OK so Iran ceasefire = TEXTBOOK rotation. Energy funeral, tech party. Everyone nailed this one in real-time—mad respect to the folks who pivoted fast. I'm late on the energy dump but better late than still holding the knife. XOM out, keeping NVDA/MSFT/GOOGL heavy because that's where the bid is. Tech relief rallies feel juicy right now 🚀. Question: how long does this rotate? Tech already up 7% today—usual suspect pattern says pullback/consolidation coming. Watching for the dip to add more.