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SpaceX still eyeing back-to-back East and West Coast launches this weekend
Update #2: SpaceX’s Starlink-15 launch has slipped to Sunday, November 22nd, roughly 36 hours after Sentinel 6A’s scheduled November 21st launch.
Update: Three days later, there’s still a chance that SpaceX will be ready to attempt back-to-back East and West Coast Falcon 9 launches on Saturday, November 21st, potentially launching twice in exactly ten hours if schedules hold.
On the West Coast, a new Falcon 9 rocket has successfully completed a routine static fire test and is likely just hours away from rolling out to SpaceX Vandenberg Air Force Base (VAFB) Space Launch Complex 4E (SLC-4E). The rocket is scheduled to place the international Sentinel 6A oceanographic satellite into a polar orbit, followed by booster B1063’s first landing attempt at Landing Zone 4 (LZ-4).
On the East Coast, Falcon 9 and 60 more Starlink v1.0 satellites went vertical at SpaceX’s Cape Canaveral Air Force Station (CCAFS) Launch Complex 40 (LC-40) pad. It’s unclear if SpaceX will perform a prelaunch static fire test despite the fact that the Starlink-15 mission will be booster B1049’s seventh flight – a first for SpaceX and orbital-class reusable rocketry.
Oddly, SpaceX has yet to update its website with details or confirmation of the two back-to-back launch attempts, raising the possibility of one or both being delayed, but hardware at the pad remains an unequivocal confirmation that at least one of the missions is close to liftoff. As usual, whenever Sentinel 6A and Starlink-15 do launch, SpaceX will host an official webcast on its YouTube channel.
SpaceX appears to be on track to attempt two separate Falcon 9 launches and landings within the same ten-hour, also marking the company’s 14th Starlink mission this year and first West Coast launch in a year and a half.
After overcoming a range of minor issues, replacing two Falcon 9 booster engines, effectively reactivating a dormant orbital launch complex, and doing all of the above to a standard capable of satisfying NASA’s strict expectations, SpaceX is officially set to launch the Sentinel 6A oceanography satellite no earlier than (NET) 9:17 am PST (16:17 UTC) Saturday, November 21st. The twist: Falcon 9 will be launching from Vandenberg Air Force Base (VAFB), California for the first time since June 2019.
Meanwhile, back on the East Coast, SpaceX has successfully completed Crew Dragon’s operational astronaut launch debut, clearing the company to focus on its third November mission – Starlink V1 L15. Set to be SpaceX’s 14th dedicated Starlink launch in 2020 alone, Starlink-15 is currently scheduled to lift off NET 10:17 pm EDT (03:17 UTC) on November 21st – coincidentally exactly ten hours of Falcon 9’s Sentinel 6A launch.
SpaceX’s Sentinel 6A launch will debut new Falcon 9 booster B1063, first spotted on its way from the company’s McGregor, Texas test facilities to VAFB in late August. Unfortunately, when Falcon 9 booster B1062 suffered a last-second abort on October 2nd, the Merlin 1D booster engine issue ultimately deemed responsible for the anomaly was also traced back to B1061 and B1063.
As a result, SpaceX chose to replace an average of two Merlin 1D engines on each of the three boosters in a process that took several weeks. Additional difficulty was added due to the fact that all three new boosters were assigned to high-profile missions for exceptionally strict NASA and US military customers, necessitating extra caution and verification. Regardless of the hurdles, SpaceX managed to complete an entire complex rocket engine anomaly investigation in less than six weeks, determining the root cause, replicating the failure mode with individual engine static fires, replacing multiple engines on multiple boosters, and recertifying all three boosters for their respective flights.
Falcon 9 B1062 successfully launched the US military’s GPS III SV04 satellite on November 5th, followed by Falcon 9 B1061’s flawless four-astronaut launch on November 15th. Of the three impacted boosters, only B1063 remains and is scheduled to launch just four days from now. Barring surprises, all three will likely support one or several dozen more launches in the coming years.
Meanwhile, SpaceX’s November 21st Starlink-15 launch is expected to feature Falcon 9 B1049 in what will become the first time the same rocket booster flies for the seventh time. In essence, if successful, Starlink-15 will effectively mean that SpaceX is 70% of the way towards achieving its longstanding goal of ten launches per booster.
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’
