SOC

DocInABox33

You are aware that an audit is not always sufficient nor is the fact that all audits are high quality. Who did the audit for SpaceX and what financial conflict of interest was present? It’s not just me who wants an independent review.. “[SpaceX Financials Flagged as Concern to SEC by Advocacy Group](https://www.bloomberg.com/news/articles/2026-05-06/spacex-financials-flagged-as-concern-to-sec-by-advocacy-group) By Carmen Arroyo SOC Investment Group, an adviser to union-affiliated pension funds, is urging US regulators to probe SpaceX’s financials ahead of a Wall Street debut that could value the company at more than $2 trillion, citing concerns over its relationships with Elon Musk’s other ventures. In a letter to the US Securities and Exchange Commission dated May 6, the Washington, D.C.-based group asked the agency to review SpaceX’s financial disclosures for accuracy and reliability, and #**make sure the rocket manufacturer’s auditor remains independent.** SOC Investment Group also urged the SEC to scrutinize the accounting of SpaceX’s transactions with other Musk companies, including xAI and Tesla Inc.”

SmugOmnivore

rivian is creating their own custom silicon and launching that SOC in their r2 platform. how is that AI pump?

MadeUpName314159

Probably on the NVDA news about a new ARM laptop and desktop SOC later this year. Market hasn't yet realized that INTC is the only high end fab that can make the chips, cause TSMC is full up making AI GPUs for the year and Samsung is too small volume/also already committed.

Supertainment

SOC

Alex_Trenholm

SMCI $50 tomorrow going to erase all my ODTE losses throughout history. SOC chucking the state of California is going to get me Lambo

Alex_Trenholm

$SOC - Gavin Newsom just got cucked

Goodlordy3

Sable Offshore $SOC short interest is silly at almost 20% given the recent legal wins

throwaway0845reddit

Depends. We have a lot of low level programming that goes deep into video codec implementations on state of the art SOC hardware. Lots of spec context etc. gpt is terrible.

NoOneMan79

You don't have to assume what I say is true. Quick example: [https://fireworks.ai/models/fireworks/kimi-k2p6](https://fireworks.ai/models/fireworks/kimi-k2p6) $0.95 / $0.16 / $4.00 Per 1M Tokens (input/cached input/output) You likely don't know who Fireworks is. Or Together Ai. Or Modal. That's sort of my point. I don't really care personally as long as they are SOC2, engage in BAAs, just give me the pricing per model. "how would you play this" I certainly would not invest in anything Chinese. There's a lot of money to be made off a silly pump and dump if that is your kind of thing, and this is of epic proportions. But my risk tolerance makes me allergic to AI stocks atm, especially with geopolitical turbulence.

Crotean

They leapfrogged Intel in processor speed and performance for several years and are dominant in the dedicated SOC market, IE game consoles and their server chips made dramatic improvements when they started beating Intel.

Airhostnyc

Next up SOC

LividArmadillo2790

Buying more SOC calls just because they’re pissing off Cali socialists 🤷

WiseWorldliness8405

IMO NWBOs future is very bright: 1. MHRA approval 2. FDA approval 3. Worldwide approval 4. 7 MMs settle lawsuit for billions 5. Partnerships announced, manufacturing expanded 6. Up listing announced to NASDAQ, or maybe NYSE 7. Hub and spoke franchise implemented with new partners 8. NWBO leadership and board changes, corporate offices move 9. Revenue generated beyond belief 10. New SOC for solid cancer tumors, maybe all cancers 11. New trials for all cancers paid for by partners 12. Cures many cancers 13. Stock price soars, with huge dividends, proving to be longs greatest investment 14. Ten years from now, NWBO sold to AI

LividArmadillo2790

SOC is the ultimate YOLO as momentum shifts to energy

LividArmadillo2790

Time to hop on the SOC train

Pelvis-Wrestly

The sneaker win is that they build their own silicon and SOC/SIPs. That gives them a huge pricing and scale advantage over all the other EV manufacturers in the world. Pay close attention to what the VW group does with their tech stack. Rivian is cute and flashy, but VWAG builds 8m cars a year, and there are about $1000 of silicon in each one. If they continue down the Tier 1 development model, buying all their tech from Bosch, Harman, Continental LG, etc, then the Rivian chips are no big deal. If they pivot and start buying all their chips from the Rivan foundry, then RIVN is riding the R2's to the moon. Source: am automotive tech engineer.

