What investors are predicting today (October 20, 2026)
On October 20, 2026, MCAFax logged 14 new calls from 9 tracked investors (@DeepSailCapital, @JapanDeepValue1, @MarketYode, @Mr_Neutral_Man, @aurelius28, @david_katunaric, @kingdomcapadv, @mostlybullishh, and @sprucepointcap) on 7279.T, AMZN, ARM, HTLD, HTZ, INTC, MLCI, MSCI, MSTR, SITC, SMH, and WD. Over the past 7 days, the tickers drawing calls from 2 or more players were CRWV, IA, IMXI, LEN, SITC, WD, CRDO, MSCI, SMH, TEM, and TIPT. The most contrarian call today: @MarketYode going short SMH.
Not investment advice; for research and education.
New calls logged on October 20, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 1:56 AM | Japan Deep Value (@JapanDeepValue1) | 7279.T | Bullish (long) | $2,255.00 | Says Hi-Lex has done everything right (23% ROE, selling non-core assets, 1.8x P/E on trailing EPS of 1,240 yen) yet trades at 2.8x EV/EBITDA and 0.38x book; family could take it private with net cash. | post |
| 7:32 AM | Spruce Point Capital (@sprucepointcap) | MSCI | Bearish (short) | $563.49 | After Q3 2026 results, says MSCI shows more margin compression: operating income missed estimates, margins fell in 3 of 4 segments (Analytics down 450bps) and free cash flow fell 9% YoY. (Reiteration of an earlier call.) | post |
| 7:35 AM | aurelius (@aurelius28) | MSCI | Neutral / watch | $563.49 | Agrees with Spruce Point that the Index business is carrying MSCI while other segments weaken. | post |
| 7:45 AM | Yode (@MarketYode) | SMH | Bearish (short) | $548.46 | post | |
| 7:45 AM | Yode (@MarketYode) | ARM | Bearish (short) | $228.05 | post | |
| 7:45 AM | Yode (@MarketYode) | INTC | Bearish (short) | $92.03 | post | |
| 7:45 AM | Yode (@MarketYode) | AMZN | Bullish (long) | $262.45 | post | |
| 7:45 AM | Yode (@MarketYode) | MSTR | Bearish (short) | $136.02 | post | |
| 8:38 AM | MM (@mostlybullishh) | WD | Neutral / watch | $31.67 | Says WD is tremendously undervalued only if rates fall; if higher-for-longer persists the discount is appropriate. | post |
| 8:53 AM | Deep Sail Capital (@DeepSailCapital) | HTZ | Neutral / watch | $1.84 | Says the Hertz short squeeze is accelerating with borrow rates above 50%. (Reiteration of an earlier call.) | post |
| 9:19 AM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | WD | Bullish (long) | $31.67 | Adds Walker & Dunlop to his 2026 tax-loss-selling candidates for a 2027 recovery, after saying the stock looks very interesting. | post |
| 9:43 AM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | SITC | Bullish (long) | $3.56 | Still long SITE Centers in late-stage liquidation, expecting a $3.00 cash distribution in about two weeks; regrets not adding at $3.39-3.40. (Reiteration of an earlier call.) | post |
| 12:03 PM | Kingdom Capital (@kingdomcapadv) | MLCI | Bullish (long) | $3.11 | Says the new MLCI deal adds about $3m of run-rate fee earnings, putting asset management alone over $150m EV plus a $120m-book insurance arm vs a $40m market cap / $100m EV. (Reiteration of an earlier call.) | post |
| 12:13 PM | Mikro Kap David (@david_katunaric) | HTLD | Neutral / watch | $10.53 | Says Heartland Express Q3 results show trucking still dismal, with profit again depending on property-sale gains; questions the H1 sector rally. | post |
In their own words:
- @JapanDeepValue1 on 7279.T: "Hi Lex has done everything right."
- @sprucepointcap on MSCI: "Seems like more evidence of margin compression at $MSCI, with operating income missing again at $502.1m vs. $508.4m est."
- @aurelius28 on MSCI: "Index biz acting like Atlas holding up their world."
- @MarketYode on SMH: "1. $SMH puts under $540"
- @MarketYode on ARM: "2. $ARM puts under $220"
- @MarketYode on INTC: "3. $INTC puts under $90"
- @MarketYode on AMZN: "4. $AMZN calls over $264"
- @MarketYode on MSTR: "5. $MSTR puts under $135"
- @mostlybullishh on WD: "However, if higher for longer etc persists then the stock is appropriately discounted from previous highs"
- @DeepSailCapital on HTZ: "$HTZ - Short squeeze is accelerating."
