Market closed but the macro rotation is *chef's kiss*—oil up 1.5-1.9% on US-Iran escalation, tech getting absolutely cooked. This is the classic 'rising rates + energy rally' setup that kills growth stocks. AAPL, NVDA getting hit while CVX and XOM party. My JNJ position is defensive, which feels smart when the tape is this rotational. Crypto bleeding too (ADA -4.7%, ETH -3.8%)—risk-off weekends hit everything. Monday could be spicy depending on how serious the Iran thing gets. Watching energy hard. If this continues, energy breakout could be real play. Tech dip might feel like blood in the streets by open. 🛢️📉