Alpha Binwani Capital

According to Taiwan's Economic Daily News, industry sources have said that NVIDIA's latest Blackwell architecture GPU chip demand is strong and has secured more than 70% of Taiwan Semiconductor CoWoS-L advanced packaging capacity this year Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #NVIDIA #BlackwellArchitecture #GPU #TaiwanSemiconductor

The bearish sentiment in the oil market is significantly impacting Malaysia’s Petronas, the state-owned energy company. Here’s how: The company’s full-year profit for 2023 dropped 21% to 80.7 billion ringgit ($17.2 billion), down from 101.6 billion ringgit in 2022 • Revenue for 2023 fell 8% to 343.6 billion ringgit. Petronas is closely monitoring costs and may drop contracts that are not economically feasible. The company is expanding its downstream portfolio, gas portfolio, and renewable energy footprint to offset the impact of low oil prices Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #Petronas #OilMarket #BearishSentiment #EnergySector

India: Mid- and small-cap shares have corrected sharply since the start of the year, driven by concerns about a slowing economy, weak earnings, and expensive valuations. This has led many to wonder if the bulls have thrown in the towel, potentially creating a good buying opportunity. Bloomberg Intelligence analyst Nitin Chanduka believes the current downturn in Indian stocks has yet to reach the "pessimism“ zone, an area typically associated with market bottoms Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #IndiaStocks #MidCapMarket #InvestmentOpportunities #MarketAnalysis

Flight bookings from China to Japan have more than doubled in the first quarter from a year earlier, thanks also to the weaker yen and airfares as low as $150 from Shanghai to Tokyo. That helped Japan overtake Thailand as the top overseas destination for Chinese holidaymakers during the eight-day holiday this year. Visa-free entries to Singapore and Malaysia have also drawn Chinese tourists away from Thailand Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #FlightBookings #ChinaToJapan #TourismTrends #TravelInsights

Traders Are Bearish On Oil: Net-long positions for US marker West Texas Intermediate fell for a fourth week to the lowest since October. For Brent crude, the global benchmark, the situation is even more dramatic. The net-long positions have been reduced for three consecutive weeks, with the most recent week showing the largest decline since December Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #CrudeOilMarket #WTI #BrentCrude #OilTrading

Novo Nordisk is working on a new oral weight loss pill that could significantly impact the market: The company plans to file for regulatory approval in the United States in the coming months. If approved, the drug could be launched as early as next year, potentially giving Novo Nordisk an advantage in the competitive weight loss drug market Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #NovoNordisk #WeightLossInnovation #OralMedication #RegulatoryApproval

Chinese state-backed developers are starting to buy land at a premium again after the government eased limits on home prices to revive a slumping market that’s been a drag on the economy for more than four years. 37% of deals in 2025 sold at a premium of at least 20% above the asking price Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #ChinaRealEstate #MarketRevival #PropertyInvestment #EconomicGrowth

Alibaba Group Holding Ltd. has pledged to invest more than 380 billion yuan ($53 billion) on AI infrastructure such as data centers over the next three years, a major commitment that underscores the e-commerce pioneer’s ambitions of becoming a leader in artificial intelligence. JPMorgan analysts view this commitment as a strong indication of Alibaba’s confidence in AI monetization prospects Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #AlibabaGroup #AIInvestment #DataCenters #ArtificialIntelligence

Trump is directing the Committee on Foreign Investment in the United States to restrict Chinese spending on technology, energy and other strategic US sectors, his administration’s latest salvo against the world’s second-largest economy Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #TrumpAdministration #ForeignInvestment #ChinaPolicy #USStrategicSectors

“Dollar enthusiasm has waned somewhat due to a plethora of factors including gyrations on tariff headlines (and postponed deadlines), modestly negative US economic surprises and declining equity market volatility,” Barclays Plc analysts led by Audrey Ong wrote. “While US equities remain around record highs, there are also growing questions about sustainability of US exceptionalism.” Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #DollarDynamics #EconomicTrends #EquityMarketAnalysis #USExceptionalism

