[HN Gopher] US Tech Market Treemap
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US Tech Market Treemap
Author : gwintrob
Score : 90 points
Date : 2025-11-14 16:42 UTC (6 hours ago)
(HTM) web link (caplocus.com)
(TXT) w3m dump (caplocus.com)
| ArtTimeInvestor wrote:
| This is cool.
|
| It tells you something about how much a gambling place the market
| is when a site like this has a one day default for the price
| change. When it comes to a high level view of the market, why
| would I care for a comparison of todays prices to ... YESTERDAY??
|
| My first reaction was to look for a 10 year option. There is
| none, so I took the 5 year option. All of the big names roughly
| doubled or tripled over the last 5 years. Amazon lagging a bit
| behind. I could start to reason about the numbers but .. 5 years
| is just too short. I would play with it more if there was a 10
| year option.
|
| And I would love Love LOVE a European version of this.
| chronil3058 wrote:
| >It tells you something about how much a gambling place the
| market is when a site like this has a one day default for the
| price change.
|
| Because earning 10% in passive index funds over 20-30 years
| will not make you rich.
|
| Subtract taxes and inflation, and you're at low single digit
| returns.
|
| The average tech person "gambling" with stock picking will have
| the same quality of life as the passive index fund investor.
|
| However the gambler has higher chance at generational wealth.
| The index fund investor does not.
| nerdponx wrote:
| > the gambler has higher chance at generational wealth
|
| And a symmetrically higher chance of ruin, and in the process
| the "averaged out" gain might actually be worse than the
| index investor after taxes, fees, and inflation are factored
| in.
| HPsquared wrote:
| They could save a lot of effort and take it to the casino.
| cj wrote:
| Most people don't invest in things with the explicit goal of
| getting rich.
|
| Most average investors would be happy with guaranteed single
| digit returns, however boring.
| roenxi wrote:
| In defence of prices yesterday - the people who would use a
| tool like this the most are the traders since they are looking
| at the numbers every day, so it probably comes out of the
| trader community.
|
| Real returns are expected to be in the 2-8% range which means
| that most people should be looking at timeframes around 10-50
| year. Unfortunately at that range the money printing has a real
| impact so the chart needs to be adjusted for inflation and,
| realistically, changes in the money supply [0] and so it is
| more work for the implementer.
|
| [0] If it hasn't gone up 33% since 2020 it probably lost value
| in real terms.
| hnthrowawayacct wrote:
| why is hims and hers listed as a tech company?
| Terr_ wrote:
| It looks like the company (ticker: HIMS) has made a lot of
| noise about being an AI-enabled telehealth company etc., so it
| might be one of those "because it's on the internet" things.
| lotsofpulp wrote:
| If Netflix is a tech company, why aren't any of the other
| streaming businesses?
|
| I guess that's just Comcast and Disney, since Paramount went
| private, and WarnerBros is about to also.
| is_true wrote:
| In my experience using both Netflix and Disney+ I have to say
| that Netflix is clearly a tech company or Disney+ is a pigeon
| carrier company.
| mbesto wrote:
| Tech isn't a market thats why.... but there is a narrative that
| it is.
|
| Tesla is an automobile, solar and robotics company.
|
| Facebook is a media company.
|
| Google is a highly diversified media company.
|
| The list goes on and on...
|
| Fun fact: Goldman Sachs spends $1.9B on technology ever year.
| Palantir spends about $1B (if you add COGS/Infra + R&D).
| francisofascii wrote:
| Maybe because it's HQ is in the Bay area? :)
| krkb wrote:
| Great question. I included them because they would argue very
| tech enabled. Also, around $10B market cap cutoff. In a future
| iteration I may make it so you can edit which companies get
| displayed...if that's interesting to people.
| irrpy wrote:
| Nice work. For more inspiration I would take a look at this
| website -> https://finviz.com/map.ashx
|
| I use it all the time and its one of my favorite ways to visually
| see what is happening.
| krkb wrote:
| Yes, I love finviz. Lmk if you want any additional features
| implemented or are interested in helping build.
| CSMastermind wrote:
| I didn't realize that Doordash was doing so well.
