WSB Rally Trump Media Technology Groups 500% Surge in Mentions

As of Oct 12, 2025, today's stock market buzz is dominated by Trump Media & Technology Group, which leads with a remarkable 500% surge in mentions on WallStreetBets. Among the noteworthy stocks, AMD stands out due to its influential partnership with OpenAI, positioning it as a formidable competitor in the AI chip market. These trends reflect a dynamic shift in investor attention and underscore the evolving landscape of technology and innovation.

Here's a closer look at why these five stocks are commanding attention in today's market:

AMD's Popularity Surge Driven by OpenAI Partnership


The recent surge in AMD's discussion level, reflected by 75 mentions on WallStreetBets and a 29% change in trend, can be attributed to its significant partnership with OpenAI. This collaboration will see OpenAI deploying up to 6 gigawatts of AMD's chips, potentially generating billions in revenue for AMD over the coming years. Analysts have pointed out that this deal not only strengthens AMD's position in the competitive AI chip market but also poses a direct challenge to Nvidia, historically the dominant player in this sector. The announcement of this partnership has positioned AMD as a key player in the rapidly growing AI infrastructure landscape.

Analysts are overwhelmingly bullish on AMD following this news, with many raising their price targets significantly. For instance, TD Cowen increased its target to $270, citing the transformative potential of the OpenAI deal. Jefferies also upgraded AMD to a buy, projecting substantial earnings growth driven by the partnership. The consensus among analysts reflects optimism about AMD's future prospects, noting that the demand for AI computing power is expected to soar, further validating AMD's strategic direction and innovative capabilities.

NVIDIA's Stock Surge Driven by AI Partnerships and Market Leadership


NVIDIA (NVDA) has recently seen a notable surge in its discussion popularity, particularly on platforms like WallStreetBets, despite a slight decline in overall sentiment. This renewed attention is largely fueled by NVIDIA's significant investment plans, including a staggering $100 billion commitment to OpenAI, which is expected to substantially increase demand for NVIDIA's AI chips. Analysts highlight NVIDIA's dominant position in the AI chip market, bolstered by its partnerships and the burgeoning AI infrastructure sector, which could see spending reach trillions in the coming years.

Analysts maintain a predominantly bullish outlook on NVIDIA, with a consensus rating of "Strong Buy" and a median price target suggesting a potential upside of around 14% from current levels. The company’s recent financial performance, marked by a 56% year-over-year revenue increase, further solidifies its growth narrative. Despite concerns regarding ongoing stock sales by CEO Jensen Huang, investor confidence remains high, driven by NVIDIA's pivotal role in AI technology and infrastructure development, positioning the company for continued success in a rapidly evolving market.

Trump Media & Technology Group's Discussion Popularity Soars


The recent surge in mentions of Trump Media & Technology Group (DJT) on WallStreetBets, reflecting a 500% increase, is largely fueled by Donald Trump's substantial $870 million Bitcoin investment, which has positioned him as a key player in the cryptocurrency landscape. This move not only shifts DJT's focus from social media to digital assets but also aligns it with broader trends of institutional adoption of cryptocurrencies. Additionally, DJT’s controversial inclusion in the Russell 3000 Index has sparked debates about its financial fundamentals, further amplifying discussions among retail investors.

Analysts maintain a mixed outlook on DJT. While some express optimism regarding its innovative potential in integrating cryptocurrencies into business operations, many are skeptical about its financial sustainability and growth trajectory. Concerns over recent stock declines, marked by a 6.44% drop, highlight investor apprehension surrounding the company's ability to monetize its platform effectively. Overall, DJT's speculative nature reflects both the volatility of the cryptocurrency market and the polarized sentiment tied to Trump's political influence.

MP Materials: Surge in Discussion Popularity Sparks Investor Interest


MP Materials (MP) has recently experienced a notable increase in discussion, with 45 mentions on WallStreetBets and an 18% change in its trend. This uptick in attention stems from the U.S. government's potential investments in mining companies, particularly in the context of securing rare earth elements. The stock has surged dramatically, achieving a 378% increase year-to-date, fueled by high-profile deals, including a significant partnership with Apple and a $400 million investment from the Department of Defense. Additionally, China's tightening export controls on rare earth elements have heightened the demand for reliable domestic suppliers like MP Materials.

Analysts exhibit a mixed outlook on MP Materials, with some expressing bullish sentiments due to its strategic positioning in the rare earth sector and government backing. However, concerns persist about its current valuation, which appears elevated given its negative free cash flow and reliance on major customers. The consensus on fair value closely aligns with the recent trading price, indicating that while the stock’s growth potential is notable, it may have already priced in much of the anticipated positive developments. Investors are cautioned to consider long-term growth opportunities against the backdrop of short-term volatility.

Nebius Group's Stock Soars Amid Microsoft Partnership Buzz


Nebius Group (NBIS) has recently experienced a significant surge in discussion popularity, with 40 mentions on WallStreetBets (WSB) and a remarkable 122% change in its trend. This spike in attention is largely attributed to the company's groundbreaking multi-year AI infrastructure collaboration with Microsoft, valued at over $17 billion. This partnership not only secures substantial long-term revenue but also positions Nebius as a key player in the rapidly evolving AI landscape, fueling investor enthusiasm and speculation about its growth potential.

Analysts are generally bullish about Nebius Group, with a consensus rating of "Buy" and a fair value estimate of $153, significantly above its current price of $129.58. Many view the Microsoft deal as a pivotal catalyst for future revenue growth, projecting an annual growth rate of 133.9% through 2028. However, there are mixed sentiments regarding potential execution risks and the competitive landscape, as rapid expansion may lead to increased operational pressures. Overall, while optimism abounds regarding Nebius's trajectory, the stock's valuation and sustainability of its recent gains remain hot topics among investors.

Beyond the most mentioned 5 stocks on WSB, here are 10 stocks with the highest trending change percentage worth noting: Trump Media & Technology Group shines with a 500% increase, followed by Forestar Group at 200%, Jingdong Mall at 170%, Energy Fuels at 140%, Nebius Group at 122%, Alphabet (Google) and Perpetua Resources both at 120%, UiPath at 109%, and Gartner and Ubiquiti each at 100%. These stocks are capturing significant attention, reflecting dynamic shifts in market interest.