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Retail Investors Discuss AMD, eBay, Super Micro Computer, Uber and Rocket Lab

Retail investors on X and Reddit's r/WallStreetBets focused on five stocks during the week of May 4 to May 8, 2026. The companies span semiconductors, online retail, cloud computing, transportation and space launch services. Discussions were driven by earnings reports, a takeover proposal and sector developments.

Benzinga
1 source·May 9, 8:00 AM·2m read
Retail Investors Discuss AMD, eBay, Super Micro Computer, Uber and Rocket Labrediff.com
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Retail investors highlighted five stocks this week on X and Reddit's r/WallStreetBets. , Uber Technologies Inc. and Rocket Lab Corp. Benzinga reported the activity reflected interest in semiconductors, online retail, cloud infrastructure, transportation and space sectors.

Advanced Micro Devices Inc. drew attention after reporting first-quarter revenue of $10.3 billion, an increase of 38 percent from a year earlier. The results beat estimates, led by growth in data center sales. Non-GAAP earnings per share reached $1.37.

The company provided an outlook for about $11.2 billion in second-quarter revenue. It cited momentum in server CPU and GPU products related to inferencing and agentic AI applications. Lisa Su noted strong customer traction for upcoming MI450 and Helios solutions.

Some retail investors discussed the possibility that an improved valuation could lead the stock to reach $900 per share. The shares traded near $407 to $416 during the period. AMD stock has a 52-week range of $101.60 to $430.60. The stock rose 306.99 percent over the past year, 74.90 percent over the last six months and 90.73 percent year-to-date.

Benzinga's Edge Stock Rankings showed strong price trends across medium, short and long-term periods along with a solid quality ranking.

eBay Takeover Proposal eBay Inc. became a focus after GameStop Corp. submitted an unsolicited takeover proposal valued at $55.5 billion to $56 billion. The bid, submitted around May 3-4, offered $125 per share with 50 percent in cash and 50 percent in stock.

The offer represented a premium to eBay's then-current share price. The proposal was led by GameStop CEO Ryan Cohen. It prompted discussion on online forums about the bid's feasibility. The development followed eBay's first-quarter 2026 earnings report.

, Uber Technologies Inc. and Rocket Lab Corp. also appeared in retail investor conversations. Specific details on the drivers for those three companies during the week were not included in the report. The five stocks together illustrated varied sector interests among retail traders.

The week's discussions occurred amid broader market attention on earnings results, artificial intelligence developments and corporate actions.

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