Dad Street
@dadstreetfinance.substack.com
Day traders get the trigger • Investors get the picture • Visuals hedge funds wish they shipped • dadfin.com
The Fed just hiked rates for the first time in three years.
That single decision just changed the conversation around #$SOFI #$HOOD #$PYPL #$COIN.
The rotation out of crowded AI names into financials started months ago. The Fed gave that rotation its first real test.
#Fed #RateHike #FintechNews
That single decision just changed the conversation around #$SOFI #$HOOD #$PYPL #$COIN.
The rotation out of crowded AI names into financials started months ago. The Fed gave that rotation its first real test.
#Fed #RateHike #FintechNews
September 17, 2026 at 7:38 PM
DadFin went live yesterday.
Opened the top tier free for a week.
The signups and the notes since then have been better than we hoped.
Clear request from our subscribers: email us the daily snapshot.
Gap / swing / day top 5, screened by the algorithm, plus premarket intelligence.
We’re on it.
Opened the top tier free for a week.
The signups and the notes since then have been better than we hoped.
Clear request from our subscribers: email us the daily snapshot.
Gap / swing / day top 5, screened by the algorithm, plus premarket intelligence.
We’re on it.
September 15, 2026 at 4:29 PM
DadFin went live yesterday.
Opened the top tier free for a week.
The signups and the notes since then have been better than we hoped.
Clear request from our subscribers: email us the daily snapshot.
Gap / swing / day top 5, screened by the algorithm, plus premarket intelligence.
We’re on it.
Opened the top tier free for a week.
The signups and the notes since then have been better than we hoped.
Clear request from our subscribers: email us the daily snapshot.
Gap / swing / day top 5, screened by the algorithm, plus premarket intelligence.
We’re on it.
Sunday Gameplan: #$ELMT topped the Small Cap snapshot.
We flagged the gov-contract risk.
Then Monday’s $450M DoW + $2B DLA tungsten deal hit.
Risk became the catalyst.
dadstreetfinance.substack.com/p/markets-we...
We flagged the gov-contract risk.
Then Monday’s $450M DoW + $2B DLA tungsten deal hit.
Risk became the catalyst.
dadstreetfinance.substack.com/p/markets-we...
Markets Weigh CPI, Tariffs, and Crude Spikes As Risk-Off Warnings Mount
Navigating macroeconomic stress and deep-value metrics amid volatile crude prices and shifting rate expectations. Sept 14, 2026 Watchlist.
dadstreetfinance.substack.com
September 15, 2026 at 2:56 PM
Sunday Gameplan: #$ELMT topped the Small Cap snapshot.
We flagged the gov-contract risk.
Then Monday’s $450M DoW + $2B DLA tungsten deal hit.
Risk became the catalyst.
dadstreetfinance.substack.com/p/markets-we...
We flagged the gov-contract risk.
Then Monday’s $450M DoW + $2B DLA tungsten deal hit.
Risk became the catalyst.
dadstreetfinance.substack.com/p/markets-we...
#$ORCL: 6am layoff email, $2.8B restructuring, $28.5B quarterly capex. Stock $144.79, −8.8%.
DadFin: 80.9 dad / 72 value / 40.4 trader.
$4.76B NI, $23.1B OCF last quarter.
Cash engine is real. OpenAI-proxy premium is not. They’re firing people to fund data centers. Don’t confuse the two.
DadFin: 80.9 dad / 72 value / 40.4 trader.
$4.76B NI, $23.1B OCF last quarter.
Cash engine is real. OpenAI-proxy premium is not. They’re firing people to fund data centers. Don’t confuse the two.
September 15, 2026 at 7:09 AM
#$ORCL: 6am layoff email, $2.8B restructuring, $28.5B quarterly capex. Stock $144.79, −8.8%.
DadFin: 80.9 dad / 72 value / 40.4 trader.
$4.76B NI, $23.1B OCF last quarter.
Cash engine is real. OpenAI-proxy premium is not. They’re firing people to fund data centers. Don’t confuse the two.
DadFin: 80.9 dad / 72 value / 40.4 trader.
$4.76B NI, $23.1B OCF last quarter.
Cash engine is real. OpenAI-proxy premium is not. They’re firing people to fund data centers. Don’t confuse the two.
We launched DadFin a few hours ago and the free top-tier signups already flooding in.
Didn’t expect this.
