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SpaceX shuffles Starships, gears up for more Super Heavy static fires
SpaceX is busy preparing for the orbital launch debut its next-generation Starship rocket, but the company’s South Texas rocket factory is also working around the clock to prepare several more sets of ships and boosters for the flight testing that will follow.
That was more obvious than usual on November 8th, when SpaceX made moves to prepare both of its finished Starships for new phases of testing. SpaceX kicked off the busy day by removing Starship S25 – a newer prototype that arrived at the launch site just three weeks prior – a stand dedicated to proof testing ships. Three hours later, after spending three of the last four weeks sitting on top of Super Heavy Booster 7, Starship S24 was ‘destacked’ (lifted off of B7 and lowered onto a stand on the ground) in the early afternoon.
Booster 7, Ship 24, and Ship 25 have all been busy since mid-October. SpaceX stacked Booster 7 and Ship 24 for the first time on October 11th and then attempted to test the fully-stacked rocket on October 13th. By some accounts, although almost nothing was visible to the public, the first full-stack test may have gone poorly, potentially even endangering pad technicians that approached the rocket to troubleshoot. On October 16th, SpaceX fully destacked Ship 24, and CEO Elon Musk noted that the company was “proceeding very carefully” to avoid an explosion that could set “Starship progress back by ~6 months.”
But if there was a major issue on October 13th, SpaceX didn’t show it, and Ship 24 was reinstalled atop Booster 7 on October 20th without any obvious maintenance or repairs. SpaceX then kicked off an unusual series of tests on October 24th, during which it only filled the liquid oxygen (LOx) or liquid methane (LCH4) tanks of Super Heavy B7, Ship 24, or both vehicles at once. A rare NASA briefing on October 31st later called them “single-species prop[ellant]” tests – a kind of extra-cautious testing that had never been seen before at Starbase. A few days prior, a member of NASA’s Aerospace Safety Advisory Panel (ASAP) noted that an accidental explosion that damaged Booster 7 in July had caused SpaceX to “increase [the rigor of its] systems engineering and risk management,” explaining the sudden influx of unusually conservative testing.
By the time Ship 24 was destacked from Booster 7 on November 8th, SpaceX had completed seven single-species tests, four of which involved loading LOx or LCH4 into both stages and three of which only tested Super Heavy. Booster 7 and Ship 24’s tanks were fully filled and LCH4 and LOx were never simultaneously loaded on either stage.
NASA’s October 31st briefing reported that SpaceX had plans to destack Ship 24 before conducting additional static fire testing with Booster 7. While B7 completed 1, 3, and 7-engine static fires in August and September, those tests were nowhere close to the full 33-engine static fire required to properly qualify the most powerful rocket in history. According to NASASpaceflight.com managing editor Chris Bergin, SpaceX’s next goal is to fire up approximately half of Super Heavy B7’s Raptors.
Strangely, although Ship 24 was believed to have completed all of the standalone testing needed to clear it for flight, SpaceX installed the vehicle on a stand used for Starship static fire testing on November 9th, implying that more standalone testing may be required. For now, that shouldn’t pose a problem as long as SpaceX wraps up any additional Starship testing around the same time as Booster 7’s next static fire campaign wraps up, but it could delay full-stack launch readiness if it takes any longer.
Finally, after Ship 25 was removed from SpaceX’s other Starship test stand on November 8th, it was rolled back to Starbase’s Starship factory. Ship 25 first rolled to the launch site on October 19th and has since completed four visible tests. On October 28th, Ship 25 survived a pneumatic proof test that showed that its tanks were leak-free and capable of surviving flight pressures (roughly 6-8.5 bar or 90-125 psi). Three cryogenic proof tests followed on November 1st, 2nd, and 7th. The first cryoproof was likely just that – a test that pressurized Ship 25’s tanks and filled them with cryogenic liquid nitrogen (LN2) or a combination of liquid oxygen and LN2.
The next two tests likely took advantage of the customized test stand, which has been semi-permanently outfitted with a set of hydraulic rams that allow SpaceX to simulate the thrust of six Raptor engines while Starship’s structures are chilled to cryogenic temperatures and loaded with roughly 1000 tons (~2.2M lb) of cryogenic fluids. If a Starship can survive those stresses on the ground, the assumption is that it will likely survive similar stresses in flight.
Assuming that Ship 25’s first several proof tests were successful, which they appear to have been, SpaceX returned the prototype to its Starbase factory to install six Raptor engines and a series of shields and firewalls that will protect those engines from each other. Once fully outfitted, Ship 25 will return to the launch site for static fire testing and take Ship 24’s place on Suborbital Pad B. Ship 24 took approximately two months to go from its last cryoproof to its first static fire. But its testing got off to a relatively rocky start, so Ship 25 could be ready sooner.
SpaceX could begin the next phases of Booster 7 and Ship 24 testing as early as November 10th or November 13th.
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’
