With the market rally closely concentrated in tech, buyers are anticipating the sector’s subsequent greatest play. Spear Invest Founder and CIO Ivana Delevska joins Yahoo Finance for Good Buy or Goodbye, discussing two disparate tech gamers: Roku (ROKU), which benefitted from streaming’s shopper tech wave, and Marvell Technology (MRVL), positioned on the intersection of AI and business-to-business know-how.

Delevska charges Marvell her “good buy,” claiming the networking market is experiencing explosive AI-driven development. The firm can also be growing customized silicon chip-based applied sciences to compete with Nvidia (NVDA). Delevska calls Roku (ROKU) her “goodbye.” The US streaming market is nearing full penetration, she explains, leaving little room for development.

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Editor’s word: This article was written by Nicholas Jacobino