Much_Candle_942

Where's that guy who was arguing with me about SOC, and the storyline of California letting the company sell oil? That was pure "trust me bro" thesis at best 😂

CrispityCraspits

This "investor group" is an activist advisor associated with the "Strategic Organizing Center," which is a trade union organizing group. It is not an investor of any sort, nor does it even give investment advice. https://www.socinvestmentgroup.com/ >The SOC Investment Group is not a named fiduciary for any pension or other fund or plan, nor does it render investment advice. It's an activist group doing activist things. Earlier this week it was urging Wal-Mart to report on how immigration policy is hurting its business. >This indicates that institutions are now paying attention to the SpaceX IPO, It really doesn't, at least not in the way the article suggests. It indicates that a pro-union activist group is opposed to Musk and Space X. If an actual institutional investor starts raising concerns, then that would be meaningful. It's fine to hate Musk and his companies but if you want to be investing you should be careful about believing that something is true because you want it to be true.

MartinEdge42

the pension fund pushback is the right pressure point. spx index inclusion is what triggers passive flow whether holders want spacex exposure or not. SOC's framing about disclosure quality is the legal lever, if spacex gets graded as a verified-financials risk thats how vanguard/blackrock funds get pushed to opt out. the precedent matters more than the spacex outcome itself - sets the bar for future private-to-public conversions

krLMM

This one is 100% stock manipulation and it's going to happen more and more as we go. The playbook here is: They looked into businesses that were about to be bankrupt or in distress since Biden - with some remote blame to put on his admin. They found Spirit Airlines. They invested in them through stocks and options. Then they published this 'rescue package' and will rack in millions. If you want to bet on corruption there are other potential plays at hand:  1. $SOC is an oil drilling company that got operations blocked by environmental risk in California (a pipe spill). They are beginning operations  2. CRML or other metal companies with presence in Greenland. Every two weeks or so Trump will post about having strategic access to Greenland for minerals and the stock will pop (look chart). If NATO countries don't bend to the word of the day he plays this card. 3.NextDecade Corporation NewFortress Energy or other natural gas / energy companies if Trump will remove restrictions and allow exports. Notice that these companies are terrible and failing. They are speculative plays based on corruption for short term gains if Trump decides to make money. I cannot think of more, maybe you have some ideas.

Total_Schedule591

Special shoutout to Sable offshore for their tremendous bravery at the lunch outing, their ticker is SOC if you're not familiar with them but they're great people, wonderful, beautiful, big dicked people 🤲

BuddyIsMyHomie

Actually, I believe he is greedy and power-hungry at all costs. You do not need to be “smart” but actually stupid and crazy to do what he did to knowingly create this demand. Check out his statements about $SOC; I believe he knew what he was doing. I traded off it too but was hoping to lose because I thought he would come to his senses as a human being.

Whodiditandwhy

Another growing bull case is that California is rapidly running out of jet fuel because of the Iran war. If Claude's math is to be believed, refining 75% of SOC's oil production into jet fuel is enough to cover ~15% of California's jet fuel demand per day keeping ~300 planes from being grounded.

