The David Lin Report

The David Lin Report

Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

  1. 23 hr ago

    Jensen Huang RESIGNS After Second Affair: Nvidia's $855B Wipeout, What Next?

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jensen Huang resigns as Nvidia CEO amid allegations and investigations, while CoreWeave's latest earnings reveal soaring AI revenue, mounting debt, and growing questions about how the AI infrastructure boom is being financed.Watch my last interview on Jensen Huang's affair with an alleged spy: https://youtu.be/vtY__-XOqBg?si=_i9vhuLfP_s4qY9j*This video was recorded on November 12, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Jensen Huang Resigns1:40 - Nvidia's Board Investigation3:15 - Nvidia's New CEO5:00 - China Espionage Allegations7:15 - Congressional Investigations8:45 - Nvidia's Leadership Crisis9:50 - Nvidia's $108.5 Billion Guarantees12:00 - CoreWeave Earnings Surge13:35 - CoreWeave's $47 Billion Debt15:10 - AI Spending & Cash Flow#Nvidia #JensenHuang #CoreWeave

  2. 23 hr ago

    Frank Giustra: Bubble 'Unravelling' Started, Entire Market, Economy Next

    🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Frank Giustra, CEO of Fiore Group, discusses the AI bubble, stock market risks, inflation, a potential recession, the future of gold and the U.S. dollar, and China's growing influence over global commodities. He also reflects on building wealth, the challenges facing younger generations, and lessons from his new book, The Money Dilemma.*This video was recorded on November 13, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW FRANK GIUSTRA:Website: https://frankgiustra.com/X(@Frank_Giustra): https://x.com/Frank_GiustraFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - AI Bubble & Market Crash1:09 - Jensen Huang's Nvidia Exit2:42 - AI Debt Crisis5:16 - Big Tech Selloff8:43 - Midterms & Bond Yields13:01 - Trump's Trade War & Iran15:30 - Inflation & Recession17:12 - Gold & U.S. Debt20:06 - QE & Dollar Crisis23:33 - Bank Failures & Frozen Deposits26:41 - China's Gold Strategy29:19 - U.S.-China Trade War31:48 - Critical Minerals & Copper36:36 - AI's Threat To Jobs39:44 - The Money Dilemma42:05 - Wealth & Philanthropy46:49 - Frank's Break With Clinton49:33 - Lessons From Poverty#FrankGiustra #StockMarket #Gold

  3. 1 day ago

    Oil Plunges 20%: Is $60 Or $125 Next? | Doomberg

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Doomberg discusses falling oil prices, the outlook for the Iran war, inflation and energy markets, and how escalating geopolitical tensions could reshape the war in Ukraine and the global balance of power.*This video was recorded on November 13, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DOOMBERG: Website: https://doomberg.com/Substack: https://doomberg.substack.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Iran War & Oil Prices1:54 - How Will The Iran War End?4:40 - Midterms & Global Conflicts6:16 - Why Oil Prices Are Falling10:30 - AI Data Centers & Energy Demand13:24 - Inflation & Fed Rate Hikes16:06 - Diesel Prices & Inflation18:56 - Oil Price Forecast: $60 To $12521:23 - Trump's Russian Oil Deal23:54 - U.S. Foreign Policy Crisis25:11 - Who's Responsible For The Iran War?28:25 - Ukraine's Dangerous Turning Point31:39 - Could Russia Take Kyiv?#OilPrices #IranWar #UkraineWar

  4. 2 days ago

    Bond Yields Spike Again: Brace For Bigger Shock | Peter Boockvar

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Peter Boockvar, CIO of One Point BFG Wealth Partners, discusses rising Treasury yields, the Fed's next moves, the future of AI spending, Nvidia's leadership shakeup, and opportunities in gold, commodities, and the stock market.Watch Peter's last interview: https://youtu.be/UrCuK2K8mAU*This video was recorded on November 12, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER BOOCKVAR: X: https://x.com/pboockvarThe Boock Report: https://peterboockvar.substack.com/Website for OnePoint BFG: https://www.onepointbfg.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Treasury Yields Surge Above 5%1:25 - What's Driving Bond Yields Higher?3:48 - Fed Rate Hikes & AI Spending8:01 - Nvidia's Future Without Jensen Huang11:57 - AI Financing & CoreWeave Risks15:02 - Treasury Yields & Labor Market17:47 - Iran War & Oil Prices19:27 - Commodities & Gold Outlook22:58 - Tech Stocks, U.S. Dollar & Market Rotation#BondMarket #TreasuryYields #FederalReserve

