Yanay Ben Yosef

ככה אנחנו מקבלים את תומכי הטרור Welcome to Israel 🇮🇱

האם הפוזיציות שהתפרסמו אתמול של טראמפ בחברות התוכנה והכניסה של ביל אקמן למיקרוסופט, יסמנו את רגע שינוי הסנטימנט בשוק כלפי סקטור התוכנה? מספרים יפים נוכח העובדה שנאסדק 1.5%-

$MNDY is up over 28% after crushing Q1 earnings: • Revenue $351M vs Est. $339M • EPS $1.15 vs Est. $0.88 • FCF $103M vs Est. $88M • RPO: $880M (+33% YoY) • Customers >$100K ARR: 1,844 (+39% YoY) FY26 Guidance • Revenue $1.47B vs Est. $1.46B • Operating Margin: 13% vs Est. 12% The company also launched its AI Work Platform with native agents.

“Those who bless the Jewish people will be blessed.” Check this out. Let’s examine the top 10 most valuable companies in the world. The world’s most valuable company is Nvidia. It’s worth a whopping $5.23 trillion. The second is Google at $4.8 trillion. Apple at $4.3 trillion Microsoft at $3.08 trillion Amazon $2.93 trillion TSMC $2.135 trillion Broadcom $2.03 trillion Saudi Aramco $1.753 trillion Tesla $1.608 trillion Meta $1.54 trillion Samsung $1.205 trillion Out of those 11 companies, how many of them do you think have an Israeli presence? How many of those 11 companies are doubling down on Israel in recent years? Did you guess? The answer is 10. 10 out of 11. Let’s take a look. Nvidia: Nvidia operates five main R&D sites and offices across Israel, with its workforce of over 5,000 employees recently expanded into 18 floors at a Tel Aviv tower.  Most recently, the company announced that they’re opening a new Israeli campus and will employ 10,000 people in Israel. Nvidia CEO Jensen Huang has reaffirmed a "100% commitment" to Israel as of March 2026, describing the country as the company's "second home" and a vital hub for AI development despite regional conflicts. Google: Google Israel, established in 2005, serves as a major R&D hub with offices in Tel Aviv and Haifa, employing around 2,000 workers focusing on AI, machine learning, and cloud technology. Apple: In Israel, Apple operates its second-largest research and development (R&D) facility in the world.  Apple operates in the following locations in Israel:  Apple Herzliya: The main R&D headquarters and largest campus. Haifa: A major R&D center. Jerusalem: A development center focused on processor development, opened in 2022.  The company employs roughly 2,000 engineers in Israel. Acquisitions: Apple has acquired several Israeli companies to bolster its R&D, including Anobit and PrimeSense. Apple is constructing a new 32-floor office tower in Herzliya Pituah to expand its operations. Microsoft: The company operates a major Research & Development (R&D) center (established in 1991, the first outside the US) with thousands of employees across sites in Herzliya, Tel Aviv, Haifa, Nazareth, and Beer Sheva, focusing on AI, cyber security, and cloud technologies.  Amazon: Amazon has a significant and growing presence in Israel, focused on high-tech development, cloud computing (AWS), and local e-commerce initiatives. The company is actively expanding local logistics and seller operations.  TSMC: TSMC (Taiwan Semiconductor Manufacturing Company) maintains a strong, strategic partnership with Israel’s high-tech sector rather than direct, large-scale manufacturing fabs. Through partnerships with firms like Avnet ASIC Israel Ltd. (AAI), TSMC provides Israeli startups and companies with access to advanced chip production and 4nm technology.  TSMC is a major manufacturing partner for Israeli startups, especially those developing AI technology, and is considered a critical partner in the bilateral tech ecosystem. TSMC engages in local industry events, such as the TSMC-BIU Joint Workshop at Bar-Ilan University, showcasing their latest technologies. Broadcom: Broadcom Israel operates as a major research and development hub for Broadcom Inc., focusing on semiconductors, networking devices, and software solutions, with several hundred employees across locations like Herzliya, Tel Aviv, and Nazareth. Following multiple acquisitions of local startups, the company is deeply integrated into Israel's tech ecosystem. As of recent reports, the company employs around 750–800 engineers and professionals in Israel. Tesla: Tesla has a firm, expanding presence in Israel as of May 2026, featuring 5 stores, multiple service centers (including Kiryat Ata and Netanya), and a widespread Supercharger network. The company officially entered the market in 2021 and has continued to expand, recently adding a location in Jerusalem. PS: Elon Musk will be in Israel soon. Meta: Meta maintains a significant presence in Israel, characterized by high-level research and development (R&D) and key leadership, alongside recent operational challenges and intense scrutiny over content moderation policies.  Meta has a large R&D center and offices in Tel Aviv and Herzliya. Meta employs roughly 800–900 people in Israel. Samsung: Samsung maintains a significant presence in Israel, spanning R&D, investment, and a dominant market share in consumer electronics. As of 2026, Samsung holds the top position in the Israeli smartphone market with roughly 48% to 50% market share.  Samsung R&D Institute Israel (SRIL): Located in Herzliya, the institute was established in 1997 to focus on developing advanced technologies, sensing, and AI for Samsung. The R&D centers are heavily involved in semiconductor technology, image sensors, and camera technologies for mobile devices.  In 2019, Samsung acquired Israeli company Corephotonics, a developer of dual-camera technologies for smartphones, for an estimated $150 million.  Samsung Next: Samsung's innovation arm, based in Tel Aviv, has spent nearly a decade investing in early-stage Israeli startups and technologies.  10 out of the 11 most valuable companies in the world are hardcore Zionists. Coincidence? Maybe. I think not. 🇮🇱💪❤️🙏✡️🇺🇸 Oh, and by the way, don’t forget the end of that verse. Those who bless the Jewish people will be blessed and those who curse them will be cursed. Make a list of all of Israel’s biggest adversaries and you’ll notice one thing about them all. Chaos! Looking at you Iran. And Yemen. And Gaza. And Lebanon. And UK. And Australia. And South Africa. And France. Should I go on? Bottom line: Those in our corner do pretty well. Those not in our corner? Not so much. Am Yisrael Chai!

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