Local_Praline2593

super interesting. from my POV it all depends on the SOC 2 Type 2 Report that is missing. If they verify what DeFi claims it will skyrocket

c-u-in-da-ballpit

Please build a calendly alternative in a single morning. Remember to include - API integration across Google Calendar, Microsoft Graph, and Apple CalDAV — three separate protocols, three separate auth flows, three separate deprecation cycles you don’t control - Bi-directional sync with real-time conflict detection across all three simultaneously, accounting for propagation delays where a booked event hasn’t yet appeared in the calendar API - Distributed concurrency control so two people hitting the same open slot at the same millisecond don’t both get a confirmation email - Booking atomically touches Postgres, Redis, a job queue, a calendar API, a video conferencing API, and an email provider — partial failure at any step leaves corrupted state - Timezone resolution across every UTC offset on Earth including half-hour zones, DST transitions, and governments that change their DST rules with weeks of notice - Availability logic that simultaneously enforces buffer times, minimum notice windows, maximum advance booking, daily meeting caps, per-day custom hours, and date-specific overrides without any combination breaking - Round-robin assignment with fairness weighting, capacity limits, and account ownership routing that stays correct across cancellations, no-shows, and reschedules - An embeddable widget that runs sandboxed inside iframes on customer websites - Zoom, Teams, and Meet auto-link generation with unique credentials per meeting - Stripe integration with refund logic, failed payment handling, and no ambiguous confirmed/unconfirmed booking state - Salesforce and HubSpot sync that logs meetings on their API versioning schedule - Webhook delivery with retry queues, exponential backoff, dead letter queues, and idempotent replay - Reminder sequences that are atomically cancelled when a meeting is cancelled 30 minutes before the job fires, across a distributed queue - GDPR deletion covering your primary DB, backups, analytics, third-party logs, and audit trails - SOC 2 Type II continuous evidence collection, access reviews, and incident response

Mecha-Dave

I look at the memes here and then decide if they are regarded or not after googling the company. I'll "yolo" on penny stocks with the change left over from bigger transactions. $RKLB, $TDY, $ADM, $SOC, and well timed $TSLQ are ones that did well for me. Also $SLV with good timing and $IAU. Recently $WMT, $CVX, and $CSTC

jc4466

$SOC Begins sales https://sableoffshore.com/news/news-details/2026/Sable-Offshore-Corp--Begins-Oil-Sales-from-the-Santa-Ynez-Pipeline-System/default.aspx

No-Phrase-4692

Am I regarded or retarded for holding SOC for the same reason?

Puzzleheaded_Log6967

Curious what your guys take us on Sable Offshore in CA pipeline forced to open and its stock. SOC

corporalboobs

SOC $17 calls expiring may 1. SOC deez nuts riding up up and away

evnaczar

My portfolio is making loads with oil stocks $SOC

Any-Love-6016

SOC was just on fox news and there stock is climbing ..Almost 1.00 while I was watching the news..lol

BouRock

$SOC?

SamLeCoyote_Fix_1

I am not expert, sorry. But, check this: iPath’s key security differentiator is that every agent runs as an identity‑bound actorinside the same RBAC and folder permissions already used for people and RPA robots, so there’s no “shadow access.” All AI traffic also goes through a central AI Trust Layer that enforces encryption, data‑privacy rules, and blocks enterprise data from being used to train external models. UiPath’s “official‑level” security edge is that it is the first enterprise platform certified AIUC‑1 for AI agent security, a dedicated standard that tests agents under real attack conditions (jailbreaks, prompt injection, hallucinations, unsafe tool use, etc.) via independent quarterly audits. On top of that, the underpinning Automation Cloud / Orchestrator already holds HITRUST r2, SOC 2 Type 2, ISO 27001/17001, and ISO 42001, which most other agent orchestrators don’t yet bundle around agentic‑automation at the same level...

BobbywiththeJuice

"Make this app SOC2 compliant. No mistakes" - Delve's entire business plan

corporalboobs

SOC

TonyStarks81

Last year there were tons of posts about SOC. Now I see nothing and this seems like the exact situation that would make them pump. What am I missing.

