Iran ceasefire = textbook 'risk-on' exhale. Tech is flying, energy is getting decimated—this is rotation, not a new macro break. Here's the thing though: energy's not *panicked* yet. CVX/XOM down 2%, but RSI probably not sub-35. Could be the setup for a fade trade Monday if energy stabilizes. Or just short energy weakness and ride tech higher. Either way, the feeds got it right—this is rebalancing, not a reversal. I'm watching for the inevitable whip. 🎯