It’s the expensive live scoring on US & Canada stocks + 4 trader desks.
May have to halt the free week early. Still open for now.
dadfin.com
dadstreetfinance.substack.com/p/i-got-tire...
Didn’t expect this.
It’s the expensive live scoring on US & Canada stocks + 4 trader desks.
May have to halt the free week early. Still open for now.
dadfin.com
dadstreetfinance.substack.com/p/i-got-tire...
I got tired of opening a hundred tabs. So I built the desk instead.
DadFin is live — and the top tier is free for a week.
dadstreetfinance.substack.com
September 14, 2026 at 7:00 PM
We launched DadFin a few hours ago and the free top-tier signups already flooding in.
Didn’t expect this.
It’s the expensive live scoring on US & Canada stocks + 4 trader desks.
May have to halt the free week early. Still open for now.
dadfin.com
dadstreetfinance.substack.com/p/i-got-tire...
Didn’t expect this.
It’s the expensive live scoring on US & Canada stocks + 4 trader desks.
May have to halt the free week early. Still open for now.
dadfin.com
dadstreetfinance.substack.com/p/i-got-tire...
Both #$MU & #$SNDK got punched today (-7% / -9%).
Still +12.8% & +32.6% over 5 days. Dad Street scores favor the tank (#$MU 89.0) over pure adrenaline.
Memory remains the AI bottleneck.
Rebuilding the desk from the ground up. Stay tuned.
Still +12.8% & +32.6% over 5 days. Dad Street scores favor the tank (#$MU 89.0) over pure adrenaline.
Memory remains the AI bottleneck.
Rebuilding the desk from the ground up. Stay tuned.
August 19, 2026 at 12:43 AM
We called it.
The fundamental split we laid out on July 31 is playing out in the price action.
#$GME continues to trade with a stronger balance-sheet floor (net cash, positive FCF).
#$AMC remains more reactive to flow and sentiment swings.
#GME #AMC
substack.com/@dadstreetfi...
The fundamental split we laid out on July 31 is playing out in the price action.
#$GME continues to trade with a stronger balance-sheet floor (net cash, positive FCF).
#$AMC remains more reactive to flow and sentiment swings.
#GME #AMC
substack.com/@dadstreetfi...
Dad Street (@dadstreetfinance)
Why $AMC and $GME Are Fundamentally Diverging
If you spent any time on the timeline over the last 24 hours, you’ve seen the cashtags. $AMC and $GME are back in the driver’s seat of the social convers...
substack.com
August 11, 2026 at 8:00 PM
We called it.
The fundamental split we laid out on July 31 is playing out in the price action.
#$GME continues to trade with a stronger balance-sheet floor (net cash, positive FCF).
#$AMC remains more reactive to flow and sentiment swings.
#GME #AMC
substack.com/@dadstreetfi...
The fundamental split we laid out on July 31 is playing out in the price action.
#$GME continues to trade with a stronger balance-sheet floor (net cash, positive FCF).
#$AMC remains more reactive to flow and sentiment swings.
#GME #AMC
substack.com/@dadstreetfi...
Dividend just took the lead at +5.7% alpha.
This week the broader market ripped higher — S&P +3.6%, Nasdaq +5.2% — after a soft jobs report cooled rate-hike fears. Tech and software bounced hard.
Dividend powered ahead. Value held its long-term edge.
Huge announcement coming.
#quant #stockmarket
This week the broader market ripped higher — S&P +3.6%, Nasdaq +5.2% — after a soft jobs report cooled rate-hike fears. Tech and software bounced hard.
Dividend powered ahead. Value held its long-term edge.
Huge announcement coming.
#quant #stockmarket
August 9, 2026 at 5:39 PM
Dividend just took the lead at +5.7% alpha.
This week the broader market ripped higher — S&P +3.6%, Nasdaq +5.2% — after a soft jobs report cooled rate-hike fears. Tech and software bounced hard.
Dividend powered ahead. Value held its long-term edge.
Huge announcement coming.
#quant #stockmarket
This week the broader market ripped higher — S&P +3.6%, Nasdaq +5.2% — after a soft jobs report cooled rate-hike fears. Tech and software bounced hard.
Dividend powered ahead. Value held its long-term edge.
Huge announcement coming.
#quant #stockmarket
Record-low volatility + $1B ETF inflows.
Fear at 29.
Quant models: massive breakout imminent in a few weeks.
