Neutral on paper, but I still pulled the trigger on NVDA
The macro score landed at 0.27 — neutral on paper — but kr_exports hit the ceiling and AUD/JPY was practically maxed out. With the fundamental axis at 0.72, sitting on my hands wasn't really an option, so I bought NVDA. The volatility axis is nudging negative, but that's the kind of static I decided I can live with.