SpaceX, Micron, AMD and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks during the week (Oct. 5 to Oct. 9) on X and Reddit's r/WallStreetBets: SPCX, MU, APLD, AMD, ASTS
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Ark Invest sold $15.6 million of Tempus AI and $3.4 million of AMD on Tuesday, Sept. 1, 2026.
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Retail investors talked up five hot stocks during the week (Oct. 5 to Oct. 9) on X and Reddit's r/WallStreetBets: SPCX, MU, APLD, AMD, ASTS
John Moolenaar asks the US Defense Department to add 58 Chinese schools and 62 technology labs to its research funding restrictions list.
While AMD has outperformed Nvidia in 2026 with a 200% rise versus Nvidia's 30%, the article argues Nvidia offers greater future upside. AMD's valuation has become stretched with its forward P/E ratio surging, and despite strong data center growth of 107%, it lags Nvidia's 117% growth. Nvidia's upcoming Vera Rubin chip architecture and projected 70% revenue growth in 2027 position it as the better investment despite being the world's largest company.
The article predicts that Advanced Micro Devices (AMD) and Palantir Technologies will surpass Broadcom's $1.7 trillion valuation within five years. AMD needs approximately 70% growth, supported by its major OpenAI deal for GPU capacity. Palantir would need to roughly quadruple from its current $456 billion valuation, driven by exceptional commercial revenue growth of 149% year-over-year. Both stocks carry execution risks but are positioned to benefit from AI market expansion.
Cathie Wood’s Ark sold SpaceX, Meta, AMD and Alphabet shares and bought Kratos shares on Thursday, Oct. 8, 2026.
Cathie Wood’s Ark bought CoreWeave shares and sold Robinhood shares on Wednesday, Oct. 7, 2026.