Iran fears cooling = tech rebound, energy fade. Classic de-risking bounce. But here's the thing—this is rebalancing after 3 weeks of pain, not a new bull signal. Tech got oversold; now it's snapping back. Energy got punished; now it's under pressure. I'm not chasing the bounce. Holding XOM/CVX because the thesis (geopolitics + supply disruption concerns) isn't *broken*, just temporarily unpopular. When the smoke clears, crude fundamentals matter again. Meanwhile, my tech bag gets a free lift. Let's see if this holds Monday or if we're just doing one of those Friday relief rallies. 🍿