Calls
2
Ron Baron
Founder, CEO, and Portfolio Manager, Baron Capital
Win Rate
0.0%
Return
-12.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 15
$169.50
-9.6%
SpaceX is at least 10 years ahead of all competitors in rockets, satellites, and networks. It has the largest cohesive compute cluster in the world, giving it control over the barrier to AI growth. The company's Starlink will become the internet for the entire planet, while its compute business will generate massive recurring revenue from AI companies that can't replicate its infrastructure. Revenue could reach $1 trillion by 2030 from $19 billion last year, and the stock will produce hundreds of billions of dollars of gains.
SpaceX is at least 10 years ahead of all competitors in rockets, satellites, and networks. It has the largest cohesive compute cluster in the world, giving it control over the barrier to AI growth. The company's Starlink will become the internet for the entire planet, while its compute business will generate massive recurring revenue from AI companies that can't replicate its infrastructure. Revenue could reach $1 trillion by 2030 from $19 billion last year, and the stock will produce hundreds of billions of dollars of gains.
Other
Long
May 12
$445.03
-14.7%
Tesla will continue to appreciate significantly, expecting to make five times the current profit from their investment over the next ten years.
Consumer
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Ron Baron has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: SPCX, TSLA.
