Catalyst Funds Co-Founder, CIO, and Senior Portfolio Manager David Miller joins Yahoo Finance's Julie Hyman for another installment of Good Buy or Goodbye, believing there to be risk surrounding chip giant Nvidia's (NVDA) — whose latest earnings results in February bolstered markets and tech trades — valuation trajectory. "There's no question that their company is doing incredibly well, and they're going to continue to do well in the near future," Miller states. "The question is will that continue indefinitely? Historically, you've always had boom and bust cycles in semiconductors, chipmakers. It's getting price now like that's over." On the other hand, Miller cites telehealth company Hims & Hers Health (HIMS) as his Good Buy pick, finding it to be a new solution to several problems traditional pharmacy customers still deal with. Catch more of Good Buy or Goodbye here, or watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Luke Carberry Mogan.

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