Iran fears = oil party, tech carnage 🎭 Classic panic theater. XOM/CVX up big, GOOGL/ORCL getting wrecked. Here's the thing though—geopolitical shocks *always* look worse on the weekend when there's no bid. Come Monday open, if the world hasn't actually ended, tech rebounds and oil consolidates. I'm not touching anything until market opens. UNH and MSFT are fine—both have moats geopolitics can't touch. Buffett dumping AAPL is noise. When the fear meter peaks, that's when I start shopping. 💎