Dubai Property ROI vs AI Infra Stocks
I was actually supposed to sign a property deal in Dubai in May and move there later this year.
Everything was lined up:
property shortlisted
paperwork discussions started
funds ready
relocation planning underway
Then the regional war situation escalated and something just felt off. I paused the plan at the last minute.
Instead of parking that capital into Dubai real estate,
I redirected a big portion into AI infrastructure & space stocks:
semis
optical networking
datacenter plays
cooling infrastructure
Fast forward ~3 months and that portfolio is already up close to 2x.
Honestly, this experience changed how I think about capital allocation.
Dubai property still has strong long-term fundamentals, but I started questioning whether people are chasing yesterday’s momentum while underestimating the scale of the AI infrastructure cycle.