WSB Rally Oklos 920% Mention Surge on WallStreetBets

As of October 13, 2025, Oklo Inc. (OKLO) leads today's chatter with an extraordinary 920% surge in mentions on WallStreetBets, driven by its recent inclusion in a U.S. Department of Energy initiative. Meanwhile, NVIDIA (NVDA) remains a notable player, gaining attention with a 95% increase in discussion popularity due to its AI advancements. These stocks are capturing investor interest, as they navigate market dynamics and strategic developments, keeping the financial community abuzz with anticipation.

Here’s what’s sparking the excitement around these top-trending stocks:

Oklo Inc. Stock Soars Amid Renewed Investor Interest


Oklo Inc. (OKLO) has experienced a remarkable surge in discussion popularity, with mentions increasing by 920% on WallStreetBets. A significant driver of this attention is the company's recent inclusion in a U.S. Department of Energy initiative, which aims to accelerate nuclear capacity development. This endorsement has sparked optimism about Oklo's potential in the small modular reactor (SMR) market, alongside a notable price target increase from analysts following a bullish report from Canaccord Genuity, suggesting a projected price of $175.

Analysts' sentiment toward Oklo is mixed, reflecting both enthusiasm and caution. While some maintain a bullish outlook due to government support and strategic partnerships, the consensus acknowledges that the company's valuation appears disconnected from its current lack of revenue and the lengthy commercialization timeline. With a substantial market capitalization despite no earnings, concerns about potential dilution and regulatory delays are prevalent. The average price target among 17 analysts is considerably lower than current trading levels, indicating a possible correction if the high expectations are not met in the near future.

AMD Stock Soars in Popularity Due to AI Partnership


Advanced Micro Devices (AMD) has seen a remarkable 134% spike in discussion on WallStreetBets, reflecting heightened investor interest. This surge follows AMD’s groundbreaking partnership with OpenAI, which includes a significant equity stake and a commitment to deploy AMD’s advanced processors in a new data center. Initially, this announcement fueled a stock price increase of over 46%, as it positioned AMD as a key player in the rapidly growing AI market. However, concerns about potential tariffs and increased competition in the semiconductor space have since tempered some investor enthusiasm, leading to a decline in momentum.

Analysts maintain a generally bullish outlook on AMD, with a consensus rating of "Moderate Buy." Recent upgrades from multiple brokerages, including Mizuho, which raised its price target from $205 to $275, underscore confidence in AMD’s long-term prospects. While analysts acknowledge the challenges posed by geopolitical risks and intense competition from rivals like Nvidia, they emphasize AMD's strong fundamentals and strategic positioning in AI as crucial factors supporting its stock. Overall, the sentiment remains optimistic, though tempered by current market uncertainties.

Dragonfly Energy's Discussion Popularity Soars Amid Financial Updates


Dragonfly Energy (DFLI) has experienced a remarkable surge in discussion popularity, with 146 mentions on WallStreetBets reflecting a 630% increase. This spike correlates with the company's recent announcement of preliminary third-quarter results, showcasing net sales of $16 million—a 26% year-over-year growth—exceeding prior guidance. Furthermore, Dragonfly is collaborating with PACCAR to introduce lithium solutions aimed at reducing truck idling, which enhances its visibility in the market.

Analysts’ sentiments towards DFLI are predominantly bearish, influenced by significant financial challenges. The recent announcement of a $25 million public offering, priced at $1.25 per share, has led to a sharp 28% decline in stock price, indicating investor concerns over dilution and liquidity issues. With a deeply negative EBIT margin of -39.3% and a profit margin of -55.84%, analysts caution that despite promising growth indicators, the company still grapples with operational inefficiencies and substantial debt obligations, making the outlook mixed at best.

Energy Fuels (UUUU) Popularity Soars Amid Supply Concerns


Energy Fuels (UUUU) has recently gained significant traction, evidenced by a remarkable 283% increase in its mentions on WallStreetBets, driven largely by geopolitical tensions over rare-earth exports. The stock surged by 18% in a single day after China threatened to impose stricter controls on these critical materials, which are essential for technology and defense sectors. This has heightened investor interest in U.S. producers like Energy Fuels, as the U.S. government plans to build a $1 billion stockpile of critical minerals, further emphasizing the company’s strategic importance in the energy transition narrative.

Analysts' sentiments toward Energy Fuels are generally bullish, with the consensus rating leaning toward "Strong Buy." Analysts cite the company's robust financial positioning, including a recent $700 million convertible debt raise that secures its growth trajectory despite high valuations, currently over 200 times next year's projected earnings. However, some caution arises from the stock's steep price-to-book ratio compared to industry peers, indicating potential overvaluation concerns. Overall, while there are mixed signals regarding its pricing, the geopolitical context and government initiatives bolster a positive outlook for Energy Fuels in the near term.

NVIDIA's Stock Popularity Soars Amid AI Advancements


NVIDIA (NVDA) has recently experienced a remarkable surge in discussion popularity, reflected by 123 mentions on WallStreetBets, marking a substantial 95% increase in its trend. This uptick comes on the heels of significant announcements at the OCP Global Summit regarding NVIDIA's pioneering AI technologies, including the introduction of the DGX Spark supercomputer and plans for next-generation AI data centers. Additionally, the easing of U.S.-China trade tensions has bolstered investor confidence, particularly after President Trump's softened stance on tariffs, enhancing NVIDIA's outlook as a critical player in the semiconductor space.

Analysts maintain a bullish consensus on NVIDIA, with a strong buy rating from 38 analysts and an average price target of $219.86, indicating a potential upside of over 20% from current levels. Notably, Cantor Fitzgerald analyst C.J. Muse recently raised his price target to $300, emphasizing NVIDIA's unmatched position in AI infrastructure as a catalyst for continued growth. The overall sentiment suggests that the demand for NVIDIA's GPUs and AI solutions remains robust, driven by a projected boom in data center investments and the increasing reliance on AI technologies across various sectors.

Beyond the most mentioned 5 stocks on WSB, here's a quick glance at the 10 stocks with the highest trending change percentage worth noting: Rigetti Computing leads with an astounding 11,400% increase, followed by Bitfarms at 10,000%, BigBear.ai and Arm Holdings both at 4,000%, Solidion Technology at 3,700%, Navitas Semiconductor at 3,600%, TMC the metals company at 3,300%, Novonix at 3,100%, American Battery Technology Company at 1,300%, and Northern Dynasty Minerals at 1,100%.