When this top auto analyst speaks, investors listen. But what he had to say this time isn't great news for automakers.The U.S. automotive industry is in the early stages of a major transition to electric vehicles (EV). On one hand, sales of traditional gasoline-powered vehicles are doing fine and sales of SUVs and trucks still haul plenty of profits. On the other hand, EV sales growth isn't accelerating as quickly as anticipated and losses are mounting. That's part of why Morgan Stanley analyst Adam Jonas b ...