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GTI Is Good, but RYM Is Bad

Rythm, Inc. (RYM) reported its Q4 today and filed its 10-K for 2025. I shared here how their Q3 was bad and that it was a horrible cannabis stock in November. Since then, it has plunged 44.5% to $17.10. It is still a horrible cannabis stock in my view. A Look at Q4 The press release pointed to the massive sequential growth in revenue, which was true: Q4 revenue grew 164% from Q3 to $10.7 million, which was up a ton from a year ago (when it was just $18K). Of course, the com

Mar 43 min read

This Falling Cannabis Stock Is Not a Buy

RYTHM, Inc. (RYM), formerly Agrify, is down 1.5% year-to-date, which is way worse than AdvisorShares Pure US Cannabis ETF (MSOS), which has gained 28.1%, and it is a little worse than the Global Cannabis Stock Index, which at 7.21 has gained 4.8%. I last wrote here about RYM on 11/11, reiterating my negative view as I called it a horrible cannabis stock . The stock was then at $31, and it is now at $28.55 as of 12/18's close. While cannabis stocks have soared recently, this i

Dec 22, 20253 min read

MSOS: How Low It Could Go

I discussed t he crash of MSOS again on 11/18, when it closed at $3.16, and it has rebounded to $3.89. Clearly, it is highly volatile! I discussed why it was crashing and how low it could go and shared some good alternatives. Today, I want to discuss the current holdings, the bounce, the acceleration of redemptions of the ETF, and my updated view on the potential downside. MSOS Is Extremely Concentrated In Its Holdings and Is Leveraged AdvisorShares does a great job of updat

Dec 7, 20256 min read

RYTHM, Formerly Agrify, Is a Horrible Cannabis Stock

I introduced this company on this blog in May, when it was known as Agrify, calling it a horrible stock . I don't always get my stock calls right, and often the timing is poor, and the stock then was $24.01. Now it is $31.00. The good news for you is that if you held this stock then, it is higher now. The good news for me is that I wrote it up in Seeking Alpha on September 9th, when the stock was near $40,, warning readers to avoid RYTHM (RYM) . Here is the summary from that

Nov 11, 20254 min read

MSOS Is Plunging - Here Is Why

On September 1, Labor Day, I posted that MSOS could plunge. While it did move up from that $5.57 level on 8/29, the end of August, it is now 4.76, down 14.5%. In August, it rallied 96.8%. Even after the retreat, it is up 24.9% year-to-date. This is much better than the overall cannabis sector as measured by the New Cannabis Ventures Global Cannabis Stock Index, which has gained 5.1% so far in 2025. It has declined a lot less than MSOS since the end of August, down just 6.6%.

Oct 19, 20254 min read