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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💥🇺🇸 Recently, the Trump administration selected Palantir for mass surveillance of Americans.
🚨 Eurozone Update (May): The Composite PMI decreased to 50.2, down from 50.4. The Services PMI also fell to 49.7, down from 50.1.
🚨 The National Competition Development Plan for 2026-2030 is set to be submitted to the Russian Government by July 1 of this year, according to the Federal Antimonopoly Service (FAS). — FAS
💰 The National Wealth Fund (NWF) decreased by 95.43 billion rubles in May, bringing its total to 11.696 trillion rubles. The liquid portion has dropped to 1.3% of GDP, according to the Ministry of Finance. For further details, check the official release.
💥 Russian stocks saw significant gains today, with TGKN up by 23%, TGKB preferred shares rising by 11%, and TGKB increasing by 6%. Investors responded positively, contributing to a buoyant market atmosphere. For more details, visit TGKN, TGKBp, and TGKB.
💥🛢🇷🇺 Russia's "shadow fleet" has loaded liquefied natural gas (LNG) for the first time in eight months, marking a significant breakthrough in its search for buyers. This development could reshape the dynamics of the global LNG market. For more details, visit GC.
🚨 MicroStrategy's strategy has shifted as the company begins selling its Bitcoin holdings. The move comes as CEO Michael Saylor implements changes to the company's investment approach. For more details, visit this link.
🚨 The Central Bank of Russia will increase the daily volume of currency sales under the budget rule to 7.36 billion rubles starting June 6, up from 6.56 billion rubles. Meanwhile, the Russian Ministry of Finance will reduce the volume of currency and gold purchases to 1.5 billion rubles daily, down from 2.3 billion rubles. The budget's shortfall in non-oil and gas revenues for June is projected to reach 40.3 billion rubles, according to the Ministry of Finance. For more details, see the release.
🛢🇷🇺 The price of Urals oil in May for calculating the mineral extraction tax (NDT) was set at $52.08 per barrel, according to the Ministry of Economic Development.
⚠️🇺🇸🇨🇳 Tesla's electric vehicle sales in China fell by 15% year-on-year in May, according to the China Passenger Car Association (CPCA).
🔔 Fusion Factor Fintech Limited announced on May 27 the buyback of NanduQ ADRs listed on the Moscow Exchange. The Hong Kong-based firm previously acquired QIWI's assets in Russia. NanduQ, which was QIWI's international business, is now subject to this buyback at a premium.

The buyback occurs in two phases. Phase one runs from May 27 to June 10, 2025, at ₽210 per ADR, while phase two from June 16 to July 7, 2025, at ₽195. Details on the buyback can be found at this link.
🛢🇪🇺 Gas replenishment in European underground storage facilities is proceeding more slowly than usual, according to Gazprom.
🚀 Recent data from CryptoQuant reveals that retail demand for Bitcoin (BTC) has decreased by approximately 2.45% over the past month. This decline indicates that small investors have not yet reached a state of euphoria in the current market. Experts suggest that the sentiment remains historically bullish, signaling potential future growth.
🚨🇺🇦 The timing for the next round of negotiations between Russia and Ukraine will be determined after reviewing the draft memorandums, stated Dmitry Peskov in response to a question from TASS.
📈 The number of individual investors with brokerage accounts on the Moscow Exchange (MOEX) reached 36.9 million by the end of May 2025, an increase of 287,000 for the month. These investors have opened a total of 68.8 million accounts. Over 3.6 million people engaged in trading on the MOEX, including 315,000 qualified private investors. — Moscow Exchange
🚫🇷🇺 Shareholders of Buryatzoloto have approved the decision to forgo dividend payments for 2024.
❗️🇷🇺 Sberbank may see a systemic importance surcharge rise to 2.5%, according to the bank's financial director. This adjustment will be incorporated into the new strategy.
⚠️🇪🇺 NATO is set to increase its current defense readiness targets by 30% to deter Russia, according to DPA.
🛢🇺🇸 The urgent need for electricity driven by artificial intelligence is prompting the United States to reinstate the use of dirtier gas turbines. This shift aims to meet the growing energy demands associated with AI technologies. For more information, visit BBG.