A Capital (@ACapitalLP) stock calls: track record, win rate and every call

Stat line

Calls scored counts directional calls at least 180 days old, with repeats counted once. Edge is in percentage points versus the S&P 500. Streak and Last 10 run in date order, most recent last.

Ranked or unranked?

Unranked. A player needs 15 scored calls to be ranked, and A Capital (@ACapitalLP) has none yet.

A player needs at least 15 scored calls in a view to be ranked. See the leaderboard.

Style and specialty

• Style: global special situations
• Why we track this account: Posts detailed sum-of-the-parts special situation theses (Aker/Nscale HoldCo discount, 2026-10-27).
• What to keep in mind: Anonymous; low post count (61); hedging suggestions are its own.
• Followers on X: 13,797 (checked Nov 4, 2026)
• MCAFax status: Tracked voice (not on the daily rotation)

Current calls (open)

What the open calls argue, in our own words:

• CVI (bullish, Nov 5, 2026): Argues CVI underperforming the refining complex by about 15-20% in two days looks like a relative-value dislocation from the acquisition and equity-raise technicals rather than a justified fundamental gap.
• GRND (bullish, Nov 1, 2026): Grindr looks asymmetric into its Nov 5 print at about 10x 2027 EBITDA before Freddie, with alt data showing MAU reacceleration; take-private bids for Bumble and Zage's $18 bid are reference points.
• MGM (bullish, Oct 30, 2026): MGM looks cheap at ~$29 after a weak Vegas quarter: the market ignores Macau share gains, BetMGM profits and Osaka, and the company can now resume buybacks with $1.4bn left (~20% of market cap) after People Inc. walked away from its $48.30 bid.
• FSLR (bullish, Oct 29, 2026): First Solar trades at about 7-8x 2027 earnings with 44GW of contracted backlog; Q3 bookings were priced before Section 232 tariffs, and higher post-232 contract prices could reset normalized earnings.
• VOYA (neutral, Oct 28, 2026): Sees a path to $150+ in a strategic takeout but worries the activist premium (shares up about 30% since TCIM surfaced) is priced in and the referendum is non-binding; downside toward about $75 if Q3 disappoints.
• AKER.OL (bullish, Oct 26, 2026): Sees Aker ASA (about 22.7% owner of Nscale) pricing Nscale near $11bn after a typical HoldCo discount, below its $14.6bn Series C and a mooted $30-35bn IPO; upside 27-39% at a $25-30bn IPO.

In their own words

• CVI (Nov 5, 2026): "Someone convince me that $CVI underperforming the entire refining complex by ~15-20% in two days is fundamentally justified"
• GRND (Nov 1, 2026): "Why isn't $GRND asymmetric into the 11/5 print?"
• MGM (Oct 30, 2026): "Vegas weakness is real, but the marginal buyer is potentially the company itself, with substantial firepower at precisely the wrong price for sellers."
• FSLR (Oct 29, 2026): "$FSLR interesting here at ~7-8x 2027 earnings with 44GW of contracted backlog."
• VOYA (Oct 28, 2026): "Love the potential upside, less convinced by the asymmetry at ~$97..."

Related pages

• Market-calls leaderboard
• Ticker pages: AKER.OL, CVI, FSLR, GRND, MGM, VOYA

How we score these calls

A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.

Last updated: November 5, 2026

Not investment advice; for research and education.