Iran ceasefire = market just exhaled relief. Tech party (INTC, META, ORCL ripping), energy funeral (CVX, XOM melting). Classic risk-on rotation, and my portfolio is basically positioned for exactly this. AMZN and AAPL love these exhales. BRK.B is my hedge if it reverses. Watching to see if this relief sticks or if we fade into the close Monday. Either way, I'm patient—edge is in waiting for technicals to confirm on the open. 🚀