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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings beat expectations, with traders highlighting rapid growth in its AI-computing business and Starlink. Bulls celebrated the results and ambitious growth outlook, while skeptics questioned the valuation and heavy infrastructure spending and noted the stocks muted reaction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results were broadly solid, but softer forward guidanceincluding a reduced advertising outlook and lower expected cash flowhas driven a sharp post-earnings selloff amid concerns about slowing growth. Traders are split between expecting further downside and viewing the drop as an overreaction to guidance despite the earnings beat.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly update sharply raised its revenue outlook and projected higher gross margins, citing AI-platform demand. Traders largely welcomed the surprise as evidence of strong AI-server demand and a possible boost to the broader AI trade, while others questioned whether the gains would hold amid persistent concerns about management, execution, and volatile price action.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports of large Chinese orders for Nvidias export-compliant RTX PRO 5500 GPUs are fueling discussion, with traders pointing to strong demand but noting supply constraints and uncertainty over how much Nvidia can deliver. The stocks muted response has frustrated bulls, while others remain cautious amid broader concerns about AI spending, financing risks and recent weakness in chip stocks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS; the last disclosed count was 78, and the event has not been confirmed in the discussion. The CEOs next chapter remarks have also fueled speculative buyout talk, while others caution that the sharp price moves have occurred without new clinical results.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention ahead of its Q3 earnings report, with traders weighing the recent rebound against concerns about margins and whether results or guidance can justify high expectations. Speculative SpaceX merger chatter adds to the discussion, while views remain split between a continued rally and a post-earnings pullback.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

ISRG is in focus after a strong Q3 earnings beat was met with a sharp selloff, as traders weighed a proposed antitrust settlement and a narrower full-year da Vinci procedure-growth outlook. Some see the reaction as excessive given continued business growth, while others view the outlook and settlement as reasons for caution.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels volatile rebound after a sharp semiconductor selloff has drawn attention to JPMorgans upgrade to Neutral and the companys turnaround prospects. Bulls point to potential foundry wins and improving execution, while skeptics question the valuation and durability of the bounce; earnings are also in focus.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is being swept up in a sharp selloff across AI infrastructure and neocloud stocks, as traders worry that heavy data-center spending, debt and financing costs may outpace returns; CoreWeaves debt concerns and Gartners warning about neocloud consolidation add to the pressure. Bulls argue Nebius has stronger finances and can benefit from sustained demand for AI compute, while bears question whether the buildout can be funded profitably; traders are also watching upcoming earnings and hyperscaler capex commentary.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention after a small-cap rebound amid rotation away from tech, with traders pointing to easing yields and reports of a possible U.S.Iran deal that helped lift broader markets. The deal remains unconfirmed, and the community is split between seeing a relief rally and viewing the move as a fragile, headline-driven bounce.

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SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’ 

Equity

Baron sees Starlink reaching a $14 trillion to $15 trillion valuation, with annual revenue potentially climbing to $1 trillion.

Could SpaceX Buy Tesla? Ron Baron Says He Gave Elon Musk Reasons For And Against A Blockbuster Deal 

Musk’s companies generated about $30 billion of the $71 billion in profits Baron Capital has made for clients.

Here's What You Need to Know About SpaceX Investing & ETFs

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

SpaceX Stock Posts Best Weekly Gain: Should You Tap It Via ETFs?

SpaceX stock surged 26% last week despite earnings concerns and a major share unlock. Here are ETFs offering diversified exposure.

SpaceX Stock Loved by Retail Investors: ETFs in Focus 

Retail investors keep betting on SpaceX despite volatility. Here's why its AI ambitions could benefit related ETFs.

SpaceX Beats Q2 Estimates, Shares Fall: ETFs in Focus 

SpaceX beat Q2 estimates, but AI spending and a looming lockup expiry weighed on shares. Here are the ETFs with meaningful exposure to SPCX.

SpaceX IPO: What the Stock's Swings Mean for ETFs 

SpaceX's blockbuster IPO has given way to sharp volatility as valuation concerns, lockup risks and competition evaluate investor confidence.

Space Meets AI: SpaceX's Cursor Deal Puts These ETFs in Focus

SpaceX's $60 billion acquisition of AI startup Cursor strengthens its AI ambitions, boosts shares and puts SpaceX-heavy ETFs in focus.

TSLA Stock In Focus: Could Optimus Be The Missing Link Between Tesla And SpaceX? 

Elon Musk has outlined a vision in which large groups of Tesla’s humanoid robots could eventually function as self-replicating machines in space. 


The Zacks Analyst Blog Highlights SPCX, IWF, QQQ, ORBX, NASA, MARS, JEDI, AIS, UFO, RONB and XOVR

SpaceX surged in its record Nasdaq debut, sparking debate over valuation as investors weigh growth plans, index inclusion and ETF exposure.

