WSB Rally Nvidia Gains 67% Mentions After China Deal

As of August 11, 2025, Nvidia (NVDA) and BigBear.ai (BBAI) are capturing the spotlight on WallStreetBets. Nvidia leads today's chatter with a 67% surge in mentions following its groundbreaking export deal with the U.S. government, allowing sales of AI chips to China. BigBear.ai also garners significant interest, showing a staggering 2,062% increase in mentions due to its strategic collaboration with DEFCON AI and earnings news. These developments highlight the ongoing investor enthusiasm for AI and technology stocks, driving their popularity among retail investors.

Here's how these stocks are setting the stage for today's WallStreetBets discussions:

NVIDIA's Surge in WallStreetBets Mentions Due to China Deal


NVIDIA (NVDA) has recently gained significant attention on WallStreetBets, evidenced by a 67% increase in mentions to 281. This surge is largely attributed to the company's groundbreaking agreement with the U.S. government, which allows it to resume sales of its H20 AI chips to China. In this unprecedented deal, NVIDIA and competitor AMD will pay 15% of their revenues from Chinese sales to secure export licenses, effectively easing previous restrictions that had hindered their business in a crucial market. This development signals a potential rebound for NVIDIA, as analysts expect the company to recoup billions in lost sales.

Analysts are overwhelmingly bullish on NVDA, with a consensus rating of “Strong Buy” among 45 analysts. They highlight strong demand for NVIDIA's AI chips, particularly in the data center sector, which is driving impressive revenue growth. Recent upgrades from firms like Morgan Stanley and Goldman Sachs further bolster confidence, citing increased order visibility and the strategic importance of the China market. Despite regulatory concerns, the outlook remains optimistic, with expectations for significant earnings growth in the upcoming quarters.

BigBear.ai Surge in Discussion Popularity Due to Earnings News


BigBear.ai (BBAI) has experienced a remarkable surge in discussion on WallStreetBets, with 281 mentions reflecting a staggering 2,062% increase in its trend. This heightened interest follows the company's recent announcement of its second-quarter 2025 results, which included a significant cash balance of $390.8 million, positioning it for future growth despite an 18% decline in revenue year-over-year. Additionally, the strategic collaboration with defense firm DEFCON AI to enhance military readiness has further catalyzed investor enthusiasm.

Analysts maintain a mixed outlook on BigBear.ai after the earnings report, with a consensus rating of "Moderate Buy." While the company’s robust balance sheet and potential growth from government contracts provide a bullish angle, the withdrawal of adjusted EBITDA guidance and lowered revenue forecasts for 2025 due to federal contract uncertainties have prompted caution. The stock has been negatively impacted by these factors, with shares plummeting over 29% in after-hours trading, highlighting the volatility and risks associated with its current performance.

AMD Stock Soars in WSB Mentions Amid Export Deal News


Advanced Micro Devices (AMD) has experienced a remarkable surge in its discussion level on WallStreetBets, with mentions increasing by 107% to a total of 254. This spike follows news that AMD, along with Nvidia, entered an unusual agreement with the U.S. government to pay 15% of their revenues from AI chip sales to China. This deal, aimed at securing export licenses, highlights the urgency for both companies to access the lucrative Chinese market amid ongoing geopolitical tensions and regulatory scrutiny. The arrangement has drawn significant media attention and investor interest, leading to increased chatter about AMD's stock among retail investors.

Analysts have shown a generally bullish outlook on AMD, with many viewing the recent developments as a positive catalyst for growth. The consensus rating remains a "Moderate Buy," reflecting optimism about the company's strong position in the AI and semiconductor markets. Despite some caution regarding the legal implications of the revenue-sharing agreement, analysts believe that AMD's strategic initiatives and product launches, particularly in AI, will drive future growth. Overall, the combination of heightened interest on social media and favorable analyst sentiment suggests that AMD is well-positioned for continued momentum in the stock market.

Tesla's Stock Surges Due to Increased Discussion Popularity


Tesla (TSLA) has experienced a significant spike in discussion popularity, with 216 mentions on WallStreetBets, marking a remarkable 731% increase. This surge is largely driven by exciting news surrounding Tesla's application to supply electricity to British homes, a move that could position the company as a competitor in the UK energy market. Additionally, Tesla's rapid expansion into India, where it is accelerating the rollout of its Supercharger network in major cities, has captured investor interest, suggesting potential revenue growth in an emerging market.

Analysts remain mixed on Tesla's long-term outlook. Despite recent positive momentum, including a technical breakout that has attracted short-term traders, the consensus rating is a "Hold," with 14 buy, 15 hold, and 8 sell ratings. The average price target stands at $307.23, indicating a slight downside from current levels. While some analysts express optimism about Tesla's AI initiatives and future growth drivers like the Robotaxi platform, concerns persist about the company's sales performance amidst increasing competition and a tarnished brand image due to CEO Elon Musk's polarizing presence.

Palantir's Stock Soars in Popularity Amid AI Excitement


Palantir Technologies (PLTR) has experienced a remarkable surge in discussion, with 147 mentions on WallStreetBets reflecting a 133% increase in its trend. The stock surged by 16% in July, driven by strong earnings, lucrative government contracts, and heightened interest in artificial intelligence applications. Notable contract wins, including a significant deal with the U.S. Army potentially worth $10 billion, have fueled optimism about the company's future growth trajectory.

Analysts have a mixed outlook on Palantir, with a consensus rating of "Hold." While some express bullish sentiments based on the company's impressive revenue growth and profitability, concerns are raised regarding its exorbitant valuation, which stands at 245 times forward earnings. Analysts argue that to justify its current price, Palantir would need to achieve staggering revenue targets that far exceed expectations. This duality in perspective indicates that, while Palantir's business fundamentals appear robust, its lofty valuation may pose risks for future performance.

Beyond the five most mentioned stocks on WallStreetBets, several other stocks have shown notable percentage increases in trending discussions. Leading the pack is Tilray with an astounding 9,700% change, followed by BioXcel Therapeutics at 5,300%, SoundHound AI at 5,000%, and Dakota Gold at 4,100%. Also noteworthy are BigBear.ai at 2,062%, IO Biotech at 1,900%, Oklo at 1,329%, Intel at 1,238%, Microvast at 1,133%, and monday.com at 1,125%.