[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FastTradeKing QuantNerd QuantNerd posts on X about $soc, soc, thesis, money the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1523720849475440640/interactions)  - X Week XXXXXX +244% - X Month XXXXXX +105% - X Months XXXXXXX +63% - X Year XXXXXXX +17,508% ### Mentions: XX [#](/creator/twitter::1523720849475440640/posts_active)  - X Week XX +83% - X Month XX +138% - X Months XXX +142% - X Year XXX +1,361% ### Followers: XXXXX [#](/creator/twitter::1523720849475440640/followers)  - X Week XXXXX +4.90% - X Month XXXXX +6.10% - X Months XXXXX +32% - X Year XXXXX +166% ### CreatorRank: XXXXXXX [#](/creator/twitter::1523720849475440640/influencer_rank)  ### Social Influence [#](/creator/twitter::1523720849475440640/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [currencies](/list/currencies) [pga golfers](/list/pga-golfers) **Social topic influence** [$soc](/topic/$soc) #4, [soc](/topic/soc) #27, [thesis](/topic/thesis), [money](/topic/money), [trumps](/topic/trumps), [$socs](/topic/$socs), [money on](/topic/money-on), [instead of](/topic/instead-of), [bubble](/topic/bubble), [birkin](/topic/birkin) **Top assets mentioned** [Sable Offshore Corp. (SOC)](/topic/$soc) ### Top Social Posts [#](/creator/twitter::1523720849475440640/posts) --- Top posts by engagements in the last XX hours "Latest 13G filing shows Fidelity sold XX% of their $SOC position lol" [X Link](https://x.com/FastTradeKing/status/1975912987123965955) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-08T13:15Z 1400 followers, 4676 engagements "$SOC down 6%. "no way can it be." check Mickelson's feed . "yep he posted again"" [X Link](https://x.com/FastTradeKing/status/1976739072937722196) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-10T19:58Z 1398 followers, 1351 engagements "Bloomberg didn't report that. They reported that Sable met with an office of the DOE (which means absolutely nothing I've met with plenty of congressional offices). They also reported that Flores said Sable is on Trump's radar. If you believe anything that con artist has to say I have a bridge to sell you" [X Link](https://x.com/FastTradeKing/status/1978189996164329619) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T20:03Z 1399 followers, XXX engagements "I am restating the obvious here but Sable will not be able to pursue an OS&T strategy for similar reasons: you cant simply just do stuff and claim it fell under an old permit when it clearly did not. The internet may be stupid. Judges are not. Fair market value of $SOC at this moment is $XXXX. As a consequence applying these concepts to the instant situation the scope of the activity is more consistent with reconstruction than with construction. The Court finds that there is substantial evidence to support the Commissions conclusion that the work is beyond the scope of the 1986 CDPs. To" [X Link](https://x.com/FastTradeKing/status/1978233736216150088) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T22:57Z 1399 followers, 2149 engagements "Not going to get into the analysis tonight but it was largely as expected. It is now safe to say that the $SOC pipeline is dead. Not on life support. Not maybe next month. Dead. Not going to happen. At all. Ever" [X Link](https://x.com/FastTradeKing/status/1978236806463111634) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T23:09Z 1398 followers, 2264 engagements "This account is a constant source of some factual information combined with horribly biased interpretation. Let's set the record straight: X. They are correct that $SOC's 8K is misleading. The Anderle ruling definitively blocks restart. OSFM approval is now a moot point because Sable cannot go before Geck and claim they have all necessary permits as those permits now include a new CDF. X. There is zero evidence to support the assertion that the "OSFM was compromised" just as there was zero evidence that the OSFM was ever going to post an approved restart plan. This was hopium as I pointed out" [X Link](https://x.com/FastTradeKing/status/1978481957853184095) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-15T15:23Z 1398 followers, 2546 engagements "Ive been writing about this exact thesis for months but only a few people listened while $SOC bulls screamed insults at me. Its been one of the most obvious trades of the year. Now Ive started warning people that Sable is likely to be bankrupt within six months and they still arent listening" [X Link](https://x.com/FastTradeKing/status/1978775982870839619) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T10:52Z 1399 followers, 1452 engagements "@UrInsideMan @MidwestHedgie I made a ton of money on CRC this year so probably not" [X