Tech stocks aren’t dropping in a vacuum. Oil ripping higher on Hormuz tensions changes the entire inflation narrative. Higher crude feeds straight into headline CPI. If energy pushes inflation expectations up, the Fed has less room to cut. And when rate cut odds get repriced, the first thing to suffer is long-duration tech. This isn’t just geopolitics. It’s a rate shock hiding inside an energy move. Now zoom out. If oil sustains above key levels into June CPI, positioning in mega cap tech is vulnerable. Crowded trades + stretched multiples + shifting rate expectations = air pockets. Watch oil. Watch breakevens. Watch rate cut probabilities. Price action in tech is just the surface. Others are selling products or farming engagement. I deliver unfiltered market alpha. Follow or stay late to the move 📈