A bunch of the big US names have reported and showing +25% QoQ revenue growth (vs Canada -50% in the case of Supreme). I've gone through HRVSF's quarter in depth and although it was strong there is still a funding gap and they reduced pro forma 2020 revenue guidance (from $900k -$1bn to $700M to $1.0B assuming they ca get funding) and for EBITDA Margins (from 30-35% to 20-30%). Should still go up with the rest of the US cannabis names but I replace it as a top 4 pick with Cresco Labs (CL).