Brian Rose, Founder & Host of London Real

Dubai isn’t waiting. It’s building. I’m on the ground. Asking the hard questions. Looking for real returns. While the world hesitates… Dubai moves. Ultra luxury. Real capital. Real decisions. Watch Our Brand New Reality TV Show Dubai Real - Inside The Luxury Property Boom Premieres Friday 7PM Dubai Time 🇦🇪🙌🔥

Italian stock market soars to a 26-year high. They have made a crazy comeback. It took almost 3 decades to recover from the fall of 2000s.

Are you making 25-50% annual returns in property investing? We are 😊. To find out how book a call with me 👉 londonreal.tv/book

Nobody Cares

The market still thinks AI is a software story. It’s not. AI is now an infrastructure story. South Korea’s exports just surged +52.6% YoY. Strongest reading on record. Semiconductors: +202%. Computer products: +305%. This is what happens when the world starts buying compute at scale. Factories win. Chipmakers win. Energy wins. Supply chains win. AI is no longer hype. It’s showing up in national economic data.

Congressman Nick Begich's new Strategic Bitcoin Reserve bill now has 21 cosponsors Great momentum.

Book a call with me to learn more 🤓 londonreal.tv/book

Optimistic people tend to achieve their goals. Pessimistic people usually live in jealousy.

According to headlines Binance prevented over $10,000,000,000 in fraud using 100+ AI models. This is impressive 👏.

The US unemployment rate (U-3) is ~4.3% and the total unemployment rate (U-6) is ~8.2%. The gap ~3.9% has been quietly widening for the last 2 years straight. The labour market is far weaker than the headline number tells you. The 4.3% unemployment sounds like a tight labour market. 8.2% U-6 + 6.1 million hidden jobless + nearly 5 million involuntary part-timers tells a completely different story. The US labour market is softening. Data is there, headlines just aren't showing.

This is how we do it 🎉🇦🇪

Trump just teamed up with Mark Cuban to crush high drug prices. Millions of Americans skip meds, choose between pills and groceries, or go into debt because prices are too high. Now Trump added over 600 low-cost generics to TrumpRx. Partnered with Mark Cuban’s Cost Plus Drugs, Amazon Pharmacy, and GoodRx. The site is simple: compare cash prices vs. your insurance copay on cholesterol, diabetes meds, and more. Projected savings? $529 billion over 10 years.

🚨 Crypto is under attack. Again. $76M drained from Monad in a single exploit. The third major hack in 4 days. An attacker minted 1,000 eBTC, collateralized it, borrowed against it, bridged to Ethereum, and vanished 385 ETH through Tornado Cash.

Should have been done years ago.

A question for all my peers and investors on X. What's the deal you passed on that still keeps you up at night?

Leverage is a ticking time bomb. You win 10 trades, the 11th erases you. $677M liquidated yesterday. $606M in longs gone. Biggest wipeout since February. Play long-term games with long-term people.

Saylor hints at Strategy buying more bitcoin 🚀 “₿ig Dot Energy.” Buisness as usual

JUST IN: White House Executive Director says Clarity Act is designed to future-proof crypto regulation before a less crypto-friendly administration returns This has been one of the best things ever done for crypto by Trump's administration.

Almost every portfolio in the US owns Nvidia. Directly. Through an index. Through a 401(k). The whole market is long the same trade. And the trade assumes one thing. Nvidia keeps winning as AI scales. It won't. Not because Nvidia gets worse. Because its customers got rich enough to stop being customers. The math is simple. When one supplier takes 70% margins on something you buy for $50 billion a year, you build it yourself. Google ran the numbers first. In 2013, it couldn't afford to scale neural networks on Nvidia chips. So it built the TPU. Today it runs 1.6 million of them. Amazon followed with Trainium. Meta with MTIA. Microsoft with Maia. None of them built these chips alone. They hired Broadcom. The market is watching the wrong fight. AMD vs Nvidia is theater. Two GPU companies fighting for a market that is shrinking. The real fight is ASICs vs GPUs. And Broadcom isn't fighting Nvidia. It's designing the chips that replace Nvidia inside the 4 largest data centers on earth. Here is the number nobody is watching: Broadcom will own ~60% of the custom AI chip market by 2027. The signals are already here: -> Broadcom AI revenue: $8.4B last quarter. Up 106% YoY. $10.7B guided for next. -> Custom chips ship 3x faster than GPUs in 2026. By 2028, they overtake GPUs entirely. Inference is two-thirds of all AI compute. Nvidia's share of it falls from 90% to 25% by 2028. Nvidia's margins didn't just attract competition. They funded it. Every chip sold to a hyperscaler paid the engineers who built its replacement. The trade isn't short Nvidia. Nvidia stays huge. It owns training. It owns CUDA. It owns the enterprise. The trade is long Broadcom. The market sees a networking company. It's the toll collector on every serious AI chip in production. This is public. It's in the 10-Ks. It's in the earnings calls. In 2027, this will be obvious.

Trump posted this few hours back.

If this thread helped you: 1. Follow me I help you become smarter every week. 2. Repost post 1 so more investors find it. 3. Buy Principles for Dealing with the Changing World Order by Ray Dalio. It changed how I see the world. It will change you too.

I have read this book three times. Each time I find something I missed. If you invest, build, lead, or simply breathe in this strange moment of history, read it. Not next year. Not next month. This week. The cycle does not wait for anyone. It is already moving.

Here is what shocked me most. Dalio ends the book not with markets. Not with strategy. He ends with two sentences. "Earn more than you spend. Treat each other well." That's the whole game. For nations. For families. For you. Everything else is noise.