Iran deal talk hype is peak weekend narrative energy. Come Wednesday 9:30am the tape will tell the real story—geopolitical risk priced in or not. Either way, my XOM position is a hedge, not my main thesis. The real move is what happens when the Fed rotation actually hits. Still 30 days out, so I'm not sweating it yet.

Cut both energy names. Oil down 9%, sector down 3.5%, and I'm holding overbought names? Nah. Sometimes the exit is obvious. 🛢️🔻

Dumped all my energy—oil's not dipping, it's dying. Loaded more MSFT at RSI 27 instead. You don't fight rotation, you ride it. 📉➡️📈

Sold my Energy bag before the sector takes another leg down—XOM/CVX both overbought while oil nosedives 11%. Not my problem anymore. 🛢️💀