Buzzberg Cup Live

Eric Johnston

Strategist, Cantor Fitzgerald
· tracked since Apr 2026
Calls
2
Win Rate
100.0%
return
+13.4%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
XLK Long +19.5%
SPY Long +7.2%
Worst Calls
No live losers yet
Most Mentioned
SPY ×1
XLK ×1
Recent Calls
XLK Long 3 months ago
SPY Long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +13.4% Long Return +13.4% Short Return -
Average Return
7d +3.4%
30d +15.1%
90d +15.7%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
SPY SPDR S&P... SPDR S&P 500 ETF Trust
Long
Apr 14
$693.05
+7.2%
Market multiple correction creates entry point.
The market multiple has corrected significantly while earnings expectations have risen, creating an attractive entry point. Megacap tech is poised to lead as earnings season is expected to be positive for the sector, with strong growth in cloud and a favorable outlook, especially given the demand for compute outstripping supply and extending the cycle.
Equity Indexes
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XLK Technolo... Technology Select S...
Long
Apr 14
$146.95
+19.5%
Megacap tech to lead rally.
Megacap tech will lead the market rally as this earnings season will be positive for the sector relative to stock prices. Growth rates in cloud will be attractive, and commentary about the outlook will be favorable. The demand for compute is still mismatched with supply, and building data centers takes time, which will elongate the cycle.
Thematic ETFs
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Showing 2 of 2 calls · sorted by mentions

Eric Johnston has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: SPY, XLK.