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Sable Offshore Corp.

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The innovation they were talking about is moving off an Intel based chip with x86 architecture to their custom designed SOC style silicon that is so well integrated into their software that there are some staggering performance gains. It definitely took the laptop market by storm when it released which was around 5 years ago. Subsequent generations have begun to see smaller performance uplifts but in a lot of ways they're just running up the score on the competition. I moved from a tower PC for video editing to a MacBook Pro last year and it's actually kind of nutty how well the Macbook performs while still being fully portable with a 10+ hour battery life. Probably the most workflow altering piece of tech I've bought in a long time. I used to occasionally take a commuter rail train into the city to do some filming then would begin editing the next day after returning home, now sometimes I've got drafts finished by the time the train even gets me back home.

Mentions:#SOC#PC

SOC (Sable Offshore) bought oil platforms and pipelines off the coast of Santa Barbara from exxon after there was a spill in 2015 on the pipe. Pipeline has been repaired, stock tanking all year due to Cali red taping them. They just appealed to Feds and the federal pipeline health and safety office assumed oversight and it is mostly out of cali’s hands now. Restart plan approved. Will be boosting the supply of crude to California by over 12% starting soon.

Mentions:#SOC

does anyone know what's going on with SOC stock? i saw a DD either on wall.street.bets or stocks subreddit about it, but it has crashed since...

Mentions:#SOC#DD

SOC for the gamblers in this crowd.

Mentions:#SOC

SLS they will more than likely change Oncology with a cancer vaccine and everybody knows how vio stocks move when a BO takes place with a new SOC.

Mentions:#SLS#SOC

Meanwhile SOC is up over 100% in a month. Plays are everywhere, just have to peak out of the heard and see them!

Mentions:#SOC

I would add Sable Offshore ($SOC) on mine at the very end of the year. The stock was beaten down in 2025 due to legislative troubles. It finally got the approval yesterday which is a major milestone. Has potential to go 3x from here.

Mentions:#SOC

I sold to realize gains. I do this often even to my detriment.  I had 100 shares of SOC, and felt that a quick lock in of $100+ was better than chancing a fade away into the holiday.  I agree there is a lot of upside here, but also a layman and didnt want to catch myself out of position just in case. There's probably more to learn in my case to prevent me from selling early. 

Mentions:#SOC

Yeah I sold SOC today after buying yesterday. Looked like it was starting to fade.

Mentions:#SOC

From those bigger stocks i recommend SOC.

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SOC getting fully rerated

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SOC 🚀🚀🚀

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Sable offshore. SOC. Oil is in for 2026. SOC and the federal govt just gave the middle finger to California and the environment. Venezuela may also be “liberated” but not sure if that will bleed into SOCs valuation

Mentions:#SOC

2 for me and both because they have massive upside to come. SOC BECAUSE the oil is now flowing . BITF BECAUSE they are sitting on a gold mine opportunity.

Mentions:#SOC#BITF

Cheap, shit ticker that’s getting interesting against MVIS. Also some regard posted a dd on SOC years ago and it was up huge today, which I though was funny af

Mentions:#MVIS#SOC

SOC up a humble 69% Nice

Mentions:#SOC

SOC doubling over night to save my port for the year

Mentions:#SOC

Stocks on watch today in the FREE discord With potential reversal points discord.gg/Hfpnzzakb $ASNS $TGL $NVDA $MRGT $PCSA $YCBD - $AKAN $ADTX $SOC

It uses snaptrade which is a competitor to plaid, I don't get or store your login, I get a key which can read your trade history through snaptrade. they store the login credentials. It's been SOC2 audited and reddit's engineers looked into their security practices, so it should be legit.

Mentions:#SOC

SOC calls and shares after government oversight of the pipeline was approved.

Mentions:#SOC

SOC get in before the moonshot

Mentions:#SOC

$SOC short squeeze tomorrow

Mentions:#SOC

Buy as much $SOC as I can afford

Mentions:#SOC

The point was that the more expensive hardware is more likely to last longer. A better SOC will be able to run the newer software better and for longer. The downside is if your screen or something breaks then you lose those gains

Mentions:#SOC

Hey they're SOC2 compliant and all the security reviews took forever. Should be kosher. I hash your reddit userId before initializing you as a user so they don't know what reddit user is what person.

