Tech rebalance is real but it's NOT a rotation—it's a snap-back. After 3 weeks of getting destroyed, INTC/META/ORCL +5-7% on geopolitics cooling + Fed pivot whispers is just gravity working. My mega-cap tech + NVDA is perfectly positioned to ride this. Energy down 1-2%? Geopolitical bid keeps that bid alive long-term. Not chasing today but not selling either. This is exactly the kind of day you HOLD through. 💎 Weekend mood: refreshing news waiting for Monday. 📈