

News
SpaceX stacks first Super Heavy, creating largest rocket booster ever built
For the first time ever, SpaceX has stacked a Super Heavy tank section to its full height, effectively completing assembly of the largest rocket booster ever built.
While a good amount of work still remains to weld the two halves together and connect their preinstalled plumbing and avionics runs, those tasks are largely marginal and will tweak the massive steel tower that’s now firmly in one piece. Comprised of 36 of the steel rings also used to assemble Starships, the first Super Heavy prototype – serial number BN1 – will stand roughly 67 meters (220 ft) tall from the top of its uppermost ring to the tail of its soon-to-be-installed Raptor engines.
At that height, Super Heavy BN1 is just 3 meters (~10 ft) shorter than an entire two-stage Falcon 9 or Falcon Heavy rocket – the second and third tallest operational rockets today. Of course, Super Heavy is just a booster and SpaceX says the rocket will stand at least 120m (~395 ft) tall with a Starship upper stage and spacecraft installed on top, easily making it the tallest (and likely heaviest) launch vehicle ever assembled.
Notably, Super Heavy BN1 isn’t fully representative of the boosters that will support Starship’s first orbital launch attempts. For unknown reasons, SpaceX appears to have forgone the installation of any kind of landing legs on the first pathfinder and prototype. CEO Elon Musk has expressed a desire to avoid the need for legs entirely by catching Super Heavy boosters (and possibly even Starships) with a tower outfitted with giant arms, but it’s virtually impossible to imagine that such a wholly unproven recovery mechanism will be ready for full-scale testing – let alone operational use – later this year.
First reported by NASASpaceflight and later confirmed by Musk himself, SpaceX hopes to be ready to begin orbital Starship launches as early as July 2021, just four months from now. Per NASASpaceflight, that first launch attempt will nominally use Super Heavy booster BN3 and Starship SN20. Super Heavy BN1 is expected to remain grounded, serving as a testbed for inaugural pressure and proof tests, as well as one or several possible Raptor static fires (Update: confirmed by Musk).
If that process goes according to plan, Super Heavy BN2 will pick up where BN1 leaves off and attempt at least one short hop test, among other qualification tasks. In the interim between that feat and Super Heavy BN3’s launch preparations, it’s safe to assume that either BN2 or BN3 will support some kind of iterative static fire test campaign similar to what SpaceX once did with Falcon 9, gradually building up from tests with a half-dozen or so engines to static fires with 20 or more – possibly up to and including a full complement of 28 Raptors.

The first of its kind, booster BN1’s ‘thrust donut’ – a donut-shaped plate for the rocket’s center cluster of Raptor engines to attach to – appears to have been outfitted with hardware for four engines, suggesting a ceiling for static fire tests. It’s unclear when Super Heavy will roll to the launch pad for testing but it’s safe to say that SpaceX probably wont wait long after Starship SN11 is done with its high-altitude launch campaign. Stay tuned for updates!
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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