WSB Rally NVIDIAs AI Leadership Drives 78 Mentions Surge

As of June 28, 2025, NVIDIA (NVDA) stands out in today's financial markets with a notable 78 mentions surge on WallStreetBets, driven by its advancements in AI and robotics. Meanwhile, Tesla (TSLA) attracts significant attention due to its recent autonomous driving milestones. These developments have sparked investor interest, igniting discussions among traders on WSB. Despite a mixed outlook surrounding Tesla's future, NVIDIA's strategic positioning in AI technology continues to captivate analysts' optimism.

Let's explore what’s propelling these five stocks into the spotlight today:

NVIDIA's Stock Surge Fueled by AI Enthusiasm and Innovation


NVIDIA (NVDA) has experienced a notable surge in discussion popularity, reflected by 78 mentions on WallStreetBets, despite a significant 67% decline in its trend. This recent spike is largely attributed to the company's strategic advancements in artificial intelligence (AI) and robotics. NVIDIA's stock price has soared to new highs, buoyed by increased demand for its GPUs from major tech players and a successful ramp-up of its Blackwell chip line. The excitement surrounding sovereign AI initiatives and the acquisition of the AI startup CentML further highlight NVIDIA's commitment to maintaining its leadership in the AI space.

Analysts maintain a predominantly bullish outlook on NVIDIA, projecting a potential market cap of $4 trillion as demand for AI technology continues to grow. With a consensus rating of "Strong Buy," experts cite the company's robust position in the AI ecosystem and its capacity for innovation as key drivers of future growth. However, some caution remains regarding macroeconomic risks and competition, indicating a mixed sentiment among a few analysts who express concerns over potential slowdowns in growth. Overall, the prevailing sentiment is optimistic, with expectations of sustained momentum in NVIDIA's share price.

Tesla's Stock Surges Amid Autonomous Milestones


Tesla (TSLA) has seen a notable surge in discussion on WallStreetBets, with its mentions reaching 76 despite a significant decline in overall trend activity. The recent buzz stems from several key developments, notably the successful autonomous delivery of a Model Y vehicle from its Texas factory to a customer's home. This milestone, coupled with the launch of Tesla's robotaxi service, has reignited interest among investors excited about the potential of full self-driving technology. However, challenges remain, including investigations into safety concerns regarding Tesla's robotaxis and ongoing lawsuits, which cast shadows over the company's advancements.

Analysts maintain a mixed outlook on Tesla's stock. While some express optimism about the company's autonomous driving capabilities potentially leading to new revenue streams, others remain cautious, anticipating a decline in quarterly deliveries and facing skepticism over Musk's political engagements impacting brand perception. The forecast suggests that delivery numbers could hit a low point in Q2, but some analysts believe that the excitement surrounding the robotaxi service may help bolster Tesla's market position in the latter half of the year. Overall, market sentiment reflects both excitement and caution as Tesla navigates its ambitious goals.

Palantir's Popularity Surge Driven by AI and Partnerships


Palantir Technologies (PLTR) has recently experienced a notable spike in discussion levels, driven by its strategic partnerships and advancements in artificial intelligence (AI). The company garnered attention after a notable investor shared their success with Palantir stock, amplifying interest among retail investors. Additionally, Palantir's announcement of a $100 million contract with The Nuclear Company to develop AI tools for U.S. nuclear reactors has further fueled optimism about its growth potential, diversifying its revenue beyond its traditional defense and analytics sectors. This announcement follows a year of impressive stock performance, with PLTR shares soaring nearly 500% amid a broader enthusiasm for AI.

Analysts exhibit a mixed outlook on Palantir's stock. While some, like Jim Cramer, maintain a bullish stance, projecting a target of $200 based on the company's strategic positioning in AI and energy sectors, many Wall Street analysts express concerns regarding the stock's elevated valuation, currently trading at over 392 times earnings. The consensus rating leans towards "Hold," with a median price target suggesting potential downside of about 25%, indicating caution amid the stock’s meteoric rise.

enCore Energy's Stock Soars Amid High Uranium Extraction News


enCore Energy Corp. (NASDAQ: EU) has recently seen a significant uptick in discussion popularity, with 55 mentions on WallStreetBets, despite a notable decline of 50% in its trend. The surge in interest is largely attributed to the company’s announcement of record uranium extraction rates at its Alta Mesa project in South Texas, which has been commended as a boost to Texas' nuclear energy strategy through the passage of new legislation. Additionally, enCore's strategic divestment of shares in Anfield Energy, valued at nearly $19.6 million, has also generated buzz, as it indicates a focus on enhancing its core uranium operations.

Analysts express a generally bullish outlook on enCore Energy, with a consensus rating of 'Strong Buy' based on recent performance and growth potential. The stock's price target has been adjusted by some firms, reflecting optimism about its operational efficiencies and expansion plans. Investors are encouraged by the company’s ability to capitalize on rising uranium demand amid a global shift toward nuclear energy, although some caution exists regarding market volatility and potential regulatory hurdles that could impact future performance.

AMD Stock Surges in Popularity Amid Analysts' Upgrades


Advanced Micro Devices (AMD) has seen a notable increase in discussion on WallStreetBets, with 36 mentions despite a -74% trend change. Recent analyst upgrades and positive news regarding its AI capabilities have fueled investor interest. Notably, CFRA analyst Angelo Zino upgraded AMD from a "Buy" to a "Strong Buy," raising the price target significantly from $125 to $165. The upgrade is driven by expectations that AMD's upcoming MI400x launch and advancements in AI infrastructure could help the company close the competitive gap with Nvidia.

Analysts maintain a generally bullish outlook on AMD, highlighting its expanding customer base, including major players like Oracle and OpenAI, as well as its strategic partnerships in the AI sector. There's a consensus that the AI accelerator market, projected to exceed $500 billion by 2028, presents substantial growth opportunities for the company. Despite some concerns regarding ongoing challenges in export controls and market competition, the prevailing sentiment is optimistic, with 29 out of 42 analysts recommending AMD as a "Strong Buy."

Beyond the five most mentioned stocks on WallStreetBets, noteworthy stocks with the highest trending change percentages include Ategrity Specialty Insurance Company (500%), Boyd Gaming (200%), and NuScale Power (175%). Other significant movers are Broadcom (100%), while Circle Internet Group (-86%), Nike (-86%), Alphabet (Google) (-85%), MicroStrategy (-84%), Rocket Lab USA (-82%), and UnitedHealth (-80%) showcase dramatic shifts in investor sentiment, marking them as intriguing watchlist contenders.