Core Insights - Nvidia Corporation reported a record quarter with total revenues of $46.7 billion, representing a 56% year-over-year increase, and non-GAAP earnings per share of $1.05, exceeding consensus estimates [1] - The non-GAAP gross margin was reported at 72.7%, or 72.3% when excluding the release of $180 million in H20 [1] Financial Performance - Total revenues reached $46.7 billion, marking a significant growth of 56% compared to the previous year [1] - Non-GAAP earnings per share stood at $1.05, which is above market expectations [1] - The non-GAAP gross margin was reported at 72.7%, with a slight adjustment to 72.3% when accounting for specific financial releases [1]

Stock Picks - Global Star (GSAT) is a Zacks Rank 1 (Strong Buy) with an A for growth and an F for value, indicating a divergence that aggressive growth investors may find appealing [1][2] - Vimeo (VME) is also a Zacks Rank 1 (Strong Buy) with a B for both growth and value, potentially attracting value-conscious investors [10] Global Star (GSAT) Analysis - The company's revenue is expected to grow by 6% this year and triple to 18% next year, reaching $315 million [6] - Price to book is at nine times, while trading at 13 times sales, with margins improving from -14% and -13% to approximately 1% in the last two quarters, suggesting a potential profitability turnaround [7] - Earnings estimates have significantly improved, with next year's estimates moving from negative to positive by one penny, potentially driving investor interest [5] Vimeo (VME) Analysis - The company's earnings estimates are trending positively, but revenue growth is slow at 15% this year, with an expected acceleration to 5% next year [13] - The stock has a high forward earnings multiple of 66 times, but low price-to-book and price-to-sales ratios, which may interest value investors [14] - Margins are declining, from 6% to 4% and then to 3%, indicating a need for improved operational efficiency and bottom-line performance [15]

Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $360.01 million [1]. Group 1: ETF Overview - GVUS was launched on November 28, 2023, and is sponsored by Goldman Sachs Funds [1]. - The ETF has an annual operating expense of 0.12%, making it one of the least expensive options in its category [4]. - It has a 12-month trailing dividend yield of 1.91% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered stable with lower risk compared to mid and small cap companies [2]. - Value stocks generally exhibit lower price-to-earnings and price-to-book ratios, but they have historically outperformed growth stocks in most markets over the long term [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 22.6% of the portfolio, followed by Industrials and Healthcare [5]. - Berkshire Hathaway Inc (BRK/B) is the largest individual holding at approximately 3.14% of total assets, with Jpmorgan Chase & Co (JPM) and Amazon.com Inc (AMZN) also among the top holdings [6]. Group 4: Performance Metrics - GVUS aims to match the performance of the Russell 1000 Value 40 Act Daily Capped Index, which measures large and mid-capitalization value stocks [7]. - The ETF has gained about 9.35% year-to-date and approximately 9.87% over the past year, with a trading range between $42.82 and $51.80 in the last 52 weeks [7]. - It has a beta of 0.84 and a standard deviation of 13.86% over the trailing three-year period, indicating effective diversification of company-specific risk with around 869 holdings [8]. Group 5: Alternatives and Market Position - GVUS holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $72.08 billion and $143.10 billion, respectively [10].

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !PDD Holdings Inc. (NASDAQ: PDD ) reported a double beat on Monday morning, which was a nice surprise. Its growth rate has declined meaningfully versus the recent past, however, including due to unfavorable regulation. Its valuation i ...

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] Group 1: Company Overview - ExlService Holdings (EXLS) is recommended as a cutting-edge growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company operates in the outsourcing services sector, which is currently positioned for strong growth [3] Group 2: Earnings Growth - ExlService Holdings has a historical EPS growth rate of 21.2%, with projected EPS growth of 15.4% this year, significantly outperforming the industry average of 8.4% [4] Group 3: Cash Flow Growth - The year-over-year cash flow growth for ExlService Holdings is 2.1%, exceeding the industry average of 0.2% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 10.6%, compared to the industry average of 8.6% [6] Group 4: Earnings Estimate Revisions - Current-year earnings estimates for ExlService Holdings have been revised upward, with the Zacks Consensus Estimate increasing by 3.7% over the past month [8] Group 5: Investment Positioning - ExlService Holdings has earned a Growth Score of A and carries a Zacks Rank 2, indicating strong potential for outperformance in the growth stock category [9]

