What investors are predicting today (October 16, 2026)
On October 16, 2026, MCAFax logged 17 new calls from 10 tracked investors (@ClarkSquareCap, @DeepSailCapital, @FragmentsValue, @InvestSpecial, @MarketYode, @Mr_Neutral_Man, @Prophitcy, @sprucepointcap, @stoic_point, and @valuedontlie) on CPAC, DCH, FIZZ, HIPO, HTZ, IA, NOW, NVA, SITC, TEM, TGT, UBER, and VST. Over the past 7 days, the tickers drawing calls from 2 or more players were CRWV, LINC, EVLV, LEN, SITC, TEM, AENT, BCO, CRDO, DECK, DNA, EEFT, EIX, NOMD, PFX, SKYA, TIPT, and UBER. The most contrarian call today: @MarketYode going long TEM.
Not investment advice; for research and education.
New calls logged on October 16, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 6:30 AM | Dalius - Special Sits (@InvestSpecial) | CPAC | Bullish (long) | $12.67 | Says Cementos Pacasmayo / CPAC merger-arb played out as expected with +18% in six months; remaining ~2% spread should close with the offer mid-Nov to mid-Dec. | post |
| 7:44 AM | Yode (@MarketYode) | TGT | Bullish (long) | $156.63 | post | |
| 7:44 AM | Yode (@MarketYode) | UBER | Bullish (long) | $71.27 | post | |
| 7:44 AM | Yode (@MarketYode) | TEM | Bullish (long) | $71.13 | post | |
| 7:44 AM | Yode (@MarketYode) | NOW | Bullish (long) | $148.57 | post | |
| 7:44 AM | Yode (@MarketYode) | VST | Bullish (long) | $154.17 | post | |
| 9:23 AM | Spruce Point Capital (@sprucepointcap) | TEM | Neutral / watch | $71.13 | Flags removal of Tempus AI chief marketing officer Patty Spiller from the company website as a growth-story concern. (Reiteration of an earlier call.) | post |
| 9:26 AM | FRAGMENTS Value (@FragmentsValue) | SITC | Bullish (long) | $3.01 | Argues investors focused on the $3.00 special distribution still need to value the remaining SITE Centers liquidation stub after the DTP stake sale. | post |
| 9:29 AM | Spruce Point Capital (@sprucepointcap) | NVA | Bearish (short) | $3.59 | Reiterates trouble with Nova Minerals: running out of money and questions why it bought ore for metallurgical studies if antimony grade is strong. (Reiteration of an earlier call.) | post |
| 9:51 AM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | SITC | Bullish (long) | $3.01 | Raised SITE Centers to about a 20% portfolio weight after the $3.00 special distribution, calling it mostly a cash box with stub exposure a little over 3%. | post |
| 10:05 AM | Deep Sail Capital (@DeepSailCapital) | HTZ | Neutral / watch | $1.83 | Updates Hertz squeeze watch: Interactive Brokers out of borrow and borrow rate up to 24.8%. (Reiteration of an earlier call.) | post |
| 10:08 AM | Clark Square Capital (@ClarkSquareCap) | SITC | Neutral / watch | $3.01 | Engaged Mr_Neutral_Man on SITE Centers by asking what the stub is worth after the cash-box sizing up. | post |
| 10:56 AM | @Prophitcy | FIZZ | Bullish (long) | $34.31 | Gap-fill play; relative and sector strength; high-confidence swing trade; sector sentiment. Author named Nov 20 2026 $40 calls at $0.25. | post |
| 11:01 AM | @Prophitcy | FIZZ | Bullish (long) | $34.31 | Gap-fill play; relative and sector strength; high-confidence swing trade. Author named Nov 20 2026 $35 calls at $1.75. | post |
| 11:30 AM | Colin King (@valuedontlie) | DCH | Bullish (long) | $5.10 | Says he is long Dauch and asks for the BofA double downgrade (Buy to Underperform, $10 to $5 target), calling it a steep cut. (Reiteration of an earlier call.) | post |
| 12:23 PM | Stoic Point Capital Management (@stoic_point) | HIPO | Bullish (long) | $35.26 | Co-founder Cullen Rose pitched Hippo Holdings at Sohn San Francisco; fund held HIPO as a top-3 position per its Q2 2026 13F. | post |
| 1:13 PM | Deep Sail Capital (@DeepSailCapital) | IA | Bullish (long) | $18.89 | Q3 2026 investor letter includes a long thesis on Innovative Aerosystems. | post |
In their own words:
- @InvestSpecial on CPAC: "$CPAC played out as expected, returning +18% in six months."
- @MarketYode on TGT: "1. $TGT calls over $160"
- @MarketYode on UBER: "2. $UBER calls over $72"
- @MarketYode on TEM: "3. $TEM calls over $73"
- @MarketYode on NOW: "4. $NOW calls over $150"
- @MarketYode on VST: "5. $VST calls over $155"
- @sprucepointcap on TEM: "A little troubled to see Patty Spiller removed as Chief Marketing Officer at $TEM"
- @FragmentsValue on SITC: "There is a remaining company to value."
- @sprucepointcap on NVA: "I'm a little troubled by what I see at $NVA"
- @Mr_Neutral_Man on SITC: "This is now mostly a cash box."
- @DeepSailCapital on HTZ: "Squeeze just doesn't want to give up."
- @ClarkSquareCap on SITC: "what do you think the stub is worth?"
