUSK'S SILVER PLAY?
Elon Musk and Donald Trump might be the ultimate power duo for 2025's next market revolution: silver.
In 2022, Musk hinted Tesla might enter mining to secure critical materials. Now Trump's back with pro-business deregulation that could make this reality.
Just imagine: "Musk Buys Silver Mine to Power Tesla's Future."
Why it matters:
-Silver is Tesla's lifeblood — no silver, no EVs
-Trump's policies clear the path for supply chain control
-Even whispers of Musk entering silver could send prices skyrocketing
Nothing is confirmed—yet. But silver surged 23% in 2024. If Musk moves into silver, those waiting on the sidelines will be left scrambling.
That's why we created the 2025 Silver Forecast Guide.
ETF: Amplify Alternative Harvest ETF (SYM: MJ)
Expense Ratio: 0.75%
The Amplify Alternative Harvest ETF (formerly ETFMG Alternative Harvest) offers a global approach to the cannabis trade. It invests in companies across the cannabis ecosystem, from growers and distributors to firms focused on medicinal and recreational legalization initiatives.
Some of its top holdings include Tilray, SNDL, Cronos, and Canopy Growth. These are some of the biggest names in the Canadian and global cannabis markets, giving investors exposure beyond just U.S.-based companies.
With Trump’s comments reigniting interest in CBD and the broader sector, MJ provides a diversified basket of global cannabis leaders that could see renewed momentum.
ETF: Roundhill Cannabis ETF (SYM: WEED)
Expense Ratio: 0.41%
The Roundhill Cannabis ETF is one of the more cost-efficient options for cannabis exposure, with an expense ratio of just 0.41%. Like MSOS, it focuses heavily on leading U.S. multi-state operators.
Top holdings include Green Thumb Industries, Curaleaf Holdings, Trulieve Cannabis, Cresco Labs, and Verano Holdings. These companies are positioned to benefit directly from any federal-level easing of restrictions in the U.S.
Roundhill’s strategy gives investors targeted exposure to companies with the best chance of thriving under a more favorable political and regulatory environment.
Brownstone Research
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Are there any other cannabis stocks or ETFs you've got your eye on? What specific sectors of the market do you think are on their way up right now? Hit "reply" to this email and let us know your thoughts!
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