| krkb wrote:
| Incredibly well
| ghaff wrote:
| There are apparently a lot of people, if probably a small
| subset of the population, who will pay a big premium for
| delivered food.
| darth_aardvark wrote:
| It's doing well, TODAY. 6% daily bumps are big but they happen
| all the time. Look at its performance over the past year for a
| better picture.
| roughly wrote:
| At a glance, that's what, 2/3rds of the market in 10 companies?
| outside1234 wrote:
| This is the scary thing about OpenAI. When the OpenAI bubble pops
| it is going to cause an immense amount of 401k pain for a lot of
| people.
| krkb wrote:
| Thinking of maybe including private companies on here some day
| too. A few people recommended.
| BeetleB wrote:
| OpenAI is not a public company - it shouldn't affect anyone's
| 401K.
| avrionov wrote:
| It will affect Microsoft, NVidia, Oracle at least and many
| other companies which have deals with them.
| BeetleB wrote:
| And when it does, the losses in their 401Ks will be due to
| the artificial gains they've been seeing in the last few
| years.
|
| IOW, I don't expect people's 401K to dip below what it
| would have been had the AI bubble never existed.
| dmoy wrote:
| 5 year view drops META, I guess it loses continuity with the
| previous ticker? That would be a cool bug to fix, because
| companies do switch stuff from time to time (see e.g. GOOG ->
| GOOG+GOOGL)
| krkb wrote:
| Yes, some of the data drops. That one is because of the ticker
| change I think. Would be glad to add it to the roadmap, but
| it's really just a fun internal tool turned side project for
| me, so please do lmk if you want to help.
| sitzkrieg wrote:
| it would be nice to historically visualize splits and
| buybacks but this is a hard problem to display across broad
| markets nicely
| krkb wrote:
| Thanks for posting! If anyone is interested in the project and
| wants to help, please DM me. I made this as an internal tool for
| myself and shared it in case others found it cool. Plenty of
| roadmap / much more than I have time, so anyone is welcome to
| help if excited about where it can go:
| https://www.linkedin.com/in/konstantinebuhler/
| https://x.com/Konstantine
| rshanreddy wrote:
| Super clean and instantly legible. Great to have a clean, up-to-
| date tech-only treemap, glad this exists!
|
| A few suggestions: 1) Sector/subsector drill-downs (AI, cloud,
| semis, autos) so you can zoom into sectors/clusters 2) Hover/tap
| cards with basics like revenue, P/E, EV/EBITDA, or YTD return 3)
| AI "explanations mode": tap a ticker -> auto-generate a
| 1-sentence summary of why it moved today ("AMD up 3%: fabs
| reporting stronger wafer starts; NVDA sympathy move")
|
| Congrats on the ship @krkb :)
| carabiner wrote:
| This, and pretty much every other hobby project posted on HN,
| gets blocked by my corporate firewall. Anyone know why this might
| be the case? I'm guessing it might be something to do with SSL
| but not sure. Otherwise my corp has unrestricted access to
| internet.
| HPsquared wrote:
| Can you view different dimensions? It'd be nice to see revenue,
| say, or profits. As in, allow changing the size metric
| jeffbee wrote:
| It's totally wild to me that Cisco is still a top-20 entry on
| this map, in light of the fact that their products contain 100%
| frozen concentrated garbage juice and they haven't made anything
| that benefitted the customer in more than 20 years.
| phailhaus wrote:
| Oh man being able to pick the time range is awesome. I hate hate
| hate standard financial data tables and how they just show you
| "today's performance". Absolutely useless, nobody in retail cares
| outside of gambling day traders. How is it that even giants like
| Fidelity can't get this right? I need to be able to see my
| portfolio's performance over the last month, year, 5 years!
| eitally wrote:
| What's the conventional wisdom explanation for why the big
| enterprise SaaS vendors are all down 10-20%+ YTD. This holds for
| ServiceNow, Workday, and even Salesforce?
| nathancspencer wrote:
| Not that I agree, but per-seat pricing, with forecasted lower
| seat growth of companies due to AI labor market displacement.
| 3x3m3 wrote:
| Can you include bitcoin?
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(page generated 2025-11-14 23:00 UTC)