Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
Equity Mates Investing Podcast
How big can Google and Nvidia get?
David lays out his bold view both firms could reach roughly $100 trillion each over decades, requiring sustained high growth.
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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