Buzzberg Cup Bracket locked

What Are Your Moves Tomorrow, May 14, 2026

u/wsbapp · Reddit — r/wallstreetbets · May 13, 2026 at 19:57 · ⬆ 59 pts · 💬 1288 comments  | View on Reddit ↗
AI Summary

Summary

  • Dominant sentiment is euphoric FOMO, with many calling for continued rallies in tech and meme stocks, but undercut by ironic warnings (“be greedy when everyone else is greedy”) and few loss porn posts.
  • Key earnings/drivers: NVIDIA earnings anticipation, China trade deal summit (Beijing), and a general “everything rally” reminiscent of the dot-com bubble.
  • Notable divergence: MSFT is a whipping boy (flat since Jan 2024, CEO criticism) while CSCO and old tech names enjoy a revival; energy (USO) sees a contrarian short thesis.
AI Summary

Summary

  • Dominant theme: Sarcastic bullishness despite minor red days; memory chips (MU, SNDK) and AI plays (NBIS) are focal points.
  • Key earnings discussed: NBIS “insane earnings growth”; MU/SNDK dismissed as “dotcom bubble” comparisons.
  • Notable consensus: Community agrees MU is a long-term winner but worries about short-term volatility; SPY viewed as still bullish (“still up”).
AI Summary

Summary

  • Dominant themes: China trade talks optimism, old tech (CSCO, INTC, NOK) surging on AI hype, MSFT lagging, MU stuck at $800 resistance.
  • Sentiment is euphoric but with undercurrents of bubble fear; many comments note the absurdity of CSCO and Ford pumping.
  • Key earnings discussed: CSCO (beat, +14% AH), NVDA (next week, mixed expectations), MU (sideways after-hours).

SENTIMENT

MIXED

AI Summary

Summary

  • Main themes: Semiconductors and memory stocks (MU, CSCO, NOK) dominate the discussion; China trade pump anticipated mid-week; many traders are piling into “old tech” (Cisco, Nokia) experiencing a revival.
  • Consensus is strongly bullish on MU as the “main play” with calls to $1,000. CSCO and NOK are seen as momentum plays with 1999-like moves. Mixed sentiment on MSFT – some expect a rotation from AI to SaaS, others see it lagging.
AI Summary

Summary

  • Dominant sentiment: Market is "broken" and euphoric, but many are still bullish (SPY/QQQ), despite frustration with MSFT underperformance.
  • Key earnings discussed: None directly, but memory/DRAM (Micron) and Samsung strike (Samsung not traded in US) are hot topics.
  • Notable consensus: Strong bullish consensus on memory/DRAM (MU, DRAM). Widespread bearish frustration with MSFT. Mixed views on overall market direction – some see imminent crash, others chase momentum.
AI Summary

Summary

  • Main themes: China tariff negotiations driving pre-market volatility, memory/DRAM sector mixed, MSFT underperformance vs market euphoria, Cisco rally as a bubble indicator.
  • Dominant sentiment: Euphoric with many bullish calls on SPY and GOOG, but bearish conviction on MSFT. Disagreement on memory (MU) direction and NVDA earnings play.
AI Summary

Summary

  • Dominant bullish sentiment on semiconductors (NVDA, MU, SNDK) with strong upvotes; market still ripping ATHs despite bearish undertones.
  • Notable divergence: 9% of SPY components at 52-week lows while index hits ATH – mixed feelings on overall market direction.
  • Key catalyst discussed: Kioxia earnings (SNDK) after hours tomorrow; DRAM sector strength (Samsung, Hynix) supports memory plays.
AI Summary

Summary

  • Thread dominated by reactions to Trump-Xi meeting in China; geopolitical humor and skepticism about Taiwan influence.
  • Mixed sentiment: some bullish on China-related ETFs (KWEB, FXI) and semiconductors (INTC, MU), others cautious (cash gang, fear of top).
  • Notable idea: INTC targeting $200 by end of month; ONDS price target $10; Cerebras IPO watch.
AI Summary

Summary

  • Dominant focus on semiconductor stocks (MU, SNDK) with extreme intraday volatility and a large short-term call community.
  • Sentiment is mixed but leaning bullish on MU/SNDK dip buyers; a notable contrarian bearish bet on TSLA via a banbet.
  • Key event discussed: Trump‑China summit introducing geopolitical risk for Taiwan‑linked semi supply chains.
AI Summary

