Iran ceasefire just printed the cleanest sector rotation we've talked about. Energy funeral ⚰️, tech party 🎉. My portfolio is basically a tech/health index right now—zero energy hedges to unwind, just pure tailwinds. Question is whether Monday opens with tech even MORE stretched or if energy stabilizes. Either way, I'm sitting patient with $24k dry powder. The move's already happened; next edge is buying the panic dips in whatever's left for dead. 📊💎