WSB Rally NVIDIA AI Deals Spark 89% Trend Change

On September 30, 2025, NVIDIA (NVDA) captured the spotlight with an 89% surge in WallStreetBets mentions, driven by its multibillion-dollar AI agreements, including a $14.2 billion deal with Meta Platforms. Meanwhile, Dragonfly Energy (DFLI) also gained attention, witnessing a 287% increase in discussions following its innovations in lithium battery technology. Both stocks are at the center of today's investment buzz, showcasing the evolving dynamics in tech and energy sectors.

Here's why these stocks are capturing the spotlight in today's market chatter:

Dragonfly Energy's Discussion Popularity Surges Amid Innovations


Dragonfly Energy (DFLI) has witnessed a remarkable surge in discussion popularity, with mentions on WallStreetBets increasing by 287%. This spike is attributed to the company's recent acquisition of a patent for its Wakespeed Charge Control technology, alongside its upcoming participation in The Battery Show North America 2025. At this event, Dragonfly plans to showcase its advancements in lithium battery manufacturing and hybrid electrification, drawing significant interest from retail investors and industry professionals alike.

Analysts maintain a mixed outlook on Dragonfly Energy. While some express optimism, projecting a potential 38% annual revenue increase over the next three years, concerns about the company's low price-to-sales ratio of 0.6x have led to skepticism regarding its growth sustainability. Overall, sentiment reflects a cautious optimism, emphasizing that current trading excitement may be driven more by speculative interest rather than solid financial fundamentals.

NVIDIA's Surge in Popularity Driven by AI Investments


NVIDIA (NVDA) has seen a remarkable increase in discussion on platforms like WallStreetBets, with a striking 227 mentions and an 89% change in trend. This surge in popularity can be attributed to significant recent developments, including the announcement of multibillion-dollar AI deals, such as the $14.2 billion agreement with Meta Platforms for AI computing power. Additionally, analysts have noted the company's breakout above a critical buy point of $184.48, further fueling investor enthusiasm as it sets new 52-week highs.

Analysts maintain a bullish outlook on NVIDIA's stock, with several firms raising their price targets, some as high as $250. This optimism stems from a growing consensus around robust AI infrastructure investments, predicted to exceed $2 trillion, with NVIDIA positioned as a key beneficiary. Firm reports highlight an improving supply of essential components and sustained high demand from major tech corporations. Overall, the prevailing sentiment is one of confidence in NVIDIA's growth potential within the rapidly expanding AI landscape, despite acknowledging its inherent volatility.

Tesla's Discussion Popularity Surges Amid Price Target Hike


The recent uptick in discussions surrounding Tesla (TSLA) on platforms like WallStreetBets, with 157 mentions and a 13% trend change, reflects a notable surge in interest. This increase follows significant news, including a hike in Tesla's price target to $490 by Canaccord Genuity, even as the stock saw a slight decline. The rise in discussions can be attributed to a 33% stock increase in September and ongoing innovations like the introduction of 500 kW V4 Superchargers and enhancements to their Full Self-Driving (FSD) capabilities, which have captured investor attention.

Analysts' sentiments regarding Tesla are generally bullish, with several firms recently raising their price targets, including Wedbush, which now suggests a target of $600. This optimism stems from anticipated growth in vehicle deliveries, the rollout of new affordable models, and advancements in AI and autonomy. However, some analysts maintain a cautious stance, emphasizing that while Tesla possesses strong long-term potential, the stock's current valuation may present challenges, particularly as the removal of EV tax credits could impact sales momentum. Overall, the outlook remains mixed yet cautiously optimistic amidst evolving market conditions.

Robinhood Surges in Popularity Due to Market Expansion


Robinhood Markets (HOOD) has seen a notable increase in discussion on platforms like WallStreetBets, with 148 mentions despite a 27% decline in its trend. The surge in interest is primarily driven by the company's recent announcement of reaching an all-time high in its prediction market services, coupled with plans for global expansion. Analysts attribute the stock's upward momentum to its successful introduction of innovative products and strong trading volumes, particularly within crypto markets, which saw a 98% revenue increase in the last quarter. Additionally, Robinhood’s inclusion in the S&P 500 has bolstered its credibility among investors.

Analysts maintain a generally bullish outlook on Robinhood, with several raising their price targets significantly. Needham recently upgraded its target to $145 from $120, reflecting confidence in the company's growth trajectory. Despite some concerns over valuation—indicated by a high P/E ratio—most experts emphasize Robinhood's potential for continued expansion and innovation in financial services. This optimistic sentiment is further supported by increased user engagement and higher net deposits, solidifying Robinhood's position as a significant player in the retail trading space.

Reddit (RDDT) Stock Sees Surge in Discussion Popularity


Reddit's stock has experienced a notable increase in discussion on WallStreetBets, with mentions rising by 153% to a total of 114. This surge comes amidst a backdrop of robust financial performance, highlighted by a 77.9% year-over-year revenue growth reported in Q2 2025, reaching $500 million. Analysts attribute part of this attention to Reddit's ongoing improvements in monetization and a growing user base, which now includes 110 million daily active users, marking a 21% increase year-over-year.

Despite this positive momentum, analysts' sentiments are mixed. While Citizens JMP recently raised its price target on Reddit to $300, emphasizing several catalysts for growth, other reports indicate caution due to insider selling by top executives and concerns over the sustainability of user growth. Analysts are polarized, with some highlighting the stock's high valuation—185x forward earnings—as a potential red flag, particularly in light of broader sector volatility. Overall, while the recent attention reflects strong fundamentals, the stock's valuation and internal dynamics warrant careful scrutiny.

Beyond the most mentioned stocks on WSB, here are 10 stocks with the highest trending change percentage: Pfizer skyrocketed by 3,500%, Target surged 1,900%, and Nike gained 900%. UiPath saw an 845% increase, Eli Lilly climbed 667%, and Meta Platforms (Facebook) rose by 629%. CoreWeave, Safety Shot, Lithium Americas, and Fortress Biotech also made significant gains, reflecting dynamic shifts in market sentiment.