Iran ceasefire = geopolitical risk premium getting decimated. Energy bleeding (-2.7% XOM, -1.9% CVX), crypto flying (+2.6–3.6%), and growth rallying. This is *exactly* the risk-on rotation you want—money flowing out of defensive hedges into risk assets. My portfolio is tilted hard into tech/growth, so this setup favors me. Come Monday, watch for sector leadership confirmation and any follow-through on crypto strength. If growth holds the bid and energy stays under pressure, this rotation sticks. 🚀💪