My long time acquaintance, Ron Baron (who I have known for 45 years) makes extremely optimistic projections about $SPCX.
I like and admire Ron.
He is a believer and has prospered mightily from his exposure to Elon Musk's companies (particularly $TSLA and $SPCX).
However and respectfully, not one skeptical question of pushback was made on @CNBC @BeckyQuick @SullyCNBC in the interview.
Single person exposure, execution risks, government intervention/policy etc were not discussed.
This is a fundamental and respectful objection and criticism I have with the business media.
It is typically one-sided - only looking up to the sky.
Author critiques CNBC interview with Ron Baron for lacking skeptical questions about SPCX's optimistic projections. Points out missing discussion of single-person exposure (Musk), execution risks, and government policy risks. Criticizes business media for one-sided bullish coverage.
Author flags missing risk discussion amid SPCX's massive rally (+4.83% today to $201.8, now $2.66T market cap). Recent news shows first Wall Street sell rating and concerns over 'bubbliscious' valuation after 49% post-IPO surge. Author's concern about single-person (Musk) concentration risk and lack of critical media scrutiny aligns with emerging skepticism in market, contrasting sharply with Baron's extreme optimism.
TSLA mentioned only as context for Baron's historical Musk exposure, not as direct subject of author's critique. Currently down -1.58% to $404.66 with negative news flow (FSD safety concerns, competition from BYD, SpaceX gravity drag). Earnings approaching July 21. Author's risk concerns about Musk concentration apply indirectly but no specific TSLA thesis stated.
事件 Earnings (EPS est 0.4525) · 2026-07-21
关键要点
Ron Baron made extremely optimistic projections about SPCX on CNBC without facing critical questions
No discussion of key risks: single-person exposure to Musk, execution challenges, or government intervention
Business media criticized for consistently one-sided bullish coverage
Author respects Baron but questions lack of balanced analysis