Low_Sheepherder7990

SOC is interesting if you can stomach the Cali legal battle... $1B in revenue anticipated this year with the pipelines running again. $2B market cap.

Hamzehaq7

sounds like you hit the jackpot with $SOC! i’ve been eyeing oil plays too, and your breakdown is super solid. that $35 target seems pretty achievable, especially with the DPA in play. i mean, with that short interest, you could be looking at a wild ride if they really have to cover. just curious, have you considered any potential risks or how this plays out if the oil market takes a dive? would love to hear your thoughts!

onamixt

\> **The Setup** A year ago, I dug into a 13(f) filing from one of the few investors I actually respect and found a massive value play: **$SOC (Sable Offshore Corp)**.  Phil Mickelson? LMAO

wumr125

Ceasefire? Lol You bombed a school. Only america tolerates the killing of its children en masse This war will be as long as it takes for America to capitulate. Oil is going to be very expensive all year Bankruptcies will be numerous Im thinking green energy (GEV, BEPC), solar(FSLR) and usa based crude producer like SOC maybe could suddenly rip Warfare companies will go up, uncle sam is spending billions on missiles to blow up huts And orobaly drone and counter drone companies will be picked up by the usa and suddenly 100x Ibjust wish I knew more drones companies... Im not convinced about RCAT Outside of usa I'm buying euad again, if America has all its toys blown up the eurokids will have to make their own Everything else is going to shit

Overall-Breeze95

I remember looking into $SOC a while back. The regulatory hurdles seemed like such a big risk, but congrats on the foresight! Might have to do some more DD myself now. What's your exit strategy?

BimmerBro98

SOC

Low_Sheepherder7990

Looks like SOC finally heard they were pumping oil through the pipelines again… thing moved zero on that news

Old_Freedom_9549

SOC can’t seem to keep the pumpage, constantly giving it back

Low_Sheepherder7990

SOC says otherwise

Low_Sheepherder7990

It’s a buy the dip on EONR and SOC kinda day.

Goodlordy3

$SOC 8k dropped this morning. Oil is flowing west coast gang! 22% of float is short \~7days to cover. She's going to moooooooooooon

BouRock

$SOC has huge squeze potential with asset filled in capability

PixeledPathogen

Union Square Park Capital Management LLC acquired a new position in Sable Offshore Corp. (NYSE:SOC - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 136,500 shares of the company's stock, valued at approximately $2,383,000. Sable Offshore comprises about 0.9% of Union Square Park Capital Management LLC's investment portfolio, making the stock its 25th largest position. Union Square Park Capital Management LLC owned about 0.14% of Sable Offshore as of its most recent SEC filing.

Accomplished-Rain856

Buying some SOC (sable offshore) . Not much but a little a seeing what happens over the next 6 months

InfiniteNerve1384

SOC trade nights or just days?

InvestTradeEarn

$SOC based on the new order to start pumping oil and over 40% short interest that wasn't expecting that order

Consy98

What do you think of $SOC? Trump gave them approval Friday to start pumping oil again, located off the Cali coast?

Much_Candle_942

Dont need account to read the crap there. The more convinced an "analysis" there, higher the chance that it's exit trap.  By the way, where was this analysis when SOC was $8 just 2 weeks ago??

InvestTradeEarn

We are getting off track. Respectfully. SOC was never a desert driller. They offer California oil just like any other California producer and the federal government identified them as having oil valuable to secure national interests and provide stable, affordable, domestic, and reliable oil to meet national needs. It was specifically identified that it would help alleviate California's reliance on foreign oil. The oil and gas experts that made this decision to identify SOC specifically and no other company, those are the experts in this area. I would rely on their judgment. The company has always been valued based on being a California oil producer, and the order now makes them a viable producer that is live which has been the hope of the company and the stock since it's inception. Best of luck

Insteadly

You sound bitter. Sorry for \*your\* experience. I bought Sable when it was the $10 Flame SPAC and sold at $28 last August when it became obvious that OSFM wasn't going to deliver a permit. It wasn't until December that OSFM acknowledged it. SOC was one of my best investments, not because of the 180% gain, but because of how much money I put into it. Oil is flowing to Pentland before Monday. Good luck to all longs!