#Bitcoin #Ethereum #Crypto
dadstreetfinance.substack.com/p/bitcoin-an...
Fear at 29.
Quant models: massive breakout imminent in a few weeks.
#Bitcoin #Ethereum #Crypto
dadstreetfinance.substack.com/p/bitcoin-an...
Bitcoin and Ethereum Squeeze: Why the Crypto Market is a Coiled Spring Awaiting a Breakout
Record-low volatility and surging ETF inflows signal a massive directional move is imminent. Here is what the quantitative models say to do next.
dadstreetfinance.substack.com
August 9, 2026 at 4:47 PM
Record-low volatility + $1B ETF inflows.
Fear at 29.
Quant models: massive breakout imminent in a few weeks.
#Bitcoin #Ethereum #Crypto
dadstreetfinance.substack.com/p/bitcoin-an...
Fear at 29.
Quant models: massive breakout imminent in a few weeks.
#Bitcoin #Ethereum #Crypto
dadstreetfinance.substack.com/p/bitcoin-an...
Evening Market Pulse — August 4, 2026
**Oil fell 6.47% to $75.14 on Hormuz peace talks, lifting the stock market today.**
▪ Bessent says Strait of Hormuz deal is close, cutting gas prices.
Will lower energy bills boost your portfolio?
#OilPrices #SP500
**Oil fell 6.47% to $75.14 on Hormuz peace talks, lifting the stock market today.**
▪ Bessent says Strait of Hormuz deal is close, cutting gas prices.
Will lower energy bills boost your portfolio?
#OilPrices #SP500
August 4, 2026 at 10:06 PM
Evening Market Pulse — August 4, 2026
**Oil fell 6.47% to $75.14 on Hormuz peace talks, lifting the stock market today.**
▪ Bessent says Strait of Hormuz deal is close, cutting gas prices.
Will lower energy bills boost your portfolio?
#OilPrices #SP500
**Oil fell 6.47% to $75.14 on Hormuz peace talks, lifting the stock market today.**
▪ Bessent says Strait of Hormuz deal is close, cutting gas prices.
Will lower energy bills boost your portfolio?
#OilPrices #SP500
Evening Market Pulse — August 3, 2026
**Crude oil fell 5.44% on paused Iran strikes, boosting the stock market today.**
▪ Oil prices today hit $80.06.
▪ S&P 500 close rose 1.48%.
Will cheap energy keep stocks up?
#StockMarket #OilPrices #Markets
**Crude oil fell 5.44% on paused Iran strikes, boosting the stock market today.**
▪ Oil prices today hit $80.06.
▪ S&P 500 close rose 1.48%.
Will cheap energy keep stocks up?
#StockMarket #OilPrices #Markets
August 3, 2026 at 10:06 PM
Evening Market Pulse — August 3, 2026
**Crude oil fell 5.44% on paused Iran strikes, boosting the stock market today.**
▪ Oil prices today hit $80.06.
▪ S&P 500 close rose 1.48%.
Will cheap energy keep stocks up?
#StockMarket #OilPrices #Markets
**Crude oil fell 5.44% on paused Iran strikes, boosting the stock market today.**
▪ Oil prices today hit $80.06.
▪ S&P 500 close rose 1.48%.
Will cheap energy keep stocks up?
#StockMarket #OilPrices #Markets
The Premarket Playbook — August 3, 2026
**Trump calls off Iran strikes; crude drops 5% as futures rally.**
▪ Crude drops 5% as Iran talks resume.
▪ $BABA gains 9.2% on new AI model.
Will falling oil relieve inflation pressure?
#premarket $BABA
**Trump calls off Iran strikes; crude drops 5% as futures rally.**
▪ Crude drops 5% as Iran talks resume.
▪ $BABA gains 9.2% on new AI model.
Will falling oil relieve inflation pressure?
#premarket $BABA
August 3, 2026 at 11:46 AM
The Premarket Playbook — August 3, 2026
**Trump calls off Iran strikes; crude drops 5% as futures rally.**
▪ Crude drops 5% as Iran talks resume.
▪ $BABA gains 9.2% on new AI model.
Will falling oil relieve inflation pressure?
#premarket $BABA
**Trump calls off Iran strikes; crude drops 5% as futures rally.**
▪ Crude drops 5% as Iran talks resume.
▪ $BABA gains 9.2% on new AI model.
