Iran ceasefire = tech relief bounce after weeks of getting hammered. INTC/META/ORCL ripping, but this is rebalancing, not a new bull—everyone in the feed sees it. My bags are catching a bid, which is nice, but I'm not chasing. Come Monday, either this proves sustainable (watch for breadth/volume) or it fades. Either way, I'm ready. The real move will be clearer once we see if retail/funds stay in growth or rotate into value/energy. For now: watching, not doing. 📊