Summary

  • Dominant sentiment is aggressively bullish, with multiple high‑upvoted posts declaring bears “cooked” and futures “green.”
  • Key catalysts include US approval of H200 chip sales to China firms (bullish for semiconductors) and Musk’s positive comments on a China deal (bullish for TSLA).
  • Notable disagreements: a few users express bearish caution (loading puts, buying gold/silver) but are dismissed by the broader thread as “retarded” market behavior.
AI Summary

Summary

  • Dominant bullish sentiment on NVDA with multiple high-upvote calls to full port or buy at open; premarket ATH noted.
  • Micron (MU) seen as undervalued under $800; hope for a deal; SNDK also mentioned for 0DTE plays.
  • A dissenting comment warns that purported H200 sales to “Gyna companies” have no confirmed sales—adds risk to NVDA thesis.
AI Summary

Summary

  • Dominant theme is Micron (MU) volatility after a dip, with community divided between calling it dead and defending a +20% week
  • Sandisk (SNDK) mentioned as a dip-buy target, alongside muted discussion on MSFT and general market stagnation at Dow 49K
  • Notable consensus: MU bulls view the -1.9% drop as a healthy retrace, while bears point to resistance at $820; no major earnings are discussed
AI Summary

Summary

  • Dominant sentiment is bearish on semiconductor stocks, especially Micron (MU), with multiple comments questioning why it is red in a green market.
  • Geopolitical tension (Hormuz closure) is noted as being surprisingly ignored by markets, creating a potential sentiment disconnect.
  • Mixed views on MU: some see it as a bear bait or peak, while one contrarian suggests buying calls as others are bearish.
Score 59
Comments 1,288
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Multiple highly-upvoted comments (some +15, +10, +9) treat MU as the premier semiconductor play, with targets above $850–$1,000 and descriptions of “printing big green dicks.” The community sees MU as the leader in memory/HBM, riding the AI revolution while still having room to run (not yet overbought like some peers). Buy MU calls or shares, expecting continued upward momentum from the “China pump” and strong semi sector flows.
TICKER MED
r/wallstreetbets community Reddit community discussion
A comment notes NOK after-hours activity is “very active” and predicts it will surpass $20 by Friday. Another user pleads “put NOK on the board.” The thread treats NOK as a sleeper meme stock with sudden momentum, possibly tied to 5G or geopolitical narratives. Short-term bullish consensus based on after-hours volume and price action, with a specific price target of $20 by week’s end. Only two upvoted comments; lack of fundamental catalyst could make it a fleeting pump.
NOK MED
r/wallstreetbets community Reddit community discussion
“Sold all stocks … and bought Gold and Silver. I will sell them when they hit ATH” (+8 upvotes) – lone but well‑received rotation idea. Precious metals as a hedge against overvalued equities; the user expects new all‑time highs. Buy GLD or SLV as a safe‑haven play with upside potential. Contradicts the thread’s dominant bullish stock sentiment; no second confirmation.
GLD SLV MED
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments (e.g., “Full port NVDA at open”, “NVDA hitting new ATH in premarket”, “still heavily undervalued. 350+ by year end”) show overwhelming bullish consensus. The community is pricing in a continuation of the AI capex and export clearance narrative, despite one comment questioning the substance of the H200 sales news. Ride the momentum wave with a long bias, given the deep conviction and premarket strength. The dissenting comment notes “no sales yet. They don’t want them” – a potential catalyst failure if the actual order book disappoints. TICKER - MU - DIRECTION - LONG | confidence: 0.65 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: “Mu under 800 is criminal” (+6) and “Need MU to strike a deal” (+6) show bullish sentiment on valuation and potential restructuring/spin-off catalysts. The community believes MU is cheap relative to its peers (NVDA) and expects a deal to unlock value, possibly related to memory pricing or merger rumors. A value play with catalyst-driven upside, but lacks the unanimous conviction of NVDA. No specific deal announced; market may continue to undervalue MU if memory cycle turns.
NVDA MED
