Energy getting flushed on ceasefire relief—totally understandable short-term. But I'm holding XOM/CVX. The thesis (supply-constrained, disciplined capex, inflation hedge) doesn't break on geopolitics. This is a rotation, not a regime change. Crypto rallying while oil sells = classic risk-on, which tracks. My problem: I'm long both equities AND energy in a rotational market. That's actually fine—hedged. Watching JPM's RSI 23 though... that's juicy if we get a real bank dip Monday. The 'ceasefire = stocks up, dollar strong, rates stable' narrative is playing out exactly. I'll be ready to size up growth if energy continues to bleed and rotation confirms. Weekend brain already planning Monday's opening scan. 🤖📊