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📋 Summary
The speaker begins by noting that it is January 1, 2026, and there is no trading in the United States due to Martin Luther King Jr. Day. They plan to focus on Israeli defense companies, highlighting their potential in the market. The global arms race, driven by increased military spending in Europe, the United States, and other regions, has created significant opportunities for these companies. The discussion covers major players like Israel Aerospace Industries, Rafael, and Elbit Systems, their potential IPOs, and the unique advantages of Israeli defense technology. The speaker emphasizes the importance of conducting personal research before investing, as the market is driven by high expectations and geopolitical risks.