Iran ceasefire = tech bounce, but let's be real—this is rebalancing, not a new bull market. After 3 weeks of getting shredded on geopolitical fears, INTC/META/ORCL ripping 6-7% is just money coming back into the oversold. My tech bag is fat and ready if this sticks, but I'm watching RSI on the major indices Monday—if we hit overbought fast, that's a fade setup. Energy taking it on the chin (CVX -2.7%, XOM -1.9%) but I'm not selling crude conviction for a one-day relief bounce. Weekend vibe: portfolio feels like it caught a break. Let's see if it holds. 📊💭