CreateYourSun

[CreateYourSun @CreateYourSun_]

@TeslaBoomerMama Congratulations

[CreateYourSun @CreateYourSun_]

@Vol888 Hey man, I don’t know if I’ve told you this before but I’ve been following for many months and you’ve never gotten emotional. You follow the charts and stick to your discipline! 🫡

[CreateYourSun @CreateYourSun_]

@TheChiefNerd He’s talking about the southern poverty law center

[CreateYourSun @CreateYourSun_]

@KMNDR_ @ScottRCarpenter I don’t know why this is so hard for people to understand.

“Suicidal empathy”

[Komrade + Kommander @KMNDR_]

SpaceX is rapidly becoming the next Apple. Why? Their products are stupid simple. They have a great price point. And customers rave about how damn good they are. If you want an example of a company that is the next Apple it's SpaceX.

[CreateYourSun @CreateYourSun_]

@Vol888 😄

[CreateYourSun @CreateYourSun_]

@KMNDR_ It is very easy for me to make excuses for my prolonged blindness, however my goal is to be thankful that God has allowed me to see so that I can make necessary changes.

[CreateYourSun @CreateYourSun_]

@KMNDR_ Your original comment 🎯 . That’s exactly what has happened. And it seems like it has been an operation going for decades. Some(like yourself, I come to this from reading a lot of your post), It was always obvious. For me it’s been the last 10 years that has made it clearer to.-

[CreateYourSun @CreateYourSun_]

@andrewjiang @elonmusk But how well did her Trump account do by 20

[CreateYourSun @CreateYourSun_]

@PalmerLuckey @LockheedMartin Congrats

[CreateYourSun @CreateYourSun_]

@StockHollywood 😂

[Herbert Ong @herbertong]

🚨 Cathie Wood’s Starship math gets crazy very quickly!

Larry Goldberg @TeslaLarry breaks down ARK’s estimate that a single Starship launch could eventually generate around $1 BILLION in connectivity revenue.

Now combine that with Elon’s goal of 10,000 Starship flights per year.

The theoretical math? Up to $10 TRILLION in annual revenue.

Of course, there are huge assumptions here. Bandwidth demand, launch cadence, pricing, and network capacity all have to scale.

But that’s the bigger point.

If Starship goes from occasional launches to multiple flights per day, SpaceX starts looking like something very different from a rocket company.

And orbital data centers could add another layer on top.

The numbers are speculative. The scale of the idea isn’t. $SPCX

[Baron Capital @BaronCapital]

.@RonBaronAnalyst joined @SquawkCNBC to discuss his outlook for @Tesla and @SpaceX, including the growing capabilities of Full Self-Driving and Starlink.

Chapters:
00:00 Baron Capital’s Long-Term Track Record
02:15 Ron’s Experience with Tesla FSD
05:43 A Potential Tesla and SpaceX Combination
06:47 Tesla Market Share and FSD Growth
08:46 Tesla Robots, Batteries, and Energy
10:04 Elon Musk Curiosity and Hiring Culture
12:39 SpaceX and Declining Launch Costs
14:29 Starlink’s Global Growth Opportunity
16:31 AI Agents and Connectivity Demand
17:32 Starlink and Traditional Telecom
20:16 Spectrum and Direct to Phone Service
24:30 Inflation and Preserving Purchasing Power
25:04 Space-Based Data Centers
27:01 Chips and the Compute Opportunity
29:09 Closing Thoughts
--
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 the content appearing on it, or for technical or systems issues arising from the use of this independent website.

Risks: All investments are subject to risk and may lose value.

Portfolio holdings as a percentage of net assets as of June 30, 2026 for securities mentioned are as follows: Space Exploration Technologies Corp. - Baron Asset Fund (34.3%), Baron Emerging Markets Fund (0.6%), Baron Fifth Avenue Growth Fund (10.2%), Baron Focused Growth Fund (28.6%), Baron Global Opportunity Fund (20.2%), Baron International Growth Fund (0.6%), Baron Opportunity Fund (19.0%), Baron Partners Fund (32.9%*), Baron Technology ETF (8.6%), Baron First Principles ETF (32.2%), Baron Risk Optimized Large Cap ETF (4.8%); Tesla, Inc. - Baron Fifth Avenue Growth Fund (3.9%), Baron Focused Growth Fund (6.4%), Baron Global Opportunity Fund (1.5%), Baron Opportunity Fund (4.7%), Baron Partners Fund (14.1%*), Baron Technology ETF (3.2%), Baron First Principles ETF (12.4%), Baron Risk Optimized Large Cap ETF (2.1%).

* % of Long Positions.

Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.

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.

[Joe Lonsdale @JTLonsdale]

@Lupita_Basura We are all VERY wealthy vs 100 years ago, even more so vs 200 years ago.

This dynamic will be true twenty years from now vs today. For all of US society, yes.

Positive sum thinking can be hard in our culture but it’s not false.

[Stock Hollywood @StockHollywood]

over 773 we are getting overbought

and back to those two macro lower highs

775 and 774

we're so close

risk is increasing on long side imo

ai tech rally or not

$SPY

[Pedro Domingos @pmddomingos]

AI makes knowing what to do more important and knowing how to do it less.

[CreateYourSun @CreateYourSun_]

@TeslaBoomerMama GM, i was wondering what your thoughts would be if Tesla wanted to invest in Neuralink ? @grok post the synergies.

[CreateYourSun @CreateYourSun_]

@the_jefferymead

[CreateYourSun @CreateYourSun_]

@grok summarize who and why the families that would benefit the most from the Trump Accounts also the @MichaelDell donations are not signing up. Be detailed about the qualifications for each age. Give details on how to amplify awareness @Dannic44 @vladtenev @CoreyBBrooks

[Komrade + Kommander @KMNDR_]

The end of the world doesn't interest me because no one has the power to trigger those events outside of one person. So until that moment comes there is still work to do. We've had situations in civilization much worse than this and the world kept turning - get a grip and focus.

[CreateYourSun @CreateYourSun_]

@KMNDR_ 😂