Still, Gengaro is bullish long-term and thinks current headwinds are near-term issues. "The ramp of the new Model Y, the best-selling car in the world in 2024, is clearly a short-term sales headwind," Gengaro said in his note. "As Model Y production ramps in 2025, we expect sales to accelerate." Gengaro is also bullish on the upcoming launch of Tesla's unsupervised full-self-driving technology in Austin and the launch of a lower-cost vehicle later this year. Gengaro also thinks that the company's energy sto ...