What investors are predicting today (October 26, 2026)
On October 26, 2026, MCAFax logged 12 new calls from 9 tracked investors (@DeepSailCapital, @InvestSpecial, @Mr_Neutral_Man, @ZeeContrarian1, @calvinblissett, @kingdomcapadv, @longriverCM, @valuedontlie, and @wkthesis) on CURY3.SA, DLO, FLG, IA, MELI, NDLS, NLOP, SG, TLT, and WGS. Over the past 7 days, the tickers drawing calls from 2 or more players were GRVY, AMZN, CAKE, CNR, DLO, MELI, META, MSCI, QQQ, SMH, STLE, WD, and XPOF. The most contrarian call today: @kingdomcapadv going long NLOP.
Not investment advice; for research and education.
New calls logged on October 26, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 6:49 AM | Dalius - Special Sits (@InvestSpecial) | NDLS | Bullish (long) | $11.56 | Says Noodles & Company is back at his write-up level; strategic review could wrap up soon, Q3 results are weeks away, and activists owning more than 50% would favor a sale. | post |
| 7:07 AM | Colin King (@valuedontlie) | FLG | Neutral / watch | $10.38 | Skeptical look at Flagstar Financial: FY27 EPS guide cut from $1.65 to $0.90 and pushed to FY28, heavy NYC CRE/multifamily book, ugly efficiency ratio, at 0.67x tangible book; asks if it is a value trap. | post |
| 8:13 AM | Deep Sail Capital (@DeepSailCapital) | IA | Bullish (long) | $19.66 | Flags a second Liberty flight-deck deal for IA and says more are coming. (Reiteration of an earlier call.) | post |
| 8:37 AM | Long River Holding (@longriverCM) | MELI | Bullish (long) | $1,810.15 | Says he would buy MercadoLibre at the post-election price. | post |
| 8:43 AM | Z (@ZeeContrarian1) | WGS | Bullish (long) | $56.15 | Repeats that GeneDx is worth revisiting after a 16% one-day drop with no news, which he suspects was forced selling. (Reiteration of an earlier call.) | post |
| 9:28 AM | Kingdom Capital (@kingdomcapadv) | NLOP | Bullish (long) | $9.62 | Welcomes Net Lease Office Properties finally selling an asset, at a price slightly under his estimate unless a lease buyout was involved. (Reiteration of an earlier call.) | post |
| 12:04 PM | Deep Sail Capital (@DeepSailCapital) | SG | Neutral / watch | $9.82 | Says Sweetgreen is still not EBITDA positive but does not look crazy expensive at current levels. | post |
| 12:07 PM | Deep Sail Capital (@DeepSailCapital) | MELI | Bullish (long) | $1,810.15 | Calls the MercadoLibre post-election drop a gift to long-term investors. (Reiteration of an earlier call.) | post |
| 12:10 PM | Deep Sail Capital (@DeepSailCapital) | DLO | Bullish (long) | $15.06 | Started a dLocal position after the Brazil election selloff, arguing its diversified emerging-market model should not have been hit so hard. | post |
| 12:13 PM | Calvin Blissett (@calvinblissett) | CURY3.SA | Bullish (long) | $32.50 | Argues Cury, a high-ROE affordable-housing builder about 95% tied to the MCMV program, was sold with Brazil despite Lula's win protecting that program; values it at about R$31.65 probability-weighted. | post |
| 12:38 PM | WK Thesis (@wkthesis) | DLO | Neutral / watch | $15.06 | Reads the dLocal election drop as mostly FX and sentiment (Brazil 23% of Q2 revenue, 31% of gross profit) but holds no position. | post |
| 12:40 PM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | TLT | Bullish (long) | $81.34 | Suggests owning some long-Treasury ETF call options is not a bad idea. | post |
In their own words:
- @InvestSpecial on NDLS: "Activists own >50%, and a sale would give them a clear way out."
- @valuedontlie on FLG: "Maybe a value trap?"
- @DeepSailCapital on IA: "$IA - 2nd Liberty Flight deck deal."
- @longriverCM on MELI: "$MELI I'd buy it here."
- @ZeeContrarian1 on WGS: "A 16% drop in one day with no news makes no sense."
- @kingdomcapadv on NLOP: "Slightly under my number unless they got a lease buyout, nice to see $NLOP sell something"
- @DeepSailCapital on SG: "Still not EBITDA positive, but it doesn't seem crazy expensive to me here"
- @DeepSailCapital on MELI: "$MELI this morning was a gift to long term investors."
