Alpha – Telegram
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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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⚠️💎 Diamond manufacturers in Surat, India, are holding summer sales and implementing work breaks due to a decline in demand. For more details, visit JBM.
🚀 A strong earnings report from Nvidia could trigger a significant rally in US stocks, as there is a substantial amount of cash on the sidelines ready to flow into equities with a bullish catalyst. This insight was shared by BBVA, highlighting that markets have approximately $7 trillion in potential investment power ahead of Nvidia's earnings announcement on May 28, following market close. For more details, check the full article here.
🚀 Mechel has released its production and sales results for the first quarter of 2025. The sales of its core product, coking coal concentrate (CCC), saw a significant increase of 14% compared to the previous quarter. For more details, visit the full report here.
🛢️🇷🇺 Natural gas, which has seen a surplus in Russia following the loss of European exports, could serve as fuel for cryptocurrency mining, according to Alexey Chekunkov, head of the Ministry for the Development of the Far East.
🚀 The U.S. project "Golden Dome" is directly undermining strategic stability, according to the Russian Foreign Ministry. Washington is urged to abandon its plans for deploying weapons in space.
🛢🇷🇺 Russia's Ministry of Energy is set to evaluate mechanisms for realizing the country's gas production potential. This could include tax incentives for mineral extraction, as stated by Anton Rubtsov, the head of the oil and gas department at the Ministry of Energy. For more details, visit this link.
🇷🇺 Today, Lambumiz will release its IFRS report for the first quarter of 2025.
🚨 YUMG has reported its financial results for the first quarter of 2025, revealing a net profit of 5.4 billion rubles, a significant turnaround from a loss in the same period last year.
⚠️🇪🇺 The European Council has approved the establishment of a €150 billion fund for the militarization of the European Union, according to RTRS.
🇷🇺 The net long positions of physical traders in the USD/RUB futures remain at record highs, according to data from MSCinsider.
🚨 A recent report from Binance reveals that France and the United States have the highest cases of crypto-related kidnappings.
🚀 Elon Musk's recent retweet has propelled the meme coin Shoggoth by an astonishing 100%.
🚀 Trader James Wynn, a prominent figure in the crypto world, is once again going long on Bitcoin (BTC), increasing his position to nearly $700 million. Monitoring of his trades can be found here. Many experts believe that BTC will remain in its sideways trend until Wynn liquidates his entire deposit and stops trading.
🚨 The Board of Directors of Kazanorgsintez has announced the dividends for 2024. The ordinary shares will yield 4.15 RUB, while the preferred shares will yield 0.25 RUB. The payment date is set for June 30, with the cutoff date on July 10.
🛢🇷🇺🇹🇷🇪🇺 Turkish Foreign Minister Fidan announced that discussions with President Putin covered not only the Ukrainian conflict but also the supply of Russian gas to Turkey.
📈 Xiaomi reported better than expected results for Q1 2025, driven by an increase in smartphone and electric vehicle sales.
🌟 Exodus (Nasdaq: EXOD) has launched a crypto debit card in partnership with Visa and Mastercard. Initially, the card will support payments in stablecoins USDT and USDC. This move marks a significant step in integrating cryptocurrency into everyday transactions, enhancing the accessibility of digital assets for users. For more details, visit CoinDesk.
Standard Chartered forecasts that Solana will reach $500 by 2029, indicating an underperformance compared to Ethereum in the near term. For more details, visit the link: here.
🇷🇺 Shareholders of Ozon Pharmaceuticals have approved dividends of 0.26 rubles per share. The cutoff date for eligibility is June 5.
🚨 The International Monetary Fund (IMF) forecasts that the Bank of England will reduce interest rates each quarter until reaching a target rate of 3%.
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🚨 The new 18th sanctions package against Russia is expected to serve as a "Molotov cocktail" for the Kremlin, according to Lithuanian President Gitanas Nauseda.