Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)
About this episode
In today's deep dive, Zaid breaks down the first quarter of 2026.
Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the biggest winners including energy stocks, Sandisk, and Lumentum, and explain why Microsoft, Robinhood, and AppLovin were among the quarter's biggest losers. Zaid also previews Q2, shares what Wall Street is projecting for the rest of 2026.
Previous Deep Dives:Sandisk: Spotify, YouTube
Saaspocalypse: Spotify, YouTube
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