What investors are predicting today (October 22, 2026)
On October 22, 2026, MCAFax logged 5 new calls from 4 tracked investors (@DeepSailCapital, @InvestiBrew, @Mr_Neutral_Man, and @marketplunger1) on FPS, PNG.V, SITC, THEON.AS, and VITL. Over the past 7 days, the tickers drawing calls from 2 or more players were IA, IMXI, SITC, WD, BHF, CAKE, MSCI, QQQ, SMH, and TEM. The most contrarian call today: @InvestiBrew going long VITL.
Not investment advice; for research and education.
New calls logged on October 22, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 5:44 AM | Gabriel Osorio-Mazzilli (@InvestiBrew) | VITL | Bullish (long) | $8.17 | Says he bought Vital Farms: stock down about 83% from highs while premium egg category, household penetration and distribution keep growing, brand intact, nearly 30% of float short; asks whether the market priced temporary damage as permanent. | post |
| 9:16 AM | Brandon Beylo (@marketplunger1) | FPS | Neutral / watch | $31.76 | After Forgent Power Solutions announced a CFO transition and its price alert triggered, still thinks the stock is a bit too expensive (skeptical lean, no position). | post |
| 9:26 AM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | SITC | Bullish (long) | $3.71 | Position update: SITC (bought $3.47-3.57 after the JV deal) is now 23.4% of capital and 25.7% notional of his portfolio; calls it a mostly-cash box. (Reiteration of an earlier call.) | post |
| 10:11 AM | Deep Sail Capital (@DeepSailCapital) | PNG.V | Bullish (long) | 4.34 CAD | Reply thesis: Kraken is the subsystem prime for AUVs (batteries, sonar, navigation via Covelya/Sonardyne), capturing $3-5M of content per hull as uncrewed fleets scale. (Reiteration of an earlier call.) | post |
| 10:11 AM | Deep Sail Capital (@DeepSailCapital) | THEON.AS | Bullish (long) | 28.00 EUR | Reply thesis: Theon is NATO's night-vision franchise and has just moved into counter-drone systems. (Reiteration of an earlier call.) | post |
In their own words:
- @InvestiBrew on VITL: "I went looking for AI-proof stocks and ended up buying an egg company"
- @marketplunger1 on FPS: "Still think it's a bit too expensive."
- @Mr_Neutral_Man on SITC: "It's an ungodly 23.4% (capital) and 25.7% (notional) of my portfolio now"
- @DeepSailCapital on PNG.V: "Kraken is the subsystem prime for AUVs, batteries, sonar and navigation (via Covelya/Sonardyne)"
- @DeepSailCapital on THEON.AS: "Theon is NATO's night-vision franchise, just got into counter drones."
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 9 players (@InvestSpecial, @JapanDeepValue1, @Mr_Neutral_Man, @ShmuelLon, @blueorcainvest, @calvinblissett, @eriksen_tim, @essential6t7, and @kingdomcapadv) on 6963.T, BBGI, BHF, CPAC, HHS, HRBR, IMXI, MLCI, MMY.V, MNRO, SITC, and STRRP
- Liquidations and asset sales: 4 players (@FragmentsValue, @Mr_Neutral_Man, @calvinblissett, and @kingdomcapadv) on BBGI, SITC, and STRRP
- Buybacks: 2 players (@eriksen_tim and @kingdomcapadv) on CNR and MMY.V
- Valuation screens cheap: 5 players (@JapanDeepValue1, @hybridvigorish, @insidermonkey, @kingdomcapadv, and @mostlybullishh) on 6666.T, EVC, 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
@InvestiBrew going bullish on VITL (Oct 22, 2026, price at call $8.17) is the most non-consensus call today: it runs against 1 other tracked investor who has the opposite view on VITL. In our words: Says he bought Vital Farms: stock down about 83% from highs while premium egg category, household penetration and distribution keep growing, brand intact, nearly 30% of float short; asks whether the market priced temporary damage as permanent. (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: BHF, CAKE, FPS, IA, IMXI, MSCI, PNG.V, QQQ, SITC, SMH, TEM, THEON.AS, VITL, WD
- Player pages: nThereDoneThat Capital (@BeenThereCap), Brian McCann (@Bootstrap68), Clark Square Capital (@ClarkSquareCap), Deep Sail Capital (@DeepSailCapital), EliteOptionsTrader (@EliteOptions2), FRAGMENTS Value (@FragmentsValue), Gabriel Osorio-Mazzilli (@InvestiBrew), Japan Deep Value (@JapanDeepValue1), Yode (@MarketYode), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Rod Alzmann (@RodAlzmann), Shmuel Londner (@ShmuelLon), aurelius (@aurelius28), Essential (@essential6t7), Holler to Tide Investment Guide (@hollertotide), @hybridvigorish, Insider Monkey (@insidermonkey), Brandon Beylo (@marketplunger1), 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 22, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 22, 2026?
On October 22, 2026, MCAFax logged 5 new calls from 4 tracked investors (@DeepSailCapital, @InvestiBrew, @Mr_Neutral_Man, and @marketplunger1) on FPS, PNG.V, SITC, THEON.AS, and VITL. The most contrarian call today: @InvestiBrew going long VITL.
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, IMXI, SITC, WD, BHF, CAKE, MSCI, QQQ, SMH, and TEM.
What is the most contrarian stock call today?
@InvestiBrew going bullish on VITL: it runs against 1 other tracked investor who has the opposite view on VITL.
What themes are investors watching?
Takeovers, buyouts and merger arb: 6963.T, BBGI, BHF, CPAC, HHS, HRBR, IMXI, MLCI, MMY.V, MNRO, SITC, STRRP (9 players). Liquidations and asset sales: BBGI, SITC, STRRP (4 players). Buybacks: CNR, MMY.V (2 players). Valuation screens cheap: 6666.T, EVC, IA, WD (5 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.