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SpaceX’s most important Falcon 9 booster yet returns to port with a lean
On November 19th, what is likely SpaceX’s most important Falcon 9 booster yet returned to Port Canaveral with a surprise – perhaps the most dramatic lean ever observed on one of the recovered rockets.
Tilted a solid 10+ degrees from vertical, the lean was immediately visible as soon as the top of the rocket crest the horizon, and it later became clear that one of Falcon 9 booster B1061’s four landing legs had no contact at all with drone ship Just Read The Instruction’s (JRTI) deck. Four days prior, Falcon 9 (and B1061) became the first commercially-developed rocket in history to be certified to launch NASA astronauts, a feat it pulled off flawlessly. Crew Dragon safely delivered four astronauts to the International Space Station on November 16th, marking the culmination of more than half a decade of (mostly) uninterrupted work.
Even before Crew Dragon and Falcon 9’s momentous Crew-1 launch, though, NASA had already revealed some details that would make parts of Crew-1 even more important and the follow-up Crew-2 launch – scheduled as early as March 2021 – perhaps the most significant mission in SpaceX’s history.
In short, less than a month after SpaceX’s equally flawless Crew Dragon Demo-2 astronaut launch debut, NASA contract modifications revealed that the agency had permitted SpaceX to reuse both Dragon capsules and Falcon 9 boosters on upcoming astronaut launches.
“In a wholly unexpected turn of events, a modification to SpaceX’s ~$3.1 billion NASA Commercial Crew Program (CCP) contract was spotted on June 3rd. Without leaving much room for interpretation, the contract tweak states that SpaceX is now “[allowed to reuse] the Falcon 9 launch vehicle and Crew Dragon spacecraft beginning with” its second operational astronaut launch, known as Post Certification Mission-2 (PCM-2) or Crew-2.”
Teslarati.com — June 9th, 2020
A few short months after that discovery, NASA itself specifically announced that it had given SpaceX the go-ahead to reuse Demo-2 Crew Dragon capsule C206 and Crew-1 Falcon 9 booster B1061 on Crew-2, the company’s second operational astronaut launch. Scheduled no earlier than March 31st, 2021, Crew-2 will most likely launch before the Crew-1 Crew Dragon departs the space station and returns its four crew members to Earth, a milestone expected sometime in April.
For almost anyone who has followed NASA’s Commercial Crew Program (CCP) and its attitude towards SpaceX’s reusability efforts from the beginning, the space agency’s rapid willingness to trust its most important cargo – humans – to flight-proven Dragons and Falcon 9 boosters came as a huge surprise. If SpaceX is able to reuse both capsule C206 and booster B1061 as planned, Crew-2 will without a doubt be the most significant milestone in commercial spaceflight history, simultaneously proving that astronauts can be safely launched on commercial flight-proven rockets and spacecraft.
Of course, while Demo-2 Crew Dragon capsule C206 may have already been successfully recovered, SpaceX still had to land Falcon 9 booster B1061 and safely return it to port after Crew-1 before it could consider reusing it on Crew-2. Based on the rocket’s appearance upon its arrival at Port Canaveral, B1061 had an extremely close call. With what can be intuited from observation alone, it appears that sometime after B1061 landed and before the drone ship’s tank-like ‘Octagrabber’ robot could secure the booster, a stray swell or sudden burst of high seas must have bucked Just Read The Instructions about, causing B1061 to slide around on the slippery deck.
That would explain why the Falcon 9 first stage arrived in port on one of the far corners of drone ship JRTI – also sign that B1061 likely hit the yellow barrier included specifically to prevent boosters from sliding off drone ship decks. At the same time, B1061 must have had a moderately rough landing, causing at least one of its four legs to expend a large portion of a single-use shock absorber called a “crush core,” leaving the booster sitting at an angle. Based on photos of the arrival, that tilt likely left JRTI’s Octagrabber unable to latch onto all four of Falcon 9’s hold-down clamps, forcing recovery technicians to improvise and manually chain the rocket to the deck where the robotic solution fell short.
Thankfully, the SpaceX recovery team’s apparent heroics and luck proved to be enough and the sturdy Falcon 9 booster was returned to dry land without issue, lifted off of JRTI’s deck around 24 hours after arriving in port. Based on photos of the crush cores at the bottom tip of each leg, B1061’s rough landing and eventful journey was fairly mild as far as they come and, as CEO Elon Musk notes, crush core replacement is likely all that’s needed to make the rocket good as new.
Had B1061 been lost at sea, Crew-2 would have almost certainly been delayed to give SpaceX enough time to come up with an entirely new Falcon 9 first stage. Luckily for SpaceX, that didn’t happen and the company’s plans to launch astronauts on the flight-proven booster are still in play.
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
