One of the dominant forces on the S&P 500 (^GSPC) is Nvidia (NVDA). The tech giant has seen a record-breaking rally, but should investors continue to buy at its height? Theory Ventures General Partner Tomasz Tunguz joins for the latest edition of Good Buy or Goodbye to give insight into how investors should play the tech sector.

Tunguz calls Microsoft (MSFT) a "good buy," citing a multi-billion dollar run rate business in AI, its leadership in enterprise AI, and ample room for growth given AI's limited penetration in Microsoft's customer base. However, Tunguz highlights Microsoft's fraying relationship with OpenAI as a key concern.

Tunguz says "goodbye" to Nvidia, citing the rise of competition in the space. He warns that the company may need to diversify into software, which will be an uphill battle for the company moving forward.

This post was written by Nicholas Jacobino