HEK293INVAX

SOC BRN YGRAF EONR -it's the black gold moment

Metrostation984

This is one of my better plays. Since the DD here about a year ago I have been in this, sometimes bagholding sometimes swingtrading. Made some good returns on the puts right around the time they received the notice that they were NOT allowed to drill. Slowly positioned out of my calls before that and bought more lottery calls at the bottom. I was gonna buy some puts at these prices 17/18$ since this whole situation could be a nail in SOCs coffin if it doesn’t work out. Luckily for this one particular play, 🥭 went full regard and created a situation in which oil prices are very high and gives SOC the permission to drill. For anyone wanting to jump in, assess for yourself whether this is a viable play at this price. SOC has a lot of extra liabilities due to lawsuits and this operation taking so long. Short term it should still rip into the low to mid twenties, just from past movements.

TrailerParkBuddha

They already have dilution chambered and ready to fire off. I ran this post through my AI assistant and then had it do an analysis of its finacials and possibility of dilution. Company had zero revenue last year and loans due in the next 90 days. Here is what it says regarding dilution: "​3. Dilution Risk: How Likely is a "Pump and Dump"? ​The risk of dilution on a price spike is High to Certain. ​The $250M ATM: $SOC already has an active "At-The-Market" (ATM) offering facility. Management has shown they are not afraid to pull the trigger; they issued $545 million in new stock in 2025 alone. ​The Warrant Overhang: There are millions of warrants ($SOC.W) with an exercise price of $11.50. With the stock at ~$17, these are "in the money." If warrant holders exercise, it dilutes your position but adds cash to the company's balance sheet. ​The Refinancing Requirement: To pay off the Exxon loan in 90 days, $SOC must either refinance with a bank (hard to do with zero current revenue) or raise massive amounts of equity. A "pump" to $25-$30 would be the perfect window for management to dump 20-30 million new shares to pay down debt." If retail pumps this, it is certain they (and most likely OP since they're trying to draw liquidity) will dump. They basically HAVE to. If you're gonna get in, better be comfortable with being in the red for some amount of time.

Consy98

Can you give an honest appraisal on $SOC ? oil company after big legal battle given government contract to sell oil - immediately gains $40m in revenue PLUS allowed to started pumping today onsite, being the only supplier on the West Coast. Juicy part? Small float and 36% short interest. Already up 10% after hours , price target of $29 from Jeffries provided legal case goes their way which happened today. Can you tell me whether I’ve been pumped full of hope please?

Conscious_Project770

Rub away the earlier assumptions for a moment. Most of the selling happened while people were waiting for the signature. During the session nothing had been formally signed yet, so traders assumed the worst and sold first. The move during the day was largely that uncertainty being priced in. Another widely circulated idea was that California would immediately seek a preliminary injunction even after invocation of the Defense Production Act. That could theoretically happen, but it becomes far more complicated once operations are tied to federal emergency authority. Operationally the constraint was never the rigs themselves. The rigs can fire at any time; the bottleneck was logistics: • Storage had filled up • Pipelines remained politically difficult to reopen • Production therefore could not meaningfully increase Now the framework shifts with the Strategic Petroleum Reserve release combined with the DPA authority. In that configuration the company is not just protected from certain regulatory interruptions; if production is mandated and capacity exists, failure to produce could actually create legal exposure. The expectation circulating among traders is: • Roughly 500k barrels from storage sold this week • All three rigs operational by week-end • Production ramp following immediately after With roughly 46% short interest, the setup becomes less about the legal debate and more about positioning. If the operational ramp materializes, it is difficult to construct a scenario where Sable Offshore Corp. ($SOC) remains below ~$40 for long. With that level of short exposure, a squeeze scenario toward $50 is not implausible. In short: the drop looked dramatic during the day, but it was largely pre-confirmation panic rather than a change in the underlying operational trajectory.

Consy98

$SOC is the only play this week - oil company after big legal battle given government contract to sell oil - immediately gains $40m in revenue PLUS allowed to started pumping today onsite, being the only supplier on the West Coast. Juicy part? Small float and 36% short interest. Already up 10% after hours , Google it if you don’t believe me - price target of $29 from Jeffries provided legal case goes their way (IT DID - TODAY).This is the play of the war! Search out the DD in WSB! $SOC $SOC $SOC

Consy98

$SOC is the only play this week - oil company after big legal battle given government contract to sell oil - immediately gains $40m in revenue PLUS allowed to started pumping today onsite, being the only supplier on the West Coast. Juicy part? Small float and 36% short interest. This is the play of the war! Search out the DD in WSB

Consy98

For anyone that’s interested, $SOC is up nearly 10% after hours.. this one could really go regards

CautiousBets

Don't forget the news item Friday AM that empowered shorts. The courts ordered all documents and correspondence pertaining to the conversations and agreements between SOC and the government with respect to invoking the civil war era action to be sent for scrutiny. The shorts dumped the stick but it got held up intraday with the Trump actions coming in the AH on a weekend where the judiciary don't work. Got em them bear good.

InvestTradeEarn

Watching $SOC based on the new oil order by President Trump and the secretary...

Maleficent-Couple-76

Can still buy $SOC after hours, going to squeeze way more Monday

veggieroll1up

SOC making the admin $$$ with the latest executive order. Good luck 🅱️ag holders!

