Rolled my first tubes on Thursday night. Replaced the stock drivers on the MKIV (non-SE version) with the NOS GE-JAN 5654-W tubes recommended in this thread. After about 8 hours of burn-in, I can notice a definite improvement.
I felt the stock tubes rolled off the treble a tad too much, especially with the already laid back treble of the HD650s. The GE tubes definitely add more noticeable presence and a bit (but just a bit) of sparkle to the upper range. It still doesn't make the 650s "bright" by any stretch, but there is a bit more emphasis there. However, still very smooth treble -- never harsh or fatiguing in any way. Just eminently listenable.
It was exactly the tweak I was looking for.
The OP is also correct that the sound is quite airy. Bass is present, but because of this airy-ness, it may actually seem, viscerally, a touch more subdued.
Have been listening to mostly acoustic-y singer-songwriter stuff, and the cans just sing. Will have to try something a little harder later on and see how they hold up.
Next on tap are the Vohkshods (which apparently, I paid way overprice for from Yen Audio, but what are you going to?) But I think I'll live with GE's for a while yet.
I can see how rolling your own can get addictive!