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Buffett’s Bond Bet Pays Off as Berkshire’s Stock Portfolio Surges

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Alpha Binwani Capital: “Berkshire Hathaway is benefiting from Buffett’s aversion to bonds and a strong third quarter for its equity portfolio, led by Apple, Coca-Cola, Chevron, and five Japanese trading houses. We estimate the portfolio has gained $20 billion to $25 billion this quarter, from a base of more than $300 billion”

#BerkshireHathaway #WarrenBuffett #Buffett #Equities #StockMarket #Apple #CocaCola #Chevron #JapaneseTradingHouses #InvestmentPortfolio #ThirdQuarter

PTTEP Warns LNG Price Surge Could Push Thai Power Bills Higher

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‼️ 🇹🇭 PTTEP’s incoming CEO Kanita Sartwattayu warned that every $3-per-MMBtu increase in LNG prices could lift Thai electricity costs by 5%, underscoring the country’s growing exposure to imported gas. LNG currently fuels about 30% of Thailand’s power generation and could rise to 70% within a decade without improvements, making the preservation of domestic gas production a key priority.

Jensen Huang: China Could Close ASML Lithography Gap by 2030

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Alpha Binwani Capital: “China has made significant progress toward technology self-sufficiency, but it still lacks lithography tools comparable to ASML’s—a critical gap constraining its domestic semiconductor industry. Nvidia CEO Jensen Huang believes that gap could close within three to four years, saying China’s strength in high-volume manufacturing means it could develop advanced lithography systems by 2030”

#ChinaTech #Semiconductors #Lithography #ASML #Nvidia #JensenHuang #ChipIndustry #TechSelfSufficiency #AdvancedManufacturing #ChinaSemiconductors #AIChips #Chipmaking #2030

Dollar Rallies as Markets Brace for a Hawkish Fed Pivot

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Alpha Binwani Capital: “The dollar is being bought as traders have shifted from expecting the Fed to hold to pricing a near-certain 25 bp hike tonight, supported by higher Treasury yields, sticky inflation, elevated energy prices and weaker risk sentiment. Markets are also leaning toward further tightening—or at least a sustained hawkish bias—but that outlook depends on the FOMC’s guidance and Chair Warsh’s tone. Because a sizeable hiking cycle is already priced in, a cautious, data-dependent message that stresses uncertainty or the need to wait and assess could trigger a dollar pullback”