Webby1031

SOC

Ok-Adeptness6444

SOC Sable Offshore

wumr125

$SOC bag hokders rejoice! Anyway heres the text President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. WATCH: President Donald Trump said he didn’t believe Iran was laying mines in the Strait of Hormuz and repeated his suggestion that the war would end soon. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year. The planned order comes as Trump faces heavy political pressure to tackle rising fuel prices ahead of the November midterm elections, which will be decided in large part by Americans’ attitudes toward the cost of living. A White House official said that any policy announcement would come directly from the president. Sable didn’t immediately respond to a request for comment. California relies heavily on foreign crude — which made up about 61% of the oil used by its refineries last year. Roughly 30% of the state’s foreign oil supplies require passage through the Strait of Hormuz, a key Gulf shipping corridor that’s all but paralyzed by the Mideast war. That disruption has caused a spike in the price of oil — as well as the gasoline and diesel made from it — obliterating an economic success story Trump had been telling to voters. Trump has sought in recent days to assuage concerns about higher oil and gasoline prices, threatening “harder” bombing on Iran if the country disrupted crude flows and promising US government-backed reinsurance as well as Naval escorts to encourage the restart of tanker traffic through the Strait of Hormuz. Those oil relief measures have yet to materialize. Although the US International Development Finance Corp. said it is deploying maritime reinsurance “on a rolling basis,” there’s no indication tankers have yet transited the strait with that support — or a US Navy escort. The International Energy Agency on Wednesday agreed to its largest-ever release of emergency oil reserves as governments try to contain the price surge. It’s unclear whether the action targeting California — which was being pursued even before the US and Israel launched strikes on Iran — would offer much immediate relief. Sable has said its offshore wells could swiftly pump 45,000 to 55,000 barrels per day of crude once restarted, with production climbing to as much as 60,000 barrels per day by the end of the decade. That’s a drop in the bucket compared to US petroleum demand totaling more than 20 million barrels per day — as well as the estimated 15 million more now being kept from the world market by the Hormuz closure. Still, the effort dovetails with Trump’s longstanding domestic oil and gas priorities, including a vision of American energy dominance and geopolitical might driven by record US output. Sable has sought to resume significant production from platforms near the Santa Barbara coast, tapping hundred of millions of barrels of crude deep below the sea floor. But its plans have been stymied by California regulators’ opposition to reopening the so-called Santa Ynez complex of pipelines needed to funnel the crude onshore and on to area refineries. Read more: US INSIGHT: Rising Oil Prices Hit Red State Consumers Harder Sable Chief Executive Officer Jim Flores had held out the possibility of using tanker ships to haul the crude away to other markets, even as he appealed to the Trump administration for help gaining approval to use the pipelines instead. They’ve been essentially offline since a Plains All American pipeline burst in 2015, staining beaches and provoking alarm from regulators, environmentalists and local residents. Trump’s order was foreshadowed by a Justice Department legal opinion last week asserting that invoking the Defense Production Act would override state-level permitting barriers and portions of a federal consent decree. The law allows presidents to authorize a suite of actions to bolster US national defense capabilities, including by directing private-sector companies to expand production of critical industrial materials. Trump already set the stage for using the DPA to increase domestic oil and gas supplies on his first day back in the White House, when he declared a national emergency tied to US energy supply and infrastructure. The directive said the country faced an “extraordinary threat” from insufficient energy production, transportation and refining capacity. Resumed Sable production could help supply California, where motorists shoulder some of the highest pump prices in the nation because of stiff environmental rules, bespoke fuel formulations and high taxes. That dynamic has been compounded by the closure of two refineries in the last six months. ‘Lower Prices’ California has the “largest consumption of transportation fuels” of any US state and is “most vulnerable to international price shocks, and that’s all because of policies that state has put in place,” Interior Secretary Doug Burgum said in an interview with Bloomberg News last week. “If we invoke the Defense Production Act, that is for the benefit of the people in California — it’s for them to pay lower prices for gas at the pump.” New production at Sable’s facilities would mark a significant boost to California’s oil production. The state’s onshore oil fields have been in a 40-year decline, producing just 246,000 barrels a day in late-2025 compared to over a million barrels daily in the early 1980s. Trump’s maneuver could roil the already fraught energy politics in California, where Governor Gavin Newsom has sought some rapprochement with the oil industry, after years of state policies that refiners said increased operating costs and led to closures. Newsom last year enacted legislation aimed at bolstering oil production in California, a move seen helping to moderate his approach to energy production before a possible presidential bid. Further complicating matters for Sable, federal investigators have scrutinized the company’s handling of sensitive information. In a filing earlier this year, the company said it had received subpoenas from the US Attorney’s Office for the Southern District of New York and the Securities and Exchange Commission, following a report from Hunterbrook Media that it had selectively disclosed information to investors, including pro golfer Phil Mickelson. Mickelson has denied wrongdoing and called the report “slanderous.”

patcakes

I knew I should have got back into SOC when it got 10

RaZE___SoViEt

Premarket Watchlist : **$EONR** **$TPET** **$TMDE** **$TILY** **$CDXS** Positioning for the California PRs : $WTI $SOC $TALO https://preview.redd.it/di3dsw7vljog1.jpeg?width=1320&format=pjpg&auto=webp&s=442a343dbe95f0984e9c992dd98ae49701c99315

ejunior1234

Made some money on SOC. Unfortunately, my CC's got blown by so some profit is going to be left on the table.

Tricky_Statistician

If he’s going to leverage the DPA for $SOC, it might be worth looking at TMC too. !banbet TMC +10% 50h

Beagle001

This was 2 hours ago. Look at SOC.

PureSpecialistROTMG

Would $SOC benefit from this? Not much an oil guy, but I am willing to take a bet.