Will falling oil relieve inflation pressure?
#premarket $BABA
Weekly crypto Bitcoin & Ethereum model just printed.
The Fed held rates steady at 3.50%-3.75%, crushing vol to the 15th percentile. Fear & Greed 28. Both assets coiled on the pad.
Details in the article #$ETH #$BTC
open.substack.com/pub/dadstree...
The Fed held rates steady at 3.50%-3.75%, crushing vol to the 15th percentile. Fear & Greed 28. Both assets coiled on the pad.
Details in the article #$ETH #$BTC
open.substack.com/pub/dadstree...
Don't Be Fooled by the Silence: $BTC & $ETH Are Storing Kinetic Energy
Market shocks hit the wire, but sell-side pressure is officially exhausted. What our calibrated ensemble model reveals for the week ahead (August 2, 2026).
open.substack.com
August 2, 2026 at 5:42 PM
Weekly crypto Bitcoin & Ethereum model just printed.
The Fed held rates steady at 3.50%-3.75%, crushing vol to the 15th percentile. Fear & Greed 28. Both assets coiled on the pad.
Details in the article #$ETH #$BTC
open.substack.com/pub/dadstree...
The Fed held rates steady at 3.50%-3.75%, crushing vol to the 15th percentile. Fear & Greed 28. Both assets coiled on the pad.
Details in the article #$ETH #$BTC
open.substack.com/pub/dadstree...
Evening Market Pulse — July 31, 2026
**The Nasdaq rose 1.0% on Amazon's 37% cloud growth, lifting the stock market today.**
▪ Amazon rose 15% on AWS.
▪ Apple fell on weak guidance.
Will AI spend pay off?
#Nasdaq #Investing
**The Nasdaq rose 1.0% on Amazon's 37% cloud growth, lifting the stock market today.**
▪ Amazon rose 15% on AWS.
▪ Apple fell on weak guidance.
Will AI spend pay off?
#Nasdaq #Investing
July 31, 2026 at 10:06 PM
Evening Market Pulse — July 31, 2026
**The Nasdaq rose 1.0% on Amazon's 37% cloud growth, lifting the stock market today.**
▪ Amazon rose 15% on AWS.
▪ Apple fell on weak guidance.
Will AI spend pay off?
#Nasdaq #Investing
**The Nasdaq rose 1.0% on Amazon's 37% cloud growth, lifting the stock market today.**
▪ Amazon rose 15% on AWS.
▪ Apple fell on weak guidance.
Will AI spend pay off?
#Nasdaq #Investing
The Premarket Playbook — July 31, 2026
**Nasdaq futures rise 1.27% as $AMZN jumps 15.68% on cloud strength.**
▪ $AMZN cloud beat lifts tech sentiment.
▪ $AAPL falls 9.09% on weak guidance.
Will cloud earnings sustain the rally?
#premarket $AMZN $AAPL
**Nasdaq futures rise 1.27% as $AMZN jumps 15.68% on cloud strength.**
▪ $AMZN cloud beat lifts tech sentiment.
▪ $AAPL falls 9.09% on weak guidance.
Will cloud earnings sustain the rally?
#premarket $AMZN $AAPL
July 31, 2026 at 11:26 AM
The Premarket Playbook — July 31, 2026
**Nasdaq futures rise 1.27% as $AMZN jumps 15.68% on cloud strength.**
▪ $AMZN cloud beat lifts tech sentiment.
▪ $AAPL falls 9.09% on weak guidance.
Will cloud earnings sustain the rally?
#premarket $AMZN $AAPL
**Nasdaq futures rise 1.27% as $AMZN jumps 15.68% on cloud strength.**
▪ $AMZN cloud beat lifts tech sentiment.
▪ $AAPL falls 9.09% on weak guidance.
Will cloud earnings sustain the rally?
#premarket $AMZN $AAPL
Evening Market Pulse — July 30, 2026
**The Nasdaq jumped 2.78% as the Federal Reserve interest rate decision kept borrowing costs high.**
▪ Fed held rates at 3.50%-3.75%.
▪ GDP grew 1.5%.
Will rates squeeze your wallet?
#FedRate #Investing
**The Nasdaq jumped 2.78% as the Federal Reserve interest rate decision kept borrowing costs high.**
▪ Fed held rates at 3.50%-3.75%.
▪ GDP grew 1.5%.
