News
SpaceX’s next Falcon Heavy reaches milestone as third booster arrives in FL
A new SpaceX rocket was spotted traveling into Florida yesterday on its way to one of the company’s several Cape Canaveral booster storage and processing hangars. More likely than not, this particular booster is the second Falcon Heavy center core ever built, a heavily modified variant of Falcon 9’s first stage.
With the presumed center core’s arrival, all three Falcon Heavy boosters are now at or near SpaceX Launch Complex 39A, a major step forward for the second flight of the super heavy-lift launch vehicle, currently NET March 2019. Aside from the first stage, it appears that Falcon Heavy Flight 2’s payload fairing may have also arrived at Cape Canaveral around the end of January.
Captured by SpaceX Facebook group member Joshua Murrah on the morning of February 11th, the shrinkwrapped Falcon booster and truck were stopped at a weigh station on the border of Alabama and Florida, a now-common location for core spottings thanks to its adjacency to Mr. Murrah’s daily commute. No more than an 8-10 hour drive from Florida’s East Coast and Kennedy Space Center, the rocket likely arrived at its destination sometime within the last 12 or so hours.
While Falcon Heavy hardware would normally be expected to head straight for SpaceX’s hangar at Pad 39A, the only facility currently capable of launching the triple-booster rocket, the company faces a mild logistical challenge thanks to the terminally delayed launch debut of Crew Dragon. As of now, Crew Dragon, Falcon 9, and 39A’s transporter/erector (T/E) are integrated inside the pad’s hangar, leaving very little space for additional rocket processing as a result of the sheer scale of the T/E. Past photos of SpaceX’s 39A hangar illustrate that it can nominally house 4 or 5 Falcon boosters with ease, but space becomes far more limited once the T/E is rolled inside.
there might actually be juuuust enough room to literally fit them per FH Flight 1 processing pics, but only enough for Falcon Heavy integration if the TE remains outside. Will be very curious to see how SpaceX handles this, it's one hell of a logistical puzzle 😅 pic.twitter.com/D5BFXQnQ3V
— Eric Ralph (@13ericralph31) January 30, 2019
In essence, Falcon Heavy Flight 2 will likely have to wait until Crew Dragon has completed its launch debut before SpaceX technicians and engineers can begin integrating its three boosters and verifying that all is healthy, only the second time SpaceX will have performed those procedures. Crew Dragon’s uncrewed demonstration mission (DM-1) is currently scheduled for NET March 2nd, although there is a high probability that it will slip at least a few more days into March, if not further. Prior to its latest March 2nd launch target, Crew Dragon was expected to launch sometime in mid-to-late January as of December 2018, a date that has effectively remained 30+ days away ever since.
It’s ambiguous what the causes of those delays are and SpaceX and NASA clearly have no interest in directly tackling an explanation, but the most likely reason can be found in a painfully mundane reality: paperwork, worsened by a record-length US goverment shutdown. While both partners are likely culpable in some way, the fact remains that SpaceX has a long history of doing difficult things faster and cheaper than the old guard perceives as possible, while NASA has its own decades-long history of doing difficult things with extreme caution (for better or for worse).
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- The second (and third) flight of Falcon Heavy is even closer to reality as the first new side booster heads to Florida after finishing static fire tests in Texas. (Reddit /u/e32revelry)
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- SpaceX Facebook group member Joshua Murrah captured two great photos of the second Falcon Heavy side booster to arrive in Florida in the last month. (Joshua Murrah, 01/17/19)
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- SpaceX Facebook group member Joshua Murrah also captured what is likely the third Falcon Heavy booster’s Florida arrival. (Joshua Murrah, 02/11/19)
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- Falcon Heavy ahead of its inaugural launch. (SpaceX)
With any luck, Crew Dragon will successfully launch into orbit for the first time in the first several days of March, leaving enough buffer for SpaceX to rapidly integrate, checkout, and static-fire Falcon Heavy for an operational launch debut – carrying communications satellite Arabsat 6A – near the end of March. If all goes well, Falcon Heavy’s third launch – the USAF’s second Space Test Program mission (STP-2) – could occur as early as April 2019, potentially just a month after Flight 2.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
