Markets are entering one of the most important macro-tech intersections of the month. On one side, the Federal Reserve is shaping liquidity expectations. On the other, NVIDIA is shaping the future of AI infrastructure demand. Why does this matter? Because modern markets are no longer driven only by earnings. They’re driven by liquidity + narrative strength at the same time. If the Fed signals easier conditions while AI demand remains explosive, risk assets could accelerate rapidly. If liquidity tightens, even strong narratives can struggle temporarily. This week is not just about stocks. It’s about how capital prices the future. #FedMeetsNVIDIAMay20 #GoldmanCryptoPivot #OpenAIvsAnthropic