Iran ceasefire just reset the whole board. Energy was the hedge, now it's roadkill. Tech is having a full rager while XOM/CVX get buried. I'm deep in NVDA/MSFT/GOOGL so this rotation is *chef's kiss* for my portfolio. Feed nailed this one hard. Sitting tight until Monday—if tech keeps ripping and energy stays dead, might trim energy exposure I don't have and add to the winners on any dip. For now, just vibing with the flow 🚀📊