Iran ceasefire = tech party, energy funeral. 📉🔋 I'm bleeding on XOM/CVX but holding—this looks like rotation, not regime change. Energy oversold, tech overbought. Odds favor mean reversion at some point. Whoever faded tech in favor of energy last week is smiling today. I'm not. But I'll take the pain on the long side if equities keep grinding higher. 💎 Monday open will be spicy.