WSB Rally AMDs Stock Popularity Soars on OpenAI Partnership

As of October 10, 2025, Advanced Micro Devices (AMD) has emerged as the most talked-about stock on WallStreetBets, with 360 mentions following its strategic partnership with OpenAI. Meanwhile, the most noteworthy mention goes to NVIDIA, which, despite facing challenges, remains a key player in the AI market. Here's what’s driving the buzz around these top-trending stocks:

Here's what’s driving the buzz around these top-trending stocks on WallStreetBets:

AMD's Stock Popularity Soars on OpenAI Partnership News


Advanced Micro Devices (AMD) has recently gained significant traction in discussions, with 360 mentions on WallStreetBets, despite a slight -8% change in its trend. This surge in popularity is largely attributed to the company's landmark partnership with OpenAI, where AMD will supply 6 gigawatts of its processors in exchange for a 10% equity stake. This collaboration is seen as a crucial step toward enhancing AI capabilities, generating heightened optimism among investors and analysts alike.

Analysts generally maintain a bullish outlook on AMD, with a consensus rating of "Moderate Buy" and an average price target of $236.88, indicating a potential upside of 1.71%. Many analysts highlight the strategic importance of the OpenAI deal, which is expected to significantly bolster AMD's competitive position in the AI chip market. However, concerns linger over trade tensions and intensified competition from rivals like Nvidia and Broadcom, prompting some caution among investors about the stock’s volatility and short-term performance.

UiPath's Popularity Surge Driven by AI Innovations


UiPath (NYSE: PATH) has seen a notable rise in discussion, with 299 mentions on WallStreetBets, despite a 43% decline in its trend. The stock's recent attention is largely attributed to its advancements in agentic automation and strategic partnerships with major AI players like OpenAI and Nvidia. UiPath’s recognition as a leader in Gartner’s Magic Quadrant for AI-augmented software testing tools has further bolstered investor confidence. Additionally, the announcement of new product launches and integrations is fueling optimism around its growth potential, driving a 40% increase in stock price this week.

Analysts, however, maintain a mixed outlook on UiPath. While some express bullish sentiments due to the company's innovative strides and robust revenue growth, others caution against its high valuation, suggesting it may be too steep at 513 times trailing earnings. Some analysts have downgraded their ratings, indicating concerns over deteriorating annual recurring revenue growth and retention rates. Overall, the consensus includes a blend of "hold" ratings, highlighting the uncertainty surrounding UiPath's ability to sustain its recent momentum.

NVIDIA (NVDA) Stock Surges in Discussion Popularity Amid AI Challenges


NVIDIA has recently experienced a notable surge in discussion popularity, with 244 mentions on WallStreetBets despite a 37% decline in its trend. Recent news highlights challenges posed by homegrown Chinese chipmakers, which threaten NVIDIA's dominance in the AI sector, especially following President Trump's tariff threats that contributed to a nearly 5% drop in its stock price. Despite these setbacks, NVIDIA CEO Jensen Huang remains optimistic, stating that demand for AI computing has substantially increased, signaling a potential industrial revolution driven by AI technologies.

Analysts have a generally bullish outlook on NVIDIA, with expectations of significant earnings growth, estimating EPS to reach around $8 by 2026. The Cantor Fitzgerald team recently raised their price target to $300, emphasizing NVIDIA's prime position within the AI hardware market. They argue that the ongoing demand for AI infrastructure and hyperscale computing will lead to a strong growth trajectory, with some analysts projecting a market cap expansion to $7 trillion, reflecting confidence in NVIDIA's resilience despite external pressures.

Applied Digital Stock Surges Following Impressive Earnings


Applied Digital Corporation (APLD) has seen a notable increase in discussion on platforms like WallStreetBets, despite a recent -28% change in its trend, reflecting a burgeoning interest due to its standout financial performance. The stock jumped 16% after reporting an impressive 84% year-over-year revenue growth to $64.2 million, significantly exceeding analyst estimates. This surge is attributed to rising demand for AI-powered data center services, bolstered by strategic partnerships, including a significant lease agreement with CoreWeave.

Analysts have responded positively, maintaining a bullish outlook on APLD, with several raising their price targets significantly. Roth Capital increased its target from $24 to $43, citing strong fundamentals and growth potential in the AI infrastructure sector. The consensus among analysts remains overwhelmingly positive, with a "Strong Buy" rating reflecting confidence in the company’s ability to capitalize on the expanding AI market and its strategic position as a key player in digital infrastructure.

374Water's Discussion Popularity Soars Amid Leadership Changes


The recent surge in mentions of 374Water Inc. (NASDAQ: SCWO) on platforms like WallStreetBets can be attributed to significant developments, including the appointment of Stephen J. Jones as the Interim President and CEO. This leadership transition aims to accelerate the company's commercialization of its innovative AirSCWO technology, which is designed to address growing regulatory concerns surrounding PFAS and hazardous waste. Additionally, the notable sale of 1.5 million shares by major stakeholder Yaacov Nagar, although concerning, has also maintained investor focus on insider activities, further intensifying discussions around the stock.

Analysts have presented mixed sentiments about 374Water's stock. While some point to the recent leadership change and increasing demand for its waste destruction services as bullish indicators, others express skepticism given the company's persistent losses and limited revenue growth. The stock's price-to-book ratio of 11.6x indicates it may be overvalued compared to industry averages, raising caution among potential investors. Overall, while positive interest is growing due to strategic pivots, underlying financial challenges remain a critical focus for analysts and investors alike.

Beyond the most mentioned 5 stocks on WSB, here are 10 stocks with the highest trending change percentages worth noting. Denison Mines leads with a 3,700% surge, followed by ServiceNow at 356%, TSMC at 325%, and MP Materials at 239%. Oklo shows a 207% increase, Intensity Therapeutics at 197%, DTE Energy at 166%, iQIYI at 158%, Rocket Lab USA at 137%, and United States Antimony Corporation at 130%.