Herbert Ong(@herbertong):Ron Baron's position on Tesla and SpaceX is unusual: he says he would support a merger, or the companies staying independent. That leaves the strategic choice with Elon Musk rather than making consolidation the investment thesis. A merger could join vehicle manufacturing, robotics and autonomy with compute, launch and Starlink, but @RonBaronAnalyst isn't insisting those businesses must be combined. Either structure has his backing. The key point is optionality: a deal is possible, not inevitable. $TSLA $SPCX

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.11.06 15:41

Ron Baron's position on Tesla and SpaceX is unusual: he says he would support a merger, or the companies staying independent. That leaves the strategic choice with Elon Musk rather than making consolidation the investment thesis. A merger could join vehicle manufacturing, robotics and autonomy with compute, launch and Starlink, but @RonBaronAnalyst isn't insisting those businesses must be combined. Either structure has his backing. The key point is optionality: a deal is possible, not inevitable. $TSLA $SPCX