WSB Rally Opendoor Gains 236 Mentions Amid Leadership Changes

On September 25, 2025, Opendoor Technologies Inc. (OPEN) leads today's WallStreetBets chatter with 236 mentions, driven by recent leadership changes and strategic investor interest. Meanwhile, NVIDIA remains a noteworthy contender due to its strategic positioning within the booming AI infrastructure market. Both companies are capturing significant attention from investors, reflecting broader market trends and technological advancements. Here’s a closer look at why these five stocks are dominating today’s WallStreetBets conversation:

NVIDIA Sees Surge in Discussion Popularity Amid AI Boom


NVIDIA (NVDA) has recently experienced a remarkable increase in mentions on WallStreetBets (WSB), with a 51% uptick reflecting growing investor enthusiasm. This surge in discussion is fueled by the company’s pivotal role in the AI infrastructure boom, highlighted by significant partnerships, including a landmark collaboration with OpenAI for AI infrastructure deployment. Analysts have noted that Nvidia stands to benefit immensely from over $2 trillion in announced AI spending, bolstering its market position as demand for cutting-edge GPUs continues to rise.

Analysts are overwhelmingly bullish on NVIDIA, with a consensus rating of "Strong Buy" from 39 analysts. Barclays has described Nvidia as the "most attractive" stock in its semiconductor coverage, projecting a potential price increase of 37% based on strong demand forecasts and the company's unmatched capabilities in AI technologies. Despite some concerns regarding valuation and potential competition from emerging AI hardware alternatives, the overall sentiment remains positive, underscoring the belief that Nvidia is well-positioned to maintain its leadership in the rapidly evolving AI market.

Opendoor's Stock Surge Driven by Investor Interest


Opendoor Technologies Inc. (NASDAQ: OPEN) has experienced a notable surge in discussion popularity, reflected in its 236 mentions on WallStreetBets despite a 37% decline in trend. The stock recently soared after investment firm Jane Street disclosed a 5.9% stake in the company, which fueled a 24.4% increase in share price following a series of leadership changes, including the appointment of Kaz Nejatian as CEO. These developments have invigorated investor sentiment, particularly among retail investors, who are drawn to Opendoor's potential recovery amidst a volatile housing market.

Analysts maintain a mixed outlook on Opendoor, recognizing both the recent momentum and the underlying challenges. While some express bullish sentiment, citing the stock’s substantial year-to-date gains of 450% and the potential for a short squeeze, others remain cautious due to concerns about the company’s financial fundamentals and ongoing operational volatility. The consensus rating reflects this ambivalence, with most analysts recommending a "Hold" while acknowledging the potential for further stock movement driven by market dynamics and management’s strategic initiatives.

Tesla's Stock Popularity Surge Driven by Market Confidence


Tesla (TSLA) has seen a notable increase in discussion on platforms like WallStreetBets, despite a -9% change in trend, with 230 mentions reflecting renewed interest. Recent developments, including the unveiling of the first-ever Supercharger highway sign in Arizona and Elon Musk's playful rebuttal to stock skeptics following a 23% increase in the past month, have contributed to this uptick. Analysts are particularly optimistic about Tesla's ability to maintain its leadership position in the EV market, even as the expiration of the $7,500 EV tax credit looms. They highlight the positive delivery outlook for Q3 and the potential impact of the forthcoming Model 2.

The sentiment among analysts remains predominantly bullish, with firms like Mizuho raising their price target from $375 to $450, citing Tesla's robust future prospects. Goldman Sachs also increased its target to $395, emphasizing the company's advancements in robotics and autonomy as key growth drivers. However, some caution exists due to anticipated near-term challenges, such as the potential effects of the tax credit expiration. Overall, the market appears to be rallying around Tesla's innovative edge and strategic positioning within the evolving automotive landscape.

Oklo Stock Surges in Discussion Amid Insider Selling Concerns


Oklo (OKLO) has recently seen a remarkable 50% uptick in its mentions on WallStreetBets, capturing investor fascination despite troubling news. The nuclear power startup's stock experienced a sharp decline, dropping approximately 15% over two days due to significant insider selling by executives, including a director's $6.7 million share sale. This insider activity has raised alarms about the company's near-term prospects, especially considering its lack of revenue and pending regulatory approvals for its first power plant, the Aurora Powerhouse.

Analysts maintain a mixed stance on Oklo, with Goldman Sachs initiating coverage with a "Neutral" rating and a cautious price target of $117, indicating potential downside from current levels. They highlight the company's substantial capital burdens and the urgent need for finalized customer agreements to validate its market position. While some analysts express optimism about future catalysts, the prevailing sentiment leans bearish, emphasizing the risks associated with investing in a pre-revenue company navigating regulatory hurdles and insider sell-offs.

Lithium Americas Soars in Popularity Amid Trump Stake Bid


Lithium Americas (LAC) has recently seen a remarkable surge in discussion on platforms like WallStreetBets, with 137 mentions despite a -41% change in its trend. This spike in popularity is largely attributed to reports that the Trump administration is considering acquiring a 10% equity stake in the company as part of renegotiations for a $2.26 billion Department of Energy loan related to the Thacker Pass lithium project. The potential government partnership, which could bolster U.S. lithium production critical for electric vehicle batteries, has captivated investors, resulting in a nearly 90% increase in LAC's stock price on a single trading day.

Analysts have mixed sentiments regarding LAC's recent performance. While some view the government's potential involvement as a positive development that underscores the strategic importance of domestic lithium supply chains, others express concerns about execution risks and market volatility. Out of 13 analysts, four recommend a "Strong Buy," two suggest a "Moderate Buy," and seven advise a "Hold," indicating cautious optimism about long-term growth despite current uncertainties surrounding capital needs and lithium pricing.

Beyond the five most mentioned stocks on WSB, here's a notable list of stocks with the highest trending change percentages. Cipher Mining leads with a remarkable 550% increase, followed by Weight Watchers at 380%, CoreWeave at 308%, and Dragonfly Energy at 306%. IBM saw a 280% rise, while Costco gained 254%, MicroStrategy 220%, Gap Inc. 175%, United Parcel Service 167%, and AMD 145%. These stocks also deserve attention for their recent dynamic shifts in popularity.