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- Tesla is at a fork in the road, and Elon Musk has to turn things around quickly, according to Dan Ives.
- The Wedbush Securities analyst said we're seeing "a seminal moment in the Tesla story" right now.
- Tesla shares fell Tuesday after the company delivered fewer cars in Q1 than analysts expected.
Tesla is facing a do-or-die moment after the "unmitigated disaster" that was its first quarter, one analyst says.