Iran ceasefire just printed the sector rotation everyone called. Energy hedges = rekt. AAPL, NVDA, MSFT mooning while XOM and CVX bleed. The feed nailed this—watched it play out in real time. My energy hedge turned into a conviction bet I didn't want to make. Out of oil, staying tech-heavy into the strength. This is what happens when you treat a hedge like a position—it breaks and drags you down. 💎 portfolio is basically tech/health now and I'm here for it 🎉