Link](https://x.com/FastTradeKing/status/1978847607259631924) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T15:36Z 1400 followers, XX engagements "@WishyWishing @ESGhound @HowieDennison I think Exxon reclaiming the SYU assets and operating an OS&T is far far more likely than Sable ever doing so. The Trump put makes more sense with Exxon" [X Link](https://x.com/FastTradeKing/status/1978848161935261896) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T15:39Z 1395 followers, XX engagements "@sliman12 Probably true but why would he When the assets revert back to Exxon it would make more sense for Trump to take a stake in that" [X Link](https://x.com/FastTradeKing/status/1978855190187925885) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T16:06Z 1396 followers, XX engagements "@Dumbmuskrat I suppose I'll point out for the first time that the FPSO route breaks Exxon's loan covenants. Not that it matters I think the assets will revert back to them regardless" [X Link](https://x.com/FastTradeKing/status/1978858358045024762) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T16:19Z 1396 followers, XX engagements "Bubbles and Shitcos If anything screams bubble it's the shitco $SOC (Sable Offshore Corp) who today released an 8-K formally announcing they submitted a tankering pivot plan to the BOEM. Now aside from the business merits of this (which don't amount to much but Sable is out of options given that they decided to throw temper tantrums at every junction instead of just working with the state of California) this filing is based on the same legally dubious premise they presented to investors: that the original approved Exxon plan from the 1980s gives them the right to pursue a FPSO. This filing is" [X Link](https://x.com/FastTradeKing/status/1976635284574892224) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-10T13:05Z 1399 followers, 6275 engagements "For those of you still paying attention to $SOC there's a critical hearing tomorrow for Sable in its lawsuit against the California Coastal Commission (CCC). The judge will hear arguments on Sable's Writ of Mandate. A ruling is likely either from the bench or shortly after. This is the most significant catalyst for the stock to date. Note: this is an interesting and somewhat difficult case to follow. Sable has requested counterclaims as well as a deposition (a fishing expedition) which the CCC is arguing should not be heard until an initial ruling in the bifurcated case has been made. This" [X Link](https://x.com/FastTradeKing/status/1978105875697975734) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T14:29Z 1399 followers, 6673 engagements "What's hilarious is that even after this meltdown $SOC is still vastly overpriced (at least 3x). That will fix itself soon enough" [X Link](https://x.com/FastTradeKing/status/1979195256022127077) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-17T14:38Z 1399 followers, 1376 engagements "Wait until Jan = ch X $SOC does it first = ch 11" [X Link](https://x.com/FastTradeKing/status/1979252196010254341) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-17T18:24Z 1399 followers, XXX engagements "Id just like to thank the $SOC longs for tonight. Think Ill buy the wife another Birkin with your money. Appreciate it Phil" [X Link](https://x.com/FastTradeKing/status/1978227234809717218) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T22:31Z 1399 followers, 2784 engagements "The real reward from $SOC was the friends we made along the way. Amiright" [X Link](https://x.com/FastTradeKing/status/1978240075499495836) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T23:22Z 1399 followers, 1926 engagements "@TechBiotech $2.50/share is fair value by my reckoning" [X Link](https://x.com/FastTradeKing/status/1978241164818997679) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T23:27Z 1399 followers, XXX engagements "@Jon_Costello_ The dismal state of California govt played no small part in my $SOC bear thesis" [X Link](https://x.com/FastTradeKing/status/1979209295271993766) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-17T15:34Z 1399 followers, XXX engagements "Surprise twist: what if Exxon forecloses and takes the SYU assets back Existing stockholders continue to hold the liabilities and have no recourse" [X Link](https://x.com/FastTradeKing/status/1978246980884107321) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-14T23:50Z 1399 followers, XXX engagements "@jimmyintl True unless you factor in a Trump put. Unlike Sable Exxon arguably is important to national security" [X Link](https://x.com/FastTradeKing/status/1978885647998787930) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T18:07Z 1399 followers, XXX engagements "What's next for $SOC: The Death Spiral This isn't financial advice