IWMIJRMIXEDIn depth · 4/5

Zortix matched this thesis to Small caps ETFs as one way for retail investors to get exposure. Not a recommendation.

Market broadening out beyond mega-cap tech

The strategist argued that capital is rotating from mega-cap tech/AI names into other areas of the market, seeking the 'next story' and driving a healthier, broader rally.

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The story so far

CONTESTED · 89 MENTIONS · 76 EPISODES · 23 SHOWS

24 JUL 2025 — 20 AUG 2026 · 2D AGO

26 SUPPORT · 10 CHALLENGE · 2 REPEAT · 51 MENTIONED

24 JUL 2025 · FIRST HEARD
THE ACQUIRERS PODCAST
- Small & mid caps lag large cap earnings gains
53 EPISODES BETWEEN · 62 MENTIONS · 16 NOT KEPT
1. 16 EPISODES NOT SHOWN
2. 16 JAN 2026
  FORWARD GUIDANCE
  - Rotation from mega-cap tech into cyclicals
3. 22 JAN 2026
  MACROVOICES
  - Sector rotation supports market, Mag 7 a drag
4. 23 JAN 2026
  FORWARD GUIDANCE
  - Rotation from tech to small caps and cyclicals
5. 27 JAN 2026
  AFFORD ANYTHING
  - Small caps' long-term edge questioned by AI
6. 29 JAN 2026
  THE DERIVATIVE
  - Dow Theory transports breakout as bullish confirmation
7. 30 JAN 2026 · CHALLENGES
  FORWARD GUIDANCE
  - Market breadth shows nothing is cheap
8. 30 JAN 2026
  BARRON'S STREETWISE
  - Rebalance from US to diversify valuations
9. 2 FEB 2026
  ANIMAL SPIRITS
  - Market broadening away from AI hype
10. 4 FEB 2026
  ANIMAL SPIRITS
  - Microsoft underperforms since ChatGPT launch
11. 5 FEB 2026
  THE JULIA LA ROCHE SHOW
  - Rotate from market-cap to equal-weight S&P
12. 6 FEB 2026
  THE COMPOUND AND FRIENDS
  - Current market akin to 2000 Nasdaq crash
13. 6 FEB 2026
  THE BUSINESS BREW
  - Commodity vs tech rotation reflects new regime
14. 6 FEB 2026
  FORWARD GUIDANCE · 2 MENTIONS
  - Value factor rips as growth unwinds
  - Fed rate cuts may not aid Mag 7 · CHALLENGES
15. 9 FEB 2026
  ANIMAL SPIRITS
  - Market broadening is healthy for concentration unwind
16. 10 FEB 2026
  GOLDMAN SACHS EXCHANGES: THE MARKETS
  - Broadening rally favors cyclicals over tech
17. 10 FEB 2026
  THE COMPOUND AND FRIENDS
  - Market breadth argues against a peak
18. 11 FEB 2026
  ANIMAL SPIRITS · 2 MENTIONS
  - Market rotation out of tech into value
  - Market broadening as money rotates from tech
19. 12 FEB 2026
  MACROVOICES
  - Market divergence: semis strong, software weak
20. 17 FEB 2026
  GOLDMAN SACHS EXCHANGES
  - Market broadening into cyclicals on macro strength
21. 18 FEB 2026
  ANIMAL SPIRITS
  - Market volatility at highs signals internal rotation
22. 25 FEB 2026
  ANIMAL SPIRITS
  - Momentum shift into staples, out of discretionary
23. 26 FEB 2026
  MACROVOICES
  - Market torn: semis up, software & financials down
24. 27 FEB 2026
  THE COMPOUND AND FRIENDS · 2 MENTIONS
  - Market breadth improves as Mag 7 weakens
  - Broad market breadth versus narrow tech leadership
25. 4 MAR 2026 · CHALLENGES
  THE COMPOUND AND FRIENDS
  - Rotation out of momentum into beaten-down sectors
26. 4 MAR 2026
  ANIMAL SPIRITS
  - Market concentration isn't permanent
27. 6 MAR 2026
  THE COMPOUND AND FRIENDS
  - Market rotation out of AI mega-caps into cyclicals
28. 9 MAR 2026
  ANIMAL SPIRITS
  - Broadening market beyond the Mag 7
29. 9 MAR 2026
  MONETARY MATTERS WITH JACK FARLEY
  - Rotate out of tech and financials, into defensives
30. 20 MAR 2026
  THE COMPOUND AND FRIENDS
