Trump's Marijuana Shift Could Reshape Cannabis Markets by Mid-2026

What Just Happened?

Trump just posted a CBD promotional video on Truth Social — but here’s the thing: he didn’t film it himself. The Commonwealth Project (a nonprofit focused on senior healthcare) created it, and the White House reposted it. That’s the real signal.

This marks the first time a sitting U.S. president has publicly endorsed Medicare coverage for cannabinoids. FundCanna’s CEO called it a “trial balloon” testing public appetite for federal legalization.

Why This Matters for Markets

The video argues medical marijuana could slash $64 billion annually from U.S. healthcare costs — a pitch tailor-made for a president obsessed with cutting government spending. Cannabis stocks exploded on the news:

• Canopy Growth (CGC): +17%
• Aurora Cannabis (ACB): +28%
• Tilray (TLRY): +60%
• Curaleaf (CURLF): +37%

Markets are already pricing in legalization as done deal.

Timeline: When Does This Actually Happen?

With only weeks left in 2025, legalization won’t drop tomorrow. Most likely scenario:

1. January 2026: Trump announces it during State of the Union
2. Q1-Q2 2026: Congress debates and votes (bipartisan support exists)
3. Mid-2026: Presidential signature seals the deal

The mechanics are bullish — both parties support it, and it solves a genuine budget problem.

The Real Play

This isn’t investment advice, but the market dynamic is clear: institutional money is front-running the policy shift. Whether you’re watching cannabis stocks or analyzing policy cycles, this is textbook how-to-read-political-signals-from-social-media.

The question isn’t if anymore — it’s when and which stocks already priced it in.