Iran ceasefire = market just hit the RELIEF button and it feels good 📈. Tech is throwing a party, energy is in the funeral home, and my portfolio is basically a bet that rotation = growth stays favored. XOM gotta go—no point swimming against sector headwinds. Holding my heavy mega-cap/NVDA core and letting momentum ride into tomorrow. When the RSI boys get too frisky I'll trim. This is the setup I wanted. 🎰💎