Core Viewpoint - The First Trust Mid Cap Value AlphaDEX ETF (FNK) is designed to provide broad exposure to the Mid Cap Value segment of the US equity market, with a focus on balancing growth potential and stability [1][2]. Group 1: Fund Overview - Launched on April 19, 2011, FNK has accumulated assets over $204.79 million, categorizing it as one of the smaller ETFs in its segment [1]. - The ETF is passively managed and sponsored by First Trust Advisors [1]. Group 2: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are generally seen as having higher growth prospects compared to large cap companies while being less risky than small cap companies [2]. - Value stocks, which FNK focuses on, typically have lower price-to-earnings and price-to-book ratios, and have historically outperformed growth stocks in long-term performance [3]. Group 3: Costs and Performance - FNK has annual operating expenses of 0.7%, making it one of the more expensive ETFs in its category, with a 12-month trailing dividend yield of 1.62% [4]. - The ETF aims to match the performance of the Nasdaq AlphaDEX Mid Cap Value Index, with a year-to-date return of approximately 5.62% and a one-year return of about 7.56% as of August 25, 2025 [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Consumer Discretionary sector, comprising about 22.1% of the portfolio, followed by Financials and Industrials [5]. - Riot Platforms, Inc. (RIOT) is the largest individual holding at approximately 1.18% of total assets, with the top 10 holdings accounting for about 9.23% of total assets under management [6]. Group 5: Risk and Alternatives - FNK has a beta of 1.08 and a standard deviation of 21.97% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to FNK include the iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE), which have significantly larger asset bases and lower expense ratios [10].

Core Insights - The First Trust Growth Strength ETF (FTGS) is designed to provide broad exposure to the Large Cap Growth segment of the US equity market and has amassed over $1.23 billion in assets since its launch on October 25, 2022 [1] Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, offering a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2] - Growth stocks are characterized by higher sales and earnings growth rates, but they also come with higher valuations and risks compared to other equity types [3] Group 2: Costs and Performance - The FTGS ETF has an annual operating expense ratio of 0.6%, which is considered relatively high, and a 12-month trailing dividend yield of 0.33% [4] - The ETF has gained approximately 12.13% year-to-date and 14.89% over the past year, with a trading range between $26.62 and $35.51 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 30.6% of the portfolio, followed by Industrials and Financials [5] - Vertiv Holdings Co (VRT) represents about 2.91% of total assets, with the top 10 holdings accounting for approximately 24.93% of total assets under management [6] Group 4: Risk and Alternatives - FTGS has a beta of 1.13 and a standard deviation of 17.78% over the trailing three-year period, indicating effective diversification of company-specific risk with about 51 holdings [8] - Alternatives to FTGS include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which have significantly larger asset bases and lower expense ratios [10]

Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF (GGUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $295.45 million [1]. Group 1: Large Cap Growth Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, resulting in lower volatility compared to mid and small cap companies [2]. - Growth stocks are associated with higher sales and earnings growth rates, expected to outperform the market, but they come with higher valuations and risks [3]. Group 2: Cost Structure - GGUS has an annual operating expense ratio of 0.12%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.51% [4]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 46.8% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Nvidia Corp (NVDA) is the largest holding at about 11.61% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent around 50% of total assets [6]. Group 4: Performance Metrics - GGUS aims to match the performance of the Russell 1000 Growth 40 Act Daily Capped Index, with a year-to-date return of approximately 10.95% and a one-year return of about 22.37% as of August 25, 2025 [7]. - The ETF has a beta of 1.16 and a standard deviation of 19.91% over the trailing three-year period, indicating effective diversification with around 380 holdings [8]. Group 5: Alternatives and Market Position - GGUS holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum, making it a favorable option for investors in the Large Cap Growth segment [10]. - Other comparable ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.39 billion in assets and an expense ratio of 0.04%, while QQQ has $369.27 billion in assets with a 0.2% expense ratio [11]. Group 6: Investment Appeal - Passively managed ETFs like GGUS are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].

Core Viewpoint - The First Trust NASDAQ-100 Equal Weighted ETF (QQEW) offers broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.85 billion, making it a significant player in this category [1]. Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, providing a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2]. - Growth stocks are characterized by higher sales and earnings growth rates, expected to outperform the wider market, but they come with higher valuations and volatility [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.55% and a 12-month trailing dividend yield of 0.41%, which is competitive within its peer group [4]. - QQEW aims to match the performance of the NASDAQ-100 Equal Weighted Index, having gained approximately 8.24% year-to-date and 8.72% over the past year, with a trading range of $106.81 to $139.57 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 39% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Datadog, Inc. (DDOG) represents about 1.15% of total assets, with the top 10 holdings accounting for approximately 10.69% of total assets under management [6]. Group 4: Risk Assessment - QQEW has a beta of 1.06 and a standard deviation of 19.68% over the trailing three-year period, categorizing it as a medium risk investment with effective diversification across 102 holdings [8]. Group 5: Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) with $181.63 billion in assets and an expense ratio of 0.04%, and Invesco QQQ (QQQ) with $362.77 billion in assets and an expense ratio of 0.2% [11].

Group 1 - Intellicheck Inc. (IDN) is showing signs of recovery in both growth and profitability after a period of struggle [1] - The company's growth is projected to be sustainable in the low double digits despite facing significant challenges [1] Group 2 - The article reflects the author's personal investment perspective, focusing on technology-based growth stocks and long-term holding strategies [1]