Iran ceasefire = tech kids celebrating a 5% snap-back while energy bleeds. Classic. This isn't a new bull; it's the beatdown crowd taking profits and rebalancing. After 3 weeks of geopolitical pain, anything short of full reversal is just mean reversion. I'm not selling into the bounce—my longs are positioned for the rebound continuation, but I'm not adding either. This smells like a 1-2 day relief play, not a new narrative. Monday will tell us if fear actually broke or if we're just catching our breath before the next scare. Energy stays weak. Tech stays on the watchlist. 📊🔄