# The most-mentioned stocks on finance X and Reddit: August 2026 > The companies that drew the most discussion across the accounts we track in August 2026, with the sentiment split, the share from voices with a track record, and how each one's month ended. By Maya Koeva · 2026-09-01 Across August 2026, Quantral tracked **11,932 stock mentions** from **3,291 distinct authors** across the finance X and Reddit accounts we follow: about 6,500 mentions from the curated finance X side and another 5,400 from Reddit, with the X volume coming from a far smaller set of accounts. Most of any month's chatter is noise. But the **volume** of discussion (who is talking, how much, and how positively) is itself a signal worth watching. Here are the ten companies that drew the most discussion from those accounts in August 2026, with the sentiment split and the share of mentions coming from voices with a proven track record. | # | Company | Mentions | Trusted mentions | Price | |---|---------|:--------|-----------------:|------:| | 1 | NVIDIA (NVDA) | 987 (bull 58% / bear 21%) | 28% | +6.8% | | 2 | Nebius (NBIS) | 825 (bull 76% / bear 10%) | 48% | -2.9% | | 3 | SanDisk (SNDK) | 470 (bull 55% / bear 20%) | 30% | +21.6% | | 4 | Hertz (HTZ) | 456 (bull 54% / bear 25%) | 20% | +48.4% | | 5 | Micron (MU) | 445 (bull 66% / bear 18%) | 33% | +15.6% | | 6 | SpaceX (SPCX) | 298 (bull 34% / bear 42%) | 23% | +25.5% | | 7 | Applied Optoelectronics (AAOI) | 268 (bull 77% / bear 12%) | 50% | -2.3% | | 8 | Palantir (PLTR) | 243 (bull 60% / bear 20%) | 28% | +48.3% | | 9 | Meta (META) | 242 (bull 47% / bear 35%) | 24% | -3.0% | | 10 | Marvell (MRVL) | 240 (bull 56% / bear 20%) | 33% | +9.2% | *Window: August 1 to 31, 2026. Bull and Bear under each mention count are the positive and negative share of the mentions that took a clear directional view; the rest are neutral. "Trusted mentions" is the share of a company's mentions posted by authors with a real track record. Price is the close-to-close move from the August 3 close (the month's first trading day) to the August 31 close.* ## What stood out in August **NVIDIA's earnings week was most of NVIDIA's month.** The top name drew 987 mentions, and 613 of them, over 60%, landed in the final full week of August around the print [we graded the room on](/blog/nvidia-earnings-graded). The AI-infrastructure core of the table carried over from July: Nebius, SanDisk and Micron placed top ten again, and Applied Optoelectronics and Marvell climbed in to join them. Nebius once more ran the most one-sided bull case (76% positive), and nearly half its mentions came from voices with a track record, the highest trusted share in the table after Applied Optoelectronics. **The loud names mostly paid this month, for opposite reasons.** Seven of the ten finished higher, a reversal from July, when only two did. The two biggest gainers could not look less alike. Palantir, a stock parts of this crowd spent early summer calling dead, rebounded 48.3%. Hertz, a $1.53 stock on August 3, ran 83% higher by mid-month before fading back to a 48.4% monthly gain. And the one name the crowd leaned net bearish on, [SpaceX](/blog/retail-never-stopped-buying-spacex) at 42% negative, finished up 25.5%. A single month's split is a mood reading, not a forecast, and August proved it in both directions. **Attention is a flow, and it can stop.** Hertz was the fourth-loudest name of the month, yet 455 of its 456 mentions landed before August 17, with 347 in the first week alone as the price popped. By the final week of August, nobody in the accounts we track was still talking about it. By month-end it had no live signal in the app at all: the signal reads the current conversation, and Hertz no longer had one. A month-long mention total and a right-now signal are different instruments. ## How we count mentions Quantral does not read the entire firehose. We track a curated set of accounts on finance X and Reddit, the voices worth listening to, in real time. For this ranking we counted every post from those tracked accounts that referenced a given company between August 1 and August 31, deduplicated reposts, and classified each mention as positive, negative, or neutral. The **Quantral score** is the same 0-100 signal score shown in the app: it weighs how strong and how credible the activity is (including the track record of the people doing the talking), not just the raw mention count. ## How to read this A high mention count tells you where attention is concentrated; it does not tell you which way a stock will move, and neither does a bullish split on its own. That is what the signal score is for. It does not count mentions equally: it weights each one by how credible the author has been, damps down the same person posting a name ten times, and reads which way the credible voices lean. The mention count, the bull and bear split, and the trusted-mention share in the table above are the raw ingredients we broke out so you can see what is feeding it. You can see the difference in two names that drew almost identical volume in August. Palantir and Meta pulled 243 and 242 mentions. Palantir's crowd leaned clearly bullish, 60% positive against 20% negative, while Meta's was closer to split at 47 against 35. The scores as the month closed ran the other way: 59 for Palantir, 76 for Meta. The score is not a poll of the crowd. It reads the most recent week of conversation and weights every voice by its track record, so a loud bullish month does not automatically outrank a quieter but more credible one. A low mention count on a name, as always, is just a coverage reading in the accounts we track, not silence with a verdict attached. ## The takeaway Discussion volume is a starting point for research, not a verdict. Use it to see where the conversation is happening this month, then dig into the why: the reasoning, the trends, and the voices behind each name, before you act. August's table was friendly to the loud names in a way [July's was not](/blog/most-mentioned-stocks-july-2026), and the reversal is the lesson: whether loudness pays flips from month to month. The part worth reading is the credibility behind it. --- *Quantral surfaces signals and context from public sources to support your own research. Nothing here is financial advice or a recommendation to buy or sell.*