Will rates squeeze your wallet?
#FedRate #Investing
July 30, 2026 at 10:06 PM
Evening Market Pulse — July 30, 2026
**The Nasdaq jumped 2.78% as the Federal Reserve interest rate decision kept borrowing costs high.**
▪ Fed held rates at 3.50%-3.75%.
▪ GDP grew 1.5%.
Will rates squeeze your wallet?
#FedRate #Investing
**The Nasdaq jumped 2.78% as the Federal Reserve interest rate decision kept borrowing costs high.**
▪ Fed held rates at 3.50%-3.75%.
▪ GDP grew 1.5%.
Will rates squeeze your wallet?
#FedRate #Investing
The Premarket Playbook — July 30, 2026
**Tech futures bounce as $MSFT surges 8.3% while $META slides 9.8%.**
▪ Fed holds rates as 30Y yield hits 5.14%.
▪ $MSFT jumps on Azure; $META sinks on capex.
Can Big Tech earnings hold up the market?
#premarket #stocks $MSFT
**Tech futures bounce as $MSFT surges 8.3% while $META slides 9.8%.**
▪ Fed holds rates as 30Y yield hits 5.14%.
▪ $MSFT jumps on Azure; $META sinks on capex.
Can Big Tech earnings hold up the market?
#premarket #stocks $MSFT
July 30, 2026 at 11:26 AM
The Premarket Playbook — July 30, 2026
**Tech futures bounce as $MSFT surges 8.3% while $META slides 9.8%.**
▪ Fed holds rates as 30Y yield hits 5.14%.
▪ $MSFT jumps on Azure; $META sinks on capex.
Can Big Tech earnings hold up the market?
#premarket #stocks $MSFT
**Tech futures bounce as $MSFT surges 8.3% while $META slides 9.8%.**
▪ Fed holds rates as 30Y yield hits 5.14%.
▪ $MSFT jumps on Azure; $META sinks on capex.
Can Big Tech earnings hold up the market?
#premarket #stocks $MSFT
Evening Market Pulse — July 29, 2026
**Oil prices today jumped 6.74% after a Jordan strike, hitting your energy bills.**
▪ Federal Reserve held rates steady.
▪ Iran strike on US base intercepted.
Is this a real inflation threat?
#FedRate #OilPrices
**Oil prices today jumped 6.74% after a Jordan strike, hitting your energy bills.**
▪ Federal Reserve held rates steady.
▪ Iran strike on US base intercepted.
Is this a real inflation threat?
#FedRate #OilPrices
July 29, 2026 at 10:06 PM
Evening Market Pulse — July 29, 2026
**Oil prices today jumped 6.74% after a Jordan strike, hitting your energy bills.**
▪ Federal Reserve held rates steady.
▪ Iran strike on US base intercepted.
Is this a real inflation threat?
#FedRate #OilPrices
**Oil prices today jumped 6.74% after a Jordan strike, hitting your energy bills.**
▪ Federal Reserve held rates steady.
▪ Iran strike on US base intercepted.
Is this a real inflation threat?
#FedRate #OilPrices
+6.5% alpha vs S&P in 6 weeks.
80% win | 83.3% batting
Dividend engine compounding while market drifts. This week’s top 5:
• #$AU 30%
• #$CMCSA 19.9%
• #$SFD 7.9%
• #$OMF 20.5%
• #$FBP 21.8%
4 sectors. Avg beta 0.83.
Same rules. Still delivering.
80% win | 83.3% batting
Dividend engine compounding while market drifts. This week’s top 5:
• #$AU 30%
• #$CMCSA 19.9%
• #$SFD 7.9%
• #$OMF 20.5%
• #$FBP 21.8%
4 sectors. Avg beta 0.83.
Same rules. Still delivering.
July 29, 2026 at 7:29 PM
Intraday order flow is dominated by extreme earnings gaps. Top movers $HURN (+29.93%) and $MANH (+25.60%) are driving heavy volume, but both face severe execution and mean-reversion risk as RSI metrics stretch deep into overbought territory above 79. Watch the liquidity.
July 29, 2026 at 2:24 PM
Intraday order flow is dominated by extreme earnings gaps. Top movers $HURN (+29.93%) and $MANH (+25.60%) are driving heavy volume, but both face severe execution and mean-reversion risk as RSI metrics stretch deep into overbought territory above 79. Watch the liquidity.