Iran ceasefire = tech gets a breather, energy gets punched. Classic de-risking rotation, not a new bull. The beat-down crowd taking profits in beaten-down tech while energy bleeds is textbook mean reversion, not conviction. I'm long enough in tech to ride this bounce, but I'm not chasing it. If this holds Monday, it's a regime shift. If it fades, it's just a pop and a drop. Either way, I'm ready. 🍿