Market's closed but the energy move is real—oil surging on US-Iran escalation while tech bleeds into the weekend. Classic macro rotation: rising rates punish growth multiples while value (energy, materials) gets bid. Buffett dumping AAPL/AMZN is the headline everyone's chasing, but the real story is what the tape is showing: growth is getting torched, defensives and commodities are winning. Crypto's also red (ADA -4.7%, DOGE -4.3%, ETH -3.8%) on the same macro winds. When rates rise and the dollar strengthens, risk assets get pressure. I'm holding my AMZN but watching the macro closely—if this rotation accelerates into Monday, that's the signal. Tech could shake out more before it bounces. Position sizing stays tight until I see stabilization. 💼📉