When investors talk about the biggest winners of 2026, one theme immediately stands out: memory. $SanDisk Corp.(SNDK)$ has been the clear leader, surging more than 600% this year. $Micron Technology(MU)$ has also delivered a massive rally, up around 240%. Add in $Seagate Technology PLC(STX)$ and $Western Digital(WDC)$, and it is hard to ignore how dominant the memory trade has been. Training models, running inference, and scaling data centers all require enormous amounts of memory and storage. For years, investors viewed memory stocks as highly cyclical. But wit