NVDA: Reddit Buzz Builds on HSBC Upgrade, AI Infrastructure Deals

HSBC upgraded
$NVDA to buy with a $320 price target, implying nearly 80% upside and an $8 trillion market cap.
A $40 billion data center acquisition by BlackRock,
$NVDA, and Microsoft underscores the accelerating race for AI infrastructure.
Reddit sentiment across r/wallstreetbets and r/stocks remained strongly bullish, with posts highlighting AI GPU total addressable market growth and potential earnings upside.

Why NVDA Topped Reddit on October 15

Nvidia (

$NVDA) was the most-mentioned ticker across Reddit on October 15, 2025, with 7 posts, 324 comments, and 1,103 upvotes. The conversation centered on two major catalysts: an HSBC analyst upgrade and a massive AI infrastructure deal.

On r/stocks, a post sharing HSBC’s upgrade to buy with a $320 price target—up from $200—drew 815 upvotes and 122 comments. The analyst cited “room for significant FY27e earnings upside” as AI GPU total addressable market expands beyond hyperscalers. The upgrade implies an 80% upside from

$NVDA’s last close of $180.03, targeting an $8 trillion market cap.

Separately, a r/stocks post highlighted a $40 billion data center deal involving BlackRock,

$NVDA, and Microsoft, where an investor group will acquire Aligned Data Centers from Macquarie Asset Management. The deal underscores the intensifying race to secure AI infrastructure, with OpenAI recently unveiling agreements for about 26 gigawatts of computing capacity.

Reddit Sentiment and Themes

Sentiment across r/wallstreetbets and r/stocks was strongly bullish, with r/wallstreetbets averaging 0.61 sentiment and r/stocks at 0.56. On r/wallstreetbets, a post speculating that US-China trade tensions might ease, leading to relaxed GPU restrictions, garnered 64 upvotes and 55 comments. Another post on r/smallstreetbets discussed a moomoo promotion offering $1,000 worth of

$NVDA stock for a $50,000 deposit.

The broader r/stocks community saw 37 posts and 8,629 upvotes, while r/wallstreetbets had 36 posts and 5,607 upvotes. The r/Shortsqueeze subreddit showed the highest average sentiment at 0.78, though with fewer posts.

NVDA

The Bigger Picture: AI Infrastructure Spending

The $40 billion Aligned Data Centers deal, along with the HSBC upgrade, points to a broader theme: AI infrastructure spending is accelerating. The analyst noted that the AI GPU total addressable market is expanding beyond hyperscalers, creating room for earnings growth. This aligns with the $400 billion in AI infrastructure spending seen in 2025, as reported in the deal coverage.

While no same-day news articles were ingested for

$NVDA specifically, the Reddit discussion itself served as the primary source of market context, with retail investors reacting to the HSBC upgrade and the infrastructure deal as signals of continued demand for

$NVDA’s chips.

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