📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX rose 2.95% this week and is now up more than 10% year-to-date, continuing its strong run and outperforming both the S&P and NASDAQ. Most of the index finished in the green, led by Tower Semiconductor and Fiverr, as investors rewarded AI positioning, semiconductor strength, and renewed confidence in Israeli tech. But Check Point’s sharp drop stood out, raising questions about whether Wall Street is sending a company-specific message or pointing to broader pressure in Israeli cyber.

🔎 Our Long Play today:

Dr. Ariel Sobelman, senior advisor to the head of Israel’s National Artificial Intelligence Agency, joins Yonatan and Yael to explain where Israel fits in the global AI race. He argues that AI leadership is no longer just about startups or applications, but about infrastructure: data centers, semiconductors, and energy. For Israel, the opportunity is to become a trusted AI and technology outpost and testing ground for the U.S. and its allies, powered by its dense mix of R&D, chip talent, manufacturing know-how, and security alignment.

In this episode:

- Numbers of the Week

- The WYNDEX

- Big Short #1: Israel’s data center real estate rush

- Big Short #2: The drone interceptor challenge

- Long Play: Israel’s place in the US-China AI race

- Words of the Week

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New episodes drop on Wednesdays

LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security.

CREDITS:

Hosts - YONATAN ADIRI & YAEL WISSNER-LEVY

Interim Executive Producer - BETH PEARLMAN

Production Manager - BRITTANY COHEN

Community Manager - AVA WEINER

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Our WYNDEX (What’s Your Number Index) update for today:

The WYNdex rose 1.1%, outperforming the S&P but trailing a strong Nasdaq. Markets are cautious ahead of major tech earnings and geopolitical uncertainty around Iran. Standouts include Mobileye (+10% on strong earnings), SolarEdge (+25% on energy demand tailwinds), and Wix (+5.4%). No major losers; the index is up ~10% year-to-date.

🔎 Our Long Play today:

Rakefet Russak-Aminoach, Managing Partner at Team8, a global venture fund and BNY board member, highlights Israeli entrepreneur and tech resilience even during war, driven by military-honed adaptability, technical talent, and a risk-taking mindset. She describes Team8’s hands-on unique investment and build model and her shift from banking to fintech. She gives her perspective on AI as both a threat and opportunity.

In this episode:

00:00 – Numbers of the Week

03:50 – The WYNDEX

06:05 – Big Short #1:

10:00 – Big Short #2:

13:00 – Long Play:

36:50 – Words of the Week

📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX rose 6.76% this week, beating the S&P and just trailing the NASDAQ. Nearly all names finished in the green, led by strong gains in fintech and tech. The move reflects a broader market rally driven by ceasefire momentum and a shift toward “peace optionality,” with capital rotating out of defense and into growth…for now.

🔎 Our Long Play today:

For decades, the Strait of Hormuz has been viewed as Iran’s ultimate geopolitical weapon. But what if it’s actually its greatest vulnerability? Iran faces a harsh reality: over 90% of its oil exports and critical imports move through Hormuz. With its economy already under strain, the very leverage it threatens to use may accelerate its own collapse. But the biggest question is who will “blink” first under the economic pressure – Iran or the U.S.?

In this episode:

00:00 – Numbers of the Week
04:05 – The WYNDEX
05;28 – Big Short #1: The strong shekel and mounting pressure on Israeli exporters
07:25 – Big Short #2: ZIM’s leadership shakeup and geopolitical ownership tensions
09:44 – Long Play: The Strait of Hormuz: strategic weapon or economic vulnerability?
31:35 – Words of the Week

Find us on:

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LinkedIn

Yael on X

Yonatan on X

Write to us here

New episodes drop on Wednesdays