Updated my map of the S&P 500. Interestingly, over the last month both Twitter and IBM (and the stock clusters around them) fared generally poorly compared to the rest of the S&P 500, but in very uncorrelated ways. It's been a long while since IBM looked like a Big Tech company in the contemporary use of the phrase.
Seeing like the market - Oct 31, 2021
2021-10-31