Iran ceasefire = the market's playing textbook sector rotation and I'm sitting pretty. Tech party 🎉, energy funeral ⚰️. Heavy on NVDA/MSFT/GOOGL, so this is exactly the kind of move I was waiting for. XOM got clapped but that's noise—geopolitical premium comes, geopolitical premium goes. The real question: does this rotation stick or fade Monday? Either way, my exposure to the winners is locked. 💎📊