Ron Baron: “The time to buy the stock is now” — his case for Tesla centers on FSD and concentrated bets

The useful part

Tesla uber bull Ron Baron says 'the time to buy the stock is now' Connect with us Credit: Tesla Share Tweet In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company's stock should do so as soon as they can. Baron, founder and CEO of Baron Capital and one of Tesla's most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency:

How it works

• His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow.
• In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions.
• I'm at Tesla right now and when I walked into their showroom I was shocked to see it basically empty.
• pic.twitter.com/mzCjWaXwww — Whole Mars Catalog (@wholemars) September 26, 2026 Show room is empty.
• Talking to the guys at the Mechanicsburg showroom on Friday, they couldn't believe they had ANOTHER hauler coming in of cars for delivery—and each was accounted for No car just sitting in inventory.

What to take from it

The reversal matters because SpaceX had written the exit ramp into the mission plan. SpaceX gave no reason, though Musk said this month the company was being extremely cautious about debris risk. Live coverage of the mission starts ~35 minutes before launch → https://t.co/uQKQvgaTmJ — SpaceX (@SpaceX) September 27, 2026 Continue Reading Elon Musk SpaceX just

Example or evidence

• Published 23 hours ago on September 28, 2026 By Gene SpaceX's Starship reached orbit for the first time on Monday, and for a few nail-biting minutes it looked like it wouldn't.
• Falcon 9, making Starship the only vehicle that can build out the planned 100,000 satellite constellation, at up to 60 per flight once it reaches routine service.
• Additionally, many showrooms are either completely empty or void of all but just one demo unit within the buildings themselves in an effort to bolster what could be one of Tesla's best quarters in vehicle...
• Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a...

Details worth keeping

In his opinion, Tesla stock is a buy: "The time to buy the stock is now. FSD is catching on, and it's going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD.

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