The video provides a technical analysis of three semiconductor stocks: ACLS, NXPI, and QRVO. For ACLS, currently trading at $81.70, the analysis points to a potential 140% gain to reach its all-time high, with an analyst target of $115.12. It is highlighted that ACLS has good cash flow, is profitable, and is reasonably priced. NXPI is discussed as a potentially better business than ACLS, with revenues of $12.12 billion. Analyst targets are at $265.00. Finally, QRVO is presented as a beaten-up stock specializing in radio frequency tech for wireless devices, with about $690 million cash flow. It has strong momentum and could see growth in defense applications, with a potential 100% upside to its all-time high. A breakout is expected if it consolidates above the recent highs. Risk management is emphasized for all stocks.