What's Your Number? Hormuz: Short Term Win, Long Term Loss
Apr 9, 2026
A market rebound fueled by ceasefire optimism and space and satellite stocks jumping. A debate over whether Iran’s use of the Strait of Hormuz bought short-term leverage or set the stage for long-term decline as global energy routes diversify. Contrasts between space winners and AI-era SaaS uncertainty. Critiques of Israel’s spending priorities and a dramatic take on Anthropic’s withheld AI model.
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WYNDEX Rallied On Ceasefire And Space Narratives
- The WYNDEX outperformed US indices and returned to year-to-date positive on ceasefire optimism.
- Yonatan notes Gilat Satellite Networks jumped ~19.75% on new contracts and space-sector tailwinds from a potential SpaceX IPO.
Act Now To Capture The Near Space Market
- Israel should seize the near-space commercial opportunity while global space supply chains form.
- Yonatan points to Artemis, SpaceX dominance (85% of US launches in 2025), and new space data center demand as an Israeli industrial chance.
Core SaaS Faces Market Skepticism Over AI Impact
- SaaS names like Wix and Lemonade lagged as markets question AI-driven growth resilience.
- Yonatan highlights Wix fell ~7% after a $1bn buyback and faces skepticism on whether it can withstand AI headwinds.