  - Market correction is healthy, not a bear market
31. 25 MAR 2026
  THE MEB FABER SHOW
  - Rolling recovery favors small caps and cyclicals
32. 25 MAR 2026
  MONETARY MATTERS WITH JACK FARLEY
  - Plenty of fish in the sea beyond mega-cap tech
33. 28 MAR 2026
  THE POMP PODCAST · 2 MENTIONS
  - S&P 500 unlikely to see new highs in 2024 · CHALLENGES
  - Bull market in hardware and commodities
34. 31 MAR 2026
  THE JULIA LA ROCHE SHOW
  - Rotation out of crowded Mag 7 trades
35. 31 MAR 2026
  THE COMPOUND AND FRIENDS · 2 MENTIONS
  - Multiple compression with high earnings as bullish setup
  - Cap-weight dominance over equal-weight
36. 3 APR 2026
  EXCESS RETURNS
  - Value cycle favors rotation out of tech
37. 7 APR 2026
  THE COMPOUND AND FRIENDS
  - Market rotation from asset-light growth to asset-heavy value
38. 8 APR 2026
  ANIMAL SPIRITS
  - Mega-cap tech decline offset by value and energy
39. 10 APR 2026
  THE COMPOUND AND FRIENDS
  - Beaten-down stocks poised for bigger rallies
40. 14 APR 2026
  THE COMPOUND AND FRIENDS
  - Market dispersion signals a washout
41. 27 JUL 2026 · 4W AGO
  THE DIVIDEND CAFE
  - Market rotation favors value sectors over semiconductors
42. 28 JUL 2026 · 4W AGO
  THE DIVIDEND CAFE
  - Market rotation into traditional value names
43. 30 JUL 2026 · 3W AGO
  THE DIVIDEND CAFE
  - Rotation out of semis into value sectors
44. 2 AUG 2026 · 3W AGO
  MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
  - Broad equity market risk-on, broadening breadth
  - Rotation into value laggards: energy & financials
45. 3 AUG 2026 · 3W AGO
  THE DIVIDEND CAFE
  - Market breadth improved despite July headwinds
46. 4 AUG 2026 · 3W AGO
  BLOOMBERG SURVEILLANCE
  - Market resilience from rotational strength
47. 4 AUG 2026 · 3W AGO
  THE COMPOUND AND FRIENDS
  - Current market is the opposite of dot-com bubble
48. 5 AUG 2026 · 2W AGO
  ANIMAL SPIRITS
  - Bull market resilience despite sector rotations
49. 6 AUG 2026 · 2W AGO
  THE OPTIONS INSIDER RADIO NETWORK
  - Market rally driven by rotation into traditional names
50. 7 AUG 2026 · 2W AGO
  THE COMPOUND AND FRIENDS
  - Market broadening from tech concentration
51. 7 AUG 2026 · 2W AGO
  BLOOMBERG SURVEILLANCE
  - Equity rally broad, not just mega-caps
52. 7 AUG 2026 · 2W AGO
  CNBC FAST MONEY · 2 MENTIONS
  - Rotation into cyclicals and materials
  - Small cap rally signals broadening
53. 8 AUG 2026 · 2W AGO
  THOUGHTFUL MONEY
  - Market consolidation washed out excesses
54. 9 AUG 2026 · 2W AGO
  THOUGHTFUL MONEY · 3 MENTIONS
  - Market rally broadening beyond MAG-7
  - Rotation into lagging sectors like healthcare, banks
  - Market breadth broadening into small caps
10 AUG 2026 · 2W AGO
BLOOMBERG SURVEILLANCE
- Rotation from growth to value underway
13 AUG 2026 · 1W AGO
BLOOMBERG SURVEILLANCE
- Market broadening beyond Magnificent Seven
14 AUG 2026 · 1W AGO
EXCESS RETURNS · 2 MENTIONS
- Large-cap growth underperformance a bear market signal · CHALLENGES
- New era stocks can bear market without broad correction
18 AUG 2026 · 4D AGO
CNBC FAST MONEY
- Rotation out of tech into defensive sectors
19 AUG 2026 · 3D AGO
CNBC FAST MONEY · 2 MENTIONS
- Market broadening favors equal-weight over mega-caps
- Healthcare sector's broad outperformance trade
20 AUG 2026 · 2D AGO
BLOOMBERG SURVEILLANCE
- Market broadening out beyond mega-cap tech · THIS IDEA

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD