Stocks and other musings
Joined October 2025
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Jun 12
Jun 12
@elonmusk A big congratulations to SpaceX’s greatest IPO and proud to co-build another new Gigawatt AI datacenter for @SpaceX and @XAI within a year! This will be our fastest TTO yet, and easily one of the biggest and most advanced datacenters in the world! Space is our big future! Thanks Elon! @Supermicro
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Jun 12
These $SOC calls have both been nothing burgers. I think the entire point here was reminding everyone that the downside here is not $0. There could be mass 30% dilution to fund a potential pivot, but it eliminates the CA headache entirely. I think Jim was probably frustrated from
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Jun 12
investor calls where the downside being discussed waz a donut, which is outside the realm of possibilities IMO. Pivot would stink short term but it opens up billions of cash flow over time.
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Jun 12
Fully expect bad news on $SOC call based on history. Not sure what it could be that’s worse than a 35% debt deal, but expecting it to be whatever that is and will leave room for an upside surprise. It’s nothing on legal side, so gotta be the debt?
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Jun 11
revenue bases / and EBITDA margins, leadership backgrounds, management overhaul, transformative acquisitions, end mark pivot, data center exposure, margin expansion plans, and insider ownership. I’m really excited about this one $NNBR and look forward to chatting the name
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This is why people like @ESGhound will never make money. They are afraid of taking risk. $SOC will generate $400m in EBITDA this year and over $1 billion in cumulative FCF through 2028. The sole risk here is not refinancing or getting debt on difficult terms, it’s the legal risk.
Jun 9
lol i'm not stopping you from buying equity behind a 1 billion dollar 20% coupon note. have at it, ding dongs. i'm sure the bond guys are wrong
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I think $SOC trading lower on oil and tough debt terms. Legal update was positive.
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$SOC we’re getting close here
Jun 9
Judge Wilson to CA: Are you trying to tell me that the CA Fire Marshal knows more than PHMSA?
Judge Wilson was skeptical of California’s arguments.
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Not sure this has gotten enough attention. $SOC will very clearly be deemed a key supplier to the California SPR, making eminent domain directly applicable and trumping all state and local law. This has been obvious to me for months, but hopefully becomes more obvious to others
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Who has this $ADYEN report? Just a reiteration of the bear case or are these guys committing fraud? Brutal fall from grace
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$SOC …. and you don’t think this gets done?
California is the poster child of expensive energy policies—gas $2 higher than the national average, reliance on foreign oil imports, aggressive ‘clean energy’ taxes on every gallon at the pump.
That’s not the result of any global crisis, it’s the result of bad energy policies.
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And anon still doesn’t think $SOC “just figures it out” despite Secretaries Wright, Burgum, and Duffy choppering to the platform this week? You really think they do all this just for equity to get wiped and Flores to lose interest in this? Markets are missing something obvious
Jun 1
BREAKING: 🇺🇸 The U.S. Strategic Petroleum Reserve is less than 10 days away from falling to its lowest level since August 1983- a level not seen since the SPR's initial fill-up that began in 1977- per Petroleum Analyst Patrick De Haan.
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I wonder why it took multiple calls with the DOE for $SOC to determine they weren’t eligible for a loan. Strange stuff IMO. Let’s see what 6/8 holds, which I imagine is a significant day for the refi. Still think this gets done, though on more onerous terms than from DOE
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Still not exactly sure what the point of this all was. Holding out hope that there’s at least one more nugget on the 11am call. 3 weeks now on refi … $SOC
$SOC presentation not the golden bullet we had hoped for. Nothing negative, and positives include oil volumes above expectations and confirmation of debt for debt refi, but hopefully more to come on conference call
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$SOC presentation not the golden bullet we had hoped for. Nothing negative, and positives include oil volumes above expectations and confirmation of debt for debt refi, but hopefully more to come on conference call
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