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📈Our WYNDEX update for today:

After two weeks in the red, the WYNDEX is back in the green, with 3.3% growth, outperforming both S&P and NASDAQ. After a rough stretch, PANW and CARK are back in the green with 6% gains each. But the big story of the week is a massive drop in one of Israel’s golden digital innovators, Monday.com, which shed 29% this week despite posting strong Q2 earnings. 

🎯Our Big Shorts for today:

• Israeli marketing analytics platform Appsflyer is reportedly in talks to be acquired by a PE firm at a valuation at or above $3.5B

🔎And our Long Play today is an interview with Netta Barak-Corren, a legal scholar and cognitive scientist, law professor at the Hebrew University in Jerusalem, about her work combatting Boycott, Divestment, and Sanctions (BDS) targeting of Israeli academia.

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ADAAM JAMES LEVIN-AREDDY - Executive Producer

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION

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📈Our WYNDEX update for today:

WYNDEX is in the red. We covered a two-week period this time (July 28 - August 8th) and the numbers aren’t so nice to look at: WYNDEX shed 4.41%, mainly driven by a 18.31% decline in PANW and a 14.52% decline in CyberArk.

🎯Our Big Shorts for today:

• Israel’s Leviathan natural gas field signs largest export agreement in country’s history - with Egypt
• Israeli AI committee calls for 25B shekel budget over five years, and publishes a critical assessment of the current state of Israeli AI 

🔎And our Long Play today is an interview with Lux Capital’s Josh Wolfe, a New York-based investor known for his bets on scientific and technological breakthroughs, all about the boom in defense tech and Israel’s increasing role in the sector 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

ADAAM JAMES LEVIN-AREDDY - Executive Producer

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

It’s the second week in a row in which the WYNDEX is rising over 1%, beating both S&P and NASDAQ. This week we’re at a 2.19% increase for the Wyndex, compared to 1.33% for S&P and 0.71% for the NASDAQ. Etoro leads the pack with 14.62%, in anticipation for a product update which is garnering a lot of attention. Word around the street (and retail investor forums) is that the recent GENIUS Act is about to fuel significant growth for the crypto friendly product. 

🎯Our Big Shorts for today:

• Intel’s continued decline: The semiconductor company reported earnings July 24, and while the company beat analyst expectations on quarterly revenue, it also announced even more cost cutting efforts: it’s in the process of cutting 15% of its workforce, canceling projects across the globe, and now it looks like it will also spin off its networking unit. None of this bodes well for Intel’s activities in Israel, where it’s still one of the largest tech employers. 
• New report on how desalination is critical to the Gulf’s future; could Israel play a role here? An interesting article from the Atlantic Council came across our radar last week, all about how the Gulf states’ future (or at least their ability to truly diversify their economies by leaning into tech and AI) could rely on their ability to develop large-scale desalination capabilities + marry these with their data center buildouts. We talk about Israel’s desalination “blueprint” and if/how it could apply to the Gulf.  

🔎And our Long Play today is an interview with Nir Hirschmann Rub, CEO of the Crypto, Blockchain, Web 3.0 Companies Forum. On the heels of “Crypto Week” in the U.S., we talk about the state of crypto in Israel… and some of the unique challenges & opportunities the industry faces in the country. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

The WYNDEX is back in the green, up 1.99% on the week, beating the S&P500 by 1.32% and the NASDAQ by 0.52%. We’re seeing most of the losses from last week regained, with big winners being Lemonade with a strong recovery (+10%) and Palo Alto (+4.48%). 

🎯Our Big Shorts for today:

• Netanyahu’s government may be safe for now, but key budget dynamics are on the line: The Defense administration is asking for an additional $12 billion aiming at a $42 billion budget (8% of GDP, 20%+ of budget!).
• Over in the U.S., Congress approves first major crypto legislation; could Israel be next? The landmark “Genius Act” has been signed into law, establishing a federal framework for stablecoins progress. Could similar legislation happen in Israel?

🔎And our Long Play today is a 10-part look back at the war in numbers:

1. $7 billion in direct damages from the October 7, 2023 invasion
2. >300,000 reservists approved for conscription by the Israeli government
3. 68,500 residents displaced from the North
4. 80%, the drop in tourism to Israel when comparing Dec 2023 to Dec 2022
5. 23%, the drop in the Tel Aviv Stock Exchange in the month following Oct 7
6. Q1 2024, when the Tel Aviv Stock Exchange exceeded pre-war levels
7. $32 billion, Google’s acquisition of Israeli-founded cybersecurity company Wiz
8. $12 billion additional rise in military budget coming out of the Iran war
9. 1.3 billion shekels, cost of damages and displacement from the Iran war
10. Multiple downgrades by the rating agencies - and how they got it wrong in the end

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

(00:00) Intro

(03:04) WYNDEX Update

(04:33) Big Shorts

(12:06) Long Play

(32:00) Words of the Week

(33:15) Outro

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

A red week for the WYNDEX, losing 5.85% on the week starting July 7th. After a few consecutive weeks in the green we saw the WYNDEX entering correction territory with losses across most equities.

