David Tuckwell
Chief Investment Officer at ETF Shares and the featured guest on this episode, discussing US mega-cap tech, AI, and ETF strategies with a focus on Alphabet and NVIDIA.
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Jan 29, 2026 • 28min
Google and Nvidia will 20-bag from here according to this expert | David Tuckwell - ETF Shares
David Tuckwell, Chief Investment Officer at ETF Shares, is a seasoned ETF strategist assessing US mega-cap tech. He explains why Alphabet remains a dominant compounder. He describes Nvidia’s software-driven moat and why AI is infrastructure, not hype. He also contrasts ETF strategies with concentrated stock bets for long-term investors.
