WSB Rally Nebius Group Surges 6,925% in Mentions

On September 8, 2025, Nebius Group (NBIS) steals the spotlight on WallStreetBets with a phenomenal 6,925% surge in mentions, a staggering figure driven by its landmark AI infrastructure deal with Microsoft. While Opendoor Technologies (OPEN) garners attention with its volatile trading patterns, Nebius’s strategic win catapults it to the forefront of today's stock discussions. Both stocks highlight the dynamic landscape of retail and tech-driven equities, capturing investor intrigue and speculation.

WallStreetBets is abuzz with excitement as these stocks fuel today's trading narrative:

Opendoor's Popularity Surge Driven by Retail Frenzy


Opendoor Technologies Inc. (NASDAQ: OPEN) has experienced a significant spike in discussion on social media platforms, particularly WallStreetBets, with mentions rising 427% to 395. This surge follows a rollercoaster period of trading characterized by high volatility and speculation, drawing attention from retail investors amid a broader meme stock trend. Recent news highlighted a dramatic drop in share prices after reaching new highs, confirming fears of a potential trend reversal as the stock entered a correction phase.

Analysts maintain a mixed outlook on Opendoor, with many expressing skepticism about its long-term viability given ongoing operational challenges in the housing market. While some bullish voices, like Eric Jackson of EMJ Capital, advocate for the company's potential, several analysts have issued cautious ratings, reflecting concerns over the sustainability of its recent gains. With significant short interest—approximately 24% of outstanding shares—investors remain wary of the stock's volatility, indicating that while it may offer short-term trading opportunities, the underlying business fundamentals remain precarious.

Nebius Group Surges Due to Microsoft Deal


Nebius Group (NBIS) has experienced an extraordinary rise in discussion levels, with a staggering 6,925% increase in its mentions on WallStreetBets, largely fueled by its recent announcement of a monumental $17.4 billion AI infrastructure deal with Microsoft. This contract, which could escalate to $19.4 billion based on additional services, positions Nebius as a key player in the booming AI market, providing dedicated GPU infrastructure capacity from its New Jersey data center. The deal underscores the growing demand for AI computing power and validates Nebius's strategy as a viable alternative to larger hyperscalers.

Analysts are overwhelmingly bullish on Nebius's prospects, with several upgrades following the news of the Microsoft agreement. D.A. Davidson's analyst Alex Platt views the contract as a significant validation moment for the company, predicting further partnerships with other tech giants. Despite high capital expenditures and competitive pressures in the AI infrastructure space, the general sentiment remains positive, with expectations of rapid revenue growth and enhanced market position as the company scales its operations in response to increased demand for AI services.

Robinhood Surges in Popularity Due to S&P 500 Inclusion


Robinhood Markets (HOOD) has recently experienced a significant surge in discussion on WallStreetBets, with mentions rising by 143% to a total of 197, as investors react to the company's announcement of joining the S&P 500 index on September 22. This milestone not only elevates Robinhood's status from a meme stock to a more credible player in the financial markets but also signals a potential influx of institutional investment due to the automatic buying by index-tracking funds.

Analysts maintain a generally bullish outlook on Robinhood, highlighting its recent shift to positive earnings and substantial revenue growth as key drivers of this momentum. The stock has been on a remarkable upward trajectory, gaining over 180% year-to-date, fueled by increased user engagement and diversification of services. However, some analysts caution that the stock's high forward price-to-earnings ratio, currently around 70x, may indicate overvaluation, prompting a mixed sentiment among investors regarding its sustainability at these levels.

NVIDIA's Stock Popularity Soars Amid AI Demand


NVIDIA Corporation (NVDA) has recently seen a remarkable surge in popularity on WallStreetBets, with 187 mentions reflecting a 175% increase in discussion levels. This heightened interest can be attributed to NVIDIA's impressive Q2 performance, which surpassed expectations due to soaring global demand for AI accelerators, despite challenges related to operations in China. The stock's brief recovery following a slump in late August indicates a cautious optimism among investors, buoyed by its critical role in the expanding AI sector.

Analysts generally maintain a bullish outlook on NVIDIA, with many recommending it as a strong buy. While some have trimmed price targets due to increased competition from companies like Broadcom, which reported robust earnings and may threaten NVIDIA’s market share, the consensus remains optimistic regarding NVIDIA's long-term growth potential. Most analysts believe that despite the competitive landscape, NVIDIA's established position as a key player in AI technologies will sustain its upward trajectory, with projections suggesting significant value appreciation in the coming years.

AST SpaceMobile's Discussion Surge Amid Competition Concerns


AST SpaceMobile (ASTS) has seen a remarkable spike in popularity, with mentions on WallStreetBets (WSB) soaring by 1,925%, indicating heightened investor interest. This surge coincides with significant developments, including SpaceX's recent agreement to acquire spectrum from EchoStar, which intensifies competition in the satellite communication space. As a result, ASTS shares plummeted by over 14% as investors reacted to the potential market pressure from SpaceX's expanding capabilities.

Analysts maintain a mixed outlook on AST SpaceMobile, reflecting the uncertainty surrounding its future. While some, like Roth Capital, express optimism with a buy rating and a target price of $56, others caution about the company's financial challenges, including a substantial revenue miss in its latest quarter. The stock's high price-to-book ratio suggests that the market is pricing in significant growth expectations, yet the lack of profitability and reliance on future revenue streams raise concerns. With institutional investors holding nearly 61% of the stock, the overall sentiment remains cautious as the company navigates regulatory and competitive hurdles.

Beyond the five most mentioned stocks on WSB, other stocks also experienced notable attention increases. Nebius Group led with an astounding 6,925% rise, followed by Microbot Medical at 3,550%, and loanDepot at 3,200%. Planet Labs, AST SpaceMobile, Build-A-Bear, QuantumScape, Root Insurance, Alibaba, and Neonode also saw significant mention increases ranging from 1,600% to 3,067%.