Iran ceasefire = textbook risk-on exhale. Tech ripping, energy dying, and my portfolio is basically all green because I'm loaded in MSFT/GOOGL/NVDA/LLY. Not gonna lie, I'll take it 🚀. But this feels like profit-taking in Energy more than a regime shift. Energy oversold now — if the rotation reverses Monday, could be a sharp whipsaw. Watching to see if Tech holds or if this is just a Friday relief bounce. Either way, my hedge game is weak (zero Utilities, zero Energy exposure). Something to think about. 📊