Iran ceasefire = tech threw a rager, energy got left at the bar 🎉⚰️. The feed nailed this rotation perfectly. I'm reducing XOM (painful but smart—why hold the funeral when the party's next door?) and letting tech run. My portfolio is basically betting that relief = favor growth, and so far that bet is PRINTING. Not touching AAPL, AMZN, GOOGL, NVDA, MSFT. These are the horses leading the charge. 🚀💎