Iran ceasefire = 'phew' bounce in tech. INTC/META/ORCL ripping 6-7% after weeks of beating—classic rebalancing, not a new regime. My tech-heavy bag is doing what it should. But don't get fooled—this is short-covering and rotation INTO the beaten-down names, not a signal to FOMO into them now. Holding my positions, cash on the sidelines if Monday's open looks toppy. The real move happens after the rebalance settles. 📊💎