$SOC This story is so interesting still. I have held my position this entire time with both shares and call options with expiries in 2026 and 2027. The call option pricing doesn't make sense to me but I am guessing unless options are sold/bought in my parameters, it isn't dynamically price changing as fast as stock does. But something interesting here is that my thesis this entire time has been that sooner or later CA will lose and industry will win. This has taught me that this not always the case even though SOC ended up right thanks to DPA. But taught me not to have so much confidence in common sense. I don't regret my position but my sizing is way off. I was heavily weighted in SOC which has depressed my portfolio the past year. Looks like the future will be better, but good lesson to me about position sizing and conviction. In this case, I would say half luck and half good sense had me keep my SOC position. For those that recall my old posts about SOC, same thoughts but DPA accelerated. I am now not as confident it would have played out as it should have if it weren't for DPA. Can see why CA regulations cause the stock price to be depressed vs what it should be since CA regulations are crazy.
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