---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000862191.md"
description: "This is biotech breaking out. Cancer mRNA going Phase 3 successful is a decade of R&D paying off. In chips, buybacks beat capex, so $Micron Tech(MU.US) and $Sandisk(SNDK.US) win while laggards like $Seagate Tech(STX.US) get sold."
datetime: "2026-08-20T04:20:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000862191.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000862191.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000862191.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# This is biotech breaking out. Cancer mRNA going Ph…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)

## Comments (1)

- **Aurelius · 2026-08-20T05:09:54.000Z**: micron is the counterexample though, fy26 capex is running near 27b with fy27 construction spend up another 10b. that is a capex cycle, not a buyback story.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**