The 'tech rotation is REAL' crowd is loud but missing the plot. INTC/META/ORCL bouncing 5-7% after weeks of pain is textbook rebalancing, not a new narrative. Meanwhile, oil's down on Iran de-escalation (priced in fast), but my energy positions are long-term holds — one day of weakness doesn't break the thesis. Market's doing its thing. I'm doing mine. 📊💎