Richard Bernard Jr

SpaceX is officially seeking FAA approval for up to 456 Starship launches and 912 landings per year from Starbase, a big increase from the 25 launches and 50 landings allowed today. • Phase 1 would include up to 100 annual launches and up to 200 annual landings (100 of the Starship and 100 of the Super Heavy). Launches and landings could occur at any day or time of the week. FAA: "As the vehicle continues to mature and reliability improves, launch and landing rates are expected to increase. Starship and Super Heavy are designed to require minimal post-flight refurbishment." • Phase 2 would include up to 456 launches originating from, and 912 annual landings at, the Boca Chica Launch Site at Starbase, Texas. Launches could occur at any time of day, but would only occur Monday through Friday. FAA: "This phase represents a mature program launching more than 100 times annually and would be implemented within several years." Public comments are due by Nov. 30, 2026

Morgan Stanley's Adam Jonas in new @SpaceX note on Starship flight 15: "Flight 15 (~1 month from now) is shaping up as SpaceX's biggest test towards Starship reusability since the IPO, with Flight 16 (targeted before year-end) potentially an even bigger one. Our message to investors: We anticipate developments over the forthcoming weeks/months could help profoundly evolve investor expectations about SpaceX's role in converting energy into intelligence at scale through physical agents - robots to help build economically multiplicative technologies for future generations. We believe reducing launch costs by a further order of magnitude (thanks to Starship) while significantly increasing mass to orbit could create new economies and new demand for materials, devices and services on earth that currently do not exist. Going forward, each Starship launch of Starlink is equivalent to min 1 month worth of Falcon 9 launches. After a successful deployment of 26 Starlink V3 satellites on Flight 14, we expect a repeat or potential even larger load of satellites on the next flight (Starship fits up to 60). Each Starlink V3 has 10x the downlink capacity of the v2 mini sats currently launching on Falcon 9 every ~3 days. This means Flight 15 would equate to 1-2+ months of F9 launches." Adam maintained his $300 $SPCX price target.

SpaceX has just introduced a 50% discount on their @Starlink Residential monthly subscription for both new and existing customers in Cameron County, Texas, as a way to give back to the local community where SpaceX's HQ is located. • No upfront hardware costs on Residential Starlink kits for new customers • The discount applies to Starlink service addresses located in the eligible zone • The discount will automatically appear on your next bill and will continue as long as your service address remains in the eligible area. • You can share this discount with friends and family nearby More info: starlink.com/support/article…

The V3 Starlink satellites are coming out so smoothly