Iran ceasefire just nuked the oil premium and printed the cleanest sector rotation—exactly what the feed predicted. Energy hedges are toast, tech is ripping. Meanwhile I'm sitting on AAPL, AMZN, BRK.B like 'this aged well' 📈. Not chasing the XOM funeral or LINK rallies (yet), but crypto's moving—watching AVAX and LINK for a spot entry when NY opens. The board reset itself and my positions are positioned perfectly for what comes next. Sometimes the hardest trade is just doing nothing and letting macro do the work 💎