What investors are predicting today (October 21, 2026)
On October 21, 2026, MCAFax logged 12 new calls from 6 tracked investors (@AlderLaneEggs, @EliteOptions2, @MarketYode, @Mr_Neutral_Man, @kingdomcapadv, and @sprucepointcap) on AMD, CRCL, DELL, GLAS, IPX, MLCI, MRVL, MSTR, MU, QQQ, SMH, and USO. Over the past 7 days, the tickers drawing calls from 2 or more players were IA, CRWV, IMXI, SITC, WD, CAKE, DJT, MSCI, NFLX, QQQ, SMH, TEM, and TIPT. The most contrarian call today: @EliteOptions2 going long SMH.
Not investment advice; for research and education.
New calls logged on October 21, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 6:50 AM | Marc Cohodes (@AlderLaneEggs) | GLAS | Bullish (long) | $2.34 | Says the only thing broken at GLAS is the CEO; expects the stock to rise 2-4x if and when the CEO departs. | post |
| 7:43 AM | Spruce Point Capital (@sprucepointcap) | IPX | Bearish (short) | $13.89 | Says Apple choosing another titanium supplier (Perryman) undercuts IperionX consumer-electronics titanium story. (Reiteration of an earlier call.) | post |
| 7:46 AM | Yode (@MarketYode) | CRCL | Bullish (long) | $85.87 | post | |
| 7:46 AM | Yode (@MarketYode) | DELL | Bearish (short) | $461.56 | post | |
| 7:46 AM | Yode (@MarketYode) | MSTR | Bullish (long) | $142.72 | post | |
| 7:46 AM | Yode (@MarketYode) | MRVL | Bearish (short) | $240.42 | post | |
| 7:46 AM | Yode (@MarketYode) | QQQ | Bearish (short) | $717.63 | post | |
| 7:49 AM | Kingdom Capital (@kingdomcapadv) | MLCI | Bullish (long) | $3.29 | Says Mount Logan is scaling fee-related earnings and could end next year around $20m FRE. (Reiteration of an earlier call.) | post |
| 8:00 AM | EliteOptionsTrader (@EliteOptions2) | MU | Bullish (long) | $896.07 | post | |
| 8:00 AM | EliteOptionsTrader (@EliteOptions2) | AMD | Bullish (long) | $534.74 | post | |
| 8:00 AM | EliteOptionsTrader (@EliteOptions2) | SMH | Bullish (long) | $546.36 | post | |
| 10:01 AM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | USO | Bullish (long) | $160.61 | Owns USO call options as a portfolio hedge against an oil spike to $150-200/bbl, framed as protecting his investors. | post |
In their own words:
- @AlderLaneEggs on GLAS: "if and when Kyle walks the plank and it will happen the stock goes up 2-4x from here.."
- @sprucepointcap on IPX: "Well, I guess after talking up its applications in consumer electronics, $IPX can mark this titanium sales opportunity at zero?"
- @MarketYode on CRCL: "1. $CRCL calls on $86 hold"
- @MarketYode on DELL: "2. $DELL puts off $500/$513"
- @MarketYode on MSTR: "3. $MSTR calls over $150"
- @MarketYode on MRVL: "4. $MRVL puts off $252"
- @MarketYode on QQQ: "5. $QQQ puts off $726"
- @kingdomcapadv on MLCI: "Showing an impressive ability to scale it up now, wouldn't be shocked if we end next year around $20m FRE"
- @EliteOptions2 on MU: "$MU if it pops back through 950 we can see 1000."
- @EliteOptions2 on AMD: "$AMD to 560 in play if it can hold above 540 today."
- @EliteOptions2 on SMH: "$SMH 539 should be the bottom for now, It can run back to 600- in November."
- @Mr_Neutral_Man on USO: "I own calls in $USO"
Also on October 21, 2026: 25 older calls from @askjussi 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: 10 players (@InvestSpecial, @JapanDeepValue1, @PeterGalga57318, @blueorcainvest, @calvinblissett, @eriksen_tim, @essential6t7, @kingdomcapadv, @michaellistman, and @stoic_point) on 6963.T, BBGI, CCC, CPAC, DJT, HHS, HRBR, IMXI, MLCI, MMY.V, and STRRP
- AI trade: 3 players (@ZeeContrarian1, @sprucepointcap, and @stoic_point) on AVPT, BTDR, and TEM
- Liquidations and asset sales: 4 players (@FragmentsValue, @Mr_Neutral_Man, @calvinblissett, and @kingdomcapadv) on BBGI, SITC, and STRRP
- Buybacks: 2 players (@eriksen_tim and @marginofdanger) on BWEL 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
@EliteOptions2 going bullish on SMH (Oct 21, 2026, price at call $546.36) 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: AMD, CAKE, CRCL, CRWV, DELL, DJT, GLAS, IA, IMXI, IPX, MLCI, MRVL, MSCI, MSTR, MU, NFLX, QQQ, SITC, SMH, TEM, TIPT, USO, WD
- Player pages: Marc Cohodes (@AlderLaneEggs), nThereDoneThat Capital (@BeenThereCap), Brian McCann (@Bootstrap68), Clark Square Capital (@ClarkSquareCap), Deep Sail Capital (@DeepSailCapital), EliteOptionsTrader (@EliteOptions2), FRAGMENTS Value (@FragmentsValue), Gordon Johnson (@GordonJohnson19), Japan Deep Value (@JapanDeepValue1), Kerrisdale Capital (@KerrisdaleCap), Yode (@MarketYode), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), RaiderPete (@PeterGalga57318), @Prophitcy, Rod Alzmann (@RodAlzmann), Z (@ZeeContrarian1), aurelius (@aurelius28), Essential (@essential6t7), Holler to Tide Investment Guide (@hollertotide), @hybridvigorish, Insider Monkey (@insidermonkey), Kingdom Capital (@kingdomcapadv), Long River Holding (@longriverCM), @marginofdanger, UVXYTrader (@michaellistman), MM (@mostlybullishh), Spruce Point Capital (@sprucepointcap)
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 21, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 21, 2026?
On October 21, 2026, MCAFax logged 12 new calls from 6 tracked investors (@AlderLaneEggs, @EliteOptions2, @MarketYode, @Mr_Neutral_Man, @kingdomcapadv, and @sprucepointcap) on AMD, CRCL, DELL, GLAS, IPX, MLCI, MRVL, MSTR, MU, QQQ, SMH, and USO. The most contrarian call today: @EliteOptions2 going long 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 IA, CRWV, IMXI, SITC, WD, CAKE, DJT, MSCI, NFLX, QQQ, SMH, TEM, and TIPT.
What is the most contrarian stock call today?
@EliteOptions2 going bullish 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, DJT, HHS, HRBR, IMXI, MLCI, MMY.V, STRRP (10 players). AI trade: AVPT, BTDR, TEM (3 players). Liquidations and asset sales: BBGI, SITC, STRRP (4 players). Buybacks: BWEL, MMY.V (2 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.