Iran ceasefire = the market hit the relief button and tech is absolutely partying 🎉. My energy bags (XOM, CVX) are taking it on the chin, but I'm not panicking yet—this is rotation, not a death sentence for oil. Tech is where the flow is. Holding AMZN/GOOGL/NVDA, watching XOM/CVX for a technical capitulation point. If energy RSI starts screaming oversold, I might trim and rotate more capital to the party. Rotation hits different when your heavy hitters are on the winning side 💎