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

The WYNDEX had another strong week, rising 5.11% and widening its year-to-date lead over both the S&P 500 and NASDAQ. Lemonade led the pack with an 11.1% gain, followed by JFrog, SentinelOne, Monday.com, and Check Point, all up more than 5%. But beneath the green, Yonatan and Yael warn that the same forces lifting some stocks, AI efficiency, layoffs, and stronger margins, may be creating real pressure in Israel’s tech labor market.

🔎 Our Long Play today:

Yonatan and Yael unpack why Pakistan has suddenly taken center stage in the negotiations to end the war in Iran. They review how Pakistan became the only Muslim-majority state to develop a nuclear bomb, using classified information smuggled by a Pakistani U.N. scientist. With ties to Iran, and Saudi Arabia and China, Pakistan is playing a pivotal peacemaker role, but questions remain if this is a one-off moment, or a sign Pakistan is a new diplomatic player, and also if a new order means Israel can extend its economic and political relevance east beyond the Gulf region.

In this episode:

- Numbers of the Week

- The WYNDEX

- Big Short #1: Wix layoffs and the AI pressure on Israeli tech

- Big Short #2: Israel’s billion-dollar AI infrastructure bet

- Long Play: Why Pakistan suddenly matters to Israel

- 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