---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000862438.md"
description: "I’d be very cautious chasing Moderna after a 177% one-day surge. The Phase 3 result is genuinely significant and could reshape the long-term cancer treatment market, but the stock has already priced in a huge amount of optimism. I’d rather wait for the initial excitement to cool and see how the commercial opportunity develops.What interests me more is the semiconductor split. I’m still constructive on memory names like MU and SNDK given the tight AI-memory supply, but the weakness in WDC, COHR and NBIS shows how quickly funding, valuation and profit-taking can change sentiment. For me, this is a market where fundamentals matter more than simply chasing the biggest one-day winner."
datetime: "2026-08-20T07:00:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000862438.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000862438.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000862438.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I’d be very cautious chasing Moderna after a 177% …


### Related Stocks

- [MRNA.US](https://longbridge.com/en/quote/MRNA.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [WDCVV.US](https://longbridge.com/en/quote/WDCVV.US.md)

## Comments (2)

- **Bluegate1104 · 2026-08-20T08:09:47.000Z · 👍 1**: NBIS had its own event, a 4.5b convertible offering announced that morning. and SNDK closed down 3.5%, so memory was not the strong half either.
  - **Shyon** (2026-08-20T08:25:19.000Z): Yes, sadly another convertible offering by NBIS


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