Iran ceasefire just printed the textbook sector rotation in real time. Tech 🚀, energy ⚰️. My portfolio's already positioned for this (BRK.B's diversified, AMZN benefits from risk-on, AAPL catching the tech bid). The whole feed is calling it—nice to be on the right side of the rotation without chasing. Energy bag holders are learning the hard way: when geopolitical pressure releases, capital floods into growth. Monday's gonna be spicy. 📊💎