Mentions:#SOC

https://www.reddit.com/r/wallstreetbets/comments/1pl8r3k/this_is_a_test_of_the_new_scoreboard_system/ This is part of "Verified Trader", it lets you sync a brokerage with SnapTrade through Reddit (SOC2 security compliant) and post verified positions on the sub and participate in scoreboards. Try syncing a brokerage and sharing stuff/joining the scoreboard. Let me know what bugs you find, I'm sure there are plenty. It also gives you free data about (anonymized) what everyone is holding, its value over time, etc.

Mentions:#SOC

Just know the gap in SOC is starting crumble as new data has been emerging with LL. This drug is amazing!!! Don't be blind-sided or distracted from a celebrities experience with it who calls it a "threat to the industry." I, for one and many others are quite familiar with a concerted effort to keep this drug in the dark, as well as the share price. Just sayin'!!! The days of N.P. are well behind and barely visible in the rear-view mirror. The FDA knows their own staff held this drug back with prejudice. The same "threat" exists for several other fantastic drugs as well. Just ask Dr. Soon of IBRX.

Mentions:#SOC#IBRX
r/stocksSee Comment

SOC bought at 20$ Thank god I didnt go full regard and its only a small amount

Mentions:#SOC

SOC up 17.55%

Mentions:#SOC

Should I be buying SOC 🤔

Mentions:#SOC

1. I have my reasons for being in SOC and I put in money I am willing to lose. Not long term. Also, the amount I put in should indicate my confidence/reward from it. I am betting my valuation is correct. 2. Cash because I don't see anything really worth buying right now. And I am uncertain about how long I need that cash for any emergency at this moment from family/school side. Of the businesses I am looking at, they are all too expensive to me. 3. Canadian stocks because of tax purposes. It sucks being a Canadian as any dividends I earn in US is subject to 15% US withholding taxes. So I tried to find the best Canadian company in an industry I can reasonably understand. 4. I am not part of a 401k/pension atm. I am putting myself through school right now.

Mentions:#SOC

u/complex-jello-2031 Scratched the surface on this one, looks interesting, what do we think of Lymphir's ability to compete with currently established treatment plans? Mino-Lok feels largely positive and I could see it becoming a standard for CVCs based on the trials results but i'm not sure of it's market value as I suspect the standard would still be to replace CVCs and this would be used for the patients that would be contra-indicated for Here are the key results demonstrating Mino-Lok's efficacy: # 🎯 Primary Endpoint Met (Time to Catheter Failure) * **Endpoint:** The primary endpoint was the **time to a catheter failure event** (e.g., removal due to infection, worsening symptoms, or death) measured in days. * **Result:** Mino-Lok demonstrated a **statistically significant delay** in the time to catheter failure compared to the control group (p-value = **0.0006**). * **Data Highlights:** * **Control Arm (SOC):** The **Median Time-to-Failure (MTF)** was **33 days**. * **Mino-Lok Arm:** The **MTF exceeded the duration of the trial** and was therefore **not estimable (NE)**, indicating the drug was highly effective at keeping the catheters functional throughout the study period. * **Hazard Ratio (HR):** The Hazard Ratio was **0.53**, meaning patients treated with Mino-Lok were approximately **47% less likely** to experience a catheter failure event compared to the control group. # ✨ Secondary Endpoint Met (Overall Treatment Success) * **Endpoint:** A critical secondary endpoint was the proportion of patients who achieved **Overall Treatment Success** (defined as no catheter failure, clinical cure, and microbiological eradication) at six weeks. * **Result:** Mino-Lok achieved a significantly higher success rate than the control group (p-value = **0.0025**). * **Data Highlights:** * **Mino-Lok Arm:** **57.1%** of patients achieved overall treatment success. * **Control Arm (SOC):** **37.7%** of patients achieved overall treatment success.

Mentions:#SOC#NE#HR

SOC. Basically everything they own reverts back to Enron if they don't get it pumping oil again by January next year. Which isn't looking likely. They will basically vaporize overnight.

Mentions:#SOC

Well no shit. Give a SOC team unlimited time and resources to hire top tier talent, and they'll set up any piece of crap to be impenetrable. But good luck attracting that top tier talent when your entire stack is Microsoft.

