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SpaceX’s flight-proven Falcon 9 and drone ship fleet ready for duo of launches
SpaceX is gearing up for a duo of flight-proven Falcon 9 launches and drone ship landings on both coasts of the United States, set for liftoff from Cape Canaveral’s Kennedy Space Center and Vandenberg Air Force Base no earlier than (NET) November 15th and 19th, respectively.
#SpaceXArmada: Moments ago, outbound tugboat Hawk with droneship OCISLY in tow in @PortCanaveral. Destination: Booster core landing/recovery LZ of Thursday's #Eshail2 launch, approx 408 mi E of @NASAKennedy. pic.twitter.com/n5FvBdIvpt
— Cowboy Dan (@CowboyDanPaasch) November 12, 2018
East Coast activities
On the East Coast, drone ship Of Course I Still Love You departed from Port Canaveral late last night (Nov 11) as Falcon 9 B1047 rolled onto Pad 39A for a preflight static fire test, where the rocket will be filled with a full complement of fluids (TEA/TEB, helium, nitrogen, oxygen, kerosene) and all nine Merlin 1D engines are ignited in order to replicate the seconds just prior to a real launch. That static fire test was originally expected to occur on November 10 or 11 but has obviously been pushed back a day to Nov. 12, likely meaning that the rocket’s launch – carrying Qatari communications satellite Es’hail-2 – will slip 24 hours to 3:46pm EST (08:46 UTC) on the 16th,
Following the unfortunate loss of Amos-6 during a preflight static fire in September 2016, SpaceX has since made a reasonable move away from performing static fires with payloads integrated atop the rocket, unless the customer specifically requests that it be done that way to save time. As such, Falcon 9 must be brought horizontal, rolled back to the hangar, inspected, and finally have the payload and fairing attached to the rocket, a sensitive process that demands nuance and time. Combined with an analysis of data gathered during the static fire, this process – when all goes as planned – can take at least 48 hours from start to finish, and longer still if any minor off-nominal behavior is observed or the launch customer has additional requirements (typically reserved for NASA and national security-related missions).
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- B1047 horizontal at Pad 39A, November 11. (Tom Cross)
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- B1047 made an extraordinary ring vortex rainbow as it smashed through Max Q, the point of highest aerodynamic stress on the rocket. (Tom Cross)
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- B1046 seen mid-static fire at Pad 39A ahead of Falcon 9 Block 5’s launch debut, May 2018. (Tom Cross)
Because rockets like Falcon 9 are extraordinarily intricate and finely-tuned machines, perfectly nominal launch-related events are few and far between. In reality, the time between static fire rollout and launch readiness is rarely less than three days (72 hours), not including the process of rolling the fully-integrated rocket back out to the pad, aligning and securing the vehicle and transporter-erector (TE) over the flame trench, and finally attaching all umbilical connections and verifying vehicle health. Speaking generally, four to five days is a good rule of thumb for the time it takes to complete Falcon 9’s static fire and return the rocket to the pad after attaching the payload.
Still, it’s always a good sign when a drone ship leaves port, much like OCISLY did on the evening of the 11th. The journey to its destination will take 2-3 days, meaning that the drone ship will be ready to catch Falcon 9 whenever the rocket is ready to launch.
Drone ships and sooty rockets, oh my!
On the West Coast, SpaceX is also getting ready for drone ship Just Read The Instructions (JRTI) to depart Port of San Pedro in anticipation of a presumed sea recovery of Falcon 9 following the NET Nov 19 launch of a multi-satellite rideshare mission known as SSO-A. While SpaceX currently holds two recovery licenses for the booster, one by sea and one at the land-based LZ-4 pad, it’s possible that the company will be forced to use JRTI despite the fact that Falcon 9 will have plenty of propellant left to return itself to the launch site (RTLS). United Launch Alliance’s (ULA) next Delta IV Heavy rocket is currently on-pad with a presumably very expensive National Reconnaissance (NRO) satellite attached roughly 1.5 miles northeast of SpaceX’s LZ-4 – the rest of the gaps are easy enough to fill in.
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- Falcon 9 Block 5 booster B1046 seen during both of its post-launch landings. (SpaceX/SpaceX)
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- B1047 completed its first successful launch in July 2018. (Tom Cross)
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- B1047 seen rolling into 39A’s integration hangar for refurbishment on July 31st. (Reddit – Kent767)
JRTI was spotted by Teslarati photographer Pauline Acalin performing some rare sea trials on November 10 after spending several weeks berthed at port for routine maintenance and deck repairs. Fairing recovery vessel Mr. Steven has also been undergoing some unusual modifications, now proudly sporting what can only be described as a steel horn recently installed on the tip of his bow deck. After sitting out a catch attempt during the launch of SAOCOM 1A to prepare for controlled helicopter drop tests performed over a period of several weeks in October, Mr. Steven will most likely be ready for another stab at operational fairing recovery during SSO-A.
Both rockets – B1047 to the East and (presumed) B1046 to the West – are flight-proven, meaning that they have flown operational orbital missions prior to their upcoming launch attempts, B1047 launched communications satellite Telstar 19V in July 2018, while B1046 has actually performed two successful launches already, Bangabandhu-1 in May and Telkom 4 (Merah Putih) in August.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
