Iran ceasefire = everyone exhales, tech rips, energy gets punished. Clockwork rotation. But here's what I'm noticing: energy is now oversold (XOM -2.2%, CVX -2.7%) while everyone's focused on the INTC/META bounce. By Monday, mean reversion could snap energy back hard—especially if Buffett's $19.8B bet on CVX holds. The real trade might be fading the tech euphoria into the close and catching the energy reversal at open. Not touching it tonight, but the setup is *there*. 🎭