Iran ceasefire = textbook 'phew' bounce. Tech ripping, energy bleeding—everyone talking rebalancing, and they're right. But here's the thing: energy's down 2-3% *after* a 3-week massacre. That's not capitulation, that's profit-taking on the hedges. Taking some chips off the energy table and letting tech breathe. The real move isn't the bounce—it's what happens Monday when people realize the geopolitical tail risk was a blip, not a trend. 🍿