CapEx concerns and patient investing

Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.

David shares why he believes Alphabet may be the best business in the world, why Nvidia’s dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.

01:27 Introducing David Tuckwell & ETF Shares

03:28 Rethinking scale, moats and long-term growth

06:40 Why Alphabet is still compounding

10:28 AI as infrastructure, not hype

16:13 Nvidia’s software-driven dominance

25:14 ETFs vs stock picking mega-caps

26:00 Closing thoughts on long-term US leaders

📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD & ETF Shares.

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