Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
SPCXKevin SimpsonInvestorOct 14, 2026Invests
Our summary: Simpson, who first bought SpaceX at $121, is adding after the pullback, citing Starlink recurring revenue, wireless expansion and AI, while naming capital spending as his biggest concern.
“the pullback hasn't changed my conviction in SpaceX's long-term potential”
CNBC op-ed ›
Details ⓘ
- Speaker
- Kevin Simpson, Capital Wealth Planning
- Role
- Investor
- Source
- CNBC
- Format
- Op-ed
- Date
- Oct 14, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 14, 2026; the view may have changed.
SPCXGavin BakerInvestorJun 15, 2026
Our summary: Speaking after the SpaceX IPO, Baker argued SpaceX could become the most important company of his lifetime, and possibly ever, if it succeeds in building settlements on the Moon and Mars.
“the most important company of certainly my lifetime”
TBPN podcast ›
Details ⓘ
He stressed that a lot of hard engineering still has to happen.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- TBPN Live: Gavin Baker, SpaceX Might Be the Greatest Company of All Time (at 00:29:15)
- Format
- Podcast
- Date
- Jun 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 15, 2026; the view may have changed.
SPCXRon BaronInvestorJun 15, 2026
Our summary: Baron said Baron Capital bought about $1 billion more SpaceX stock in the IPO to avoid dilution, taking the position to roughly $25 billion.
“he's at least 10 years ahead of everyone else”
CNBC interview ›
Details ⓘ
He argued SpaceX is years ahead of anyone in satellites, rockets and networks and could be worth many times its IPO valuation in ten years.
- Speaker
- Ron Baron, Baron Capital
- Role
- Investor
- Source
- CNBC: Ron Baron bought $1 billion of SpaceX shares in IPO
- Format
- Interview
- Date
- Jun 15, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 15, 2026; the view may have changed.
SPCXAswath DamodaranExpertJun 4, 2026Bearish
Our summary: Damodaran valued SpaceX at $1.25-1.35 trillion versus the roughly $1.77 trillion IPO target and said he would not buy, calling it a loaded bet on AI and Elon Musk.
“it is too richly priced for my tastes.”
CNBC article ›
Details ⓘ
- Speaker
- Aswath Damodaran, NYU Stern
- Role
- Expert
- Source
- CNBC
- Format
- News article
- Date
- Jun 4, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 4, 2026; the view may have changed.
TSLASPCXRon BaronInvestorNov 14, 2025
Our summary: Baron said he sees the tech selloff as an opportunity and does not expect to sell his personal Tesla or SpaceX shares in his lifetime.
“I did not sell personally a single share”
CNBC interview ›
Details ⓘ
He said Baron Funds once sold about 30% of its Tesla holding for clients, but he kept all of his own shares.
- Speaker
- Ron Baron, Baron Capital
- Role
- Investor
- Source
- CNBC Squawk Box: Ron Baron on the tech selloff and Tesla
- Format
- Interview
- Date
- Nov 14, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Nov 14, 2025; the view may have changed.
TSLASPCXGavin BakerInvestorOct 22, 2025
Our summary: Asked whether he would always bet on Elon Musk, Baker said that as a fiduciary he weighs each case, but knows no one with a comparable record of success across so many industries, citing Tesla and SpaceX.
“I just don't think there's anyone else”
Aleph podcast ›
Details ⓘ
He described both as unusually mission-driven companies.
- Speaker
- Gavin Baker, Atreides Management
- Role
- Investor
- Source
- Invested by Aleph: Gavin Baker, Managing Partner of Atreides
- Format
- Podcast
- Date
- Oct 22, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 22, 2025; the view may have changed.
SPCXRon BaronInvestorJun 27, 2025Older statement
Our summary: At the Morningstar conference Baron said he expects to hold SpaceX for at least another ten years and never to sell a share in his lifetime.
“I'll ever sell a share in my lifetime”
CNBC interview ›
Details ⓘ
He said roughly $1 billion invested had grown to about $4.5 billion and he expects another tenfold gain over ten years.
- Speaker
- Ron Baron, Baron Capital
- Role
- Investor
- Source
- CNBC: Ron Baron says he will never sell SpaceX in his lifetime
- Format
- Interview
- Date
- Jun 27, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jun 27, 2025; the view may have changed.