WSB Rally Reddit Sees 344% Discussion Surge on WallStreetBets

As of October 1, 2025, today's stock market discussions are abuzz with Reddit (RDDT), which leads the charge with a remarkable 344% increase in mentions on WallStreetBets. While Reddit garners the most attention, Tesla (TSLA) remains noteworthy with its significant traction due to the EV tax credit rush. This dynamic landscape highlights the intense interest surrounding these stocks and their potential movements.

These five stocks are capturing the spotlight on WallStreetBets today:

Reddit (RDDT) Stock Soars in Discussion Popularity
The recent surge in discussions surrounding Reddit's stock (RDDT) is evidenced by its 502 mentions on WallStreetBets, reflecting a notable 344% increase in trend activity. This heightened chatter comes amid a backdrop of mixed news, including a significant 11% drop in stock price due to concerns about declining daily active users (DAUs) and a dramatic decrease in Reddit's citation share on ChatGPT. While Reddit's advertising revenue has shown promising growth, the reliance on AI traffic raises questions about its sustainability, particularly as data suggests a sharp decline in how frequently ChatGPT references Reddit content.

Analysts maintain a mixed outlook on RDDT, with a consensus rating of "Moderate Buy." While RBC Capital downgraded the stock due to user engagement concerns, other firms have upgraded their price targets, reflecting optimism about Reddit's potential for strong ad revenue growth. Despite some insider selling and a decline in user metrics, many analysts believe that Reddit's innovative platform and robust revenue performance could justify its high valuation. This dual narrative of caution and optimism is shaping the stock's current trajectory, making it a focal point for both institutional investors and retail traders.

Tesla (TSLA) Soars in Popularity Amid EV Tax Credit Rush
Tesla's stock has recently gained significant traction in discussions, evidenced by 263 mentions on WallStreetBets, marking a 69% increase in its trend. This surge can largely be attributed to Tesla's impending announcement of its strongest quarterly performance of 2025, driven by a rush of buyers eager to take advantage of the $7,500 EV tax credit before it expired. This urgency has not only led to increased sales but also sparked optimism among investors regarding Tesla's ability to navigate the competitive EV market despite the expiration of such incentives.

Analysts maintain a mixed outlook on Tesla's stock, with sentiments ranging from bullish to cautious. While some firms, like Canaccord Genuity, have raised their price targets significantly to $490, citing robust delivery expectations, others express concern about the long-term sustainability of sales amid rising competition and regulatory changes. Overall, the consensus remains a "Hold," as analysts grapple with balancing the immediate positive momentum against potential headwinds in future earnings and market share.

Dragonfly Energy's Discussion Popularity Surges Amid Innovations
Dragonfly Energy (DFLI) has recently captured significant attention, reflected by a remarkable 287% increase in mentions on WallStreetBets. This surge can largely be attributed to the company's acquisition of a patent for its Wakespeed Charge Control technology and its participation in The Battery Show North America 2025, where it plans to showcase advancements in lithium battery technology. The combination of these developments has piqued the interest of retail investors and industry professionals alike, highlighting Dragonfly's commitment to innovation in the energy sector.

Analysts maintain a mixed outlook on DFLI, expressing both optimism and caution regarding its future. While some analysts project a potential 38% annual revenue increase over the next three years, concerns linger about the company's low price-to-sales ratio of 0.6x, suggesting skepticism about the sustainability of its growth. Overall, sentiment reflects a blend of cautious optimism, indicating that current trading excitement may be more influenced by speculative interest rather than robust financial fundamentals.

NVIDIA's Discussion Popularity Surges Amid AI Buzz
NVIDIA (NVDA) has recently seen a notable increase in its discussion popularity, with 132 mentions on WallStreetBets, despite a decline of 41% in its trend. This surge is largely driven by the company’s dominant position in the AI graphics processing unit (GPU) market, which contributed to a staggering 32% jump in stock price this year. Recent news highlights NVIDIA's significant investment in OpenAI, a move that has sparked both excitement and concern among investors, especially regarding the potential implications of vendor financing and competitive pressures from firms like Broadcom.

Analysts maintain a bullish outlook on NVIDIA, with a consensus rating of "Strong Buy" based on 39 ratings. They highlight the company's robust demand for its next-generation Blackwell architecture, which boasts impressive performance enhancements. However, some analysts express caution, noting potential red flags related to its high customer concentration and the sustainability of growth rates, particularly as revenue growth has slowed to 56% from near 100% year-over-year previously. Despite these concerns, many believe that NVIDIA's strategic investments and technological leadership will continue to drive its long-term success.

Opendoor's Surge in Discussion Popularity Amid Leadership Changes
Opendoor Technologies (OPEN) has recently experienced a notable spike in discussion on WallStreetBets, reflecting 112 mentions despite a slight downward trend of -3%. This increased attention comes on the heels of significant developments, including the appointment of a new CEO, Carrie Wheeler, who has introduced a company-wide initiative mandating the use of artificial intelligence across all roles. This strategic pivot aims to enhance operational efficiency and improve the home buying and selling process, resonating positively with investors. Moreover, the company secured preliminary court approval for a settlement in a derivative action, which may alleviate some legal uncertainties surrounding its operations.

Analysts' sentiments towards Opendoor's stock are mixed, with no recent buy ratings and two firms issuing sell ratings, indicating a bearish outlook. The consensus price targets suggest a potential downside, with estimates ranging significantly from $0.70 to $1.60. While some analysts acknowledge the innovative business model and recent leadership changes as potential catalysts, concerns about the stock's volatility and a lack of solid financial performance underpin a cautious stance among market experts. This juxtaposition creates a complex environment for investors considering Opendoor's future.

Beyond the most mentioned 5 stocks on WSB, these stocks are also worth noting for their impressive trending change percentage: Automatic Data Processing: 1,520%, Micron Technology: 967%, Netflix: 500%, QuantumScape: 460%, Gap Inc.: 257%, Supermicro: 238%, Eli Lilly: 226%, AMD: 217%, Plug Power: 158%, and Intel: 148%.