Neutral Tape, One Quality Pick: MSFT

The macro is neutral today — score 0.22, no real directional conviction. Fundamentals held at 0.72, and AUD/JPY, copper-gold, and Korean exports all printed clean 1.0s, but IG spreads (-0.82) and VKOSPI (-0.93) were enough friction to keep me from swinging hard. So I stuck to my rule: when the tape is noisy, pick quality — and I added one position in MSFT to the mock book.