- @DeepSailCapital on DLO: "$DLO was also hit hard (which shouldn't really have been because of the diversified model) and I started a position today."
- @calvinblissett on CURY3.SA: "Cury ($CURY3): The Market Sold the One Homebuilder Lula Just Protected"
- @wkthesis on DLO: "For dLocal, this is continuity, not a regime change."
- @Mr_Neutral_Man on TLT: "Owning some $TLT calls isn't such a bad idea"
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 8 players (@DeepSailCapital, @InvestSpecial, @JapanDeepValue1, @Mr_Neutral_Man, @ZeeContrarian1, @calvinblissett, @kingdomcapadv, and @valuedontlie) on BHF, DCH, HHS, IA, MLCI, MNRO, NLOP, SITC, STAA, STRRP, and XPOF
- AI trade: 2 players (@DeepSailCapital and @ZeeContrarian1) on CRDO and SNAP
- Liquidations and asset sales: 2 players (@Mr_Neutral_Man and @calvinblissett) on SITC and STRRP
- Buybacks: 2 players (@ZeeContrarian1 and @kingdomcapadv) on CNR and ZIM
- Valuation screens cheap: 5 players (@ClarkSquareCap, @DeepSailCapital, @SurgeonInvests1, @kingdomcapadv, and @mostlybullishh) on EVC, GRVY, MOD, PINFRAL.MX, 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
@kingdomcapadv going bullish on NLOP (Oct 26, 2026, price at call $9.62) is the most non-consensus call today: it runs against 1 other tracked investor who has the opposite view on NLOP. In our words: Welcomes Net Lease Office Properties finally selling an asset, at a price slightly under his estimate unless a lease buyout was involved. (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: AMZN, CAKE, CNR, CURY3.SA, DLO, FLG, GRVY, IA, MELI, META, MSCI, NDLS, NLOP, QQQ, SG, SMH, STLE, TLT, WD, WGS, XPOF
- Player pages: nThereDoneThat Capital (@BeenThereCap), Clark Square Capital (@ClarkSquareCap), Deep Sail Capital (@DeepSailCapital), EliteOptionsTrader (@EliteOptions2), Dalius - Special Sits (@InvestSpecial), KEDM.com (@KEDM_COM), Yode (@MarketYode), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), @Prophitcy, The Surgeon Investor (@SurgeonInvests1), Z (@ZeeContrarian1), Arda Arkun (@ardaarkun), aurelius (@aurelius28), Calvin Blissett (@calvinblissett), Ani Sriram (@consumerloverr), Tim Eriksen (@eriksen_tim), Kingdom Capital (@kingdomcapadv), Long River Holding (@longriverCM), MM (@mostlybullishh), Bill R. (@purpleladycap), Spruce Point Capital (@sprucepointcap), Colin King (@valuedontlie), WK Thesis (@wkthesis)
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 26, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 26, 2026?
On October 26, 2026, MCAFax logged 12 new calls from 9 tracked investors (@DeepSailCapital, @InvestSpecial, @Mr_Neutral_Man, @ZeeContrarian1, @calvinblissett, @kingdomcapadv, @longriverCM, @valuedontlie, and @wkthesis) on CURY3.SA, DLO, FLG, IA, MELI, NDLS, NLOP, SG, TLT, and WGS. The most contrarian call today: @kingdomcapadv going long NLOP.
Which stocks are multiple investors talking about this week?
Over the past 7 days, the tickers drawing calls from 2 or more players were GRVY, AMZN, CAKE, CNR, DLO, MELI, META, MSCI, QQQ, SMH, STLE, WD, and XPOF.
What is the most contrarian stock call today?
@kingdomcapadv going bullish on NLOP: it runs against 1 other tracked investor who has the opposite view on NLOP.
What themes are investors watching?
Takeovers, buyouts and merger arb: BHF, DCH, HHS, IA, MLCI, MNRO, NLOP, SITC, STAA, STRRP, XPOF (8 players). AI trade: CRDO, SNAP (2 players). Liquidations and asset sales: SITC, STRRP (2 players). Buybacks: CNR, ZIM (2 players). Valuation screens cheap: EVC, GRVY, MOD, PINFRAL.MX, 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.