b'Advanced Micro Devices (AMD), Lam Research (LRCX), Micron (MU), and Nvidia (NVDA) are some of the semiconductor stocks that Bill Baruch discusses. Additionally, he weighs in on how big tech stocks like Facebook (FB), Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) compare to the overall NASDAQ performance.'