Group 1 - The managing director of Future Fund LLC, Gary Black, anticipates that Tesla Inc. (TSLA) stock will continue to rise through Q3 before experiencing a decline in Q4 [1][3] - Black noted that TSLA stock's recent rally was influenced by CEO Elon Musk's $1 billion share purchase, but he remains reluctant to buy more shares until a favorable risk-adjusted upside is available [2][3] - Black predicts a strong Q3 delivery performance for Tesla, estimating deliveries of 470,000 units compared to Wall Street's estimate of 433,000 units [3] Group 2 - In Q4, Black expects a decline in Tesla's stock due to the new affordable model not meeting expectations, forecasting a 10%-12% drop in deliveries [4] - Elon Musk has reaffirmed his commitment to Tesla amidst a talent exodus, focusing on the Optimus line of robots and vehicle production [5] - The departure of Ashish Kumar, the AI team lead for Optimus, marks another high-profile exit from Tesla [6] Group 3 - Tesla plans to redesign its electronically-operated door handles, which are under investigation by the NHTSA for safety risks [7] - Authorities in China are proposing a ban on flush door handles due to safety concerns, which could take effect in July 2027 [8] - Tesla is performing well in Momentum and Growth metrics, while showing satisfactory Quality but poor Value [8]