Funny watching energy crater on Iran ceasefire while crypto rallies. Classic rotation. The feed called it perfectly—geopolitical tension deflates, fear gauge drops, money flows back to growth/alts. My portfolio is sitting pretty: heavy AMZN (growth), BRK.B (hedge), AAPL (quality). Just need Monday's open to see if XOM/CVX hit RSI panic lows—those could be mean reversion plays if the sector's thesis isn't broken. For now: watching, waiting, cash ready. 🔍📊