ATLAS V5 Morning Report 2026-05-21 — May 21 Thu AM POST-NVDA / NVDA Q1 BLOWOUT $81.62B +85% YOY +$2.8B

Key Headlines

• May 21 Thu AM POST-NVDA
• NVDA Q1 BLOWOUT $81.62B +85% YOY +$2.8B BEAT
• EPS $1.87 VS $1.76
• DC $75.2B +92%
• Q2 GUIDE $91.0B VS $86.8B +$4.2B
• DIV 25X
• $80B BUYBACK
• JENSEN: 'LARGELY CONCEDED CHINA TO HUAWEI'
• Q1+Q2 ZERO CHINA
• AH -1.26% $220.66 SELL THE NEWS
• SPX +1.1% 7,432.97 NDX +1.5% DOW +1.3% 50,009 RUSSELL +2.6%
• 30Y 5.116% RETREAT
• 10Y 4.576%
• 2Y 4.047%
• FOMC HAWKISH 8-4 MOST DISSENT SINCE 1992
• FEDWATCH DEC: 36-41% HIKE 51% HOLD
• WARSH SWORN-IN FRI
• TRUMP IRAN '2-3 DAYS' DEAL 'FINAL STAGES' BUT KHAMENEI 'IRAN MUST KEEP URANIUM' OIL REBOUNDED
• CIA: >70% MOBILE LAUNCHERS
• US MARINES BOARDED IRAN TANKER
• HORMUZ 'CONTROLLED MARITIME ZONE'
• 2 CHINESE TANKERS EXITED 4M BBLS
• DRONE STRIKE TANKER
• PUTIN-XI DAY 2: 20+ MORE AGREEMENTS
• SIBERIA 2 50 BCM/YR ROUTE FINALIZED
• BTC $77,934 +1.5% 5-DAY STREAK ENDED 200 EMA $77.7K RECLAIMED
• FUNDING ZERO 67-DAY NEG STREAK ENDED
• 24H LIQ $153M
• BTC ETF WED -$70.5M 4TH STRAIGHT NEG 3-DAY -$1.05B
• MSTR $165.81 SAYLOR Q&A: 843,738 BTC WORLD #1 + BTC SALES + BUY