- @Mr_Neutral_Man on WD: "$WD falls into this cathartic IMO"
- @Mr_Neutral_Man on SITC: "Get $3.00 back in 2 weeks"
- @kingdomcapadv on MLCI: "Today's $MLCI deal probably adds $3m of run rate FRE, ramping next year."
- @david_katunaric on HTLD: "Trucking results remain dismal, with $HTLD once again relying on property sales to turn a profit."
Also on October 20, 2026: 25 older calls from @eriksen_tim were added to the scored archive (backtest). They feed the leaderboard but are not new predictions.
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 7 players (@InvestSpecial, @JapanDeepValue1, @blueorcainvest, @eriksen_tim, @essential6t7, @kingdomcapadv, and @stoic_point) on 6963.T, BBGI, CCC, CPAC, HRBR, IMXI, MLCI, and MMY.V
- AI trade: 4 players (@SpecialSitsNews, @ZeeContrarian1, @sprucepointcap, and @stoic_point) on AVPT, BTDR, CRWV, and TEM
- Liquidations and asset sales: 3 players (@FragmentsValue, @Mr_Neutral_Man, and @kingdomcapadv) on BBGI and SITC
- Buybacks: 3 players (@JohnHuber72, @eriksen_tim, and @marginofdanger) on BWEL, LEN, and MMY.V
- Valuation screens cheap: 4 players (@JapanDeepValue1, @hybridvigorish, @insidermonkey, and @mostlybullishh) on 6666.T, IA, and WD
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 bearish on SMH (Oct 20, 2026, price at call $548.46) is the most non-consensus call today: it runs against 1 other tracked investor who has the opposite view on SMH. In our words: (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: 7279.T, AMZN, ARM, CRDO, CRWV, HTLD, HTZ, IA, IMXI, INTC, LEN, MLCI, MSCI, MSTR, SITC, SMH, TEM, TIPT, WD
- Player pages: Brian McCann (@Bootstrap68), Clark Square Capital (@ClarkSquareCap), Deep Sail Capital (@DeepSailCapital), EliteOptionsTrader (@EliteOptions2), FRAGMENTS Value (@FragmentsValue), Gordon Johnson (@GordonJohnson19), Japan Deep Value (@JapanDeepValue1), John Huber (@JohnHuber72), Kerrisdale Capital (@KerrisdaleCap), Yode (@MarketYode), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Rod Alzmann (@RodAlzmann), Special Situations Research Newsletter (Jay) (@SpecialSitsNews), Z (@ZeeContrarian1), aurelius (@aurelius28), Mikro Kap David (@david_katunaric), Essential (@essential6t7), Kuppy (@hkuppy), Holler to Tide Investment Guide (@hollertotide), @hybridvigorish, Insider Monkey (@insidermonkey), Kingdom Capital (@kingdomcapadv), @marginofdanger, John Mihaljevic (@mihaljevic), MM (@mostlybullishh), Spruce Point Capital (@sprucepointcap), 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 20, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 20, 2026?
On October 20, 2026, MCAFax logged 14 new calls from 9 tracked investors (@DeepSailCapital, @JapanDeepValue1, @MarketYode, @Mr_Neutral_Man, @aurelius28, @david_katunaric, @kingdomcapadv, @mostlybullishh, and @sprucepointcap) on 7279.T, AMZN, ARM, HTLD, HTZ, INTC, MLCI, MSCI, MSTR, SITC, SMH, and WD. The most contrarian call today: @MarketYode going short SMH.
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, IA, IMXI, LEN, SITC, WD, CRDO, MSCI, SMH, TEM, and TIPT.
What is the most contrarian stock call today?
@MarketYode going bearish on SMH: it runs against 1 other tracked investor who has the opposite view on SMH.
What themes are investors watching?
Takeovers, buyouts and merger arb: 6963.T, BBGI, CCC, CPAC, HRBR, IMXI, MLCI, MMY.V (7 players). AI trade: AVPT, BTDR, CRWV, TEM (4 players). Liquidations and asset sales: BBGI, SITC (3 players). Buybacks: BWEL, LEN, MMY.V (3 players). Valuation screens cheap: 6666.T, IA, WD (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.