Mega caps will continue to be the market outperformers, says Cantor's Eric Johnston

Eric Johnston, Cantor Fitzgerald chief equity and macro strategist, joins 'Closing Bell' to discuss the small cap rally and the broader market rotation. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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[@tshirtnjeans4829]

When did big hair get so bullish on tech?

[@chriskii12344]

He needs a mega cap for that hair!

[@Typhoonturky]

Small caps have legs. This dude was calling for a crash all last year. A grain of salt has been acquired. There is another 10-15% left on small caps. Russell will reach new ATH.

[@billbob3027]

nope. He's spot on. You've seen institutional traders & funds FINALLY cover their shorts in IWM. Tech has topped & peaked, semis leading us down. This is the first equity market, BEARISH signal... Getting them long on small caps before they cut rates... Its only down from here bud.

[@Typhoonturky]

@billbob3027 not saying you're wrong but Russell is going to new ATH before rug pull

[@ThatBoyBuntz]

Uh oh time to sell big cap tech.

[@SuperReyand]

😂

[@theunbearablebull]

Remember when he was mega bearish all last year pahahhaah. Yeaaaa I'd be cautious listening to this guy

[@nikitamcconnell8027]

I mean, last year was indeed bear market, no?

[@illegalsmirf]

@@nikitamcconnell8027 No

[@theunbearablebull]

@@nikitamcconnell8027 sorry I figured you would have used your brain here. He never changed his bear narrative until about a month ago. Next time be a little smarter when commenting kiddo

[@nikitamcconnell8027]

@@theunbearablebull what is your take on the stock market? You don’t think mega caps will continue to outperform?

[@theunbearablebull]

@@nikitamcconnell8027 I wouldn't say outperform when they have gone up 45% in 10 months lol. Will they continue to gain? Maybe, but I would expect mid to small caps to far exceed the large cap gains over the next 6+ months.

[@keimo2007]

He's one of the best contra indicators out there!

[@ironsoul2633]

They ALL contradict each other... Tom Lee said he sees a 40% upside for small caps and this guy says it will go back down...

[@fernendo4]

Bro this guy has been bearish this whole time and now he is bullish? No way. This channel is a scam.

[@logosproclamation453]

You cannot bring this guy regulary! His takes are a joke. How can you keep bringing him on?

[@logosproclamation453]

This guy! You are broke if he is your financial adwiser! Is he still barish as he has been for the last 18 months?

[@mariamathews5312]

Wow this guy was wrong all the way up. Why does cnbc ask him anything?

[@matthewbenjamin2438]

Oh this guy, time to go the other way. Long small caps, short mega caps will be the winners.

[@user-tb8ow4ke8v]

They keep inviting this guy even he has been wrong all along

[@seanvincent7318]

He has been wrong for a while!

[@Details825]

Yeah Russell will outperform.

[@SigFigNewton]

What if Microsoft only grows ten percent and it plummets

[@proudtobeanamerican5602]

Bad channel No integrity

[@tammyl.9254]

He needs a mega cap for that hair

[@drew9312]

This guy had the same repeated, wrong bearish calls as Morgan Stanley’s Mike Wilson since 2022. For me, no credibility.

[@trytofindareasonwhy]

all these talking heads dont know anything lmao.

[@tammyl.9254]

The face of Dodge Ram