William de Gale: Investing in Tech, Making 300% Returns & His Top Stock Pick for 2026 | #22 PART 1
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Learning: Unstructured
William de Gale, is Co-Founder and Lead Portfolio Manager at BlueBox Asset Management, where he manages the BlueBox Global Technology Fund. He brings over 20 years of experience in global technology investing, including more than a decade at BlackRock running its offshore global technology strategy with top-decile performance. William specialises in identifying high-conviction, high-growth technology companies with the potential to deliver strong long-term returns.
In this deep-dive conversation, William reveals:
- Why the AI boom ISN'T a bubble (yet) - and the warning signs to watch for
- The difference between Google and ChatGPT that most people miss
- Why chip manufacturers represent 40% of his portfolio
- His contrarian bet: Why Adobe and software platforms will be AI's biggest winners
- The "picks and shovels" strategy that consistently outperforms disruptors
- Why Nvidia's ecosystem is powerful but not unbeatable
- His surprise top stock pick for 2026 (it's not what you think)
William explains why companies selling the infrastructure (TSMC, ASML, Lam Research) consistently outperform the headline-grabbing disruptors, and why the market is wrong about AI's impact on software platforms.
Chapters:
00:00 - Intro
02:00 - Military to Finance Journey
03:29 - Google vs ChatGPT
06:13 - Who Owns OpenAI?
07:24 - AI Energy Use
08:10 - What Are GPUs?
10:05 - AI Data Centers
13:19 - AI Investment Scale
14:07 - Safety & Guardrails
15:17 - Big Spenders in AI
18:11 - Artificial General Intelligence
19:32 - AI Bubble Risk?
22:18 - AI & Human Knowledge
23:37 - What's Next After AI?
24:13 - Tech Returns: 15% Growth
26:02 - TSMC Leadership
27:47 - Nvidia Explained
28:33 - Nvidia vs Apple Ecosystem
31:29 - Picks & Shovels Stocks
Links & Resources:
BlueBox Asset Management
Website: https://www.blueboxfunds.com/
LinkedIn: https://www.linkedin.com/company/bluebox-asset-management/?originalSubdomain=uk
William de Gale
LinkedIn: https://www.linkedin.com/in/william-de-gale-fca-cfa-a2692258/?originalSubdomain=uk
Investment Disclaimer: This podcast is for educational and informational purposes only. It is not investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
Subscribe for more investor insights and interviews with top Fund Managers
#investing #stockmarket #ai #stocks #tech #techstocks #technology
In this deep-dive conversation, William reveals:
- Why the AI boom ISN'T a bubble (yet) - and the warning signs to watch for
- The difference between Google and ChatGPT that most people miss
- Why chip manufacturers represent 40% of his portfolio
- His contrarian bet: Why Adobe and software platforms will be AI's biggest winners
- The "picks and shovels" strategy that consistently outperforms disruptors
- Why Nvidia's ecosystem is powerful but not unbeatable
- His surprise top stock pick for 2026 (it's not what you think)
William explains why companies selling the infrastructure (TSMC, ASML, Lam Research) consistently outperform the headline-grabbing disruptors, and why the market is wrong about AI's impact on software platforms.
Chapters:
00:00 - Intro
02:00 - Military to Finance Journey
03:29 - Google vs ChatGPT
06:13 - Who Owns OpenAI?
07:24 - AI Energy Use
08:10 - What Are GPUs?
10:05 - AI Data Centers
13:19 - AI Investment Scale
14:07 - Safety & Guardrails
15:17 - Big Spenders in AI
18:11 - Artificial General Intelligence
19:32 - AI Bubble Risk?
22:18 - AI & Human Knowledge
23:37 - What's Next After AI?
24:13 - Tech Returns: 15% Growth
26:02 - TSMC Leadership
27:47 - Nvidia Explained
28:33 - Nvidia vs Apple Ecosystem
31:29 - Picks & Shovels Stocks
Links & Resources:
BlueBox Asset Management
Website: https://www.blueboxfunds.com/
LinkedIn: https://www.linkedin.com/company/bluebox-asset-management/?originalSubdomain=uk
William de Gale
LinkedIn: https://www.linkedin.com/in/william-de-gale-fca-cfa-a2692258/?originalSubdomain=uk
Investment Disclaimer: This podcast is for educational and informational purposes only. It is not investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
Subscribe for more investor insights and interviews with top Fund Managers
#investing #stockmarket #ai #stocks #tech #techstocks #technology