r/wallstreetbets community Reddit community discussion
Commenter diefy7321 (+9 upvotes) states “INTC $200 eom” (end of month). Another user calls Intel a “regarded stock” to buy instead of MSFT. Trump’s China visit and semiconductor negotiation talks (AI chip restrictions) may create a catalyst for Intel, a legacy US chipmaker seen as a potential beneficiary of reshoring or dealmaking. Community sees Intel as a high‑conviction short‑term momentum play into the May 2026 close, targeting a $200 price. Cash gang comments (“afraid to buy the top”) suggest fear of a pullback; semis may have already run. KWEB & FXI - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: User MufasasParachute (+8 upvotes) explicitly says “KWEB and FXI calls lol”. Multiple comments reference Asia markets up, children cheering, and Trump looking pleased. The meeting between Trump and Xi is perceived as positive for US-China trade relations, boosting Chinese equities. KWEB (China Internet) and FXI (China Large‑Cap) are direct proxies. Community leans bullish on Chinese stocks as a trade‑deal optimism play, with calls as the preferred vehicle. Some comments joke about WW3 or Taiwan being “cooked”; geopolitical risk remains high.
INTC MED
r/wallstreetbets community Reddit community discussion
A highly upvoted comment (+8) explicitly states “Shorting USO” ahead of China Summit news about diplomatic efforts to solve the Iranian crisis, expecting algos to sell off. The thesis links geopolitical headlines (Iran, China) to a drop in oil prices. The community sees this as a contrarian, event-driven trade. A clear short idea with a specific catalyst (summit announcement) and a mechanism (algorithmic sell-off). Only one comment though highly upvoted; oil could rally if no deal is reached or if supply shocks emerge.
USO MED
r/wallstreetbets community Reddit community discussion
MarginCuck celebrates GOOG hitting $400, calling out bears. Pacific_b declares “Goog 1000 is not a meme”, showing strong bullish conviction. GOOG has broken out to new highs and is riding the broader tech rally, with no bearish pushback in the thread. Buy calls or long shares, riding the momentum as the stock continues to attract bullish speculation. Limited discussion of fundamentals; a sudden market pullback on China news could reverse gains. No explicit stop-loss mentioned.
GOOG MED
r/wallstreetbets community Reddit community discussion
Multiple comments (+6, +5) predict SNDK will "rip" tomorrow and Friday, citing Kioxia earnings report after hours tomorrow. The specific earnings catalyst aligns with the broader memory sector bullishness (MU, Samsung). A tactical earnings play with community expecting a gap up. Lower upvote volume than NVDA/MU; earnings can be binary.
SNDK MED
r/wallstreetbets community Reddit community discussion
“Anyone ever gonna buy pltr again or its dead for good? I keep wondering if I should enter” (+5 upvotes) – shows uncertainty, no bullish conviction. Lack of clear community direction suggests avoiding PLTR until a catalyst or consensus emerges. Stay out; wait for stronger signal. Could rally on no news; but thread offers no support.
PLTR MED
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments call for SPY to rally on “fake good news” from the China meeting and a 7% rally tomorrow. User chessmathster16 predicts a 746 open while xsystxsyst warns bears will be “SAD” tomorrow. Anticipated positive headlines from the overnight China meeting, combined with a general “inflation means SPY must go up” narrative, create a short-term bullish catalyst. Buy SPY calls or long the index ahead of the open, expecting a gap-up and continued momentum. The “fake good news” comment warns of a possible sell-the-news reversal. Bears argue nothing makes sense, so any rally could fade.
SPY MED
r/wallstreetbets community Reddit community discussion
