Just listen to the interviews - there's room to negotiate. They are just setting their terms. I don't think AI is slowing down one bit. Might honestly accelerate as the terms become clear and states begin to compete.

Texas Governor-elect Gina Hinojosa: “It is not that I hate data centers. I hate the way they are taking advantage of Texas” Asked whether data centers still have a future in Texas: HINOJOSA: “Right. Well, we have always been a pro-business state in Texas. But what changes now with me as governor is it has to be a partnership that benefits Texans. And right now what has happened is data centers have moved into mostly rural communities and there are no rules and laws to protect Texans and Texans are being taken advantage of. So the difference is we will have laws to protect Texans and we need to stop what we’re doing with data centers until we have those protections. We can have a strong economy, strong industry and protections for the people of Texas. Those things are not mutually exclusive, and I’ll make sure as governor I lead to ensure that that happens.” TAPPER: “So you’re not ruling out that data centers will be able to be built in Texas, it’s just you want there to be regulations to protect communities, is that right?” HINOJOSA: “And that communities have a seat at the table to decide if and how these data centers come into their communities. Texas is like a country. We are so diverse in all the ways. Different communities have different needs. And those communities have to be able to walk away from the table to leverage what they need for their community. So absolutely, we need to make sure they are partners in this effort. And that has always been my position. It is not that I hate data centers. I hate the way they are taking advantage of Texas. And that stops when I’m governor.”

Texas Governor-elect Gina Hinojosa, the first Democrat to win the state's governor's race in 36 years, in a new interview tonight on Elon Musk and AI data centers: "We can have a strong working relationship with Elon Musk and his companies, but it has to be on our terms. We have always been a pro-business state, but data centers have moved into mostly rural communities and there are no rules to protect Texans, so the difference is we will have laws to protect Texans. We can have a strong economy and strong industry, and protections for Texans." It sounds like Gina is not going to stop the construction of data centers that have already started are received all permits, but that there will be a pause on any new permits once she is Governor until some sort of "laws and protections" are put in place. This would be good news for SpaceX and other companies that have already secured permits for big data center capacity expansion in 2027. Beyond that, we'll see. Seems like these new elects are open to work with companies.

Generational moment to buy... Why? Let me explain, in under 60 seconds, the game on the field for Team Blue: First, the democrats aren't as radical as the GOP painted them (just like MAGA isn't as bad as Dems painted them) Second, the Democrats can't win long term if they kill the markets (aka the AI trade) with regulations, taxes and by vilifying the job creators. It is critical that we support moderates in the Democratic Party like @RahmEmanuel and steer the rest of Team Blue toward being pro-capitalism, AKA pro-jobs and economic growth. The last thing democrats want to be associated with is tanking people's 401ks and causing layoffs and a recession. @RepJeffries understands this...

SpaceX is currently targeting Friday, November 13th for Starship's 15th flight, according to SpaceX's VP of launch, @TurkeyBeaver. This flight is expected to include the first-ever Starship catch 🚀

Tomorrow, Friday, November 6, @RonBaronAnalyst will sit down with @ElonMusk for a virtual fireside chat at the 33rd Annual Baron Investment Conference. The conversation will stream live here on the @BaronCapital X account beginning at 1:10 p.m. ET. -- Information and services provided on independent websites are not reviewed, guaranteed by or endorsed by Baron Capital or its affiliates. Please be aware that this independent website’s terms and conditions and other legal information may be different than those of Baron Capital’s website. Baron Capital is not liable for the content appearing on it, or for technical or systems issues arising from the use of this independent website. The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this post reflect those of the respective writer. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views reflect our best judgment at the time and are subject to change at any time based on market and other conditions and Baron Capital has no obligation to update them. Entertainment is provided at this event. Please confirm this event complies with your firm's policies on the receipt of gifts and entertainment. All expenses associated with this conference are paid by BAMCO, Inc. No conference expenses are paid by Baron Funds’ shareholders or Baron Capital clients. BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA). © 2026 Baron Capital. All rights reserved.

Everyone can express their own opinion in a free society, even an idiotic one. It helps us know how dumb someone is. But calling for political violence against other Americans crosses a line that we shouldn't tolerate.

The floor is in... we could go down another 10% in tech valuations, which would be the ultimate buy time for me. Every spare dollar I can find in the couch goes into $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG and $AAPL Here's what will happen: 1. The Dems are going to force us to exit Iran... President Trump will claim a Bush "mission accomplished!" and take the win for his legacy. 2. Inflation drops 3. Dems will come out in support of Data Centers and AI, in exchange for repealing tax cuts on the wealthy and some regulation on frontier models. 4. President Trump takes credit for brokering this deal and takes a second win for this legacy. 5. Ballroom reaches completion... @realDonaldTrump throws a year of ragers. Third win for his legacy 6. Pardon paloooooooza... autopen on fire. 7. Markets top tick and set new records. Bookmark this... and @grok please remind me of this every 1st of the month @bot

The OpenAI internal model is releasing Friday this week This model will be very expensive, but it’s much much much more intelligent than gpt 6 Astra and gpt 6.1 sol. Even the “low” setting will be better than 6 Astras max setting. We will also be getting a sol model, which won’t just be a distilled model from the internal Model. It will use the same training of games and very intense training environments the internal model was trained in and it causes massive gains.

The politics around AI data centers are about to change fast. States may have pushed back on these projects before, but once they see the thousands of high paying jobs, new power infrastructure, and capital investment attached to them, that resistance is going to disappear. AI is not just a technology story anymore. It is becoming a massive economic opportunity for the American middle class.

I don't think data centers stop getting built. I think emboldened leaders demand: -No NDAs/Full process transparency -Paying full cost of infra/electric (and subsidizing everyone else's) -Actual consideration for quality of life concerns -Big $$ involvement in local communities And the builders will positively JUMP to agree to it all. New leaders deliver a win for everyone while being "tough on tech" and the whole system keep turning -- in a way that's frankly better and more sustainable.