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đOur WYNDEX update for today:
It was a tough week all around. The NASDAQ and S&P shed some serious AI market cap and while WYNDEX was in the red - though it significantly outperformed both NASDAQ and S&P. In numbers: NASDAQ lost 3.96% and S&P lost 2.23%, while the WYNDEX lost 1.26%. Thatâs 2.7% better than NASDAQ and 0.97% compared to the S&P.
đŻOur Big Shorts for today:
- India and Israel sign defense MOU: India will reportedly acquire missile systems from Israel Aerospace Industries (IAI) for $3.75B, and IAI will convert six commercial planes into Indian Air Force refueling aircraft.
- A Goldman Sachs report, published after the ceasefire went into effect last month, is (cautiously) optimistic on economic growth in Israel, largely due to an easing of labor market constraints. We dive into the numbers from the reportâŠ
đAnd our Long Play today is a look at the AI bubble - which is not quite bursting but showing some cracks (some are calling it a âwobbleâ) - and what Israelâs exposure is if we see a broader/deeper correction take place in both public and private market valuations.
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New episodes drop every Wednesday
Whatâs Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri â Israeli entrepreneur and former advisor to President Shimon Peres â and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israelâs economy and its future.
âïž 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.
đ§ CREDITS:
Hosts - YONATAN ADIRI and MICHAL LEV-RAM
Executive Producer - ADAAM JAMES LEVIN-AREDDY
Sound and Video editing - MARTIN HUERGO
Music - MIDNIGHT GENERATION
