WSB Rally POET Technologies Sees 5,554% Mention Surge on WSB

As of October 7, 2025, POET Technologies leads the way with an incredible 5,554% increase in mentions on WallStreetBets, driven by a significant investment and strategic advancements in AI connectivity. Meanwhile, Advanced Micro Devices (AMD) emerges as the most noteworthy stock following its groundbreaking partnership with OpenAI, which promises to solidify its position in the AI sector. Together, these developments have captivated investor interest and underscore the vibrant dynamics of today's stock market.

POET Technologies: 5,554% Surge in Discussion Popularity

Here's what makes these stocks the center of attention today:

POET Technologies Surges in Discussion Popularity Following Major Investment


POET Technologies (NASDAQ: POET) has recently witnessed a remarkable spike in its popularity, with mentions soaring to 735 on WallStreetBets, reflecting an astonishing 5,554% increase in discussion activity. This surge follows the company’s announcement of a significant $75 million private placement investment, marking the largest in its history. The funds are earmarked for corporate development aimed at expanding operations, enhancing research and development, and accelerating growth in the burgeoning AI connectivity market. CEO Dr. Suresh Venkatesan emphasized the unprecedented opportunities presented by the expanding AI infrastructure, positioning POET as a key player in the sector.

Analysts display a predominantly bullish sentiment toward POET Technologies, with an average rating classified as "Strong Buy." The optimism stems from recent strategic partnerships and product innovations, including the release of high-performance optical engines designed for AI networks. While the stock's price-to-book ratio suggests it may be overvalued compared to peers, the market appears to be pricing in substantial growth potential driven by POET's advancements in optical technologies. This combination of strong investor interest and favorable analyst outlook creates a compelling narrative for the stock's future trajectory.

AMD Stock Soars Amid OpenAI Partnership Announcement


Advanced Micro Devices (AMD) has seen a surge in discussion popularity on WallStreetBets, with 407 mentions, despite a notable 75% decrease in prior trends. This spike follows AMD's landmark agreement with OpenAI to supply 6 gigawatts of artificial intelligence infrastructure, a deal projected to generate tens of billions in revenue over several years. Analysts highlighted that OpenAI will use AMD's stock to finance chip purchases, further amplifying AMD's strategic positioning in the booming AI sector.

Analysts are overwhelmingly bullish on AMD following this partnership, with many raising their price targets significantly. Jefferies upgraded AMD to a "Buy" rating, while other firms projected potential valuations reaching up to $300 per share, reflecting optimism about AMD's capacity to compete with Nvidia. The sentiment is bolstered by expectations that this collaboration will validate AMD’s AI technology and expand its market share. However, some analysts caution that AMD must enhance its software capabilities to effectively challenge Nvidia’s dominance in AI computing.

Archer Aviation's Popularity Surge Amid Speculation


Archer Aviation (ACHR) has recently seen a significant uptick in discussion, with 237 mentions on WallStreetBets, despite a noted 33% decline in trend. The stock initially surged by approximately 18%, driven by speculation surrounding potential collaborations with Tesla following their recent announcements. However, this excitement was tempered by a subsequent drop in share prices after it became evident that Tesla's event focused solely on its automotive lineup, leaving Archer's prospects less certain. Analysts highlight that although Archer is poised to revolutionize urban air travel with its eVTOL aircraft, it remains a speculative investment pending FAA certification and commercial launches anticipated for 2026.

Analysts currently hold a mixed outlook on Archer Aviation's stock. While the overall consensus leans toward a "Moderate Buy," many caution that the company is still without revenue and faces considerable risks, including ongoing cash burn and intense competition from established players like Joby Aviation. Some experts emphasize that Archer’s partnerships and technological advancements are promising, yet the lack of concrete sales and the hurdles in regulatory approval create a complex risk profile. Investors are advised to monitor the stock closely, as its future hinges on overcoming these significant challenges.

Tesla's Stock Popularity Surges Amid New Model Launches


Tesla (TSLA) has seen a notable increase in discussion on WallStreetBets, with 219 mentions indicating a -7% change in trend. This surge in popularity correlates with the recent unveiling of more affordable versions of its Model Y and Model 3, which are now priced below $40,000. While the company aims to attract a broader customer base amidst stiff competition from other electric vehicle manufacturers, investor sentiment has been mixed, with some viewing these models as insufficient to rejuvenate sales.

Analysts' perspectives on Tesla's stock are varied, reflecting a consensus rating of "Hold." While some bullish analysts highlight the company's strong Q3 vehicle deliveries and the potential for growth in its energy storage segment, others express concern over the new models’ pricing, which fell short of expectations. With the expiration of federal EV tax credits and rising competition, particularly from budget-friendly alternatives, bears caution against a potential slowdown in demand. Overall, investor enthusiasm remains tempered by apprehensions regarding Tesla's ability to maintain its market position.

Iris Energy (IREN) Soars in Discussion Popularity Amid AI Expansion


Iris Energy (IREN) has recently seen a notable surge in its popularity on platforms like WallStreetBets, with 189 mentions reflecting a 56% increase. This spike is largely attributed to the company securing multi-year cloud service agreements with AI firms, leading to a 10% rise in stock price following the announcement. Furthermore, IREN's strategic pivot from Bitcoin mining to AI infrastructure, exemplified by its $875 million convertible notes offering, signals a robust commitment to expanding its data center capabilities, particularly in high-performance computing powered by renewable energy.

Analysts' sentiment towards IREN is mixed. While the stock has been rated as a "Buy" by several firms, reflecting optimism about its AI growth trajectory and revenue potential, concerns about its high valuation metrics and insider selling activity persist. The stock's price-to-earnings ratio is notably high at 148.1, leading some analysts to caution about sustainability and market volatility. Nonetheless, the broader narrative remains positive, with many experts highlighting IREN's promising shift to AI as a key driver for future growth.

Beyond the most mentioned five stocks on WSB, here are 10 stocks with the highest trending change percentage worth noting: POET Technologies: 5,554%, Rail Vision: 1,240%, PayPal: 250%, SES AI: 190%, Tilray: 176%, DTE Energy: 136%, Oracle: 135%, Spruce Biosciences: 100%, Safety Shot: -81%, and Senseonics Holdings: -80%. These stocks represent significant shifts in market interest and present intriguing opportunities for investors to consider.