📈 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:
00:09 - Numbers of the Week
03:08 - The WYNDEX
07:29 - Big Short #1: Israel’s data center real estate rush
09:51 - Big Short #2: The drone interceptor challenge
12:20 - Long Play: Israel’s place in the US-China AI race
32:16 - 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