  5. 2 days ago

    Collapse Of Tech? Rosenberg &. Bianco Debate AI Bubble, Soaring Bond Yields

    Open your OneGold account: https://onegold.smart.link/p5etuotrkJim Bianco, President and Founder of Bianco Research, and David Rosenberg, President of Rosenberg Research & Associates, debate the Federal Reserve's next moves, the outlook for inflation and economic growth, the risks surrounding the AI boom, and how investors should position their portfolios.Watch Jim Bianco's last interview here: https://youtu.be/nodvPcWg5tkWatch David Rosenberg's last interview here: https://youtu.be/-Fl8cCa7O-8*This video was recorded on November 11, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID ROSENBERG:Grab a Free Trail at Rosenberg Research: https://hub.rosenbergresearch.com/free-trialRosenberg Research: https://www.rosenbergresearch.com/X (@EconguyRosie): https://x.com/EconguyRosieEmail: information@rosenbergresearch.com FOLLOW JIM BIANCO:Bianco Research: https://www.biancoresearch.com/visitor-home/X (@biancoresearch): https://x.com/biancoresearchBianco Advisors: https://www.biancoadvisors.com/YouTube: https://www.youtube.com/biancoresearchLinked-In: https://www.linkedin.com/in/james-bianco-117619152/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - AI Bubble, Bonds & Market Risks1:24 - Are Bonds Still a Buy?4:15 - Bond Volatility & Fed Rate Hikes8:24 - Rosenberg's Inflation Outlook15:22 - Cost of Living & Government Debt21:48 - Economic Slowdown Ahead?28:09 - Can the AI Boom Continue?33:02 - AI Bubble: 1997 or 2000?40:04 - Where to Invest Now?#stocks #bonds #investing

  6. 2 days ago

    New Global Arms Race Begins: Who Wins Trillion-Dollar Defense Boom? | Juno Industries

    Former Canadian Defense Minister Harjit Sajjan and Juno Industries (TSX-V: JUNO) CEO Hunter Scharfe discuss the global military buildup, Canada's defense spending, emerging military technologies, and the future of defense cooperation with the U.S., China, and Europe.*This video was recorded on November 9, 2026 and is sponsored by Juno Industries (TSX-V: JUNO).Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JUNO INDUSTRIES:Website: https://www.junoindustries.ca/X (@junoindustries): https://x.com/junoindustriesFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Global Military Buildup1:54 - Trump, Xi & Putin Meeting3:47 - Future Of Warfare6:22 - Canada's Defense Spending Surge11:36 - Canada-U.S. Defense Trade12:50 - Canada-China Military Relations15:10 - Juno's Defense Technology18:05 - Winning Military Contracts21:10 - Modernizing Canada's Military24:19 - Canada's Role In NATO30:06 - U.S.-Canada Defense Cooperation31:42 - Could The U.S. Attack Canada?36:14 - Canada's Defense Independence40:00 - Canada-EU Defense Partnership44:08 - Juno's Next Milestones#DefenseSpending #Canada #MilitaryTechnology

  7. 2 days ago

    Brutal 2027: How The Next Financial Crisis Starts

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Cem Karson and Noel Smith of Kai Wealth discuss mounting risks for stocks in 2027, the possibility of a Treasury market crisis, rising inflation and interest rates, AI spending concerns, and strategies for protecting portfolios.*This video was recorded on November 10, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW KAI WEALTH:Kai Wealth: https://kaiwealth.com/Kai Asset Management: https://kaiasset.com/X (@jam_croissant): https://x.com/jam_croissantX (@NoelSmith): https://x.com/NoelSmithFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Inflation & Fed Rate Hikes13:12 - 2027 Market Crash Warning18:50 - Buy The Dip Or Sell?22:56 - Midterms, Iran & Inflation27:28 - Hedging Market Risk32:10 - Treasury Yields To 6%?35:05 - Fed's Next Rate Hike40:14 - Stagflation & AI Risks45:47 - Anthropic IPO51:53 - Why 2027 Could Be Dangerous54:26 - Cash Or Bonds?#StockMarket #MarketCrash #TreasuryBonds

  8. 3 days ago

    Buy The Dip Or Short? Trader Reveals Key Signals | Jason Shapiro

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jason Shapiro, founder of the Crowded Market Report, breaks down the recent tech stock selloff, the market rebound, and what trader positioning reveals about stocks, Bitcoin, gold, and bonds.*This video was recorded on November 11, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JASON SHAPIRO:Crowded Market Report: https://www.crowdedmarketreport.com/X (@Crowded_Mkt_Rpt): https://x.com/Crowded_Mkt_RptFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Is It Safe To Buy The Dip?2:08 - Tech Stocks Rebound After Brutal Selloff3:50 - What’s Driving The Market’s Wild Swings?6:53 - How Shapiro Traded The Tech Crash8:45 - Why This Market Dip Is Different12:16 - Tech Stocks Crash While S&P 500 Holds Up16:28 - Is A Massive Market Rotation Underway?19:15 - Bitcoin, Crypto & Investor Sentiment26:19 - Retail Panic Selling: Is The Bottom In?28:16 - Is The Stock Market Still In A Bull Market?30:02 - S&P 500 At 8,000: What Are The Odds?32:01 - Gold, Silver & U.S. Dollar Positioning35:09 - Treasury Bonds & Interest Rate Outlook37:18 - How To Measure Fear In The Market#investing #stocks #trading

3.8
out of 5
8 Ratings

About

Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

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