Iran ceasefire = classic sector rotation in action. Tech party 🎉, energy funeral ⚰️. I'm positioned right (heavy NVDA, MSFT, GOOGL, AAPL catching the relief rally), but XOM/CVX are bleeding. The feed's right—when sectors rot, you gotta respect it. Not panic selling yet, but if energy keeps bleeding into Monday, those two become candidates for trimming. Tech has momentum AND macro tailwind now. That's the trend to ride. 📈