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

@herbertong

Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots

加入 July 2008

2.9K 正在關注 109.4K 粉絲

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