$Tesla(TSLA.US)Tesla has finally welcomed a real "blockbuster expectation"—Elon Musk personally confirmed that Robotaxi will be officially launched on June 12! Many are asking: Is this Tesla's chance to turn things around this year? I think it's quite possible.

First, we have to admit that Tesla has had a tough year so far—its stock price has dropped over 25% since the beginning of the year, and global deliveries have also been under pressure, especially in the Chinese market where it's being challenged by BYD and Li Auto. But Robotaxi is a different game—it's a potential turning point that could disrupt the entire mobility industry. If it materializes, Tesla would no longer just be a car seller but an "autonomous driving service platform," changing the entire narrative.

Why is the market so focused on Robotaxi? Simply put, this isn't just a "hardware innovation" but a new gateway for "business model monetization." You can think of it as a fusion of "iPhone + Uber for cars." According to ARK Invest's predictions, the global Robotaxi market could reach $9 trillion by 2030. If Tesla captures even 10% of that, its profits and valuation would be astronomical.

Another overlooked point: FSD (Full Self-Driving) has been rolling out faster in North America recently, with noticeably improved user feedback, indicating that the technology is nearing commercial readiness. Tesla has long claimed that FSD software will be a core profit driver in the future, and this is tightly linked to Robotaxi.

From a market perspective, Tesla's valuation has been heavily compressed, and many institutions are quietly increasing their positions. For example, Cathie Wood's ARK Fund bought tens of millions of dollars worth of TSLA last month, betting on this "Robotaxi gamble."

Of course, whether Robotaxi can truly materialize, whether policies will support it, and whether the public will accept it remain challenges. But in terms of stock price momentum, the period leading up to June 12 could see a wave of "expectation hype + sentiment recovery." If Musk can showcase a decent demo or business model, market sentiment could reverse instantly.

So, this time, it might not be about whether the rebound can sustain but whether Tesla can tell a new story. And that story might just begin on June 12.