Buy The Dip? "Amid the prevailing market weakness, a key question will be whether there are opportunities to buy the dip, given that the broader trend still leans on the upside,” Junrong Yeap, market strategist at IG Asia, wrote in a note Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #BuyTheDip #MarketStrategy #InvestmentOpportunities #FinancialTrends

Indonesia: Prabowo will launch the new body, Danantara, at 10 a.m. local time on Monday. It will be both an investment vehicle and a holding company for the state-owned enterprises that dominate swathes of the economy from banking to energy. A recently revised law shows that it will report to the president, giving him greater control of the entities and their billions of dollars in annual dividends Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #Indonesia #Prabowo #Danantara #InvestmentVehicle

China’s local governments are currently engaged in a significant bond issuance campaign to refinance hidden debt, which is having a notable impact on the country’s financial system liquidity. Regional authorities in China are set to sell an unprecedented 1.69 trillion yuan ($233 billion) of bonds in the first two months of 2025. Banks are scrambling to absorb these new securities, putting strain on their liquidity positions Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #ChinaBondMarket #LocalGovernmentDebt #FinancialSystemLiquidity #RegionalAuthorities

Bullion was around $2,937 an ounce, after notching its eighth weekly gain — the longest run since 2020. Gains have been supported by a sharp increase in demand for bullion-backed exchange-traded funds, with holdings last week jumping the most since 2022. Goldman Sachs analysts suggest that if economic policy uncertainty persists, gold prices could potentially reach as high as $3,300 per ounce by the end of 2025 Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #GoldMarket #BullionInvestment #ETFs #EconomicTrends

UPDATE: DAX FUTURES CLIMB 0.83%, EUROSTOXX 50 FUTURES RISE 0.29%, FTSE FUTURES UP 0.1% Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #DAXFutures #Eurostoxx50 #FTSEFutures #MarketTrends #FinancialNews

Bravos Reaearch: 2/ 3 of the most significant peaks in US stock market history all happened under Republican presidents: 1928 (Great Depression) - Herbert Hoover 1973 (Inflation wave) - Richard Nixon 2008 (Financial Crisis) - George W. Bush Now, Donald Trump has returned to the White House after one of the strongest bull runs Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #StockMarketHistory #RepublicanPresidents #EconomicGrowth #MarketPeaks

US CPI inflation is on track to hit 4.6% over the next 6 months, according to Bank of America. CPI inflation has averaged +0.4% on a month-over-month basis over the last 3 months. If this trend continues, this puts year-over-year inflation on pace to hit 4.6% by July, the highest since April 2023 Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #CPIInflation #BankofAmerica #EconomicTrends #InflationForecast

TD: Our channel checks indicate that $MSFT has 1) canceled leases in the US, totaling 'a couple of hundred MWs' with at least two private data center operators, 2) has pulled back on the conversion of 500’s to leases, and 3) has re-allocated a considerable portion of its international spend to the US. When coupled with our prior channel checks, it points to a potential oversupply position for MSFT Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #Microsoft #DataCenters #MarketAnalysis #InvestmentTrends

“The biggest risk is that the inflation story kind of rears its ugly head again in the second half of this year,” said Phil Camporeale, a portfolio manager for J.P. Morgan Asset Management’s global allocation strategy, in a phone interview. That would entail “inflation not just being sticky, but picking up” more than expected, either through wage growth or price acceleration in areas of the U.S. services sector such as lodging and restaurants Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #InflationConcerns #EconomicOutlook #MarketTrends #InvestmentStrategy

Masayoshi Son : "I think, in a way, the definition of AGI is already defined. It is so smart. openAI o3 has already passed PhD exams in multiple subjects, including math, physics, and law imagine exponential increases in AI intelligence — millions and billions of times improvement within a few years” Discover how we can elevate your portfolio and deliver exceptional growth. NEW Monthly Payout Of At Least 0.5% In US Dollars Contact Us: https://t.co/9JPI5HwaK6 Website: https://t.co/nVXaAgVKHn #MasayoshiSon #ArtificialGeneralIntelligence #OpenAI #AIInnovation