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Blockhaven

@BlockhavenHQ

Digital assets + TradFi markets. Research-backed insights, actionable setups, and narratives worth tracking. Not financial advice.

blockhaven.substack.com/
Joined July 2025
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1/ Alphabet ($GOOGL) is growing fast. Google Search is holding up, Cloud is accelerating and AI infrastructure spending is surging. Our new Blockhaven™ research: 2/5 CAUTIOUS, Low confidence. A great company isn't automatically a great investment at any price.
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Mortgage rates dipped again, but they're still far above where they were before the Iran strikes. The 30-year fixed fell to 7.24% this week. It was 5.98% on Feb 26, the 2026 low. On a $400K loan, that's about $333 more a month than in February. $XHB $RKT via @FreddieMac
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BREAKING: ServiceNow misses Q3 EPS estimates at $1.00 vs $1.02 expected, on revenue of $4.11B vs $4.09B. The big number: subscription revenue grew 21%, down from 24.5% last quarter. AI ACV target raised to $1.7B. Full-year FCF margin guide raised to 36%. $NOW $CRM
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BREAKING: Airbus Q3 revenue misses at €17.47B vs €18.09B expected. But 9-month free cash flow sank to -€1.27B, worse than -€914M a year ago. Still sees ~870 deliveries and ~€7.5B adj. EBIT for 2026. $EADSY $BA
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Introducing 🍀 LuxxWallet 🍀 Our new Scrypt wallet supports Litecoin, Dogecoin + 9 other merge-mined coins. All in one wallet. @litecoin @dogecoin @BellsChain @LuckyCoinProj @PepecoinNetwork @junkcoin_JKC @dingocoincrypto @Shibacoin_Shic @CraftCoin2013 @TrmPow @soqucoin Now integrated with LuxxPool, making it easy to receive your mining rewards across all 11 coins. Check it out: luxxwallet.com Connect to the Pool: luxxpool.luxxlabs.ca/ It’s not luck. It’s LUXX. $LUXX.CN $LUXFF litecoin:native dogecoin:native
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Brazilian stocks are in freefall after Lula’s re-election. $EWZ is down 22.8% to $32.86, near its worst day ever (-23.1% on Mar 16, 2020). 
Bradesco -32%, Itaú -24%, Nubank -21%. Vale is down just 4%. Money is running from Brazil’s banks, not its iron ore. $ITUB $NU
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Owning a pet keeps getting pricier. Pet services, including vet care, are up 46.8% since January 2020. Vet visits alone are up 40.0%. Overall prices rose 30.6% over the same stretch. A $300 vet bill in early 2020 is about $420 now. $CHWY $IDXX via @BLS_gov
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BREAKING: AT&T and T-Mobile are down about 7% and 6% today after a report SpaceX is seeking access to 80,000+ US cell tower sites for a nationwide wireless carrier. Verizon is down just 1.5%. $TMUS now sits ~34% below its 52-week high. $T $TMUS $VZ
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BREAKING: Trump is set to drop tariffs on 9 categories of Canadian goods, per Sen. Susan Collins' office. WSJ says it's mostly farm and forestry products, and levies on other Canadian goods could rise to offset it. $EWC $SPY
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Consumers are gloomier than in 1980 or 2022. UMich sentiment finalized at 48.0 for October, the 2nd-lowest on record. Only May's 44.8 was worse. Year-ahead inflation expectations rose to 4.7% from 3.4% in February. That's above the 3.7% the latest CPI showed. $XLY via @UMich
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Big Tech got crushed today. Small caps closed green. Nasdaq: -2.6% S&P 500: -1.2% Russell 2000: +0.1% Only the 4th day since 1987 with the Nasdaq down 2.5%+ and the Russell 2000 up. The other 3 were in 1999-2001. $QQQ $IWM
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BREAKING: Bloom Energy crushes Q3 estimates with record revenue of $1.24B vs $1.07B expected and EPS of $0.94 vs $0.70. The big number: revenue is up 138% from $519M a year ago. Full-year revenue guide raised for the 3rd time this year, to $4.4B-$4.6B from $3.9B-$4.2B. $BE
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BREAKING: Western Digital beats fiscal Q1 estimates with EPS of $4.64 vs $4.09 expected, on revenue of $4.38B vs $4.14B. The big number: gross margin of 58.1%, up from 43.9% a year ago. It guides next quarter revenue to $5.1B, up 66-72% from a year ago. $WDC $SMH
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Bonds are ripping as stocks sell off. The 10-year yield fell 18bp to 4.97%, its biggest daily drop in over a year. It's back under 5% for the first time since September. On Oct 5 it hit 5.31%, the highest since 2002. Mortgage rates track it, so relief could follow. $TLT $XHB
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Chip stocks are getting crushed. The Philadelphia Semiconductor Index fell 5.9% this morning, with the Nasdaq down 2.2%. It's now 26% below its June 22 record. A $10,000 chip-stock basket bought at the June peak is now worth about $7,400. $SMH $SOXX $NVDA
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Blockhaven retweeted
NSA Cyber (@NSACyber) profile picture
NSA Cyber
@NSACyberOct 21
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
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Airfares just hit a record high heading into holiday travel season. Airline fares jumped 22.4% from a year ago in September. They're up 15.3% since February alone, past the June 2022 peak. A $400 round trip last September now runs about $490. $JETS $DAL $UAL via @BLS_gov
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BREAKING: Texas Instruments beats, with Q3 revenue up 28% to $6.06B vs $5.93B est. The big number: trailing free cash flow more than tripled, from $2.4B to $8.4B. Q4 revenue guide of $5.80B-$6.30B tops estimates. $TXN $SMH
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BREAKING: Meta jumps after hours on a Q3 beat, with revenue of $64.6B vs $63.4B expected. But free cash flow went negative at -$2.1B as capex hit $34.9B. It also raised the low end of its 2026 capex outlook, now $135B-$145B. $META $QQQ
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6/ Why the Street is more bullish is worth examining not dismissing. Its public targets and EPS estimates use different horizons and potentially different adjustments. We'll test Search monetization, Cloud margins, capex and utilization against Q3 results on Oct. 28.
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7/ Full research is out: free Research Note + Learning Edition on Substack; the 64-page Deep Dive was shared separately on Patreon. Read: substack.com/home/post/p-221… Not investment advice. As of 10/20/26: no GOOG/GOOGL shares or options; no paid Alphabet relationship.
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