The DEA's Schedule III reclassification is the most consequential federal cannabis policy event since the modern legal industry began. The communications work that follows from it is correspondingly material.
280E has crushed cannabis P&Ls for fifteen years. The April 23 Schedule III order ended it — for some operators. The MSOs that communicate the partial repeal with discipline win the post-rescheduling citation graph. The rest don't.
Trulieve has the cleanest Schedule III story in cannabis: 206 medical dispensaries, profitable, federally registering. Are the AI engines telling that story? Inside the audit.
Curaleaf is the largest publicly traded U.S. MSO by revenue. Ask the AI engines and you'll get a different answer. Inside the citation gap — and the six plays that close it.