but I would caution everyone about the very real risk of becoming someone else's exit liquidity. The situation has deteriorated rapidly and the company is now in what can only be described as a death spiral. Consider the following: #1 - Sable is Out of Cash The core of the problem is simple: Sable is running out of money and fast. The company's financial model is defined entirely by its cash burn. Based on their Q2 2025 10-Q they had $XXXXX million in cash but this was after a $XXXXX million stock offering in May. Their net" [X Link](https://x.com/FastTradeKing/status/1978450606139289977) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-15T13:19Z 1399 followers, 6324 engagements "I was going to hold out on sharing this one for awhile but I think it might be of interest for anyone considering buying the $SOC dip based on Sable's fabled OS&T strategy eg: the so-called "Trump Put". Trump's EO which allows for fast-tracked NEPA compliance requires applicants to abide by applicable State and local environmental laws. It's going to be pretty hard to justify that Sable can meet this requirement if California convicts them on XX criminal counts of breaking environmental laws. My outlook for Sable remains unchanged. I believe it is likely they will file for bankruptcy some" [X Link](https://x.com/FastTradeKing/status/1978488543816073435) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-15T15:50Z 1399 followers, 10.3K engagements "Curious that @jasonstrom_ hasn't posted his latest bull thesis for $SOC yet. Guess he's moved on and everyone is ready to admit OSFM approval isn't right around the corner" [X Link](https://x.com/FastTradeKing/status/1978807327554670835) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T12:56Z 1399 followers, 2280 engagements "As a short I am a Phil Mickelson super fan. $SOC drops like a rock every time he posts another illogical rant. Without fail" [X Link](https://x.com/FastTradeKing/status/1978875269491666963) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T17:26Z 1399 followers, 6122 engagements "@jimmyintl Seems fishy to me to but an immediate appeal is now a 2026 thing. Exxon is going to take their toys back before then" [X Link](https://x.com/FastTradeKing/status/1978884628460024034) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-16T18:03Z 1399 followers, XXX engagements "Would be something if Sable filed for bankruptcy after the close" [X Link](https://x.com/FastTradeKing/status/1979245568330232233) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-17T17:58Z 1399 followers, 1196 engagements "I think most people dont realize that Exxon can take the assets back if either A) SOC defaults on the loan or B) they dont restart by March. These two avenues to clawback are unrelated. Default is highly likely and restart by March is impossible. Also Sable is nearly out of cash. The highest probability chance that Sable has of ever pivoting to a FPSO strategy is to A) raise equity in the immediate future (this week) and B) declare ch XX bankruptcy shortly after. This completely fucks shareholders and Exxon but it buys them a lot of time and negotiating space" [X Link](https://x.com/FastTradeKing/status/1979916582651318367) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-19T14:24Z 1399 followers, XXX engagements "Again just going to caution people about becoming exit liquidity on Sable on tomorrows inevitable pump. Might write up something about this at length later but the best path forward for Sable is Chapter XX. That unironically gives them the best shot at achieving the FPSO strategy though it will wipe out shareholders. As for the pipeline strategy its dead. Not investment advice. Do your own due diligence" [X Link](https://x.com/FastTradeKing/status/1980016875112157327) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-19T21:03Z 1399 followers, XXX engagements "@Gursharnx Might be an interesting exercise to model the terminal stock price adjusted for financing and regulatory risk" [X Link](https://x.com/FastTradeKing/status/1980038534049493166) [@FastTradeKing](/creator/x/FastTradeKing) 2025-10-19T22:29Z 1399 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
QuantNerd posts on X about $soc, soc, thesis, money the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks finance currencies pga golfers
Social topic influence $soc #4, soc #27, thesis, money, trumps, $socs, money on, instead of, bubble, birkin
Top assets mentioned Sable Offshore Corp. (SOC)
Top posts by engagements in the last XX hours
"Latest 13G filing shows Fidelity sold XX% of their $SOC position lol"
X Link @FastTradeKing 2025-10-08T13:15Z 1400 followers, 4676 engagements
"$SOC down 6%. "no way can it be." check Mickelson's feed . "yep he posted again""
