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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results and sharp post-earnings selloff dominate discussion: strong Cloud growth was overshadowed by weaker-than-expected results, heavy AI infrastructure spending and negative free cash flow, alongside concerns that AI features could pressure Search ad monetization. Traders are split between viewing the drop as an overreaction and dip-buying opportunity and worrying that slowing core advertising growth and rising spending could weigh on returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured profits and free cash flow, are driving the selloff. Traders are divided between concern that spending and slowing search growth may not deliver returns soon and optimism that strong cloud growth and AI adoption justify the investment.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances announcement that it will present positive Phase 2 lifileucel results in previously treated metastatic non-small cell lung cancer, alongside a precision-medicine update, drove attention as traders focused on the therapys potential beyond melanoma. The reaction is largely bullish, though some traders caution that the announcement provided no detailed efficacy figures; short-squeeze and buyout talk remains speculative.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed quarterly resultsan earnings miss and softer forward contract-growth guidance despite stronger revenue and raised AI targetssparked a sharp selloff. Traders are divided between calling the drop an overreaction given continued growth and AI demand, and seeing it as a warning about slowing momentum, rich valuation, and broader SaaS-sector weakness.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly earnings beat expectations, with accelerating Azure growth and stronger cloud guidance reinforcing the view that AI demand is translating into revenue; lower-than-expected capital spending also reassured some investors. Traders remain divided over the scale and returns of AI investment, including pressure on free cash flow, and some noted that the initial post-earnings rally faded.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics quarterly update and reduced full-year outlook, including a forecast of lower fourth-quarter sales, have fueled selling; traders point to the cyberattacks operational impact as well as weaker momentum in Watchman and electrophysiology. The reaction is divided between criticism of management and concern that the cyber incident may not explain the broader slowdown, and dip buyers who see the selloff as overdone.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Anthropics IPO filing and a large bank-backed financing arrangement for Broadcom AI chips and networking gear have renewed attention on AVGOs AI demand outlook, alongside analyst upgrades. Bulls see stronger demand visibility, while skeptics question the financing guarantees and whether AI spending can be sustained amid recent semiconductor weakness.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports that Marvell is in advanced talks to acquire Lumentum have focused attention on the strategic push into AI data-center optics. Traders are divided: some see stronger control of optical components as a long-term advantage, while others worry the large, unfinalized deal could require substantial debt or share dilution.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports that Marvell is in advanced talks to acquire Lumentum are driving attention, with traders weighing the strategic value of Lumentums AI-data-center optics against concerns about financing, dilution, and whether a deal will materialize. Neither company has confirmed a final agreement, and the rumor has fueled volatile trading and debate over a potential premium.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins choppy pullback and struggle to hold a key support area dominate discussion, with traders split between expecting further downside and viewing dips as buying opportunities. Fed uncertainty, election concerns, and geopolitical tensions are cited as sources of volatility, but no single macro catalyst clearly dominates.

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ETFs to Capitalize on SpaceX's Wireless Carrier Ambitions

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SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’ 

Equity

Baron sees Starlink reaching a $14 trillion to $15 trillion valuation, with annual revenue potentially climbing to $1 trillion.

Could SpaceX Buy Tesla? Ron Baron Says He Gave Elon Musk Reasons For And Against A Blockbuster Deal 

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Baron ETF Trust - Baron First Principles ETF

