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▲ eep_social 6 hours ago

At a glance, I think the author used S&P sector categorizations. They were set in 2018 and intentionally split the mega caps/FAANG/MAG7 across multiple sectors based on some hand waving about “primary” revenue source at that time.

From a finance perspective I think they’re a _little_ weird but functional (NVDA moves with semis, MSFT with software, etc) whereas from a tech perspective I’d say very weird until you learn about the backstory and what motivated it.

▲tomrod 5 hours ago | parent [-]

I appreciate that context!