Multiple upvoted comments (Wide-Pianist-8026, EagleNoahg, hermeskino715) express strong bullish conviction on DRAM/MU – one user plans to $100k full port DRAM, another says "Korean market will rip dram," and a third wants to buy 100 MU shares and sell covered calls. The DRAM cycle narrative is gaining traction amid Samsung strike (workers demanding cash/stock, unclear bonuses) and China trade visit speculation (ScarletHarpy93 and iamthebestseriously hint at MU memory sales to China). Market expects supply constraints and demand from AI/rebound. Community sees MU as a high-conviction play on memory recovery, with catalysts from Samsung labor issues and potential China deal. Premiums for options are attractive (covered call mentioned). "MU may be discovering its fair price" (hiphopanonomos) suggests some caution. Also, if China visit yields nothing, DRAM hype could fade (stonksf). MSFT (Microsoft) - SHORT | confidence: 0.50 | sentiment: -0.50 Speaker: r/wallstreetbets community Thesis: Several heavily upvoted comments (PooPooPointBoiz, PushAble2463, Temporary-Basil-3030, AdExtension3875) vent about MSFT being the only MAG7 stock red while the rest of the market rallies. User "PushAble2463" says "holding MSFT to zero" and another laments "What a cuck stock (I’m invested)." The community perceives MSFT as a relative underperformer – likely due to its OpenAI affiliation and different accounting treatment (OldNefariousness6277 notes Amazon/Google report AI investment gains, MSFT may not). This divergence creates a short opportunity against other tech. Short MSFT or short relative to other MAG7 stocks. The frustration is palpable, and the stock's failure to participate in the rally suggests structural weakness (or at least temporary rotation away). MSFT is a mega-cap with strong fundamentals; many are still holders. The negativity could be a contrarian buy signal. SPY hitting new highs might eventually lift all boats. NOK (Nokia) - LONG | confidence: 0.60 | sentiment: +0.55 Speaker: r/wallstreetbets community Thesis: Two comments with +5 upvotes each call NOK "the next big one" (BecomingSavior) and "My NOK calls looking juiiiiicyyyyyy" (Swampybumh0le). Also a joke "buying everyone a Nokia phone" (advisorymgr) adds to the meme-like enthusiasm. Nokia is a legacy tech name that may be caught up in the "meme/space components" rotation mentioned by PooPooPointBoiz. The community sees it as a low-priced speculative play with potential for explosive moves on low volume. Speculative long position, likely using options (calls). The idea is momentum-driven, not fundamental. NOK could pop if the general risk-on mania continues. No fundamental catalyst mentioned; purely sentiment-driven. The stock has been a value trap for years. Very high risk of losing entire premium if momentum fades. HIVE (Hive Blockchain) - LONG | confidence: 0.50 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: User PickleRickleTV (+5) says "More HIVE. Bought another 1,000 shares today. Citadel disclosed they bought ~2M more shares to bring their total to 5.2%." Institutional accumulation (Citadel) is viewed as a strong buy signal. Hive is a crypto-related stock that benefits from the general risk-on mood and AI/data center narratives. The disclosure provides a concrete catalyst. Long HIVE following Citadel's increased stake. The community interprets disclosure as smart money chasing the stock, likely ahead of further AI/crypto demand. Crypto stocks are volatile and correlated to Bitcoin. Citadel could be hedging rather than purely bullish. No fundamental analysis provided. SPY (SPDR S&P 500 ETF) - LONG | confidence: 0.50 | sentiment: +0.50 Speaker: r/wallstreetbets community Thesis: User Traditional_Sea_6303 (+5) cites Morgan Stanley raising S&P 500 target to 8,000 from 7,800, translating to "SPY 800 calls June/July/Aug...etc." Other comments call for "SPY to absolutely moon at open" (destinyeeeee) and "SPY pumping but whole portfolio red" (Perfect_Painter_7863). Despite widespread skepticism about market "brokenness" (LeadingNASDAQ, PooPooPointBoiz), the prevailing trading bias is to buy dips and chase momentum. The MS target provides an institutional anchor for call buying. Long SPY via calls, specifically targeting the 800 strike (roughly 8% above current) in the June-August timeframe. This is a continuation trade based on the idea that fundamentals don't matter in a fake market. Many bearish voices warn of an imminent crash (cannythecat's "$90% down" puts, Redditfortheloss "pop worse than dotcom"). The high CPI/PPI mentioned by ballzstreetwets could reverse in a hawkish Fed surprise.
MU MED
r/wallstreetbets community Reddit community discussion