Beagle001

Chris, SOC went nuts

Reasonable-Hedgehog6

SOC

Low_Sheepherder7990

I’m holding EONR… I really don’t love a lot of other plays. MOBX and ANNA could do something but their lack of revenue is sketchy. I like SOC but it’s not a penny stock. And I like AVGO but it’s far from a penny

Low_Sheepherder7990

AVGO the only tech left worth buying… oil penny play EONR, oil/orang man play SOC

Low_Sheepherder7990

EONR and SOC are the plays

Low_Sheepherder7990

Another oil play, but not a penny stock, is SOC.

Low_Sheepherder7990

SOC gonna takeoff as soon as this pipeline turns on. https://www.independent.com/2026/03/05/trump-poised-to-preempt-state-authority-to-allow-sable-to-restart-offshore-oil-production-in-santa-barbara-county/

Low_Sheepherder7990

Here’s a curve ball… I love EONR… TPET sketches me out… but SOC… 50k barrels of heavy crude waiting on a pipeline permit approval… and Trump Admin using the Iran conflict to do it… https://www.independent.com/2026/03/05/trump-poised-to-preempt-state-authority-to-allow-sable-to-restart-offshore-oil-production-in-santa-barbara-county/

Low_Sheepherder7990

Can’t argue with that port performance much… never been into dividend stocks but ET seems to be Benifits g from all this energy crunching going on. And a solid Dvnd. REI is interesting… seems like EONR but bigger. More debt than I would like but they’ve done a lot of acquisitions and have a much larger footprint so I guess that makes sense. RIG is on a run. If you like them, look into SOC. They have their own controversy as well but American heavy crude off the cali coast

MikeSSC

$SOC

Alex_Trenholm

$SOC carrying my portfolio on its back, and even making up for the massive losses from my ODTE’s spy calls

clearchewingum

SOC to $30

ejunior1234

My SOC play FINALLY paying off.

Kitchen-Assist-6645

Did SOC strike oil or something? Why am I seeing them in profit for me?

backto001

Looking at SOC right now as well . What’s your take on this ?

East-Resolution4446

Selling OTM $SOC 0DTE puts with a 600% IV

ejunior1234

Anyone know why SOC tanked and was halted?

SlapYouSilly999

WTF is happening with SOC 😭😭😭

theGameNWA

SOC it, baby!

AgreeablePudding9925

Exactly. Also the idea that some backyard vibe coder is going to write a cheaper Salesforce etc completely misses the years of integration into all business processes, the fact these vendors spend a fortune on compliance and certification that other companies expect such is ISO27001, SOC2, HIPAA, etc. I’m just so shocked at how many clearly believe it given the market. Has meant a great buying opportunity though, so thanks dumbasses!

No-Understanding2406

this is the most upvoted comment and it literally says nothing. "nobody knows" gets upvotes because it flatters everyone into thinking the question is unanswerable, when it absolutely isn't. here's what we actually know: AI is very good at pattern recognition and code generation. cybersecurity is fundamentally an adversarial game where the attack surface changes daily. you can't just "AI replace" a SOC team any more than you can AI replace a detective - the whole job is dealing with novel situations that by definition weren't in the training data. SaaS is different. a lot of SaaS is glorified CRUD apps with a subscription model. *that* is genuinely threatened because the barrier to building a basic web app just dropped from "hire 5 devs" to "talk to claude for an afternoon." but enterprise SaaS with deep integrations and compliance requirements? good luck replacing Workday with a chatbot. the market is treating all software as one trade and that's where the opportunity is.

SpotOnTheRug

Advanced cybersecurity professional here. AI isn't likely to eliminate cybersecurity, but it will definitely change it. It's likely that some functions will be taken over by AI, like lower level SOC analysts who watch a SIEM all day. Or the folks making detection signatures for the SIEM. This process has already been occurring even without AI, allowing the software to automatically take action on common/easy tickets... But it's definitely introducing an attack surface all its own. Exploiting the AI itself, etc. So I expect the job roles for analysts will continue to change, as well as all the support roles included in your typical SOC. From an investor standpoint, expect turbulence. Its a fast moving field that only looks to be speeding up even more.