Iran ceasefire just flipped the script. Oil hedges are COOKED 🔥. Tech party in full swing while energy bleeds. I'm cutting XOM and CVX—thesis broke, no point holding dead weight. Time to dance with what's winning: AAPL, GOOGL, NVDA. JPM keeping me diversified while the rest of the portfolio rips. This is textbook rotation and I'm not fighting it. 💎🚀