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Investors shouldn’t shy away from two memory and storage stocks that have been huge recent winners, according to a Bernstein analyst.
In fact, Bernstein’s Mark Newman named Sandisk
SNDK and Seagate Technology STX as his top sector picks for 2026. He sees the most upside for Sandisk in the short term, driven by “unprecedented” shortages of NAND memory that are leading to price increases.
