WSB Rally Teslas Stock Surges 216% Discussion Popularity

As of September 21, 2025, Tesla (TSLA) takes center stage on WallStreetBets with a 216% surge in mentions following significant developments in its autonomous vehicle technology. Among the stocks in focus, Tesla's innovation in the "physical AI" sector and Oklo's nuclear technology advancements have captured the most attention. Oklo's stock also sees a notable increase in discussion, highlighting the buzz around its Aurora Powerhouse project despite mixed analyst sentiment.

Let's explore the factors propelling these five stocks into the spotlight on WallStreetBets today:

Oklo's Surge in Discussion Popularity Amid Nuclear Energy Hype


Oklo (OKLO) has seen a remarkable rise in discussion on WallStreetBets, with 102 mentions reflecting a 38% increase in its trend. This surge is largely attributed to the growing excitement around the company's innovative nuclear technology, particularly its Aurora Powerhouse project, which aims to address the surging electricity demand driven by advances in artificial intelligence. Additionally, recent positive coverage from analysts and strategic partnerships have captured investor interest, further fueling its stock's momentum.

Analyst sentiment around Oklo's stock is mixed to bearish. While some analysts highlight the company's substantial market potential and ambitious projects, they express concerns over its lack of revenue and high valuation, as evidenced by its price-to-book ratio of 28.7x—significantly above industry averages. Reports indicate that Oklo may not generate any revenue in the near future, as it still awaits regulatory approval for its nuclear projects. Consequently, despite its impressive stock performance, many analysts caution against buying, suggesting the stock is currently overvalued and could face significant risks if anticipated developments falter.

Tesla's Stock Surges in Discussion Popularity


The stock of Tesla (TSLA) has recently experienced a remarkable surge in discussion popularity, with 98 mentions on WallStreetBets (WSB) reflecting a staggering 216% change in its trend. This increase in attention coincides with significant developments such as Tesla's regulatory approval to test its Robotaxi service in Arizona, along with ongoing discussions about upcoming software updates and the introduction of a more affordable Model Y. These factors have contributed to a sense of excitement and speculation surrounding the company's future prospects.

Analysts currently exhibit a mixed outlook on Tesla's stock. While some are bullish, like Baird, which upgraded TSLA to "Outperform" with a price target hike to $548, citing Tesla's role in the emerging "physical AI" sector, others express caution due to the company's recent declines in revenue and profits. The consensus among analysts remains a "Hold," with concerns about its high valuation, which stands at a price-to-earnings (P/E) ratio of 246. Despite this, many investors are optimistic about Tesla's potential for future growth driven by innovations in autonomous vehicles and robotics.

Opendoor Technologies Surges in Popularity on WSB


Opendoor Technologies (NASDAQ: OPEN) has seen a significant uptick in discussion on WallStreetBets, with mentions rising to 55 and reflecting a 20% change in trend. This surge follows the company's announcement of a nationwide expansion, allowing customers across all 50 states to utilize its home-selling services. The recent leadership changes, including the appointment of a new CEO and the return of co-founders to the board, have also generated excitement among investors, leading to a remarkable 500% increase in stock value this year.

Analysts maintain a mixed outlook on Opendoor, reflecting skepticism alongside the recent enthusiasm. While some express optimism regarding the company’s strategic pivot and expansion efforts, others caution about its unprofitable business model and the high valuation, with predictions suggesting it may be overvalued at its current price of around $9.55. The consensus target price is notably lower at $1.14, indicating a potential downside of 738.6%. Overall, the sentiment among analysts is cautious, urging potential investors to consider the risks inherent in Opendoor's growth strategy.

Snap (SNAP) Sees Surge in Discussion Popularity Amid Mixed News


Snap Inc. (SNAP) has recently gained significant traction on WallStreetBets, recording 43 mentions and a remarkable 258% increase in discussion activity. This surge is influenced by the launch of its new Spectacles, which received positive feedback from marketers, suggesting a potential uptick in revenue through augmented reality (AR) advertising. However, the company is also facing headwinds, as it has been hit with a class action lawsuit alleging misleading revenue statements, which raises concerns among investors regarding its financial practices and transparency.

Analysts hold a mixed outlook on Snap's stock, with some expressing bullish sentiments based on the innovative product launches and their potential to attract younger audiences. Conversely, others remain bearish, highlighting the ongoing legal issues and Snap's history of net losses as significant risks. While recent positive developments may provide a short-term boost, the underlying challenges, including fierce competition from platforms like Meta and TikTok, temper long-term optimism. Overall, investor sentiment appears cautiously optimistic but wary of the unresolved issues that could impact Snap's future performance.

Nebius Group's Popularity Surge Due to Microsoft Deal


Nebius Group (NASDAQ:NBIS) has recently experienced a notable surge in discussion on WallStreetBets, with 35 mentions and a 30% uptick in sentiment, primarily driven by its groundbreaking $19.4 billion hyperscaler deal with Microsoft. This partnership is seen as a pivotal moment for Nebius, as it positions the company at the forefront of the rapidly expanding AI infrastructure market. The deal not only promises substantial revenue growth but also enhances Nebius's visibility and credibility among potential future collaborators in the tech sector.

Analysts are largely bullish on Nebius Group, with a consensus rating of "Buy" and revised price targets ranging from $75 to $130. Their optimism stems from the company's aggressive growth strategy and robust earnings forecasts, projecting a 30% annual growth rate. Following the Microsoft agreement, many analysts believe Nebius is well-positioned to capitalize on the burgeoning demand for AI-related services, despite some concerns regarding potential regulatory challenges and market competition. Overall, the combination of strong financial outlooks and significant contractual commitments has fueled investor enthusiasm for NBIS.

Beyond the most mentioned 5 stocks on WSB, here are 10 stocks with the highest trending change percentage that are also worth noting: Under Armour and Rail Vision have both soared by an impressive 900%, Fortress Biotech and SEALSQ each gained 700%, followed by Ondas Holdings at 550%, Snap at 258%, Tesla at 216%, Apple at 175%, Novo Nordisk at 150%, and CLEAR Secure at 120%.