| ▲ | 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! | ||