The David Lin Report

Biggest Bubble In History ‘Unwinding’ Now: 17x Worse Than 2000 Crash | George Noble

July 21 · 49 min · 48.0 MB
0:00-49:25

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Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!George Noble, Managing Partner of Noble Capital Advisors and Author of “The Noble Update," discusses the risks facing the AI and technology boom, the case for energy and gold, and why investors should focus on valuations, earnings, and market cycles rather than momentumRegister here for "Best Stock Ideas Online Summit" happening July 22, 2026: https://noble-capevents.com/Watch George's last interview: https://youtu.be/mitZmJdSFzI*This video was recorded on July 20, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 GEORGE NOBLE:George's X: https://x.com/gnoble79“The Noble Update” Substack: https://georgenoble.substack.com/Summit website: https://noble-capevents.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.00:00 - Intro.02:21 - Semiconductor Selloff and the AI Bubble Unwind11:25 - Intel Crash and 17x Dot-Com Malinvestment14:25 - Gold Bottom, $10,000 Target and Rising Rates18:06 - Fed Policy, Bond Yields and the U.S. Debt Trap23:12 - Short Tech, Long Energy and the Oil Squeeze28:52 - SpaceX Collapse, Share Unlocks and $30 Target34:16 - Tesla, Oracle and OpenAI Bankruptcy Warnings38:18 - AI Profitability, Market Cycles and Investing Lessons#investing #stocks #economy