Sam Burns says there's "not a lot of real reasons for markets to sell off," making the case for Santa Claus to deliver a market rally. However, he points to other sectors gaining traction after tech fell out of favor, a trend he sees benefitting the markets long-term. As for tech names Sam likes, he highlights Nvidia (NVDA), AMD Inc. (AMD), Micron (MU), and Microsoft (MSFT). He urges investors to stray away from Meta Platforms (META) despite Thursday's rally, as well as Tesla (TSLA), Netflix (NFLX), and Intel (INTC).