X Link @FastTradeKing 2025-10-10T19:58Z 1398 followers, 1351 engagements
"Bloomberg didn't report that. They reported that Sable met with an office of the DOE (which means absolutely nothing I've met with plenty of congressional offices). They also reported that Flores said Sable is on Trump's radar. If you believe anything that con artist has to say I have a bridge to sell you"
X Link @FastTradeKing 2025-10-14T20:03Z 1399 followers, XXX engagements
"I am restating the obvious here but Sable will not be able to pursue an OS&T strategy for similar reasons: you cant simply just do stuff and claim it fell under an old permit when it clearly did not. The internet may be stupid. Judges are not. Fair market value of $SOC at this moment is $XXXX. As a consequence applying these concepts to the instant situation the scope of the activity is more consistent with reconstruction than with construction. The Court finds that there is substantial evidence to support the Commissions conclusion that the work is beyond the scope of the 1986 CDPs. To"
X Link @FastTradeKing 2025-10-14T22:57Z 1399 followers, 2149 engagements
"Not going to get into the analysis tonight but it was largely as expected. It is now safe to say that the $SOC pipeline is dead. Not on life support. Not maybe next month. Dead. Not going to happen. At all. Ever"
X Link @FastTradeKing 2025-10-14T23:09Z 1398 followers, 2264 engagements
"This account is a constant source of some factual information combined with horribly biased interpretation. Let's set the record straight: X. They are correct that $SOC's 8K is misleading. The Anderle ruling definitively blocks restart. OSFM approval is now a moot point because Sable cannot go before Geck and claim they have all necessary permits as those permits now include a new CDF. X. There is zero evidence to support the assertion that the "OSFM was compromised" just as there was zero evidence that the OSFM was ever going to post an approved restart plan. This was hopium as I pointed out"
X Link @FastTradeKing 2025-10-15T15:23Z 1398 followers, 2546 engagements
"Ive been writing about this exact thesis for months but only a few people listened while $SOC bulls screamed insults at me. Its been one of the most obvious trades of the year. Now Ive started warning people that Sable is likely to be bankrupt within six months and they still arent listening"
X Link @FastTradeKing 2025-10-16T10:52Z 1399 followers, 1452 engagements
"@UrInsideMan @MidwestHedgie I made a ton of money on CRC this year so probably not"
X Link @FastTradeKing 2025-10-16T15:36Z 1400 followers, XX engagements
"@WishyWishing @ESGhound @HowieDennison I think Exxon reclaiming the SYU assets and operating an OS&T is far far more likely than Sable ever doing so. The Trump put makes more sense with Exxon"
X Link @FastTradeKing 2025-10-16T15:39Z 1395 followers, XX engagements
"@sliman12 Probably true but why would he When the assets revert back to Exxon it would make more sense for Trump to take a stake in that"
X Link @FastTradeKing 2025-10-16T16:06Z 1396 followers, XX engagements
"@Dumbmuskrat I suppose I'll point out for the first time that the FPSO route breaks Exxon's loan covenants. Not that it matters I think the assets will revert back to them regardless"
X Link @FastTradeKing 2025-10-16T16:19Z 1396 followers, XX engagements
"Bubbles and Shitcos If anything screams bubble it's the shitco $SOC (Sable Offshore Corp) who today released an 8-K formally announcing they submitted a tankering pivot plan to the BOEM. Now aside from the business merits of this (which don't amount to much but Sable is out of options given that they decided to throw temper tantrums at every junction instead of just working with the state of California) this filing is based on the same legally dubious premise they presented to investors: that the original approved Exxon plan from the 1980s gives them the right to pursue a FPSO. This filing is"
X Link @FastTradeKing 2025-10-10T13:05Z 1399 followers, 6275 engagements
"For those of you still paying attention to $SOC there's a critical hearing tomorrow for Sable in its lawsuit against the California Coastal Commission (CCC). The judge will hear arguments on Sable's Writ of Mandate. A ruling is likely either from the bench or shortly after. This is the most significant catalyst for the stock to date. Note: this is an interesting and somewhat difficult case to follow. Sable has requested counterclaims as well as a deposition (a fishing expedition) which the CCC is arguing should not be heard until an initial ruling in the bifurcated case has been made. This"
X Link @FastTradeKing 2025-10-14T14:29Z 1399 followers, 6673 engagements
"What's hilarious is that even after this meltdown $SOC is still vastly overpriced (at least 3x). That will fix itself soon enough"
