

News
SpaceX’s next Falcon Heavy two-thirds done as side booster #2 leaves factory
First posted to a SpaceX-focused Facebook group by member Eric Schmidt, Falcon Heavy Flight 2’s second side booster (of two) was spotted eastbound in Arizona on December 3rd, partway through a journey from SpaceX’s Hawthorne, CA factory to its McGregor, TX testing facilities.
This is the second (known) Falcon Heavy-related booster spotted in less than a month and an incontrovertible sign that the company’s second-ever Falcon Heavy launch is perhaps just a handful of months away, with both side boosters now likely to be present in Florida by January 2019 barring unforeseen developments.
Look who was waving at passing planes over McGregor today!
A Falcon Heavy side booster on the McGregor test stand for a static fire test. pic.twitter.com/S7af6b0gHk
— NSF – NASASpaceflight.com (@NASASpaceflight) November 18, 2018
This second booster appearance follows on the heels of the first Falcon Heavy booster spotting on November 9-10, confirming that – at a minimum – two of the next rocket’s three first stage boosters have finish production and are now focused on completing their separate hot-fire acceptance tests at McGregor. Owing to the ironic fact that the center core – dramatically more complex than its pointy-nosed side core brethren – is far harder to discern while in transport, it’s even possible that the second side core spotting is actually the third new Falcon Heavy booster to depart SpaceX’s factory. The above booster was apparently the second SpaceX first stage to make its way east through Arizona in the week prior to its arrival, so that may well be the case.
SpaceX's second Falcon Heavy is slowly but surely coming together 😀 https://t.co/AYJsQ8Mld5
— Eric Ralph (@13ericralph31) November 13, 2018
While Falcon Heavy side boosters do sport easily recognizable nosecones, they apparently are able to be modified from a Falcon 9 booster to a side booster with no more than a week or two’s work. On the other hand, the rocket’s center booster is dramatically more complex and requires an entirely new custom rocket be built from scratch thanks to the extreme loads it must survive when the two side boosters channel all of their thrust directly into the center core during launch.
However, until the arm-like mechanisms that connect the center stage to its two side boosters are attached, it’s extremely difficult to discern between a normal Falcon 9 booster and a Falcon Heavy center stage. Until a center core is more or less unwrapped and showing off its octaweb or unusual bumps around the interstage, its identity is likely to remain a secret. In the past three months, no fewer than four Falcon boosters arrived at Cape Canaveral, while only one (or maybe two) of them have launched in the time since their arrival.
- SpaceX’s first Falcon Heavy prepares for launch. (SpaceX)
- Falcon Heavy ahead of its inaugural launch. (SpaceX)
- SpaceX’s Falcon Heavy prepares for the huge rocket’s inaugural launch. (SpaceX)
- Falcon Heavy just prior to its first-ever integrated static fire test. (SpaceX)
Given that both side boosters have traveled from California to McGregor, it’s almost certain that Falcon Heavy will fly for the second time with all-new Block 5 hardware, including all three boosters and the upper stage. Most importantly, a Block 5 version of the non-interchangeable center stage should ultimately be able to launch multiple times with zero or minimal refurbishment and repairs, potentially making Falcon Heavy for more viable from a production and internal cost perspective. For a rocket that may only ever launch twice per year, one or two custom center cores could be all that is needed over the vehicle’s operational lifetime, save for any potential launch contract that requires expendable performance.
Ultimately, this second Falcon Heavy booster spotting in less than four weeks is a thrilling sign that SpaceX is pushing extremely hard to have the rocket’s next iteration integrated and ready to launch as soon as possible, perhaps as early as Q1 2019. As its two side boosters begin to arrive in Florida, we should start to have a better idea of when exactly the massive rocket’s second launch might be.
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News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.

Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
Elon Musk
Tesla addresses door handle complaints with simple engineering fix
“We’ll have a really good solution for that. I’m not worried about it.”

Tesla is going to adjust one heavily scrutinized part of its vehicles after recent government agencies have launched probes into an issue stemming from complaints from owners.
Over the past few days, we have reported on the issues with Tesla’s door handle systems from both the Chinese and American governments.
In China, it dealt with the Model S, while the United States’ National Highway Traffic Safety Administration (NHTSA) reported nine complaints from owners experiencing issues with 2021 Model Ys, as some said they had trouble entering their car after the 12V battery was low on power.
Bloomberg, in an interview with Tesla Chief Designer Franz von Holzhausen, asked whether the company planned to adjust the door handle design to alleviate any concerns that regulatory agencies might have.
Regarding the interior latch concerns in the United States:
- Von Holzhausen said that, while a mechanical door release resolves this problem, Tesla plans to “combine the two” to help reduce stress in what he called “panic situations.”
- He also added that “it’s in the cars now…The idea of combining the electronic and the manual one together in one button, I think, makes a lot of sense.” Franz said the muscle memory of reaching for the same button will be advantageous for children and anyone who is in an emergency.
Regarding the exterior door handle concerns in China:
- Von Holzhausen said Tesla is reviewing the details of the regulation and confirmed, “We’ll have a really good solution for that. I’m not worried about it.”
Franz von Holzhausen (from Tesla’s Robovan) on Tesla’s upcoming redesigned door handles: pic.twitter.com/lnaKve1SlJ
— Sawyer Merritt (@SawyerMerritt) September 17, 2025
The new Model Y already has emergency mechanical door release latches in the back, but combining them in future vehicles seems to be an ideal solution for other vehicles in Tesla’s lineup.
It will likely help Tesla avoid complaints from owners about not having an out in the event of a power outage or accident. It is a small engineering change that could be extremely valuable for future instances.
News
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.

Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
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