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