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July 6, 2025 6 mins

Goldman Sachs' latest report provides comprehensive analysis of Tesla's initial Robotaxi operations, evaluating user feedback, technology maturity, and competitive positioning against Waymo. Despite positive early performance marred by navigation issues, TSLA surged 8% adding over $90B in market cap. The report maintains Neutral rating with $285 target, analyzing scaling challenges, long-term value drivers, and key risk-reward factors.

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