Crypto | Equities | Macro Charts, trades & market takes. Contributor @BlockhavenHQ Markets by day. Tequila by night.
Joined February 2019
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Nah it's just coincidence I'm sure...
JUST IN: Nvidia ($NVDA) director Mark Stevens sold nearly $1 BILLION worth of shares near the stock’s peak, just weeks before Jensen Huang’s resignation and a subsequent 30%+ collapse in the stock.
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Trade Alts retweeted
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.
Trade Alts retweeted
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
Trade Alts retweeted
$META grew revenue 26% last quarter. Now it plans to spend $135–145B on capex this year, including finance-lease principal.
We initiated coverage at 2/5 CAUTIOUS.
The question: What will all that capital earn? 🧵
Trade Alts retweeted
$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.
$QQQ closed -6.49% today, its worst day since March 16 2020
Worse than both Liberation Day sessions. Only 23 days since 1999 were uglier and 17 of them came in the 2000-01 dot-com bust
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Election night risk-off as the midterms price a Democratic sweep
Polymarket odds: Democrats 99%+ for Senate and House. $NQ futures -2.0% at the lows, now -1.4%
Cooper flipped NC, Ossoff held GA. Republicans haven't flipped a seat and Texas, Ohio, Maine are still uncalled
Yesterday's $BTC ETF outflow was basically one ticker
IBIT -$405M. FBTC actually took a little in. Everyone else flat
Same on the ETH side, ETHA was almost the whole outflow. Whoever's de-risking is mostly in BlackRock's wrapper
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Trade Alts retweeted
1/ Micron made $133.2bn of revenue in fiscal 2026, up from $37.4bn, with a fourth-quarter gross margin of 86.8%. At the 10-30-2026 close of $884.74 it was worth $1.001 trillion. How much of that boom is permanent?
Trade Alts retweeted
Bitcoin's white paper turned 18 today.
Oct 31, 2008: a 9-page PDF from Satoshi Nakamoto.
Today: 20.1M BTC mined, 95.7% of the 21M cap.
At about $77K, that's a $1.56T network.
The last 4.3% won't be fully mined until around 2140.
bitcoin:native $IBIT
Trade Alts retweeted
Who’s got a Black Friday shopping list?
Stocks, crypto, commodities. What are you buying after the selloff?
Bring your ideas, charts and speculative plays to the StockWizards Discord. Come share what you’re watching and compare notes.
discord.gg/NY5DXPjJ2d
