Veytics Intelligence
2026-09-17 · Yahoo

Can SpaceX Really Turn Starlink Into a $1 Trillion Business? Ron Baron Has $25 Billion Riding on Yes

Quick Read SPCX trades at $151 with a $1.16 trillion market cap, while Ron Baron holds $25 billion in SpaceX shares and projects Starlink hits $1 trillion in revenue. SpaceX's Q2 connectivity revenue surged 66% to $4.29 billion, but Baron's 100,000-satellite model lives or dies on Starship V3 slashing launch costs 99%. GAO researchers flagged that heat dissipation in a vacuum is unproven at scale, undermining Baron's claim that orbital compute costs just $2 one-time. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and SpaceX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.

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