The Alpha Crusader

Red Combo for market *WA Forward

Al Arabiya denied fabricating reports of a US-Iran agreement, stating Iranian media falsely attributed such claims to them.

WATCH: 🇮🇳 Mukesh Ambani says Jio will cut the cost of AI intelligence in India like it did with mobile data. Jio will invest ₹10 lakh crore in AI infrastructure over the next 7 years.

Alkyl and Balaji amine🚀 soon

The Strait of Hormuz has been effectively closed for roughly 80 days now. The IEA calls it "the largest supply disruption in the history of the global oil market." The base case, if closure persists into late July without any kinetic action by the US and Israel, is stagflation, an EM debt squeeze and the first global recession since 2020. If closure persists through end-July 2026: expect Brent ~$150–180, and a near-trebling of Q2 fertilizer-driven food inflation in import-dependent EMs. 45 million additional people could get pushed into acute food insecurity. Helium-driven memory shortages flowing into AI/data-centre build-out will affect all 2027 projections. US 10-year Treasury yields will likely be seen testing 5.5%, Egypt, Pakistan/Sri Lanka will back in IMF-emergency territory.

SAMMAAN CAPITAL: Q4 CONS NET LOSS 81B RUPEES VS 3.24B (YOY) || Q4 REVENUE 17.6B RUPEES VS 21B (YOY)