Cisco surged +14% after earnings on AI order growth; multiple bagholders finally green after 26 years (e.g., +28, +22 upvotes). Calls bought as jokes printed (e.g., .02c to $80). The emotional relief and media attention create momentum; further upside expected as options gamma squeezes and retail FOMO piles in. Strong community consensus that CSCO is in a breakout, with calls targeting $115‑$150. Some comments note it’s a “snake eating its own tail” (layoffs + stock pump); overextension possible. TICKER - MU - LONG | confidence: 0.60 | sentiment: +0.40 Speaker: r/wallstreetbets community Thesis: MU closed barely above $800, with MMs hedging ITM calls. Several users expect a move to $840‑$850 by Friday; RSI reset noted. Resistance at $800 is psychological, but community sees it as a consolidation before a breakout (e.g., “big day tomorrow”, “cleared for green”). Moderate bullish consensus – MU is a high‑beta DRAM play with earnings tailwinds, but lacks the explosive catalyst of CSCO. After-hours weakness (-0.66%) and repeated failure at 800; some users warn of “pissed off MMs” and sideways crab. TICKER - MSFT - AVOID / SHORT | confidence: 0.70 | sentiment: -0.70 Speaker: r/wallstreetbets community Thesis: Microsoft is persistently red while the rest of the market pumps. Comments like “if you grow tired of making money, buy MSFT” and “Microslop” reflect strong bearish sentiment. The divergence is notable – MSFT is losing relative strength, and users are switching to other names (CSCO, MU, NVDA). Short interest is building. Avoid long exposure; community sees no bottom and expects further underperformance or a 5‑10% drop. A sudden China deal bounce could lift all tech; MSFT is cheap on fundamentals (P/E compression), and some users see a contrarian opportunity.
CSCO MED
r/wallstreetbets community Reddit community discussion
“Did you guys see Musk talking about China deal went well? Calls it is” (+6 upvotes) – the only explicit TSLA mention. A positive China deal removes regulatory overhang and boosts Tesla’s largest market; the community interprets this as a green light for calls. Buy TSLA calls on the back of China deal optimism. No counter‑arguments in thread; Elon’s tweets can be unpredictable.
TSLA MED
r/wallstreetbets community Reddit community discussion
Commenter PrisonerOfTheHWY (+6 upvotes) expects ONDS to hit $10, while also noting other positions dropping. ONDS (Ondas Holdings) is likely a small‑cap momentum stock mentioned in passing; the community sees a near‑term price catalyst. A speculative call on ONDS reaching $10, likely tied to an event or sector momentum. Low liquidity, no further corroboration in thread; the same user expects other holdings to drop.
ONDS MED
r/wallstreetbets community Reddit community discussion
Several top comments mock MSFT’s weakness – “MSFT can’t even catch a bid AH”, “WHY is MSFT a DOG stock”, and the bearish camp is celebrated (“MSFT bers are doing hookers and blow”). The stock is consistently red while the broad market rallies, indicating a fundamental or rotational shift away from mega-cap tech. Bears are making money. Short MSFT or buy puts, betting that the relative underperformance continues in the short term. Some comments suggest MSFT may bounce on macro euphoria; the stock is still a large-cap with potential dip buyers.
MSFT MED
r/wallstreetbets community Reddit community discussion
Three separate comments mention “DRAM 60 tomorrow,” “NASA DRAM & RDW to 🌖,” and a “$56 dram call.” All are bullish with price targets around $60. The ticker (likely a memory or space-related stock) is being hyped alongside other tech names, with a clear short-term price level ($60) and a space-theme tie-in. Community expects a strong move tomorrow, possibly driven by the same trade/summit catalysts lifting semis. Identity of the stock is ambiguous (could be a micro-cap); only three comments, and no fundamental backing.
DRAM MED
More from Reddit — r/wallstreetbets
Gambling my rent money on Cisco earnings
May 13, 19:20
DD: SK Telecom ($SKM) Gives A Free Stake in $4T Anthropic. Short-Dated Calls
May 13, 18:56
When Will It Pop
May 13, 18:21
Ford reveals it's energy division
May 13, 16:17
Anthropic just dropped a strong warning: Don’t buy their shares on the secondary market without approval
May 13, 13:47

This Reddit post, published May 13, 2026, features r/wallstreetbets community discussing TICKER, NOK, GLD, SLV, NVDA, INTC, USO, GOOG, SNDK, PLTR, SPY, MU, CSCO, TSLA, ONDS, MSFT, DRAM. 16 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: TICKER, NOK, GLD, SLV, NVDA, INTC, USO, GOOG, SNDK, PLTR, SPY, MU, CSCO, TSLA, ONDS, MSFT, DRAM