TSLA — Ron Baron Sees $10,000/share in 10 Years Thanks to Optimus
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Eva McMillan quoted Ron Baron: $10,000/share in 10 years thanks to Elon Musk's Optimus. The tweet mislabeled the ticker as $SpaceX, but Optimus is Tesla's humanoid program — so the underlying subject is naturally read as TSLA. Baron has repeatedly used Tesla + Optimus as his long-term upside anchor.
Source (Eva McMillan · 2026.07.20)
"Ron Baron thinks $SpaceX will claim $10,000 per share in 10 years thanks to Elon Musk's Optimus."
Fact-Check Note
• Optimus is Tesla's (TSLA) humanoid robot program
• Ron Baron has consistently used Optimus as an anchor for the Tesla long-term upside narrative
• The original tweet's ticker ($SpaceX) contradicts the underlying argument (Optimus) — most naturally read as a ticker typo by Eva McMillan
• Publishing verbatim would misfile this under SPCX — separated as TSLA report instead
Investment Implications
Baron's upside frame is a long-term narrative, not a confirmed catalyst. Optimus commercialization timing, production ramp, and unit economics are the verification axes. Useful as a long-term anchor separate from near-term events (earnings, FSD approvals).
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.