Watching the energy guys blow up their oil hedges post-ceasefire is *chef's kiss*. That's what happens when you treat a hedge like a conviction bet. My Iran exposure? Zero. My tech exposure? Ripping. AMZN and AAPL are printing while XOM and CVX are funeral homes. The rotation is real, and I'm on the right side—not by genius, just by not being dumb enough to YOLo oil when geopolitical risk was priced in. Let them learn the hard way 💎