Reddit's DD Crowd Is Loading Up on AI Names While $META Sits at a $920 Price Target Discount
While Netflix drama dominated headlines, Reddit's sharpest investors quietly repositioned into the AI infrastructure trade
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| META Meta Platforms, Inc. | buy | $677.30 | — | — | — |
| MIRA MIRA PHARMACEUTICALS, INC. | buy | $1.05 | — | — | — |
| GOOGL Alphabet Inc. | buy | $336.75 | — | — | — |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | hold | $252.00 | — | — | — |
| AMAT APPLIED MATERIALS INC /DE | buy | $390.52 | — | — | — |
| LRCX LAM RESEARCH CORP | buy | $261.24 | — | — | — |
| TSLA Tesla, Inc. | hold | $388.20 | — | — | — |
| JBHT HUNT J B TRANSPORT SERVICES INC | buy | $240.00 | — | — | — |
| HON HONEYWELL INTERNATIONAL INC | hold | $229.75 | — | — | — |
While the rest of fintwit was eulogizing $NFLX (down ~9% after-hours on weak Q2 EPS guidance of $0.78 vs. $0.84 expected), Reddit's investing communities were doing something more interesting: rotating hard into AI infrastructure plays. High-upvote DD threads are zeroing in on the real trade — companies that aren't just riding the AI wave but building the pool. PNC's Yung-Yu Ma put it plainly on CNBC: tech and semiconductors are set to reassert leadership as the primary facilitators of AI productivity gains.
The most viral Reddit thread this cycle? The $META thesis. Deutsche Bank's $920 price target against a ~$670 current price is the kind of asymmetry that gets WSB genuinely excited — and for once, the fundamentals back up the hype. Meanwhile, MIRA (Madison Air) popped 17%+ on debut after raising $2.23 billion in the biggest US industrial IPO in nearly three decades, reminding everyone that not all IPOs are cautionary tales.
Jim Cramer's warning about speculative market themes running hot landed on Reddit like a wet blanket at a meme stock party — but he's not entirely wrong, and the WSB crowd knows it too. The play isn't chasing quantum ghost stories; it's owning the picks-and-shovels AI names before the rest of the market catches up.