- @Prophitcy on FIZZ: ["$FIZZ 20 NOV 26 $40 CALL $0.25
GAP FILL PLAY
RELATIVE AND SECTOR STRENGTH
HIGH CONFIDENCE SWING TRADE
SECTOR SENTIMENT"](https://x.com/Prophitcy/status/2111124124517171381)
- @Prophitcy on FIZZ: ["$FIZZ 20 NOV 26 $35 CALL $1.75
GAP FILL PLAY
RELATIVE AND SECTOR STRENGTH
HIGH CONFIDENCE SWING TRADE"](https://x.com/Prophitcy/status/2111125421190439116)
- @valuedontlie on DCH: "I'm long and this is a pretty steep cut lol"
- @stoic_point on HIPO: "our Co-Founder Cullen Rose pitched $HIPO (Hippo Holdings) at the event"
- @DeepSailCapital on IA: "The letter includes our long thesis on Innovative Aerosystems ($IA)"
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 7 players (@Blackintus, @ColdWaterDai, @InvestSpecial, @RodAlzmann, @kingdomcapadv, @stoic_point, and @valuedontlie) on AENT, BCO, CCC, CPAC, EVLV, MDT, NATL, SKYA, and UTMD
- Spin-offs and split-offs: 2 players (@InvestSpecial and @valuedontlie) on CMCSA, CTVA, MDT, THRM, and VYLR
- AI trade: 8 players (@DeepSailCapital, @GiovanniZibordi, @Idea_eXplosion, @SpecialSitsNews, @ZeeContrarian1, @hkuppy, @sprucepointcap, and @stoic_point) on AVPT, BTDR, CRWV, LINC, TEM, and UTI
- Buybacks: 4 players (@ClarkSquareCap, @ColdWaterDai, @JohnHuber72, and @marginofdanger) on BWEL, LEN, LUXE, and SKYA
Themes are tagged by MCAFax from our own one-line summaries of each call, over the past 7 days.
Most contrarian call today
@MarketYode going bullish on TEM (Oct 16, 2026, price at call $71.13) is the most non-consensus call today: it runs against 1 other tracked investor who has the opposite view on TEM, with 1 on the same side. In our words: (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: AENT, BCO, CPAC, CRDO, CRWV, DCH, DECK, DNA, EEFT, EIX, EVLV, FIZZ, HIPO, HTZ, IA, LEN, LINC, NOMD, NOW, NVA, PFX, SITC, SKYA, TEM, TGT, TIPT, UBER, VST
- Player pages: @Blackintus, Clark Square Capital (@ClarkSquareCap), ColdWater (@ColdWaterDai), Deep Sail Capital (@DeepSailCapital), @DynamicMoats, Fierce_beast (@Fierce__beast), FRAGMENTS Value (@FragmentsValue), @GiovanniZibordi, Gordon Johnson (@GordonJohnson19), Hammerstone Markets (@HammerstoneMar3), Michael (@Idea_eXplosion), Dalius - Special Sits (@InvestSpecial), Jeff Beck (@JeffBeckMadDog), John Huber (@JohnHuber72), Kerrisdale Capital (@KerrisdaleCap), Logical Thesis (@LogicalThesis), Yode (@MarketYode), Dr Microcap (@MicrocapDr), Michael Fritzell (Asian Century Stocks) (@MikeFritzell), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Paris Analyst (@ParisAnalyst), @Prophitcy, Rod Alzmann (@RodAlzmann), semco (@SCMRE111), Special Situations Research Newsletter (Jay) (@SpecialSitsNews), Tom Smith (@TomSmith839), Z (@ZeeContrarian1), @babyfolio, Derek (@derekdevore), Drake on Digital (@drakeondigital), Kuppy (@hkuppy), Kingdom Capital (@kingdomcapadv), @marginofdanger, John Mihaljevic (@mihaljevic), MuddyWatersResearch (@muddywatersre), Spruce Point Capital (@sprucepointcap), Stoic Point Capital Management (@stoic_point), Colin King (@valuedontlie)
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: October 16, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 16, 2026?
On October 16, 2026, MCAFax logged 17 new calls from 10 tracked investors (@ClarkSquareCap, @DeepSailCapital, @FragmentsValue, @InvestSpecial, @MarketYode, @Mr_Neutral_Man, @Prophitcy, @sprucepointcap, @stoic_point, and @valuedontlie) on CPAC, DCH, FIZZ, HIPO, HTZ, IA, NOW, NVA, SITC, TEM, TGT, UBER, and VST. The most contrarian call today: @MarketYode going long TEM.
Which stocks are multiple investors talking about this week?
Over the past 7 days, the tickers drawing calls from 2 or more players were CRWV, LINC, EVLV, LEN, SITC, TEM, AENT, BCO, CRDO, DECK, DNA, EEFT, EIX, NOMD, PFX, SKYA, TIPT, and UBER.
What is the most contrarian stock call today?
@MarketYode going bullish on TEM: it runs against 1 other tracked investor who has the opposite view on TEM, with 1 on the same side.
What themes are investors watching?
Takeovers, buyouts and merger arb: AENT, BCO, CCC, CPAC, EVLV, MDT, NATL, SKYA, UTMD (7 players). Spin-offs and split-offs: CMCSA, CTVA, MDT, THRM, VYLR (2 players). AI trade: AVPT, BTDR, CRWV, LINC, TEM, UTI (8 players). Buybacks: BWEL, LEN, LUXE, SKYA (4 players).
Who are the investors MCAFax tracks?
A roster of investors who post specific, dated stock calls on X, mostly special-situations, value and activist-short accounts, plus other voices we cite. Each has a player page with a full record.
Are these predictions scored?
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.
How is a call counted?
A post counts as a call only if it names a ticker and takes a side (long, short or a clear neutral view). Jokes, news reposts and posts with no ticker are skipped, and repeats count once.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors are saying and how their past calls performed.