Research
Aggregated analysis of public r/wallstreetbets discussion, turned into ticker-level attention and stance indicators and matched against market data. Here we use it to answer one question at a time. Not financial advice.
We built a Monday-morning portfolio from the loudest tickers in six stock subreddits and scored a year of it against SPY, point-in-time, with no hindsight. Every room that generated enough signal lost to the index — and r/pennystocks fell 95.8%. The mirror trade, shorting its basket, returned +1217% on paper.
Read the study →Over twelve months, r/wallstreetbets talked about Nvidia more than any stock alive — and earned the least on it, up just 22%. The real AI trade was memory and infrastructure: Micron, the board's highest-conviction name at scale, ran +794%. Super Micro was the trap.
Read the study →Same tickers, opposite conviction. We lined up how bullish r/wallstreetbets and r/stocks are on the names both crowds argue about. WSB chases SNAP, silver and the momentum trade; r/stocks quietly backs Eli Lilly, Broadcom and the AI blue-chips. Both, notably, are bearish on Netflix.
Read the study →r/Stocks_Picks says "buy" 87% of the time — against WSB's 58% — and points it at AI infrastructure, not memes or pennies. Its one genuine argument is Alphabet. A profile of the anti-WSB, with the honest caveat that we have only been tracking the room for five weeks.
Read the study →We found every moment the crowd's attention spiked on a ticker — 7,715 episodes across 627 tickers and eleven years — and measured what the stock did next. It climbs 1.7 points against the S&P 500 before the crowd arrives, then hands 1.2 of them back. And the louder the spike, the worse the week that follows.
Read the study →When SpaceX finally listed as SPCX, the loudest space bet on r/wallstreetbets was SPCE — a different company whose ticker just sounds like the rocket maker. It tripled on the rumor, peaked eleven days before SpaceX ever traded, then round-tripped. The sound-alike trade, reconstructed day by day.
Read the study →Micron is now the most-talked-about ticker on r/wallstreetbets — ahead of Nvidia, ahead of every meme stock. But the crowd showed up with the stock already up 612% off its low. Late, loud… and, by the tape so far, not wrong.
Read the study →At its January 2021 peak, GameStop filled one in every seven comments on r/wallstreetbets. Today it's a rounding error. Six years of mentions, crowd stance and price — and an answer to whether attention ever led the tape, or always chased it.
Read the study →