Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+John Wu, President of Ava Labs, discusses tech investing, the AI hardware supply chain, the current state of Bitcoin, and the growth of tokenized real-world assets on blockchain infrastructure.*This video was recorded on May 7, 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 JOHN WU:X (@John1wu): https://x.com/John1wuWebsite: https://www.johnwu.finance/Ava Labs website: https://avalabs.org/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@TheBonnieChang): https://x.com/TheBonnieChangInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW 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 [email protected]: 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 - Intro.0:54 - TSMC and why Asia leads in AI hardware3:19 - Intel, Trump and US chip manufacturing7:10 - Portfolio strategy and retail investors12:35 - AI disruption in software and memory stocks16:30 - Bitcoin21:20 - Broadridge, Avalanche, and tokenized assets#investing #crypto #bitcoin