WSB Rally NVIDIA Stock Gains 78 Mentions on WallStreetBets

On October 11, 2025, NVIDIA (NVDA) emerges as the most discussed stock on WallStreetBets with a notable 78 mentions, marking a resurgence despite a broader trend decline. The company's bullish outlook in the AI sector, driven by Cantor Fitzgerald's rating and price target increase, underscores its significance today. In contrast, Tesla (TSLA) remains a noteworthy player due to its recent vehicle model announcements and ongoing self-driving technology developments.

Here's what fuels the excitement around today's top stock picks:

NVIDIA Stock Surges in Discussion Popularity Amid Bullish Outlook


NVIDIA (NVDA) is experiencing a notable uptick in discussion popularity, evidenced by its 78 mentions on WallStreetBets despite a 68% decline in trend. This resurgence is largely attributed to Cantor Fitzgerald's recent reiteration of an "Overweight" rating and a price target increase to $300, highlighting the company's strong position within the booming AI sector. CEO Jensen Huang's optimistic forecasts regarding AI demand, alongside concerns about competition from Chinese chipmakers, have kept investors engaged and attentive to NVIDIA's potential for growth.

Analysts maintain a predominantly bullish outlook on NVIDIA, with a consensus rating of "Strong Buy." They project significant earnings growth, anticipating earnings per share to reach approximately $8 by 2026. This optimism is underpinned by expectations of robust AI infrastructure investments and rising demand for NVIDIA's chips in various sectors. While concerns about regulatory challenges and competition from emerging Chinese firms linger, the overall sentiment remains positive as analysts believe NVIDIA is well-positioned to capitalize on the ongoing AI revolution.

DTE Energy's Stock Popularity Surge Driven by Renewables and Analyst Upgrades


DTE Energy (DTE) has recently experienced a significant uptick in discussion on platforms like WallStreetBets, despite a notable drop in its overall trend. The company's investments in smart grid technology and a commitment to doubling renewable energy capacity by 2030 have caught the attention of investors. Recent news highlights DTE's successful prevention of over 16,000 outages this year and substantial infrastructure spending plans, including a $4.4 billion capital expenditure program aimed at enhancing electric reliability and storage solutions.

Analysts maintain a generally bullish outlook on DTE Energy, with UBS recently raising its price target from $148 to $158, reflecting confidence in the company's strategic direction and operational resilience. This adjustment aligns with broader analyst sentiment, as several institutions have issued similar upgrades, indicating a consensus rating of "Moderate Buy." Analysts cite DTE's robust leadership stability, substantial investments in renewable energy, and an attractive dividend yield of 3.11% as key factors supporting their positive assessments, despite ongoing regulatory scrutiny over environmental concerns.

AMD Stock Surges in Popularity Following OpenAI Deal


Advanced Micro Devices (AMD) has witnessed a notable spike in discussion popularity, with an increase of 52 mentions on WallStreetBets, despite a significant 85% decline in its overall trend. The stock's recent ascent is attributed to a groundbreaking partnership with OpenAI, where AMD will supply 6 gigawatts of GPUs, starting with a rollout in late 2026. This deal is expected to generate tens of billions in revenue for AMD, establishing it as a formidable competitor to Nvidia in the AI chip market. The announcement has positioned AMD favorably as the demand for alternative suppliers intensifies within the industry.

Analysts have responded positively, with several maintaining bullish ratings and raising price targets significantly. For instance, Bank of America’s Vivek Arya has set a target of $250, while TD Cowen has increased its projection to $270. The overall sentiment is optimistic, reflecting confidence in AMD's potential to capture market share and enhance earnings through its collaboration with OpenAI. Despite some concerns regarding long-term execution and competition, the prevailing view suggests that AMD's stock remains a viable investment opportunity for the future.

MP Materials Soars in Discussion Popularity Amid Geopolitical Tensions


MP Materials (MP) has recently garnered significant attention, reflected by its 36 mentions on WallStreetBets, despite a -41% trend change. The company has emerged as a pivotal player in the rare-earth elements market, particularly following the U.S. Department of Defense's $400 million investment and its commitment to purchase future outputs. Additionally, the recent geopolitical tensions, especially concerning China's new export restrictions on rare-earth materials, have spotlighted the company's role in securing U.S. supply chains, further boosting its stock.

Analysts exhibit a mixed sentiment regarding MP Materials, with a consensus rating leaning towards a moderate buy. While the stock has seen a remarkable price increase of 378% this year, some analysts express concerns about its valuation, noting that it scores poorly on traditional valuation metrics. The bullish outlook is largely driven by the anticipated demand for rare-earth elements, critical for defense and clean technology, while skepticism remains regarding the company's ability to sustain growth amidst risks associated with rapid expansion and geopolitical volatility.

Tesla's Stock Surge Driven by Discussion Popularity and New Models


Tesla (TSLA) has experienced a notable surge in discussion popularity, as evidenced by its 35 mentions on WallStreetBets, despite a significant 67% decrease in its trend. Recent news has highlighted both challenges and opportunities for the electric vehicle manufacturer. The National Highway Traffic Safety Administration (NHTSA) has opened a federal probe into nearly 2.9 million Teslas due to concerns over its full self-driving technology. However, on a more positive note, Tesla has introduced more affordable models, which analysts believe could help drive sales and restore growth in vehicle deliveries.

The analyst sentiment surrounding Tesla remains mixed. While some analysts, like Dan Ives from Wedbush, maintain a bullish outlook, projecting a potential return to a 600,000-car quarterly delivery rate and a $600 price target, others express caution. Concerns persist about Tesla's pricing power amid increasing competition, particularly from lower-priced rivals. As a result, the consensus rating on Tesla is currently a "Hold," reflecting uncertainty about its near-term performance, even as there’s optimism regarding its long-term growth prospects linked to advancements in AI and autonomous driving technology.

Beyond the most mentioned 5 stocks on WSB, here are 10 stocks with highest trending change percentage: Intercontinental Exchange and International Paper lead with a 183% change, followed by REE Automotive at 171%. On the other end, Applied Blockchain and POET Technologies face declines of -95% and -92%, respectively. Iris Energy, Amazon, Oklo, Nebius Group, and Intensity Therapeutics also show significant negative shifts, ranging from -90% to -88%.