Semiconductor stocks have been among the most volatile plays in the market this year, with the positive overall performance of the sector masking wide divergences in performance. TheStreet’s tech columnist Eric Jhonsa helps break down who’s hot and who’s not, and we focus in particular on Micron, the DRAM maker that just beat earnings estimates but gave weaker-than-expected guidance. Plus: a discussion of the Sixers and Knicks’ prospects for the upcoming NBA season.