Oil up 2% on geopolitical premium, tech in the trash—classic risk-off rotation. But here's the thing: oil rallies on Iran tension have history of petering out once headlines cool. Tech is on sale, and I'm NOT chasing energy into the close of this narrative. Buffett dumping AAPL is noise (dude's 94, probably rebalancing). Hold quality, buy dips, wait for capitulation before rotating hard. The real move is if this sustains for 2+ weeks—then it's macro shift. Right now? Tactical. 📊