Lam Research (LRCX) is one of the better names we like in the tech space, says Jeff Travis. He discusses LRCX as its earnings to are be released today post-market. He talks about how there are lots of secular drivers in the tech space, and that all eyes will be on LRCX's guidance. He also notes that tech is still one of the fastest growing and profitable sectors in the market. He then goes over his other stock pick, Pool Corp. (POOL). He talks about how he likes this name because around 80% of its revenue comes from a recurring stream generated by supplies, maintenance and repair. Tune in to find out more about LRCX and POOL, as well as the stock market today.