Retail investors talked up five hot stocks this week (May 18 to May 22) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate/geopolitical news flow.

Stocks are at all-time highs as earnings season comes to a close.

Arm gained for the second day in response to Nvidia's CPU forecast. Nvidia expects $20 billion in revenue this year from Vera CPU, which is licensed from Arm.

Nvidia expects to earn $20 billion from its Vera CPU revenue this year. Vera architecture is licensed from Arm.

AI agents are driving demand for CPUs. Arm makes some of the most power-efficient chips on the market.

Arm Holdings (ARM) jumped on Wednesday after Bernstein initiated coverage with an Outperform rating and a $300 price target, while broader optimism around AI sp

Investors are cheering Arm Holdings (ARM) on Wednesday after a senior Bernstein analyst, David Dai, issued a bullish note in favour of the British chip designer. Dai initiated coverage on Arm this morning with an “outperform” rating and an aggressive $300 price target, indicating potential upside of roughly 18% from current levels.

Arm Holdings Plc (NASDAQ:ARM) stock jumped more than 14% after Bernstein upgraded the shares, analysts raised AI infrastructure spending forecasts and broader enthusiasm around AI-driven semiconductor demand boosted the sector.

At $223.15, Arm Holdings (NASDAQ:ARM | ARM Price Prediction) screens as attractive to accumulators, with research desks pointing to the $210 to $215 range on any pullback as a favored entry zone.

Shares of Arm Holdings (NASDAQ:ARM | ARM Price Prediction) are trading higher by 4% in midday action Tuesday, extending a year that has put the chip-IP designer in a class of its own among semiconductor design names.