@ARKInvest@TashaARK@DMaguireARK What an amazing collection of businesses WITHIN SPCX, each with easily over 10x potential, then adding the injection pot of TSLA in a merger with >10x pot of FSD, robotaxi network, Optimus, and more. No better place to keep ones $. @ARKInvest@BaronCapital
@NevrEnoughX@SawyerMerritt this is the way… or BARAX. The question is how long will they ride it before they pare it back to a normal position, esp the latter.
@CernBasher Could make more sense after the SPCX IPO to merge fully with Anthropic (helps them, helps us)... then a year or two after TSLA FSD, Robotaxi, and Optimus have gotten traction, merge with the combined entity that is now growing 100%+ CAGR together.
@Starbucks Why is it so difficult for you to create a “black coffee only” line/lane pickup at your stores? With the complexity and variety of drinks people order and hold up the line is making for a really SH** experience these last few years. If you care.
@CernBasher@bradsferguson C, gd pts. If both remain sep indef, what %age each, 50-50? Also can’t imagine Elon wouldn’t want two comp sep comp packages. Who wouldn’t? I feel tho he has no vested interest to close the gap driving up T b4 SPCX IPO by assum the fnl rally wld be an accept part gift to all sh
@TeslaBoomerMama Elon probably wants a significant value gap between the two company’ mkt caps so Tesla has a much farther gap to close in a subs. transaction. Once SpaceX is done running post IPO it will likely be at 2.2-2.5.T. Best way to honor TSLA sh. until combination.
@TeslaBoomerMama and yet no one was talking about Elon’s compensation package, rather saying he would prefer ease of operation. Why would he want to completely reinvent the wheel? yes a combine merger would give him 100 billion in cash, a fortress of money to impose his Will on the Milky Way.
@ICannot_Enough Easy catchup, if a couple weeks after the SPCX euphoria dies down, Elon drops a hint that “if” SPCX and TSLA merge, it will be a merger of equals…
@XanderSky@RoboBolz@grok The 800B to 1T was already realized in BPTRX’ NAV. 1.5-1.75 likely to be realized in BPTRX on IPO day but they will likely amort. Been talking about this trade since 2018. Buy the Funds, go to the Nov. NYC conference
Buy SpaceX Now With The Baron Funds https://t.co/PXsMjgAjwz