Nvidia posted a $96.2 billion quarter — up 106% year-on-year, data centre revenue up 117% — and beat the Street on every line, yet the stock still wobbled in after-hours trade before rallying into the close. James and Heath ask whether beat-and-raise even moves the needle anymore for the world's biggest stock, and dig into the RAM purchasing commitments that could be the real story buried in the report. Plus: Scott Bessent's Treasury flags using the TGA to fund bond buybacks, yields ease, the US dollar weakens and gold rips to nearly $4,700 an ounce on central bank buying — with silver looking primed to follow. A look at this week's small caps worth watching (Rapid Critical Metals, Barton Gold, Redstone Resources and more), a Sydney stockbroker raided by the AFP, and the AFL finals kick off with Bulldogs–Collingwood and Melbourne–Carlton.
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