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Nov 17 Nvidia earnings wont really help the other AI stocks

Nov 17 Nvidia earnings wont really help the other AI stocks

$APPF $SOFI $SOFI

Mukund Mohan
November 17, 2025

Market

“Nvidia signalled over $500B in orders for 2025-26, which is much higher than previous forecasts. That should translate to higher revenues and profits this Q3 as well ” 😊 😋

Markets have been trending lower for about a week now and consolidating

Nvidia’s earnings are on Wednesday after market close. The street is expecting $54B+ in revenue and $1.22 in EPS, but the whisper number is closer to $60B. If the $500B in orders number is true, then the realistic estimate is closer to that whisper number.

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Insights from the portfolio

SoFi earnings review and 2025 outlook $SOFI

The fintech company has been steadily becoming stronger, less reliant on student loans

stocksmarts.substack.com/p/sofi-earnings-review-and-2025-outlook

Video of the day

Today’s video is on Appfolio $APPF ( ▼ 3.9% ) the vertical SaaS company.

Deep dive of the day

Joby Aviation earnings review and 2025 outlook $JOBY – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/11/12/joby-aviation-earnings-review-and-2025-outlook-joby

Good setups for swing

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