Mentions:#SOC

All those things are available MS native, some better than others. Maybe not if you’re hiring bottom of the barrel talent. Calling MDE consumer grade is wild. MDE has grown so much from its ATP days. PANW only purpose is to ship firewall logs to the SOC. TBD if security copilot can be any good, but 400 SCU per 1000 E5 was a nice surprise out of Ignite. If the phish triage agent is any good I’ll drop that service from my SOC.

Mentions:#MS#PANW#SOC

Google has been making their own Tensor SOC chips for their smartphones for several years. They suck in comparison to the flagship Qualcomm/ Apple counterparts. I don't believe that Google is suddenly going to be on the same level as Nvidia or even AMD.

Mentions:#SOC#AMD

Look up why Nvidia etc were all forced out of the smartphone SOC market. Tegra was doing well early on. Qualcomm modem patents etc. Apple spent years and still isn't out of it.

Mentions:#SOC

Considering Qualcomm’s history, no company would want to work with them. If Oracle sounds bad Qualcomm is worse. Qualcomm bullied and forced most people out of the SOC market via their modem patents and lots more.

Mentions:#SOC

I sold half my SOC at ~30 because I had a bad feeling Man do I wish Id sold it all Oh well

Mentions:#SOC

$SOC playing for a double in next couple months, i wouldn’t advise anybody else does but it seems a good call to me

Mentions:#SOC

$DIS & $SOC probably my plays today

Mentions:#DIS#SOC

Anyone looking at SOC? Halted right now on the down trend and the Trump Administration is considering drilling in CA

Mentions:#SOC#CA

How about SOC. I see the same trend here too.

Mentions:#SOC

From Total return of 45% on SOC shares last night to total return of -2% as of right now. What the fuck man.

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Lmao I was up 45% on SOC share last night now I’m up 2%.

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Highly recommend yall check out SOC. They just solved the financial issue that caused them to drop from $13 to $5. They are on the way back up but only at $8 rn. Check it out.

Mentions:#SOC

couldn’t full port options cuz it was all instant deposits so I full ported shares on SOC Monday and I’m up 45% already lmaoooo

Mentions:#SOC

BUY SOC trust.

Mentions:#SOC

SOC offshores mooning

Mentions:#SOC

If they can squeeze this $SOC ...they can certainly squeeze $NFE w natty gas breaking out.

Mentions:#SOC#NFE

SOC back to 20

Mentions:#SOC

Jumped into SOC

Mentions:#SOC

Why is SOC MOONING???????????? ![gif](giphy|SkzbKoAtrK7rJqJSf0)

Mentions:#SOC

SOC MOONING!!!!!!!! ![gif](giphy|4qsokBIDFxwYAgAllg)

Mentions:#SOC

Told yall to buy SOC

Mentions:#SOC

This is the bottom for SOC folks 👍 new funding line secured

Mentions:#SOC

Fuck it full ported shares in SOC.

Mentions:#SOC

I full ported SOC. Am I cooked?

Mentions:#SOC

Guys I quit Options!! With that I full ported shares on SOC and am down 7% already. On the road to recovery!!

Mentions:#SOC

I've tried to short SOC in the past, then let it go. Fucking timing

Mentions:#SOC

Did SOC ceo murder children on live television or something?

Mentions:#SOC

How fck am I with my SOC shares?

Mentions:#SOC

Any idea what was discussed in SOC’s conference call this morning? The stock has dropped 25% today

Mentions:#SOC

SOC absolutely gotten wrecked in less than a month

Mentions:#SOC

Not checked the SOC ticker since the 18th july. Sure hope it's doing well.

Mentions:#SOC

Yeah and I have calls in SOC because this admin was supposed to be pro oil

Mentions:#SOC

u guys see this phil mickelson $SOC shit? hilarious, he's literally just a retarded ape

