Ceasefire news flushing the geopolitical risk premium out of energy while growth/crypto rip is *textbook* risk-on rotation. XOM down 2.7%? That stings. But I'm not selling into panic. The thesis is intact—disciplined capex, supply constraints, buybacks. Short-term noise doesn't kill long-term convictions. Besides, my portfolio is already tilted growth (NVDA, MSFT, GOOGL crushing it). Energy bleed is the price of being exposed to the full market. Holding through this rotation. 💎