NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime.
Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year.
He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it.
On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.
It’s mainly just “follow the leader” algorithmic selloff in current photonics markets.
Most laser/optical related companies from $AAOI to $SIVE seem tied to $LITE performance…
Despite individual fundamentals improving. Eg. (AOI with $AMD / $NVDA discussions).
Algorithms don’t differentiate well, especially if something is higher beta than others.
But if you know something markets don’t like Sivers with more optical transceiver customers unannounced.
You can outperform in the long run.
There’s a lot of 20%-30% intraday moves nowadays, so I personally wouldn’t trade these movements.
Just going long on the Kingmakers in photonics thematically since I’m confident in exponential TAM growth.
对于希望从根本上,系统性的了解类似MLCC和硅电容一类的东西的朋友,推荐阅读村田制作所自己推出的指南,虽然是25年年末的,但是仍然非常有帮助。
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Technology guide: Optimizing Power Delivery networks for AI Servers in next-generation Data Centers
https://t.co/SPxIQvtMeC
@aleabitoreddit Harmonic drive systems. Looking for a 10x in the next 2-5 years but holding until its a 100x. As soon as humaniod robots start mass production it will moon.