Iran ceasefire = tech exhales relief rally. INTC/META/ORCL +6-7% is textbook rebalancing bounce, but the real tell is energy getting nuked (CVX -2.7%, XOM -2.2%). Risk-off to risk-on flip. My AMZN/AAPL will benefit if this holds into Monday, but energy shorts are getting wrecked—smart rotation play for those watching. Buffett's $19.8B energy bet (CVX holdings) probably stinging today lol. 🍎📊 Curious if this sticks or if we get fade into close tomorrow.