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What Are Your Moves Tomorrow, May 29, 2026

u/wsbapp · Reddit — r/wallstreetbets · May 28, 2026 at 19:57 · ⬆ 147 pts · 💬 4836 comments  | View on Reddit ↗
AI Summary

Summary

  • Dominant theme: euphoric bull market driven by “corruption” and government-linked stock pumps (Dell, Intel). Geopolitical tensions (Iran missiles) are ignored.
  • DELL earnings beat massively (+40% AH), with many users regretting missing the move. CRSR, SMCI, MU also mentioned as potential runners.
  • Bears are mocked; consensus is to follow Trump’s stock tips and buy hardware/semiconductor names. Some skepticism about sustainability but shrugged off.
AI Summary

Summary

  • Dominant theme: Momentum chasing behind politically‑hinted stocks (DELL, INTC) and AI/semiconductor plays (MU, NVDA); earnings volatility dominates discussion.
  • Sentiment is bullish overall, with SPY crossing 750 and comments like “spy 900 eoy unironically”. A minority bearish voice warns of a “house of cards” collapse.
  • Key earnings discussed: DELL (+50% explosion), MDB (‑25% then +8% AH), PATH (dump), and MU (strong run). Political tweet from “🥭” (orange man) is cited as a catalyst.
Score 147
Comments 4,836
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
CRSR (Corsair Gaming) market cap is only ~$1.5B. Multiple users note it is “still undervalued” and could run to $15-$50. Daily volume 25% of float traded. The community sees CRSR as the “next meme pump” because it is a small-cap hardware name with high retail interest. Some compare it to DELL’s trajectory but earlier stage. Speculative long on momentum and retail FOMO. Targets $15 (gap fill) to $50 in this euphoric market. No earnings catalyst; previous pumps faded. Many traders are bagholders from 2021. Low liquidity and manipulation risk.
CRSR MED
r/wallstreetbets community Reddit community discussion
DELL jumped ~50% in a single day after earnings, following a POTUS shoutout and a $9.7B government contract. Multiple high‑upvoted comments (“HE LITERALLY TOLD YOU TO BUY A DELL!!”) confirm strong community FOMO. WSB sees political endorsement as a repeatable catalyst. The stock’s years‑long stagnation broke, and the community expects continuation due to momentum and “meme‑stock” effects. Buy DELL on pullbacks or hold for further political pump. The thesis is that “whatever 🥭 says to buy” becomes a guaranteed winner. “Dell computers are still terrible” – fundamentals may not justify valuation; rapid profit‑taking after such a move. TICKER: MU - LONG | confidence: 0.70 | sentiment: +0.70 Speaker: r/wallstreetbets community Thesis: User made $50k in 10 days on MU; “MU is due make another run”; DRAM peers (SK hynix, Samsung) are also pumping. Strong upvoted comments. The memory cycle is perceived as accelerating, and MU is seen as a relatively cheap AI play. Community expects continuation of the DRAM rally. Long MU for a re‑run, leveraging the “DRAM gonna pump” consensus. Earnings already priced in? Overbought conditions. TICKER: CRSR - LONG | confidence: 0.60 | sentiment: +0.60 Speaker: r/wallstreetbets community Thesis: Several comments note “CRSR appears to still be pumping 🤩”, “Is CRSR still in play? 🥺”, and “Buy CRSR, the market cap is so low… we ball!”. Upvoted and playful. Low market cap and retail interest make CRSR a potential meme‑pump candidate. Community believes it hasn’t finished its run. Speculative long on CRSR, riding the “pump” with low conviction but high upside if momentum continues. No recent catalyst mentioned; possible pump‑and‑dump. Low liquidity. TICKER: PATH - SHORT | confidence: 0.60 | sentiment: -0.50 Speaker: r/wallstreetbets community Thesis: “PATH opens at $20 tomorrow whether yall ready or not 🥱” (bearish price target); “Why PATH dump. I fomoed. Shit”; “you bet on PATH earnings instead of DELL LMAO”. Clearly a disastrous earnings reaction. WSB members who got caught long are angry, and the consensus is that PATH will continue lower. The implied move (20% gap down) is already being mocked. Short PATH into the earnings hangover, anticipating further downside as disappointed sellers exit. Short squeeze if company reports good guidance; already priced in? TICKER: