WSB Rally NVIDIA Gains 49% Discussion Mention Surge

As of September 5, 2025, today’s stock market buzz is dominated by NVIDIA and Tesla. NVIDIA (NVDA) leads the conversation on WallStreetBets with a remarkable 49% increase in mentions, driven by its pivotal role in the AI market and recent competitive developments. Meanwhile, Tesla (TSLA) garners significant attention due to Elon Musk's ambitious compensation package, sparking a heated discussion among investors. Both stocks are captivating investor interest with their potential for transformative growth.

Here's why these five stocks are the center of today's market discussions:

NVIDIA's Popularity Soars Amid AI Buzz and Market Trends


NVIDIA (NVDA) has recently surged in discussion popularity, evidenced by 422 mentions on WallStreetBets, marking a 49% increase. This spike correlates with the ongoing excitement surrounding artificial intelligence (AI) and NVIDIA's pivotal role as a leader in GPU technology. Despite a slight share drop of around 2.9% amid concerns over competitive pressure from Broadcom, who secured a significant deal with OpenAI, the overall narrative remains focused on NVIDIA's dominance in the AI market. Analysts highlight strong revenue growth driven by AI demand, with Broadcom's robust earnings bolstering confidence in the sector's trajectory.

The analyst sentiment toward NVIDIA is predominantly bullish, with a consensus rating of "Strong Buy" based on 39 ratings. Many experts believe that the stock is undervalued relative to its growth potential, projecting an average price target of $211.36, which suggests approximately 23% upside from current levels. While some caution exists due to potential competition and recent revenue deceleration, the overall outlook remains optimistic, emphasizing NVIDIA's strong market position and the anticipated surge in data center spending fueled by AI advancements.

Opendoor's Discussion Popularity Soars Amid Speculation


Opendoor Technologies Inc. (OPEN) has seen a notable uptick in discussion, reflected by 394 mentions on WallStreetBets and a 5% change in trending sentiment. This surge in popularity can be attributed to a combination of meme stock dynamics and recent news, including a bearish attack from Citron Research. Despite the negative sentiment, investors largely brushed off the criticism, allowing the stock to rebound and climb over 420% in the past six months. The weak August jobs report also fueled speculation of potential Federal Reserve rate cuts, heightening interest in housing-related stocks and positioning Opendoor favorably as the market anticipates lower mortgage rates.

Analysts' views on Opendoor remain mixed, with many expressing skepticism despite the stock's remarkable rise. While retail investors have driven enthusiasm, professional sentiment is largely bearish, with average price targets around $1, indicating a belief that the stock is overvalued relative to its fundamentals. Concerns persist regarding the company’s ability to execute its new asset-light business model effectively, especially in a challenging real estate market characterized by high competition and regulatory complexity.

Lululemon Athletica's Popularity Surge Amid Stock Discussion


Lululemon Athletica (LULU) has recently garnered significant attention on platforms like WallStreetBets, evidenced by 368 mentions, despite a 31% drop in its discussion trend. This surge follows a steep decline in its stock price, which plummeted nearly 18.6% in a single day after the company lowered its full-year sales forecast amid disappointing same-store sales and adverse tariff impacts. Analysts noted that Lululemon's recent earnings report revealed a modest increase in revenue yet highlighted troubling signs of slowing U.S. demand, making investors wary.

Analyst sentiment around Lululemon is predominantly bearish, with numerous downgrades following its guidance cut. Many experts emphasize the company's need for a strategic pivot to overcome industry-wide challenges and increasing competition, questioning whether its product pipeline will resonate with consumers. Despite a few analysts suggesting potential buying opportunities due to an attractive valuation, the general outlook remains cautious, reflecting skepticism about the company's ability to regain momentum in the current market climate.

Broadcom's Stock Soars Amid AI Chip Demand


Broadcom (AVGO) has recently surged in discussion popularity, with 302 mentions on WallStreetBets and an 8% increase in trend. This spike follows the company's announcement of securing a staggering $10 billion in orders for AI chips from a new client, widely believed to be OpenAI. In its latest earnings report, Broadcom reported a 36% year-over-year increase in earnings per share and attributed a significant portion of its success to a 63% rise in AI chip revenue, reaching $5.2 billion. The positive momentum has led to expectations of $6.2 billion in AI chip sales for the upcoming quarter.

Analysts are overwhelmingly bullish on Broadcom’s prospects, with many raising their price targets significantly. Bank of America highlighted the potential for Broadcom’s market share in AI to more than double by 2027, while other firms like JPMorgan and Oppenheimer echoed this sentiment, citing robust demand and a strong earnings outlook. The recent performance has not only positioned Broadcom as a formidable player against rivals like Nvidia but also reinforced investor confidence in its long-term growth trajectory amid the burgeoning AI market.

Tesla's Stock Soars on Musk's $1 Trillion Pay Package


Tesla (TSLA) has experienced a significant surge in discussion on WallStreetBets, with mentions increasing by 244%, largely driven by the recent announcement of a proposed compensation package for CEO Elon Musk that could reach $1 trillion. This package is contingent on Musk meeting ambitious performance targets over the next decade, including substantial increases in Tesla's market capitalization and vehicle deliveries. The news has sparked investor interest, as it hints at Musk's long-term commitment to Tesla and the potential for transformative growth within the company.

Analysts have a mixed outlook on Tesla's stock. While some express cautious optimism, citing the ambitious growth targets set for Musk, others remain skeptical, pointing to challenges such as declining used vehicle prices and increasing competition in the EV market. The consensus rating is currently at "Hold," suggesting that while there is potential for growth, investors should proceed cautiously given the inherent risks. Price targets vary, with some analysts maintaining bullish positions while others foresee possible declines, reflecting the divided sentiment surrounding Tesla's future prospects.

Beyond the five most mentioned stocks on WallStreetBets, several others are making waves with impressive trending changes. Build-A-Bear tops the list with a staggering 1,900% increase, followed by enCore Energy at 1,213%, and AppLovin at 1,125%. Other notable names include iQIYI with 467%, Robinhood at 393%, Rocket Companies with 371%, Tesla at 244%, Micron Technology at 240%, AMD at 233%, and Circle Internet Group also at 233%. These stocks are gaining traction and warrant attention from investors seeking emerging opportunities in the market.