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$662. On the record November 2.
On November 5, $MU traded below our published reference value.
Our 2/5 CAUTIOUS rating used the October 30 close of $884.74.
The research was public before today's selloff. Read the original below.
What an awful press conference. Four-plus hours of frozen airspace and the answer is basically old system, send money.
Congress already gave $12.5B for this in July 2025, and GAO says the FAA still has no full cost estimate or master schedule. Government waste at its finest.
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The nationwide ground stop is over. FAA lifted it at 5:15pm PT, a little over 4 hours after it started.
Damage is done though: 3,300+ US flights canceled, 10,200+ delayed, and airlines are already scrubbing 300+ Saturday flights.
This will be a nightmare to fix!
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First crack in the ground stop. FAA now lists it as a nationwide stop with selective releases, and American says some airports are getting departures cleared. Most flights are still paused, the stop runs through 8pm PT, and $AAL warns more cancellations are coming.
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Airlines may start telling people to just stay home. Multiple major U.S. carriers are preparing to warn travelers off the airports to avoid overcrowding, with little sign of when the ground stop lifts, per @jonostrower. FAA's next update is due 8pm PT.
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UPDATE: DHS Secretary Markwayne Mullin says there's "no indication as of yet" the FAA ground stop was a nefarious attack, calling it "just a telecommunication outage."
But he isn't ruling anything out yet, and says it's going to take some time to resolve.
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CNN reports the FAA ground stop does not appear to be a cyberattack. Still no word on when departures resume.
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Visa (NYSE: V) is a great business. But is it a great investment at this price?
Our $365.04 reference value sits below the November 12 close of $420.31, yet we rate it 3/5 BALANCED.
Much of the gap comes down to two judgments: required returns and how quickly growth fades.
blockhaven.substack.com/p/vi…
ALT Blockhaven Research Deep Dive chart, V, published 11-09-2026. Where the price sits against the three cases. Downside case: $237.26; Reference case: $365.04; Upside case: $462.33. The dashed line is the historical November 9, 2026 settled close of $422.16; the valuation close of 11-02-2026 was $425.51 and is not drawn. The November 12, 2026 settled close of $420.31 is later than the chart and is not shown on it.
BREAKING: The US ran a $404 billion deficit in October, the biggest October on record.
That's up 42% from $284B a year ago. Spending jumped to $773B while revenue fell to $369B, with customs receipts down to $19B from $31B.
via @USTreasury
Nebius beats with Q3 revenue of $981M vs $906M expected, up 571% from $146M a year ago.
But Q3 capex hit $7.3B, about 7.4x revenue, and 2027 capex is guided at $40-45B vs $12-13B of revenue.
2026 revenue now seen at the low end of $3.0-3.4B.
$NBIS
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$TLN signed a seven-year deal for 750 MW of capacity at its Guernsey power station. Talen expects it to generate about $100M a year, starting with PJM’s 2029/30 delivery year.
The agreement locks in capacity payments while leaving Talen exposed to energy-market prices.
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GTA VI is already a $1 billion game, and it doesn't launch until Nov 19.
10.3 million digital pre-orders, per Sensor Tower
75% came on PlayStation, about $751 million
Physical copies aren't even counted
Take-Two stock is up about 22% since its Oct 30 close.
$TTWO
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