MDB - WATCH | confidence: 0.50 | sentiment: 0.00 Speaker: r/wallstreetbets community Thesis: “wtf just caused MDB to crash $70 lmao” then “MDB UP NOW, from -25% to +8% AH”. Extreme 33% intraday swing after earnings. The wild volatility creates a binary opportunity – either continuation of the recovery or a re‑test of lows. Community is confused, but the “cured and caused AIDS” comment indicates no clear direction. Avoid directional bet now; watch for stabilisation. If it holds above the AH recovery, a long could be considered. Unpredictable earnings reactions; potential gap fill either way. TICKER: SOFI - LONG | confidence: 0.50 | sentiment: +0.30 Speaker: r/wallstreetbets community Thesis: “Looks like SOFI is trying to make a move. Anyone else playing?” a moderately upvoted comment. SOFI is a retail favourite that often rallies on good news. The community is asking for confirmation, indicating tepid interest. Cautiously long if volume confirms breakout; otherwise wait for clearer signal. No strong catalyst; could be false start. TICKER: INTC - LONG | confidence: 0.50 | sentiment: +0.40 Speaker: r/wallstreetbets community Thesis: Multiple comments link DELL’s success to prior shoutout for INTC (“Intel then dell”); “I really just needed to full port into DELL and INTC at the beginning of the year”. The pattern of POTUS boosting a stock is seen as repeatable; INTC was the previous beneficiary and may get another push. Buy INTC in anticipation of a similar political tweet or contract announcement. INTC fundamentals remain weak; no immediate catalyst. TICKER: SMCI - LONG | confidence: 0.50 | sentiment: +0.50 Speaker: r/wallstreetbets community Thesis: “smci taking off again” – a single but upvoted comment amid the AI euphoria. Also “space stonks” are mentioned generally. SMCI is a high‑beta AI server play that tends to move with AI hype. The thread’s bullish tone suggests continuation. Long SMCI as part of the “space stonks” momentum trade. High valuation; already had massive run.
DELL MED
r/wallstreetbets community Reddit community discussion
SMCI is trading at a ~20 P/E with 70% YoY growth. Post-DELL earnings, users view SMCI as the “easy play” because it is a direct beneficiary of same AI server demand. SMCI shares were up 17% on the day before DELL earnings. The community expects a “short squeeze” to begin now that DELL validated the sector. Many calls it “back in full pump.” Long SMCI as a laggard catch-up trade. If DELL can trade at 25x forward, SMCI deserves a higher multiple given higher growth. Already up huge YTD; any negative macro news could reverse. Some see it as a “fraudulent” pump like 2024.
SMCI MED
r/wallstreetbets community Reddit community discussion
MU (Micron) is up 900% from its 52-week low. Users joke about “MU to $1000” but note memory stocks (DRAM) are in a supercycle. Dell’s massive guidance implies chip demand is surging. The community sees MU as a direct beneficiary of the AI server build-out – every Dell server needs memory. The “memory stock” theme is back in vogue, with SNDK up 4400%. Long MU as a core semi play. The stock has shown ability to jump 20% in a single day. Earnings-driven momentum may continue. Already up 900% – valuation stretched. Some users worry about oversupply eventually. Geopolitical risk (China/Taiwan).
MU MED
r/wallstreetbets community Reddit community discussion
Trump publicly invested in Intel ($8.9B became $51B). Community expects him to “mention intel again” to pump it. INTC is a “boomer stock” from the dotcom era that is now part of the AI trade. Users note that INTC processors are in 60-70% of Dell PCs. With Dell soaring, INTC is the logical next Trump pump. Multiple comments: “full port intc.” Speculative long on “follow the president” trade. INTC has lagged other semis but could catch up if Trump tweets. INTC has serious business challenges (manufacturing, competition). The pump may be short-lived. Many users lost money on INTC before.
INTC MED
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This Reddit post, published May 28, 2026, features r/wallstreetbets community discussing CRSR, DELL, SMCI, MU, INTC. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: CRSR, DELL, SMCI, MU, INTC