Ron Baron and Tesla: What's the Endgame?

Ron Baron's Tesla Obsession: Genius or Just Plain Nuts?

Alright, let's get this straight. Ron Baron, the billionaire investor, is still humping Tesla's leg like a dog in heat. And I'm supposed to be impressed? Give me a freakin' break.

He's out there telling CNBC that Tesla could be a $10,000 stock within a decade. Ten grand? Seriously? What's he smoking? I mean, I get it, he's got skin in the game – a reported 40% of his personal net worth is tied up in TSLA. But that doesn't make him Nostradamus. It makes him biased.

The Cult of Musk

Baron claims Tesla employees think Musk will deliver "five- to seven-fold gains" in the next 10 years. Yeah, sure they do. They're employees. What are they gonna say, "Nah, the boss is a delusional egomaniac and the stock's gonna tank"? They're drinking the Kool-Aid, man. It's a cult of personality, plain and simple.

And this Optimus robot nonsense? Baron's parroting Musk's shareholder presentation, claiming it could be Tesla's "most valuable product line." He says Tesla's building capacity for one million robots next year, then ten million the year after. One billion annually in the future? Is he high? I mean, I was promised flying cars as a kid, and all I got was this lousy self-driving software that can't even handle a freakin' rainstorm.

Speaking of things that don't work, has anyone actually used Tesla's "full self-driving"? It's a beta product masquerading as innovation. It's dangerous, overhyped, and constantly needs babysitting. And yet, people are still throwing money at this company like it's the second coming.

Lifetime of Regret?

Baron says he won't sell a single share of Tesla or SpaceX in his lifetime. He told his board he'd be the "last person out of the stock." That's… admirable? Idiotic? Both? It's certainly a bold statement. I guess. But what if Tesla hits a wall? What if Musk's antics finally catch up with him? What if battery tech hits some unforeseen limit? What if, what if, what if...

He's got 25% of his personal wealth in SpaceX and 35% in Baron mutual funds too. So basically, he's betting the farm on one guy and two companies. Diversification? Never heard of her.

I can't help but wonder if this is some kind of elaborate ego trip. Baron wants to be remembered as the guy who believed in Musk when no one else did. He wants to be a legend. But what if he's just… wrong?

Offcourse, it's his money, he can do what he wants. But it doesn't mean I have to agree with it. Or even respect it.

Then again, maybe I'm just jealous. Maybe I'm just a bitter cynic who missed the boat on Tesla. Maybe Baron is a genius, and I'm just too blind to see it. Maybe.

But probably not.

He's Lost His Damn Mind

Look, I get that Tesla disrupted the auto industry. I get that Musk is a visionary (albeit a batshit crazy one). But this unwavering, almost religious devotion to a single stock is insane. It's not investing; it's gambling. And when the house of cards finally collapses – and it will collapse eventually – a lot of people are gonna get hurt. Ron Baron included.