WSB Rally AMD Sparks 690% Mention Surge on WallStreetBets

On Jul 28, 2025, the stock market buzz is palpable as AMD captures the spotlight with a remarkable 690% increase in mentions on WallStreetBets, driven by its strategic advancements in the AI sector. Meanwhile, UnitedHealth (UNH) commands today's discourse with a 12% surge, reflecting the company's ongoing challenges and investor intrigue. These dynamics underscore the shifting interests of retail investors as they navigate a market marked by volatility and innovation.

Here’s a closer look at why these stocks are making waves today:

UnitedHealth's Discussion Popularity Soars Amid Uncertainty


UnitedHealth Group (UNH) has recently experienced a remarkable surge in discussion, with mentions on WallStreetBets (WSB) increasing by 456%, reflecting heightened interest amid ongoing challenges. This surge in popularity coincides with the company's tumultuous period, highlighted by the withdrawal of its 2025 earnings forecast due to escalating medical costs and the confirmation of civil and criminal investigations by the Department of Justice. The abrupt resignation of CEO Andrew Witty has further fueled uncertainty, prompting investors to seek clarity on the company's future direction.

Analysts' sentiments regarding UnitedHealth are mixed, with a consensus rating of "Moderate Buy" reflecting both cautious optimism and skepticism. While some analysts cite the potential for recovery and long-term growth, particularly pointing to a possible doubling of earnings per share by 2029, others remain wary. The significant drop in stock value—down nearly 44% year-to-date—has led to lowered expectations for upcoming earnings, with projected profits showing a sharp decline. Despite these concerns, the average price target suggests a potential upside of over 30%, indicating a belief in the stock's eventual recovery if the company can navigate its current difficulties effectively.

enCore Energy's Stock Gains Attention Amid Leadership Changes


enCore Energy Corp. (EU) has recently attracted notable discussion, as evidenced by 304 mentions on WallStreetBets, despite a -18% trend change. The company's surge in popularity can be attributed to the promotion of Dain McCoig to Chief Operating Officer, alongside positive news regarding uranium extraction rates at their Alta Mesa project. Under McCoig's leadership, production has more than doubled, reflecting operational improvements and capacity expansion. These developments position enCore Energy as a significant player in the U.S. uranium extraction market, enhancing investor interest.

Analysts are responding positively to these updates, with Cantor Fitzgerald upgrading enCore's rating from "Speculative Buy" to "Buy" and setting a price target of $3.25. The consensus among brokerage firms leans towards an "Outperform" status, highlighting the company's strong operational momentum and potential for further production increases. However, some analysts maintain a cautious stance due to ongoing financial challenges, such as losses and negative cash flow. Overall, the sentiment is predominantly bullish, driven by recent operational successes and strategic leadership appointments.

Opendoor Stock Surge Driven by Social Media Buzz


Opendoor Technologies (OPEN) has recently seen a remarkable spike in its discussion popularity, with 279 mentions on WallStreetBets, reflecting a staggering 94% change in trend. This surge follows a volatile period where the company postponed a crucial shareholder vote on a reverse stock split, a move perceived as essential for compliance with Nasdaq's listing requirements. The postponement came after a substantial rally in the stock price, which rose over 400% in July, fueled by retail investor enthusiasm and short-squeeze dynamics typical of meme stocks.

Analysts' sentiments regarding Opendoor are mixed, with many expressing caution. While some view the recent price movement as a potential opportunity, numerous analysts maintain a "Hold" rating, citing structural weaknesses and a precarious financial situation. The average price target among analysts hovers around $1.25, indicating a potential downside from current levels. This ambivalence stems from the company's history of losses, significant debt, and the uncertain viability of its business model amidst shifting market conditions, leading to a cautious outlook for long-term investors.

Tesla Stock Popularity Soars Amid Samsung Deal


Tesla (TSLA) has seen a remarkable surge in discussion, with a staggering increase of 351% in mentions on WallStreetBets, totaling 275 references. This spike coincides with the announcement of a significant $16.5 billion supply agreement with Samsung for AI chips, which has fueled investor optimism. The deal not only promises to enhance Tesla's technological capabilities but also reflects confidence in its future growth potential, as highlighted by a 4.2% rise in its stock price following the news.

Analysts have mixed views on Tesla's stock, reflecting a blend of optimism and caution. While some maintain a bullish outlook, citing the potential of the Samsung partnership and Tesla's innovative product pipeline, others express concern over declining vehicle sales and increasing competition. The consensus rating leans towards a "Hold," with analysts noting that despite the excitement generated by new ventures, Tesla's current challenges in the EV market, including slowing sales and high valuations, could dampen its growth prospects in the near term.

AMD Stock Surges in Popularity Due to AI Momentum


Advanced Micro Devices, Inc. (AMD) has recently captured significant attention on platforms like WallStreetBets, marked by a striking 690% increase in mentions. This surge is largely attributed to positive developments in the AI sector, including the company's announcement of a price hike for its AI chip, the Instinct MI350, which reflects strong market demand. Furthermore, AMD anticipates robust growth in its upcoming Q2 earnings report, projecting a 35% revenue increase, reinforcing investor confidence amid competitive pressures.

Analysts are largely bullish on AMD, with UBS raising its price target from $150 to $210, citing favorable trends in AI and data center demand. This optimism comes despite concerns about AMD's market position relative to Nvidia, which is experiencing faster growth. However, analysts suggest that AMD's diverse product range could provide stability in the face of cyclical market shifts. Overall, the sentiment appears positive, with many viewing AMD as a solid investment opportunity driven by its strategic focus on AI innovation and enhanced chip capabilities.

Beyond the most discussed stocks on WSB, several others are gaining traction with notable trending percentage changes. United Parcel Service leads with a stunning 2,700% increase, followed by Supermicro at 2,500% and Waste Management at 2,400%. Wendy’s Company (1,900%), SoFi (1,667%), and AEye (1,500%) also show remarkable gains. Additional noteworthy stocks include Adial Pharmaceuticals (1,429%), Tilray, and Circle Internet Group, both at 700%, and AMD with a 690% increase, underscoring their growing presence in the market discourse.