🎯Our Big Shorts for today:

• United is back, baby: The airline, which has historically offered more flights to Israel than any other US-based airline, says it will resume daily nonstop flights July 21 - ten days ahead of schedule. 
• Israel and the US sign a “memorandum of understanding” for AI and ENERGY collaboration: The agreement is designed to advance cooperation in applying AI to strengthening the energy grids in Israel and the US, and to encourage research, innovation and the development of joint policies.

🔎And our Long Play today is an interview with Liran Shlush, Associate Professor at the Weizmann Institute of Science, Dept. of Molecular cell biology in Rehovot. Liran’s lab was in the building that received a direct hit from an Iranian missile in mid June. Just days after, he and his research partner Amos Tanay published a study that could have huge implications for early detection of leukemia. We talk to Liran about what happened, his research, and the state of Israeli collaboration with other global institutes. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

• Another week when all three are in the green: NASDAQ at 1.18%, S&P at 1.39% and WYNDEX at 1.78%. The biggest WYNDEX mover on the green, again, is SolarEdge. This week the company saw a 39.9% increase, mainly attributed to the passing of the Big Beautiful Bill.

🎯Our Big Shorts for today:

• Semiconductor giant Nvidia is planning to build out a multibillion dollar tech campus in Northern Israel 
• Israel’s central bank chooses to hold interest rates at 4.5% - for now

🔎And our Long Play today is all about the WYNDEX. How and why did we create our very own index of Israel-based and Israeli-founded public companies? What is our methodology? And what can the WYNDEX tell us about the strengths - and weaknesses - of the Israeli economy? We answer these questions and more in this week’s episode. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

WYNDEX is up 3.3% on the week of June 23-28. Almost fully correlated with the S&P 500 and under performing the NASDAQ by 1%. Notable movers on the green are autonomous car giant MobilEye with over 20% growth in one week and semiconductor company Nova Measurements with more than 15% growth.

🎯Our Big Shorts for today:

• The Israeli defense administration seeks additional budget in order to maintain its posture in Gaza, plan for the unfolding dynamics in Iran and more. But is an even bigger budget the answer?
• Israeli printing technology pioneer Landa Nano files for court protection. The company, founded by entrepreneur and inventor Benny Landa, had raised $1.3B to make “nano-printing” a reality. 

🔎And our Long Play today: 

Talking drones with Yariv Bash, cofounder and CEO of FlyTrex, an Israeli drone delivery platform which just announced a service launch with DoorDash in the Dallas-Fort Worth area. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

NASDAQ, S&P and WYNDEX were all in the green, with our WYNDEX trailing roughly 0.55% behind both with 1.67, 1.6 and 1.07% for the WYNDEX.

🎯Our Big Shorts for today:

• Seven-year-old digital payment company Melio has been acquired by SMB giant XERO, a deal that was negotiated from the safe room during the Israel-Iran conflict. 
• Spain is asking for “immediate” suspension of the EU “Association Agreement” with Israel + to impose an arms embargo on Israel, but this is unlikely to happen because of lack of support from other key EU countries like Italy and Germany. 

🔎And our Long Play today is an interview with AI expert and longtime entrepreneur Yoav Shoham, all about what Israel’s role is–and could be–in the global AI arms race. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

Last week (June 9-14th) we saw a market correction for both NASDAQ and S&P. WYNDEX was in the red as well. While S&P shed 1.08% and NASDAQ 0.85%.  WYNDEX shed 1.54%

🎯Our Big Shorts for today:

• Israeli defense contractors (literally) fenced off at Paris Air Show 
• 200,000 Israelis stranded abroad; when & how will they get home? 
• Tech deal: Wix acquires AI-powered no-code platform Base44 for $80m 

🔎And our Long Play today is a dive into why Israel’s stock market is rising - plus other positive economic indicators we’re seeing - despite the ongoing Israel-Iran conflict. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

The WYNDEX is up 3.8%, overperforming the S&P by 2.04% and NASDAQ by 1.35%. (The WYNDEX is our very own index, made up of 51 Israel-based and/or Israeli-founded companies that trade on American stock exchanges.)

🎯Our Big Shorts for today:

• Israel’s Ministry of Finance cuts growth projections 
• eBay is shutting down its R&D center in Israel 
• Lufthansa plans to “gradually” restart flights in and out of Tel Aviv 

🔎And our Long Play today is an interview with Oded Ben David, the chief technology officer at ELOP, the electro-optical division of Elbit Systems, all about Israel’s newly declassified (and low-cost) Iron Beam aerial defense system.

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION