Karl Brauer discusses the used car retailer battle between Carvana (CVNA) and CarMax (KMX). Overall, he says used cars sales have gone up, in both prices and demand, over the last several months. For CVNA, he sees the company's rebound and "roller coaster" ride as it navigates debt. He points to CVNA's growth potential and believes it could capture more market share in the near-term future. For KMX, Karl discusses the tariff-induced volatility impacting used car prices and says its business is stuck in the middle between traditional car purchases and CVNA's model.