Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
Equity Mates Investing Podcast
Biggest risk to Nvidia: China
David identifies China building alternative AI stacks as Nvidia's main risk, noting differences in hardware quality and subsidies.
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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