Herbert Ong(@herbertong):Ron Baron's Terafab case is strategic, not just financial: America shouldn't depend on Taiwan alone for silicon, and Elon Musk is unusually able to build industrial capacity at scale. Baron describes Terafab as a 100-million-square-foot building and calls Elon "probably the only person in this country" who can deliver projects at scale and attractive prices. He says Elon has already helped reindustrialize the country and turned that capacity into large-scale job creation. The Terafab claim isn't that chips are valuable software products; it's that domestic manufacturing itself is an asset. $TSLA

2026.11.06 15:36

Ron Baron's Terafab case is strategic, not just financial: America shouldn't depend on Taiwan alone for silicon, and Elon Musk is unusually able to build industrial capacity at scale. Baron describes Terafab as a 100-million-square-foot building and calls Elon "probably the only person in this country" who can deliver projects at scale and attractive prices. He says Elon has already helped reindustrialize the country and turned that capacity into large-scale job creation. The Terafab claim isn't that chips are valuable software products; it's that domestic manufacturing itself is an asset. $TSLA