<p>Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: <strong>Alphabet</strong> and <strong>Nvidia</strong>.</p><br><p>David shares why he believes Alphabet may be <a href="https://www.livewiremarkets.com/wires/why-google-could-go-to-us-100-trillion-not-hyperbole" rel="noopener noreferrer" target="_blank"><strong>the best business in the world</strong></a>, 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.</p><br><p><strong>01:27</strong> Introducing David Tuckwell &amp; ETF Shares</p><p><strong>03:28</strong> Rethinking scale, moats and long-term growth</p><p><strong>06:40</strong> Why Alphabet is still compounding</p><p><strong>10:28</strong> AI as infrastructure, not hype</p><p><strong>16:13</strong> Nvidia’s software-driven dominance</p><p><strong>25:14</strong> ETFs vs stock picking mega-caps</p><p><strong>26:00</strong> Closing thoughts on long-term US leaders</p><br><p>📈 Companies mentioned in this episode: Alphabet, Google, Nvidia, Broadcom, Amazon, OpenAI, Tesla, Waymo, Wing, Walmart, Oracle, BYD &amp; ETF Shares.</p><br><p>Win a $500&nbsp;Visa Digital eGift Card&nbsp;by completing the&nbsp;2026&nbsp;Equity Mates Media Community Survey! 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