Bearish Sentiment

<ul class="summary-bullets"><li>He believes space-based data centers could become several times more valuable than Starlink.</li><li>Morgan Stanley analyst Adam Jonas has called SpaceX’s “Distributed Inference Cloud” an overlooked growth opportunity.</li><li>Recovered Starship Ship 40 is back at Starbase and will provide data on its heat shield, engines and avionics.</li></ul>Billionaire investor Ron Baron&nbsp;thinks SpaceX could be worth as much as $50 trillion within a decade,&nbsp;implying a nearly 25-fold jump in valuation, and&nbsp;said CEO Elon Musk told him the forecast may still be too conservative.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock&nbsp;</a>fell more than 4% on Tuesday, marking its worst session in over two months.&nbsp;<h2 class="st-heading-2">Baron’s $50 Trillion SpaceX Case Goes Beyond Starlink</h2>“In 10 years, I think it’s going to be thousands of dollars a share. I think it’ll be worth $20 trillion, $30 trillion, $50 trillion,” Baron said in a recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=2qxsCx58qHE">interview</a>. “Elon thinks I’m way low.” After 56 years of investing, Baron said he has “never seen” a company like SpaceX, whose potential extends far beyond rockets.&nbsp;&nbsp;He sees Starlink as a major source of future value. “Starlink alone in the next 10 years is going to be worth somewhere around $14 trillion, $15 trillion,” he said. In an August interview, Baron laid out an even more detailed forecast, saying Starlink could grow from $15 billion to $17 billion in annual revenue and reach $1 trillion within a decade, with annual profit of $700 billion to $800 billion.Baron also sees a much larger opportunity in orbital data centers. “And then the data centers in space, man, that’s unbelievable,” he said. He added that the facilities could avoid constraints around electricity, water and permitting on Earth, and could eventually become several times more valuable than Starlink.Morgan Stanley analyst Adam Jonas has also highlighted SpaceX’s computing ambitions. In excerpts from a note<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SawyerMerritt/status/2110118022988058637">&nbsp;shared on X</a> by investor Sawyer Merritt, Jonas identified the company’s “Distributed Inference Cloud” as its most overlooked growth opportunity. He said expanding networks of physical AI systems could drive greater demand for computing and expects investors to pay more attention to the theme over the coming year.&nbsp;<h2 class="st-heading-2">SpaceX Eyes Heat Shield And Engine Findings From Ship 40</h2>Baron’s thesis also depends on SpaceX lowering the cost of reaching orbit. He has said Starship could eventually cut launch costs from about $1,500 to $150 per kilogram, giving the company a “tremendous advantage.”SpaceX has now brought Ship 40, the Starship upper stage used on Flight 13, back to Starbase after it survived a splashdown in the Indian Ocean and was transported to Texas. The company says the vehicle will provide “first-of-its-kind data” on a flown heat shield, Raptor engines, avionics and other systems.&nbsp;<h2 class="st-heading-2">Baron’s SpaceX Stake Hits $25B</h2>Baron also said in the interview that his firm had invested about $2.5 billion in SpaceX since 2017 and owned 1.25% of the company. He said the stake was worth about $25 billion as of June. In August, he said Baron Capital wanted to invest another $1 billion and expected to make “hundreds of billions of dollars” from its SpaceX stake.The Baron First Principles ETF (RONB) gives investors exposure to Baron’s SpaceX bet. The fund held 905,118 SPCX shares as of Monday, making SpaceX its largest position at about 41% of its assets. RONB is down nearly 1% so far this year, compared with gains of 15% for SPDR S&amp;P 500 ETF Trust (SPY) and 21% for Invesco QQQ Trust (QQQ).&nbsp;&nbsp;His advice to friends is to keep adding to their holdings. “You should buy some SpaceX, and then you should keep buying it every month,” he said. He said investors should keep buying even after they wake up worried about how much risk they have taken.However, in August, he said, “I don’t have a clue about what this stock is going to sell for in the short term.” He also cited about 270 million SpaceX shares sold short after a lockup expiration, while more than 911 million early-investor shares had become eligible for sale.&nbsp;His conviction partly comes from his earlier bet on Musk. Baron said his firm invested $400 million in Tesla between 2014 and 2016 and had made about $7.7 billion so far. He expects that investment to grow fivefold again over the next 10 to 15 years.<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX And RONB?</h2>On Stocktwits, retail sentiment for SPCX slipped to ‘bearish’ from ‘bullish’ levels a week ago amid ‘high’ message volume. However, sentiment for RONB has held up better at ‘neutral,’ up from ‘bearish’ levels a day ago,&nbsp;although retail interest has dipped over the past three months as watchers fell by over 10%.&nbsp;One user&nbsp;<a href="https://stocktwits.com/Pillis/message/666438968">said</a>, “$SPCX Personally think we’re only at the beginning of a major correction. I want to see $125 tested again before even considering opening a position.”<stembedurl>https://stocktwits.com/Pillis/message/666438968</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Napoliblue/message/666437403">wondered</a>, “Can you imagine if SpaceX goes to $2,000 by 2030? My $60,000 will be worth over $700,000 lol.”<stembedurl>https://stocktwits.com/Napoliblue/message/666437403</stembedurl>SPCX stock has declined 3% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-tesla-roadster-event-back-musk-teases-timing-is-everything/cZxfhlNRBpQ">TSLA Stock Rises Overnight: Tesla’s Long-Delayed Roadster Event Is Back On — Musk Teases ‘Timing Is Everything’&nbsp;</a>

Ron Baron, founder and chief executive officer of Baron Capital, during the launch of Baron Active ETFs on the floor of the New York Stock Exchange on Monday, Dec. 15, 2025. (Photographer: Michael Nagle/Bloomberg via Getty Images)

SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’

Leverage Shares 2x Long SPCX Daily ETF

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SpaceX

Yes, the bottom is in

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Too early to tell

Depends on the stock

Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

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