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SpaceX eyes two Falcon 9 launches and a Starship hop in three days (Update: one day!)
Update: In a surprise twist, SpaceX has confirmed plans to launch SAOCOM 1B, Starlink-11, and hop Starship SN6 in less than ten hours on August 30th.
Contingent upon a ULA Delta IV Heavy launch on August 29th, Starlink-11 is scheduled to lift off on a Falcon 9 rocket no earlier than (NET) 10:12 am EDT (UTC-4), followed by SAOCOM 1B on a separate Falcon 9 NET 7:18 pm EDT (UTC-4). Simultaneously, SpaceX is currently working towards a second full-scale Starship hop test between 8 am and 8 pm CDT (UTC-5) on Sunday, August 30th.
Pending an August 29th mission from competitor ULA, SpaceX aims to attempt two orbital Falcon 9 launches and a Starship hop test over the course of just a few days.
A United Launch Alliance (ULA) Delta IV Heavy rocket was originally scheduled to launch the secretive National Reconnaissance Office 44 (NROL-44) spy satellite on Wednesday before the customer requested a 24-hour delay and technical rocket bugs pushed the mission to no earlier than (NET) August 27th and now August 29th. Delta IV Heavy’s low cadence of one or two annual launches has traditionally made it hard for the rocket to launch on time, offering very few opportunities for the company to work the kinks out of the complex system.
ULA’s NROL-44 launch currently holds precedence over other missions scheduled around the same time, meaning that SpaceX has no choice but to delay its own launches every time the ULA mission slips. SpaceX has two launches currently in queue: Argentinian Earth observation satellite SAOCOM 1B was scheduled to launch NET 7:19 pm EDT (UTC-4) on August 28th, while SpaceX’s 11th Starlink v1.0 launch was expected to lift off NET 10:08 am EDIT (UTC-4) on August 30th. Simultaneously, a SpaceX Starship prototype is tracking towards its first short hop somewhere in between those orbital launches. ULA’s second NROL-44 delay has thrown both SpaceX launch dates somewhat up in the air, however.
Starship SN6 Flight 1
Recent delays to SpaceX’s East Coast launches have pushed the company’s second full-scale Starship hop test to the front of the line. Starship serial number 6 (SN6) is currently scheduled to attempt its first 150m (~500 ft) hop as early as Saturday, August 29th. Coming less than four weeks after Starship SN5 became the first full-scale prototype to successfully lift off (and land) on August 4th, a second successful hop – with an entirely different Raptor engine and Starship prototype – would be an extraordinary feat.
Meanwhile, SpaceX is simultaneously inspecting and repairing the hop-proven Starship SN5 prototype – most likely with the intention of flying the ship again in the near future. According to CEO Elon Musk, SpaceX’s current goal is to perform “several” fast-paced Starship hop tests to streamline the new rocket’s launch operations. The August 29th window for SN6’s 150m hop lasts from 8am to 8pm and the rocket could attempt to lift off as early as 10am to noon.
SAOCOM 1B
Sister to the SAOCOM 1A satellite SpaceX launched from California in October 2018, SAOCOM 1B is more or less identical. Notably, however, it will launch from Florida – the first polar launch planned from the US East Coast in half a century. The reason the United States effectively retired the Eastern polar launch corridor is a bizarre story of Cold War tensions gone awry but the gist is that SpaceX’s Falcon 9 rocket will ‘dogleg’ midflight, changing its trajectory to avoid overflying populated regions.
Originally scheduled to launch as early as March 30th, the Argentinian satellite has been relentlessly delayed by coronavirus-related restrictions and technical delays. SAOCOM 1B’s Falcon 9 booster was even swapped amidst the delays, switching from B1051 to B1059 as SpaceX strove to fill the gap in its manifest with internal Starlink missions. Now, NROL-44’s technical launch delays have pushed the Falcon 9 mission from August 27th to NET 7:19 pm EDT (UTC-4) on Sunday, August 30th.
SAOCOM 1B will be SpaceX’s first return-to-launch-site (RTLS) booster landing since March 2020.
Starlink-11
Finally, prior to NROL-44’s 72-hour slip, SpaceX’s 11th Starlink v1.0 mission and 12th Starlink launch overall was scheduled NET Sunday, August 30th. ULA’s delays have added considerable uncertainty, at one point pushing Starlink-11 to a tentative September 1st NET before the launch date (rather oddly) slipped back into late-August. Assuming SpaceX still has to wait for ULA, the most likely alternative is August 31st, given that August 30th would necessitate two launches in less than ten hours.
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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’
