What investors are predicting today (October 23, 2026)
On October 23, 2026, MCAFax logged 8 new calls from 5 tracked investors (@ClarkSquareCap, @DeepSailCapital, @InvestSpecial, @ZeeContrarian1, and @askjussi) on GRVY, MOD, PINFRAL.MX, SNAP, WGS, WPC, XIOR.BR, and XPOF. Over the past 7 days, the tickers drawing calls from 2 or more players were IMXI, WD, AMZN, BHF, CAKE, IA, META, MSCI, QQQ, SMH, and XPOF. The most contrarian call today: @askjussi going long WPC.
Not investment advice; for research and education.
New calls logged on October 23, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 6:12 AM | Dalius - Special Sits (@InvestSpecial) | XPOF | Bullish (long) | $4.20 | Update to his Xponential Fitness strategic-review pitch: Fund 1 lifted total economic exposure to 19.88% via swaps after management adopted a poison pill; Fund 1 has a history of building stakes before takeover bids. (Reiteration of an earlier call.) | post |
| 8:08 AM | Z (@ZeeContrarian1) | SNAP | Bullish (long) | $6.35 | Snap can benefit from AI ad-targeting gains without the huge AI capex bill of larger platforms. (Reiteration of an earlier call.) | post |
| 8:49 AM | Clark Square Capital (@ClarkSquareCap) | GRVY | Bullish (long) | $66.19 | Gravity trades below its net cash even after paying a ~5% dividend; Ragnarok Online 3 launch ahead. (Reiteration of an earlier call.) | post |
| 9:05 AM | Z (@ZeeContrarian1) | WGS | Bullish (long) | $67.14 | GeneDx fell about 40% from ~$105 to ~$65; author still sees the original genetic-testing thesis intact and views the drop as an opportunity. (Reiteration of an earlier call.) | post |
| 9:23 AM | Jussi Askola, CFA (@askjussi) | WPC | Bullish (long) | $64.54 | Net-lease REIT W. P. Carey looks attractive after its recent dip (links his write-up). | post |
| 9:24 AM | Deep Sail Capital (@DeepSailCapital) | MOD | Bullish (long) | $135.17 | Modine looks very cheap after the spin-off/Gentherm RMT left it a data-center cooling and HVAC company. (Reiteration of an earlier call.) | post |
| 9:55 AM | Clark Square Capital (@ClarkSquareCap) | PINFRAL.MX | Bullish (long) | 210.00 MXN | Pinfra L shares still trade about 30% below the ordinary PINFRA shares, which hit an all-time high; the spread looks too wide. (Reiteration of an earlier call.) | post |
| 9:56 AM | Jussi Askola, CFA (@askjussi) | XIOR.BR | Bullish (long) | 23.80 EUR | Higher rates deter new student-housing supply, helping existing landlord Xior with 98% occupancy amid a European shortage. (Reiteration of an earlier call.) | post |
In their own words:
- @InvestSpecial on XPOF: "Fund 1 increased its $XPOF exposure through swaps to 9.98%, on top of its existing 9.9% direct equity stake."
- @ZeeContrarian1 on SNAP: "$SNAP : The AI Opportunity Without the $140 Billion Bill"
- @ClarkSquareCap on GRVY: "$GRVY is back to trading below net cash, even after paying its ~5% dividend."
- @ZeeContrarian1 on WGS: "Why the recent 40% decline might be an opportunity."
- @askjussi on WPC: "I am bullish on $WPC following its recent dip:"
- @DeepSailCapital on MOD: "$MOD Is crazy cheap here post spin."
- @ClarkSquareCap on PINFRAL.MX: "L shares are still at a 30% discount and way too cheap."
- @askjussi on XIOR.BR: "Xior ($XIOR) already has 98% occupancy and benefits from a severe shortage of student housing across Europe."
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 10 players (@InvestSpecial, @JapanDeepValue1, @Mr_Neutral_Man, @ShmuelLon, @ZeeContrarian1, @blueorcainvest, @calvinblissett, @eriksen_tim, @essential6t7, and @kingdomcapadv) on 6963.T, BBGI, BHF, HHS, HRBR, IMXI, MLCI, MMY.V, MNRO, SITC, STAA, STRRP, and XPOF
- Liquidations and asset sales: 3 players (@Mr_Neutral_Man, @calvinblissett, and @kingdomcapadv) on BBGI, SITC, and STRRP
- Buybacks: 3 players (@ZeeContrarian1, @eriksen_tim, and @kingdomcapadv) on CNR, MMY.V, and ZIM
- Valuation screens cheap: 5 players (@DeepSailCapital, @JapanDeepValue1, @hybridvigorish, @kingdomcapadv, and @mostlybullishh) on 6666.T, EVC, MOD, 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
@askjussi going bullish on WPC (Oct 23, 2026, price at call $64.54) is the most non-consensus call today: no other tracked investor has a call on WPC, so it stands alone. In our words: Net-lease REIT W. P. Carey looks attractive after its recent dip (links his write-up). (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: AMZN, BHF, CAKE, GRVY, IA, IMXI, META, MOD, MSCI, PINFRAL.MX, QQQ, SMH, SNAP, WD, WGS, WPC, XIOR.BR, XPOF
- Player pages: nThereDoneThat Capital (@BeenThereCap), Clark Square Capital (@ClarkSquareCap), Deep Sail Capital (@DeepSailCapital), EliteOptionsTrader (@EliteOptions2), Dalius - Special Sits (@InvestSpecial), Japan Deep Value (@JapanDeepValue1), KEDM.com (@KEDM_COM), Yode (@MarketYode), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Rod Alzmann (@RodAlzmann), Shmuel Londner (@ShmuelLon), Z (@ZeeContrarian1), Jussi Askola, CFA (@askjussi), aurelius (@aurelius28), Essential (@essential6t7), Holler to Tide Investment Guide (@hollertotide), @hybridvigorish, 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 23, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 23, 2026?
On October 23, 2026, MCAFax logged 8 new calls from 5 tracked investors (@ClarkSquareCap, @DeepSailCapital, @InvestSpecial, @ZeeContrarian1, and @askjussi) on GRVY, MOD, PINFRAL.MX, SNAP, WGS, WPC, XIOR.BR, and XPOF. The most contrarian call today: @askjussi going long WPC.
Which stocks are multiple investors talking about this week?
Over the past 7 days, the tickers drawing calls from 2 or more players were IMXI, WD, AMZN, BHF, CAKE, IA, META, MSCI, QQQ, SMH, and XPOF.
What is the most contrarian stock call today?
@askjussi going bullish on WPC: no other tracked investor has a call on WPC, so it stands alone.
What themes are investors watching?
Takeovers, buyouts and merger arb: 6963.T, BBGI, BHF, HHS, HRBR, IMXI, MLCI, MMY.V, MNRO, SITC, STAA, STRRP, XPOF (10 players). Liquidations and asset sales: BBGI, SITC, STRRP (3 players). Buybacks: CNR, MMY.V, ZIM (3 players). Valuation screens cheap: 6666.T, EVC, MOD, 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.