Mentions:#SOC

From ChatGPT: "Coinbase’s high fees are sustained by **trust, regulation, and convenience**, which became far more valuable after the 2022-2023 exchange collapses (FTX, Celsius, Voyager, BlockFi, etc.). Here’s the breakdown: # 1️⃣ Perceived safety and regulatory clarity * Coinbase is a **publicly listed U.S. company (NASDAQ: COIN)**, subject to SEC reporting, PCAOB audits, and U.S. GAAP. * Customer assets are **segregated** and held 1:1 (not rehypothecated). * It’s one of the few exchanges that **hasn’t had a major hack, insolvency, or freeze event** in over a decade. * U.S. users value this regulatory perimeter: FDIC-linked fiat accounts, SOC 2 compliance, and legal recourse in U.S. courts. → This “trust premium” is worth paying for, especially post-FTX. # 2️⃣ Ease of use and fiat access * Instant ACH/credit card purchases, simple interface, auto tax reporting, and broad integrations (PayPal, Apple Pay, etc.). * Kraken or Gemini are slightly less polished, and Binance US has reduced fiat rails and limited availability in some states. * Retail users are less fee-sensitive when the UI and on-ramp are seamless. # 3️⃣ Reputation risk after FTX * After FTX blew up, even experienced traders migrated to platforms with **transparent audits and legal entities in the U.S.** * Binance (and Binance US) suffered reputational spillover and regulatory crackdowns; Gemini faced its Earn-program lawsuit. * Coinbase became the **default “safe harbor”** for Americans who don’t want to risk frozen accounts or opaque offshore custody. # 4️⃣ Psychology and inertia * For small U.S. investors, a few dollars of extra fees per trade feels trivial compared to the peace of mind of “Coinbase is safe.” * People rarely move platforms once KYC, bank links, and portfolios are set up. " I agree

Mentions:#COIN#SOC

Their TPUs are used internally very heavy, Not just for Gemini but also for services. They have like 7 generations of the product and it gives them the most efficient and lowest cost per inference. In regards to mobile SOC, they are not in to create the fastest one. They are not competing with other OEMs on that. Their goal is to make the phones which leverages vanilla Android experience and enhance photography via processing. Its debatable if they have succeeded on that front. They were the 1st to do Night sight and now do many things via AI very well with their latest flagship phone.

Mentions:#SOC

There's also an important thing to keep in mind that SpaceX would probably not cooperate with such a company. Most bigger companies require certain compliance... like SOC2 etc. And I highly doubt these scammers have anything. Glad to know I'm not the only one! It's really hard looking at the X feed filled to the brim with posts about this stock skyrocketing.

Mentions:#SOC
r/wallstreetbetsSee Comment

People trading SOC, are you okay? Got burned on puts. This thing is swinging like crazy.

Mentions:#SOC
r/stocksSee Comment

There's some really good long form write-ups on Substack if you want to learn about the industry and the players. I'm long NE. They pay a dividend, but I own it in a tax advantaged account so I'm fine with that. Helps if I have to hold a year or two before I see other gains. They recently did an acquisition so there's not much chance of another, which I like. Management is highly regarded, so there's less downside risk, but probably lower upside (though I still think 3-4x is reasonable over the cycle ). VAL is popular, but there's a big risk right now of management making a.stupid acquisition instead of buying back shares. If not, it's probably got more upside than NE. RIG, SOC are so e other popular names. Any good writer will cover a breadth of the names.

r/wallstreetbetsSee Comment

SOC leaps.

Mentions:#SOC
r/wallstreetbetsSee Comment

WallStreetBets is currently buzzing about President Trump’s executive order declaring a national energy emergency, which aims to override California’s stringent climate policies and expedite offshore oil drilling, significantly impacting companies like Sable Offshore Corp. (SOC). 

Mentions:#SOC
r/stocksSee Comment

Down 50% YTD… judge blocked the pipeline restart (for now)… Are you still following the SOC story? Amazing time to buy at $11.75… or is the play dead?

Mentions:#SOC
r/wallstreetbetsSee Comment

if i were to buy SOC shares, what sort of catalyst might see the Stock recover? Some sort of Burgum/Trump intervention? Would that even matter?

Mentions:#SOC
r/wallstreetbetsSee Comment

am i crazy buying SOC shares?

Mentions:#SOC
r/wallstreetbetsSee Comment

Hey Zooomr, You going to give us another update on your SOC play or what? https://www.reddit.com/r/wallstreetbets/comments/1i6v4hc/soc_trumps_executive_order_just_turned_california/

Mentions:#SOC
r/wallstreetbetsSee Comment

He’s like “SOC is gay. Everyone thinks it’s the gayest stock around. I said, I don’t think it’s that gay but some smart people say it is. I don’t know.”