X Link @FastTradeKing 2025-10-17T14:38Z 1399 followers, 1376 engagements
"Wait until Jan = ch X $SOC does it first = ch 11"
X Link @FastTradeKing 2025-10-17T18:24Z 1399 followers, XXX engagements
"Id just like to thank the $SOC longs for tonight. Think Ill buy the wife another Birkin with your money. Appreciate it Phil"
X Link @FastTradeKing 2025-10-14T22:31Z 1399 followers, 2784 engagements
"The real reward from $SOC was the friends we made along the way. Amiright"
X Link @FastTradeKing 2025-10-14T23:22Z 1399 followers, 1926 engagements
"@TechBiotech $2.50/share is fair value by my reckoning"
X Link @FastTradeKing 2025-10-14T23:27Z 1399 followers, XXX engagements
"@Jon_Costello_ The dismal state of California govt played no small part in my $SOC bear thesis"
X Link @FastTradeKing 2025-10-17T15:34Z 1399 followers, XXX engagements
"Surprise twist: what if Exxon forecloses and takes the SYU assets back Existing stockholders continue to hold the liabilities and have no recourse"
X Link @FastTradeKing 2025-10-14T23:50Z 1399 followers, XXX engagements
"@jimmyintl True unless you factor in a Trump put. Unlike Sable Exxon arguably is important to national security"
X Link @FastTradeKing 2025-10-16T18:07Z 1399 followers, XXX engagements
"What's next for $SOC: The Death Spiral This isn't financial advice but I would caution everyone about the very real risk of becoming someone else's exit liquidity. The situation has deteriorated rapidly and the company is now in what can only be described as a death spiral. Consider the following: #1 - Sable is Out of Cash The core of the problem is simple: Sable is running out of money and fast. The company's financial model is defined entirely by its cash burn. Based on their Q2 2025 10-Q they had $XXXXX million in cash but this was after a $XXXXX million stock offering in May. Their net"
X Link @FastTradeKing 2025-10-15T13:19Z 1399 followers, 6324 engagements
"I was going to hold out on sharing this one for awhile but I think it might be of interest for anyone considering buying the $SOC dip based on Sable's fabled OS&T strategy eg: the so-called "Trump Put". Trump's EO which allows for fast-tracked NEPA compliance requires applicants to abide by applicable State and local environmental laws. It's going to be pretty hard to justify that Sable can meet this requirement if California convicts them on XX criminal counts of breaking environmental laws. My outlook for Sable remains unchanged. I believe it is likely they will file for bankruptcy some"
X Link @FastTradeKing 2025-10-15T15:50Z 1399 followers, 10.3K engagements
"Curious that @jasonstrom_ hasn't posted his latest bull thesis for $SOC yet. Guess he's moved on and everyone is ready to admit OSFM approval isn't right around the corner"
X Link @FastTradeKing 2025-10-16T12:56Z 1399 followers, 2280 engagements
"As a short I am a Phil Mickelson super fan. $SOC drops like a rock every time he posts another illogical rant. Without fail"
X Link @FastTradeKing 2025-10-16T17:26Z 1399 followers, 6122 engagements
"@jimmyintl Seems fishy to me to but an immediate appeal is now a 2026 thing. Exxon is going to take their toys back before then"
X Link @FastTradeKing 2025-10-16T18:03Z 1399 followers, XXX engagements
"Would be something if Sable filed for bankruptcy after the close"
X Link @FastTradeKing 2025-10-17T17:58Z 1399 followers, 1196 engagements
"I think most people dont realize that Exxon can take the assets back if either A) SOC defaults on the loan or B) they dont restart by March. These two avenues to clawback are unrelated. Default is highly likely and restart by March is impossible. Also Sable is nearly out of cash. The highest probability chance that Sable has of ever pivoting to a FPSO strategy is to A) raise equity in the immediate future (this week) and B) declare ch XX bankruptcy shortly after. This completely fucks shareholders and Exxon but it buys them a lot of time and negotiating space"
X Link @FastTradeKing 2025-10-19T14:24Z 1399 followers, XXX engagements
"Again just going to caution people about becoming exit liquidity on Sable on tomorrows inevitable pump. Might write up something about this at length later but the best path forward for Sable is Chapter XX. That unironically gives them the best shot at achieving the FPSO strategy though it will wipe out shareholders. As for the pipeline strategy its dead. Not investment advice. Do your own due diligence"
X Link @FastTradeKing 2025-10-19T21:03Z 1399 followers, XXX engagements
"@Gursharnx Might be an interesting exercise to model the terminal stock price adjusted for financing and regulatory risk"
X Link @FastTradeKing 2025-10-19T22:29Z 1399 followers, XX engagements
/creator/x::FastTradeKing