WSB Rally Rocket Lab USA Soars with 1,650% Mention Increase

As of today, August 31, 2025, Rocket Lab USA (RKLB) has emerged as the most discussed stock on WallStreetBets, experiencing an astounding 1,650% increase in mentions. This dramatic rise underscores significant investor interest following the company's announcement of its inclusion in a major stock index. Meanwhile, NVIDIA continues to hold its ground as a noteworthy player due to its strategic focus on AI, which has captivated both investors and analysts alike. With Rocket Lab USA leading the chatter and NVIDIA's ongoing dominance in AI discussions, these stocks are attracting considerable attention in today's market landscape.

Here’s why these stocks are making waves today:

NVIDIA's Surge in Discussion Popularity Driven by AI Focus


NVIDIA (NVDA) has recently experienced a notable surge in popularity on WallStreetBets, with mentions rising by 10% to 89. This uptick correlates with the company’s robust pivot towards artificial intelligence (AI), highlighted by its CEO's projection of a $3 trillion to $4 trillion opportunity in AI infrastructure over the next five years. Additionally, NVIDIA's second-quarter earnings report showcased record sales of $46.74 billion, driven largely by its data center business, which now accounts for a significant portion of revenue. This strategic shift toward AI and impressive financial performance have caught the attention of retail investors.

Analysts maintain a predominantly bullish outlook on NVIDIA, with 34 out of 38 ratings categorized as a "Buy." Despite a recent post-earnings dip, the consensus price target suggests a potential upside of approximately 21.7%. However, the heavy reliance on a few key customers for a substantial portion of revenue raises some concerns about long-term stability. Overall, the combination of strong financial results and a dominant position in the AI sector positions NVIDIA favorably, though investor caution remains prudent given the risks associated with customer concentration.

Rocket Lab USA: Surge in WallStreetBets Mentions


Rocket Lab USA (NASDAQ: RKLB) has experienced a significant increase in popularity, reflected by a remarkable 1,650% rise in discussions on WallStreetBets, with the stock garnering 35 mentions. This surge is largely attributed to the announcement that Rocket Lab will be added to a major stock index by September 2025, promising greater institutional investment. Additionally, the company has gained traction for its impressive 600% growth over the past year, driven by increased contract wins and the upcoming launch of its Neutron rocket, which boasts a much larger payload capacity compared to its current Electron rocket.

Analyst sentiment surrounding Rocket Lab is predominantly bullish. Various firms have recently raised their price targets, with Needham increasing theirs from $28 to $32, and Roth Capital elevating theirs from $50 to $60, citing strong revenue growth and confidence in the Neutron rocket's development. Despite this optimism, some analysts caution about the stock's high valuation and the challenges posed by the competitive landscape, indicating that while the growth potential is significant, the stock may be overvalued at current levels.

DTE Energy's Discussion Popularity Surges Amid Mixed Signals


DTE Energy (DTE) has seen a notable increase in its discussion popularity, reflected by 30 mentions on WallStreetBets, despite a -32% change in its trend. This surge in dialogue appears to stem from the company's recent technical neutrality and mixed fundamental signals, prompting investors to adopt a cautious wait-and-see approach. Analysts have highlighted expectations of 7.24% earnings growth in the coming year, alongside ongoing discussions about investments in data center contracts and infrastructure recovery mechanisms, which could bolster long-term prospects.

Analyst sentiment regarding DTE is mixed, characterized by a consensus rating of "Moderate Buy." Despite a bullish outlook on short-term growth opportunities, concerns linger over the company's long-term growth rate and slightly disappointing quarterly results. Analysts from BMO Capital recently raised their price target to $144, indicating a potential upside, but some remain cautious due to regulatory challenges and underperformance in cash flow metrics. Overall, while optimism surrounds DTE’s initiatives, uncertainty remains prevalent, suggesting a complex landscape for prospective investors.

Palantir Technologies (PLTR) Sees Surge in Discussion Popularity


Palantir Technologies (NASDAQ: PLTR) has recently garnered significant attention, reflected in its 29 mentions on WallStreetBets (WSB), despite a -31% change in its trend. The company’s partnership with Fujitsu to expand its generative AI solutions in Japan is a pivotal driver of this renewed interest. As Palantir integrates its AIP platform into Fujitsu's enterprise framework, it aims to capture a growing market for AI-driven workflows, signaling strong growth potential amid increasing AI adoption across various sectors. Additionally, Palantir's robust financial performance, highlighted by surpassing $1 billion in quarterly revenue, underscores its vital role in the AI ecosystem.

Analysts maintain a mixed sentiment towards Palantir, with many expressing caution due to its high valuation amid a volatile market. While the stock has shown impressive revenue growth, skepticism remains regarding its sustainability, particularly with competitive pressures from other AI firms. The consensus rating across analysts leans towards "Hold," reflecting concerns over profitability metrics and potential market corrections. Despite the optimism surrounding AI and Palantir's strategic positioning, the overall outlook is tempered by apprehensions about long-term performance and valuation risks.

Microsoft's Popularity Surge Driven by AI Developments


Microsoft (MSFT) has recently seen a notable surge in discussion on platforms like WallStreetBets, with mentions increasing by 211%. This spike can be attributed to the company's strategic launch of its first in-house artificial intelligence model, MAI-1-preview, which aims to compete directly with industry leader OpenAI. This move reflects Microsoft's commitment to innovation and its intent to enhance its cloud services and AI capabilities, driving investor interest and optimism.

Analysts remain predominantly bullish on Microsoft, issuing a consensus rating of "Moderate Buy" based on the company’s growth potential. With an average price target of approximately $624.08, analysts project a potential upside of over 22% from current levels. Many experts highlight the strong demand for Microsoft’s cloud services, which is projected to continue growing, further reinforcing the stock's appeal. Overall, the combination of innovative product launches and positive market sentiment contributes to the heightened interest in Microsoft shares.

Beyond the most mentioned 5 stocks on WSB, here are 10 stocks with the highest trending change percentage. Rocket Lab USA leads with a staggering 1,650% increase. Following closely are IBM at 1,600% and Intuitive Machines at 1,500%. United Parcel Service and Eversource Energy have seen rises of 1,200% and 800%, respectively. Pintec Technology shows a 700% surge, while FLY Leasing and aTyr Pharma both report 500% gains. Additionally, AST SpaceMobile and Alphabet (Google) have captured attention with increases of 300% and 271%. These stocks are worth watching as they continue to trend on WallStreetBets.