WSB Rally NVIDIAs Popularity Surges with 359% Mention Increase

On July 15, 2025, NVIDIA (NVDA) takes center stage with its impressive 359% increase in discussions on WallStreetBets, driven by its recent approval to sell AI chips in China. Meanwhile, UnitedHealth (UNH) leads the chatter with a 355% increase in mentions amid scrutiny over management decisions. These two stocks capture the most attention today. Let's explore what makes these five stocks the talk of WallStreetBets:

NVIDIA's Popularity Surge Driven by China Chip Sales Approval


NVIDIA (NVDA) has recently seen a significant increase in discussion, with 937 mentions on WallStreetBets (WSB), reflecting a staggering 359% change in its trend. This surge in popularity is largely attributed to the company's announcement that it received U.S. government approval to resume sales of its H20 artificial intelligence chips in China. This development not only alleviates previous restrictions that had hindered NVIDIA's revenue potential but also positions the company to capitalize on the growing demand for AI technology in the Chinese market, where a substantial portion of AI researchers are located.

Analysts are overwhelmingly bullish on NVIDIA, with the consensus rating categorized as "Strong Buy." Many firms have raised their price targets, with one notable analyst projecting a potential market cap of $5.7 trillion. This optimism is fueled by NVIDIA's dominant share in the AI chip market and expectations of robust revenue growth as the company re-enters the lucrative Chinese market. Although some caution remains regarding the specifics of the export licenses, the overall sentiment is that NVIDIA is well-positioned for continued success amid the ongoing AI revolution.

AMD's Discussion Popularity Soars Amid AI and Buyback News


Advanced Micro Devices, Inc. (AMD) has recently experienced a significant spike in discussion popularity, with mentions on WallStreetBets rising 238%. This surge is largely attributed to the company's announcement of a $6 billion buyback program and strategic acquisitions focused on artificial intelligence (AI). The introduction of its new MI350 Series GPUs has also captured investor interest, positioning AMD as a formidable competitor to Nvidia in the AI chip market. Positive financial outlook reports and strong quarterly earnings further bolster its appeal among traders.

Analysts are generally optimistic about AMD, with a consensus rating of "Buy." Notably, HSBC has doubled its price target from $100 to $200, citing the competitive capabilities of the new MI350 chips. While some analysts express caution, referring to the rally as “empty calories,” the overall sentiment remains bullish, driven by rising expectations for revenue growth in the data center segment and strong demand for AI-related products. This combination of favorable news and analyst upgrades has contributed to heightened investor confidence in AMD's future prospects.

UnitedHealth Surges in Popularity Due to Increased Discussion


UnitedHealth Group (UNH) has experienced a notable surge in discussion on platforms like WallStreetBets, with a striking 355% increase in mentions, reaching a total of 241. This uptick comes amid ongoing scrutiny regarding its management decisions, regulatory challenges, and the suspension of its earnings outlook due to rising care costs. Despite these hurdles, some analysts believe that all negative factors are already priced into the stock, suggesting potential for a "great reversal" as the market may have overreacted to recent bad news.

Analysts remain mixed on UNH's outlook. Wolfe Research maintains an 'Outperform' rating but has adjusted its price target downward, reflecting concerns over margin pressures within the Medicare Advantage sector. While some experts note that the stock may be undervalued after a significant drop of over 40% year-to-date, others advise caution, citing the potential for ongoing challenges in managing costs and regulatory pressures. Overall, while some analysts see opportunity amidst the turbulence, the prevailing sentiment remains cautious as the company prepares to report its second-quarter earnings later this month.

Opendoor's Popularity Soars Amid Retail Speculation Surge


Opendoor Technologies Inc. (NASDAQ: OPEN) has recently gained significant traction on platforms like WallStreetBets, with mentions increasing by 213% to reach 200 discussions. This surge in popularity can be attributed to a combination of retail speculation and the company’s launch of a new Key Agent™ app aimed at streamlining home assessments, which investors view as a potential game-changer in enhancing profitability and market share in the iBuying sector.

Despite the excitement, analysts maintain a mixed outlook on Opendoor's stock. The consensus rating remains a "Hold," indicating that analysts believe the stock will perform similarly to the overall market in the near term. Concerns persist regarding Opendoor's cash burn, declining home sales, and substantial debt, with financial ratios reflecting ongoing profitability challenges. However, a few analysts suggest the potential for a turnaround, citing the company's strategic efforts to optimize its revenue streams and capitalize on emerging market opportunities, which could lead to a 63.46% increase in stock price over the next year if execution aligns with investor expectations.

Incannex Healthcare's Popularity Surge Due to Clinical Advances


Incannex Healthcare (IXHL) has experienced a remarkable surge in discussion popularity, with 132 mentions on WallStreetBets reflecting a 164% increase in trend. This heightened attention follows significant advancements in the company's clinical trials for its IHL-42X treatment for obstructive sleep apnea. Recent news highlighted the completion of patient dosing in the Phase 2 portion of its RePOSA trial and the appointment of industry experts to its clinical advisory board, further enhancing investor confidence and interest.

Analysts maintain a generally bullish outlook on IXHL, driven by its recent clinical milestones and strategic developments. Many signal a strong buy sentiment, noting the stock's potential given the expanding understanding of sleep apnea treatments and the positive reception of the company's trial progress. However, some caution exists due to high volatility and a short sale ratio of 25.74%, indicating that while the stock shows promise, investors should remain vigilant about potential risks associated with short selling and market fluctuations.

Beyond the five most mentioned stocks, notable stocks with significant trending changes include Energy Fuels with a 1,250% increase, MP Materials up 900%, and IonQ at 633%. BlackRock Institutional Trust Company's BTC iShares 20+ Year Treasury surged by 400%, followed by Alibaba at 270%. These stocks, alongside others like NVIDIA and UnitedHealth, are capturing significant attention in today's market.