Mentions:#SOC
r/wallstreetbetsSee Comment

SOC 🐂

Mentions:#SOC
r/stocksSee Comment

SOC

Mentions:#SOC
r/stocksSee Comment

I'm thinking $SOC, no analysis or anything, just a gut feeling

Mentions:#SOC
r/wallstreetbetsSee Comment

Moss Landing was a rare bird. Firstly, the NMC chemistry they used is quickly falling out of favor for the current flavor of LFP which will further give way to even more advanced chemistries that have cheaper and safer characteristics. The Moss Landing ccgt peaker plant was a strong candidate for utility scale BESS co-location because when the peaker was operating power would be wildly cheap and the now full SOC batteries could operate instead of the plant the next time the gid was having a capacity event. The BESS would also perform grid ancillary services for power quality, etc. Moving forward, utilities are mainly looking to place utility-scale BESS in places with major power fluctuations due to the duck curve and/or lacking transmission. The proliferation of stand alone storage would be even greater if the batteries were not coming from Chyna and the fire community / greater community wasn't terrified of batteries. The changing chemistries and domestic manufacturing arm will change this and give the US at least a long-shot horse chance in supplying core AI infrastructure over the near term.

Mentions:#BESS#SOC
r/investingSee Comment

But this isn't a merger. There won't be the danger of culture clash that a merger would bring. This is Nvidia making an investment into Intel and allowing Intel to use their IP in Intel SOCs (and I'm pretty sure Nvidia gets a royalty on each Intel/Nvidia SOC that's sold). Really, this still keeps a lot of distance between Nvidia and Intel. This is a bit more like how Microsoft invested in Apple in the mid-90s to keep Apple afloat.

Mentions:#IP#SOC
r/investingSee Comment

I'm guessing that Nvidia gets a royalty for every GPU that's incorporated into an Intel SOC - that's usually how these kinds of deals work.

Mentions:#SOC
r/stocksSee Comment

Not everything is related to Trump. Look at the deal in technical terms. This actually sounds bad for AMD. Nvidia said Intel will make a custom CPU to go with Nvidia’s AI GPUs that uses NVLink. NVLink is: “a high-speed, direct connection technology developed by NVIDIA that allows multiple GPUs to communicate with each other and with the CPU at extremely high bandwidths, bypassing the slower PCIe bus. This significantly increases performance for demanding applications like artificial intelligence and high-performance computing by enabling larger models to run across several GPUs with lower latency and more unified memory. It is a crucial component in modern supercomputing and AI data centers, allowing for the scaling of complex models and workloads far beyond the capabilities of single-GPU systems.” Nvidia said this will make Nvidia a major Intel customer. This seems to indicate that any companies buying Nvidia Blackwell GPUs will also be buying Intel CPUs, which means Intel will finally be cashing in on the AI hype. It also means Intel will have a moat and increase market share in the data center market. AMD won’t have an NVLink CPU to compete. Nvidia and Intel will also cooperate to make a system on chip (SOC) for consumer laptops, which is something that currently isn’t being done.

Mentions:#AMD#SOC
r/stocksSee Comment

Nvidia said Intel will make a custom CPU to go with Nvidia’s AI GPUs that uses NVLink. NVLink is: “a high-speed, direct connection technology developed by NVIDIA that allows multiple GPUs to communicate with each other and with the CPU at extremely high bandwidths, bypassing the slower PCIe bus. This significantly increases performance for demanding applications like artificial intelligence and high-performance computing by enabling larger models to run across several GPUs with lower latency and more unified memory. It is a crucial component in modern supercomputing and AI data centers, allowing for the scaling of complex models and workloads far beyond the capabilities of single-GPU systems.” Nvidia said this will make Nvidia a major Intel customer. This seems to indicate that any companies buying Nvidia Blackwell GPUs will also be buying Intel CPUs, which means Intel will finally be cashing in on the AI hype. It also means Intel will have a moat and increase market share in the data center market. AMD won’t have an NVLink CPU to compete. Nvidia and Intel will also cooperate to make a system on chip (SOC) for consumer laptops, which is something that currently isn’t being done.