Baron ETF Trust - Baron First Principles ETF

Bullish Sentiment

<ul class="summary-bullets"><li>He believes space-based data centers could become several times more valuable than Starlink.</li><li>Morgan Stanley analyst Adam Jonas has called SpaceX’s “Distributed Inference Cloud” an overlooked growth opportunity.</li><li>Recovered Starship Ship 40 is back at Starbase and will provide data on its heat shield, engines and avionics.</li></ul>Billionaire investor Ron Baron&nbsp;thinks SpaceX could be worth as much as $50 trillion within a decade,&nbsp;implying a nearly 25-fold jump in valuation, and&nbsp;said CEO Elon Musk told him the forecast may still be too conservative.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock&nbsp;</a>fell more than 4% on Tuesday, marking its worst session in over two months.&nbsp;<h2 class="st-heading-2">Baron’s $50 Trillion SpaceX Case Goes Beyond Starlink</h2>“In 10 years, I think it’s going to be thousands of dollars a share. I think it’ll be worth $20 trillion, $30 trillion, $50 trillion,” Baron said in a recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=2qxsCx58qHE">interview</a>. “Elon thinks I’m way low.” After 56 years of investing, Baron said he has “never seen” a company like SpaceX, whose potential extends far beyond rockets.&nbsp;&nbsp;He sees Starlink as a major source of future value. “Starlink alone in the next 10 years is going to be worth somewhere around $14 trillion, $15 trillion,” he said. In an August interview, Baron laid out an even more detailed forecast, saying Starlink could grow from $15 billion to $17 billion in annual revenue and reach $1 trillion within a decade, with annual profit of $700 billion to $800 billion.Baron also sees a much larger opportunity in orbital data centers. “And then the data centers in space, man, that’s unbelievable,” he said. He added that the facilities could avoid constraints around electricity, water and permitting on Earth, and could eventually become several times more valuable than Starlink.Morgan Stanley analyst Adam Jonas has also highlighted SpaceX’s computing ambitions. In excerpts from a note<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SawyerMerritt/status/2110118022988058637">&nbsp;shared on X</a> by investor Sawyer Merritt, Jonas identified the company’s “Distributed Inference Cloud” as its most overlooked growth opportunity. He said expanding networks of physical AI systems could drive greater demand for computing and expects investors to pay more attention to the theme over the coming year.&nbsp;<h2 class="st-heading-2">SpaceX Eyes Heat Shield And Engine Findings From Ship 40</h2>Baron’s thesis also depends on SpaceX lowering the cost of reaching orbit. He has said Starship could eventually cut launch costs from about $1,500 to $150 per kilogram, giving the company a “tremendous advantage.”SpaceX has now brought Ship 40, the Starship upper stage used on Flight 13, back to Starbase after it survived a splashdown in the Indian Ocean and was transported to Texas. The company says the vehicle will provide “first-of-its-kind data” on a flown heat shield, Raptor engines, avionics and other systems.&nbsp;<h2 class="st-heading-2">Baron’s SpaceX Stake Hits $25B</h2>Baron also said in the interview that his firm had invested about $2.5 billion in SpaceX since 2017 and owned 1.25% of the company. He said the stake was worth about $25 billion as of June. In August, he said Baron Capital wanted to invest another $1 billion and expected to make “hundreds of billions of dollars” from its SpaceX stake.The Baron First Principles ETF (RONB) gives investors exposure to Baron’s SpaceX bet. The fund held 905,118 SPCX shares as of Monday, making SpaceX its largest position at about 41% of its assets. RONB is down nearly 1% so far this year, compared with gains of 15% for SPDR S&amp;P 500 ETF Trust (SPY) and 21% for Invesco QQQ Trust (QQQ).&nbsp;&nbsp;His advice to friends is to keep adding to their holdings. “You should buy some SpaceX, and then you should keep buying it every month,” he said. He said investors should keep buying even after they wake up worried about how much risk they have taken.However, in August, he said, “I don’t have a clue about what this stock is going to sell for in the short term.” He also cited about 270 million SpaceX shares sold short after a lockup expiration, while more than 911 million early-investor shares had become eligible for sale.&nbsp;His conviction partly comes from his earlier bet on Musk. Baron said his firm invested $400 million in Tesla between 2014 and 2016 and had made about $7.7 billion so far. He expects that investment to grow fivefold again over the next 10 to 15 years.<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX And RONB?</h2>On Stocktwits, retail sentiment for SPCX slipped to ‘bearish’ from ‘bullish’ levels a week ago amid ‘high’ message volume. However, sentiment for RONB has held up better at ‘neutral,’ up from ‘bearish’ levels a day ago,&nbsp;although retail interest has dipped over the past three months as watchers fell by over 10%.&nbsp;One user&nbsp;<a href="https://stocktwits.com/Pillis/message/666438968">said</a>, “$SPCX Personally think we’re only at the beginning of a major correction. I want to see $125 tested again before even considering opening a position.”<stembedurl>https://stocktwits.com/Pillis/message/666438968</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Napoliblue/message/666437403">wondered</a>, “Can you imagine if SpaceX goes to $2,000 by 2030? My $60,000 will be worth over $700,000 lol.”<stembedurl>https://stocktwits.com/Napoliblue/message/666437403</stembedurl>SPCX stock has declined 3% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-tesla-roadster-event-back-musk-teases-timing-is-everything/cZxfhlNRBpQ">TSLA Stock Rises Overnight: Tesla’s Long-Delayed Roadster Event Is Back On — Musk Teases ‘Timing Is Everything’&nbsp;</a>

Ron Baron, founder and chief executive officer of Baron Capital, during the launch of Baron Active ETFs on the floor of the New York Stock Exchange on Monday, Dec. 15, 2025. (Photographer: Michael Nagle/Bloomberg via Getty Images)

SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’

Leverage Shares 2x Long SPCX Daily ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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RONB Baron ETF Trust - Baron First Principles ETF

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