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SpaceX adds mystery Falcon 9 launch to packed October manifest
SpaceX FCC paperwork has revealed the addition of an unidentified Falcon 9 launch to the company’s packed October manifest, ranging from several Starlink missions to Crew Dragon’s first operational astronaut launch.
Under the US Federal Communications Commission (FCC), companies must submit an application for permission to communicate with their rocket for every single launch. While a major annoyance for those companies and an undeniably clunky process, those applications for “special temporary authority” (STAs) to communicate are one of the only ways members of the public can independently monitor and forecast US launch activities. For SpaceX, the company typically applies for multiple STAs for every single launch, including specific applications for booster launches, landings, and preflight ground tests.
The separate STAs can be connected with a “Mission Number” SpaceX associates each one with, while coordinates included to designate the area of landing communications (i.e. the drone ship recovery zone) often reveals a mission’s trajectory. Combined, STAs can often be used to identify the exact mission (i.e. a Starlink launch, Crew Dragon, etc.). STAs for SpaceX’s upcoming Crew Dragon Crew-1 and Cargo Dragon CRS-21 missions, as well as several Starlink launches, have already been identified.
Thanks to bad weather and a flurry of ULA delays, SpaceX’s October manifest is currently packed with three Starlink missions, a GPS III satellite launch for the US military, and Crew Dragon’s first operational astronaut mission to the International Space Station (ISS). Barring a miracle, ULA’s latest Delta IV Heavy launch delay has pushed SpaceX’s GPS III SV04 mission to October 1st.
Starlink-12 – SpaceX’s 11th Starlink mission this year and 13th overall – is tentatively set to follow GPS III SV04 at 9:17 am EDT (13:17 UTC) on October 1st. Starlink-13 and Starlink-14 are then scheduled to launch no earlier than mid-to-late-October. Finally, SpaceX and NASA are in the final stages of preparing for Crew Dragon’s Crew-1 mission – the spacecraft’s first operational delivery of astronauts to the ISS – as soon as October 31st (Halloween).
A new Sirius XM radio satellite (SXM-7) could launch on a Falcon 9 rocket on November 6th. On the West Coast, SpaceX’s first California mission since June 2019 could launch on November 10th. SpaceX and NASA are also targeting the launch debut of an upgraded Cargo Dragon 2 resupply spacecraft on a mission known as CRS-21, scheduled to lift off NET November 15th. Last but assuredly not least, Turkey’s Turksat 5A communications satellite could launch as early as November 31st. No Starlink missions are currently scheduled in November but it’s safe to assume that there will be at least one or two. Altogether, SpaceX already has five launches scheduled in October and four set for November. While undeniably prolific, SpaceX has never launched more than three times in one month.
Now, on top of that swath of firm launches, mysterious “SpaceX Mission 1512” has joined the fray. Based on the FCC STA request, the mission is scheduled to launch no earlier than (NET) October 3rd (with a six-month window) and will include a return-to-launch-site (RTLS) Falcon 9 booster landing. The RTLS landing in particular substantially constrains the mission and means – right off the bat – that it can’t be for Starlink, while also ruling out Cargo Dragon CRS-21 (an RTLS landing STA already exists) and Crew Dragon Crew-1 (drone ship landing). Simply put, an RTLS rules out every other launch on SpaceX’s 2020 manifest beyond a rideshare mission tentatively scheduled in December, and SpaceX almost never files for STAs months in advance.
That leaves some kind of unannounced, mystery mission. Only once in SpaceX’s history has the company conducted an unannounced launch – unsurprisingly for some unknown branch of the US military or espionage apparatus. Known as Zuma and still shrouded in secrecy, it followed an almost identical pattern, revealed only through FCC launch and landing communications requests and rumors in 2017 before a January 2018 launch. Although Northrop Grumman was thrown under the bus for a failed payload adapter that may or may not have doomed the satellite, no federal agency has taken credit for the mission – unspeakably odd as far as spaceflight goes.
At the time, unofficial rumors published on Reddit implied that Zuma would only be the first of many similar missions. The claimed failure of a spring-like deployment mechanism and loss of spacecraft – believed to be worth one or several billion dollars – just hours after launch would have unsurprisingly thrown a wrench into those gears. Now, almost three years later and in the midst of an exceptionally busy period of several important launches, could SpaceX be preparing for Zuma-2?
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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.
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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.”
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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 has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
SpaceX gets initial stock coverage from Tesla’s biggest bull