Mentions:#AMD#SOC
r/stocksSee Comment

Not everything has to be related to Trump. Try to look at the deal in technical terms and you will realize Nvidia is after x86 in-ways for its AI accelerators. It actually sounds bad for AMD. Nvidia said Intel will make a custom CPU to go with Nvidia’s AI GPUs that uses NVLink. NVLink is: “a high-speed, direct connection technology developed by NVIDIA that allows multiple GPUs to communicate with each other and with the CPU at extremely high bandwidths, bypassing the slower PCIe bus. This significantly increases performance for demanding applications like artificial intelligence and high-performance computing by enabling larger models to run across several GPUs with lower latency and more unified memory. It is a crucial component in modern supercomputing and AI data centers, allowing for the scaling of complex models and workloads far beyond the capabilities of single-GPU systems.” Nvidia said this will make Nvidia a major Intel customer. This seems to indicate that any companies buying Nvidia Blackwell GPUs will also be buying Intel CPUs, which means Intel will finally be cashing in on the AI hype. It also means Intel will have a moat and increase market share in the data center market. AMD won’t have an NVLink CPU to compete. Nvidia and Intel will also cooperate to make a system on chip (SOC) for consumer laptops, which is something that currently isn’t being done.

Mentions:#AMD#SOC
r/wallstreetbetsSee Comment

I’ve been buying SOC

Mentions:#SOC
r/wallstreetbetsSee Comment

SOC is going to run

Mentions:#SOC
r/wallstreetbetsSee Comment

The fuck just happened with Sable SOC?

Mentions:#SOC
r/wallstreetbetsSee Comment

I'm mostly in bonds (SGOV) at the moment since most companies are overvalued. There's some good speculative plays in mining/metals, but most of these companies have had a big run-up and don't have much revenue (UUUU, UURAF, DNN, ABAT). I have some GOOG and ASTS leaps. SOC is reopening their offshore oil rig soon and should see a big jump when they do. It's also down today

r/pennystocksSee Comment

The real story here is CNSide already being SOC and rolling out nationwide in 2026. Its go time for Plus.It’s big bucks like it or not! You cant argue with the numbers can you?

Mentions:#SOC
r/pennystocksSee Comment

I totally agree. I have been follwing the stock for a while and are in again at around USD 6,8. Remember this stock was almost USD 300 back in 2016 (no split😅). New management have been working on a turnaround plan that now starts to work. At the CC in august 25 they have some comments about dobble digit revenue growth in Q4 25 and beyond. In their international business and business to business US they are growing double digit. Its their direct to consumer business that have had negative growth for 10-12 quarters. That segment now starts to stabilize according to the CC. Also recently they have introduced Voxi 5 a stationary oxygen inhalator. This segment (SOC) they have not been in before as they have focused on The POC market ( portable). The SOC market is much bigger. Their balancesheet are very healthy with a cash position of USD 124 mio. (Market cap USD 215 m). Inogen can easily run 3-5x if they start to show decent growth which I believe will start around Q4 25.

Mentions:#SOC
r/wallstreetbetsSee Comment

ARM will be an 18A customer. They posted a video about an ARM SOC a few days ago, but removed it for some reason.. Reference: https://www.reddit.com/r/hardware/comments/1mqekrb/intel_foundrys_non_x86_reference_soc_on_intel_18a/

Mentions:#ARM#SOC
r/wallstreetbetsSee Comment

The bigger problem for me with Intel is two fold. The fab situation is bad, they can't get yields and they dragged ASML down. In this scenario, any Trump backed bailout is going to end up being a check to ASML. Their High NA EUV machines cost $400m each and each fab needs 2-3. My second problem is what is left of Intel today. They sold of big parts of their business, like memory, and getting away from networking, FPGA. So they've slimmed down their business, fired people, done a lot worse and have lost IP. And that's an even bigger problem for me. They aren't building, they're breaking their business apart. And they sold everything that could help them make a proper SOC. So they're confined to what they always sold which is an x86 processor. And in Datacenters, x86 is more power consuming. If you start putting your TCO hat on, you're gonna find out ARM processors are way more efficient from a power perspective and from the amount of work you're gonna get done. When we are faced with building Datacenters requiring many gigawatts of power, Intel is where you start making cuts. And Nvidia is actively replacing all their CPU pairings with ARM Grace CPUs. So now that we're starting to do some real math here...every 1 GW power requirement for a Datacenter is translating to a $50b opportunity for Nvidia (reference Vivek Arya/BofA Global securties). So what do I see knowing this ...Datacenter processors cost $15k from Intel and they're about to have their lunch eaten on x86 Datacenter processors. Long term, I see Intel splitting into two, x86 license and remaining IP will be sold off to Qualcomm (my prediction) or Texas Instruments. Qualcomm loves IP licensing. The fabs..I don't know.