WSB Rally Dragonfly Energy Gains 135% Mention Surge

As of October 2, 2025, Dragonfly Energy (DFLI) leads the WallStreetBets conversation with a remarkable 135% increase in mentions following a significant funding announcement. Meanwhile, Tesla (TSLA) remains a focal point in discussions due to its recent sales boost. The heightened interest in these stocks highlights the dynamic nature of current market trends and the influential role of online trading communities. Here's a deeper look into the factors propelling these five stocks into the spotlight today:

Dragonfly Energy's Stock Soars Amid Increased Discussion


Dragonfly Energy (DFLI) has garnered significant attention lately, reflected in a remarkable 135% surge in mentions on WallStreetBets, totaling 593 discussions. This heightened interest aligns with recent positive developments, including a 20.3% increase in premarket trading following the announcement of a $300,000 funding award from the Nevada Tech Hub. This grant is aimed at modernizing production systems and enhancing workforce development, positioning Dragonfly as a key player in the burgeoning lithium battery market. The funding not only promises operational efficiencies and cost savings but also underscores the company's strategic alignment with state initiatives to bolster local manufacturing capabilities.

Analysts express a generally bullish sentiment towards Dragonfly Energy, with forecasts suggesting a potential rise in stock price over the next 12 months. The average price target is set at $0.75, with analysts highlighting the company's innovative dry deposition technology and the anticipated benefits from the recent funding. However, caution remains due to the company's financial challenges, including ongoing losses and a high debt-to-equity ratio. While some analysts maintain a "Buy" rating, they acknowledge the volatility associated with micro-cap stocks like Dragonfly Energy, emphasizing the need for careful monitoring of operational execution and market conditions.

Tesla's Popularity Surge Driven by Sales News


Tesla (TSLA) has seen a significant uptick in its discussion popularity, with 484 mentions on WallStreetBets reflecting an 86% increase in trend. This surge is largely attributed to recent reports of a surprising sales jump after several months of boycotts, highlighting strong consumer demand influenced by a rush to take advantage of the $7,500 federal tax credit before its expiration. Despite achieving record quarterly deliveries, concerns linger regarding the sustainability of this demand and the potential impact of the tax credit's end on future sales.

Analysts maintain a mixed outlook on Tesla, with a consensus rating of "Hold." While some express optimism over the strong delivery numbers and upcoming product launches, including a more affordable model, others caution that the recent spike in sales could be a temporary phenomenon driven by the tax credit. Analysts are wary of the headwinds facing Tesla, such as increasing competition and declining market share in key regions, underscoring a belief that long-term growth may not be as robust as anticipated.

Reddit (RDDT) Stock Surge Amid Analyst Upgrades and Discussion Popularity


Recently, Reddit's stock (RDDT) has attracted significant attention, driven by a flurry of institutional investments and heightened discussions on platforms like WallStreetBets. Despite a notable decline in mentions (down 41% to 295), the stock has experienced a remarkable 260% increase over the past year, reflecting investor enthusiasm amid robust earnings reports and positive revenue forecasts. Analysts highlighted that Reddit's Q2 earnings surpassed expectations, with revenue growth of 77.9% year-over-year, further fueling interest in the stock.

Analysts' sentiments about Reddit's stock remain mixed. While some maintain a bullish outlook, noting the company's solid growth trajectory and strong earnings potential, others express caution due to declining user engagement and a sharp drop in ChatGPT citations, which could negatively affect traffic and ad revenue. RBC Capital's cautious stance, coupled with a price target of $245, illustrates the balancing act investors face as they weigh the stock's high valuation against concerns about its reliance on AI-driven traffic. Overall, the stock's volatility underscores the ongoing uncertainty surrounding Reddit's growth prospects in a competitive landscape.

NVIDIA's Stock Popularity Surges Amid AI Dominance


NVIDIA (NVDA) has seen a notable increase in discussion, with 185 mentions on WallStreetBets, indicating a 36% rise in its trend. This surge can be attributed to the company's impressive financial performance, reporting a 56% jump in sales, and the announcement of a landmark $100 billion partnership with OpenAI. Additionally, the anticipated exponential growth in AI demand, particularly in Japan, along with NVIDIA's continued innovation in AI infrastructure, has further fueled investor enthusiasm.

Analysts' sentiments on NVIDIA are predominantly bullish, with a consensus rating of "Strong Buy" and price targets suggesting substantial upside potential. They highlight the company's unrivaled position in the AI GPU market and ongoing strategic partnerships as key growth drivers. However, some cautionary voices exist, warning of potential bubble-like behaviors reminiscent of the dot-com era, especially concerning the financial intricacies of the OpenAI deal. Overall, while optimism prevails regarding NVIDIA's growth trajectory, the discourse reflects a mix of enthusiasm and caution among market watchers.

Nebius Group's Popularity Soars Due to Microsoft Partnership


Nebius Group (NBIS) has experienced a remarkable surge in discussion popularity, evidenced by a 350% increase in mentions on WallStreetBets, driven primarily by its recent $17.4 billion AI infrastructure deal with Microsoft. This partnership positions Nebius as a key player in the booming AI sector, allowing Microsoft to offload computing demands to Nebius's cloud-based GPU services. The announcement has catalyzed significant investor enthusiasm, culminating in a substantial price jump and heightened market visibility for the company.

Analysts maintain a predominantly bullish outlook on Nebius, with several issuing "Buy" ratings following the Microsoft deal. The stock's robust revenue growth projections—expected to surge at a CAGR of 231% from 2024 to 2027—coupled with its strategic positioning in AI infrastructure, supports this positive sentiment. However, some caution remains regarding the company's high valuation and potential cash burn as it expands its operations. Overall, the market response reflects optimism about Nebius's long-term growth trajectory amid a competitive landscape.

Beyond the five most mentioned stocks on WallStreetBets, ten others have shown impressive trending changes. Circle Internet Group tops the list with a staggering 3,700% surge, followed by FICO at 2,100% and Ondas Holdings at 760%. Rigetti Computing, Nebius Group, and Eos Energy Enterprises each saw increases of 583%, 350%, and 350%, respectively. Leap Therapeutics rose 343%, Energy Fuels 244%, POET Technologies 222%, and Canaan 171%, making them noteworthy contenders in today's dynamic market landscape.