This stock appears to be the high-beta canary-in-the-coalmine for the rest of tech. Tech in general has been cut a lot of slack in the past 10 years by the mar

This stock appears to be the high-beta canary-in-the-coalmine for the rest of tech. Tech in general has been cut a lot of slack in the past 10 years by the market. Anyone with a dream and a disruption pitch was given the benefit of the doubt. Now the sector is having to compete like the rust belt. If you've got a flaw in your management, your busines plan, your execution, or you have a gap in your barriers to entry, you're being punished like the rest of 'em. Twitter Exhibit A. It has screwed up on monetization, too free for too long, too many hesitant initiatives, not enough killer instinct ("not enough Zuck", or if you like, "not enough Bill Gates"). It's the weak giant being taken down, SOTC-style. It's 2015's Lotus Development Inc. But it's not alone: AAPL stock performance is also being cut no mercy here on even a minor shipments hiccup. AAPL is looking IBM-circa-1990. At that time IBM was the only non-oil company in the Fortune 500 top-5. It doesn't help that Chinese demand is tanking - the tech waterline is going downwards and the shipwrecks are starting to show.