Ideas
Ride early bubble; exit before bust.
Clem argues the market is in the very early part of a bubble, not a top. He says investors should ride the bubble and try to get out before the bust, because the market will be incredible over the next 10 years as technology and an economic explosion drive gains. He sees maybe two years before the vertical blow-off, when he would say get out.
Bitcoin likely pulls back to $40-50k.
Bitcoin is too insecure to hold much because it can be stolen via hacking, cold wallets, ETFs, or physical coercion. He does not think it goes to $250,000 by Christmas. The four-year cycle is only halfway through, so it will likely pull back to $40,000-$50,000 before going up; as a trade he would be short. The only thing that could stop the pullback is a reflationary money-supply surge from the government/AI buildout.
Gold favored on inflation and reflation.
He likes gold more than Bitcoin even though he is not a buyer at the moment. Gold should continue because it has not bottomed; dollar cost averaging is reasonable. Fed/Treasury money printing, onshoring/reindustrialization and inflation make the base of the pyramid of value in demand, supporting gold as an inflation/reflation asset.
Hyperliquid only crypto play worth watching.
Hyperliquid is the only crypto/onchain play he is interested in. He traded the stock premarket and sold at the open after the token soared but shares lagged. It 'could do really, really well—not will, could,' so it is worth watching rather than blindly buying.
David Lin
Founder & Host, The David Lin Report / ex-Anchor, Kitco News
8:18
Copper grades declining; ALGR high-grade deposit.
Copper grades are declining globally and majors are struggling to keep mills fed. Algo Grande's Adelita project in Sonora, Mexico is a high-grade copper deposit in an established producing region. Phase 1 drilling returned 18.2m at 1.8% copper equivalent, multiple high-grade systems along a 6 km corridor, phase two targets are being defined, and the technical team includes Peter Migall of Mag Silver and Raymond Janice of Atex Resources.
Coinbase incompetent; avoid it.
Coinbase used to be loved but is now a completely incompetent company. He will not put money into an incompetent company regardless of press releases, so he avoids it.
AI world-changing; Nasdaq and Nvidia long.
AI is world-changing and underappreciated; media is wrongly calling it rubbish. Companies that are factories of code have invented software that writes 10 times as much, which can multiply value. AI firms are borrowing and going all in on a $5 trillion buildout. That supports the Nasdaq and names like Nvidia as the AI buildout becomes an 'absolute colossus.' He is long/optimistic and says pessimism and shorting will leave investors behind.
This The David Lin Report video, published August 29, 2026,
features Clem Chambers, David Lin
discussing SPY, BTC, GLD, HYPE, ALGR, COIN, NVDA, QQQ.
7 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Clem Chambers,
David Lin
· Tickers:
SPY,
BTC,
GLD,
HYPE,
ALGR,
COIN,
NVDA,
QQQ
