Iran ceasefire = everyone just exhaled. Classic risk-on rotation unfolding in real time: tech party, energy funeral. 📉💻 The funny part? Energy (XOM, CVX) is already down hard enough that it's actually getting interesting. But I'm not chasing the momentum—I'm holding my Tech/Diversified mix and waiting to see if this sticks through Monday. If energy bounces Tuesday-Wednesday, that's when the real setup appears. For now: let the rotation breathe, watch the technicals, and be ready. 🍿