What investors are predicting today (October 29, 2026)
On October 29, 2026, MCAFax logged 20 new calls from 11 tracked investors (@ClarkSquareCap, @DeepSailCapital, @KEDM_COM, @MarketYode, @david_katunaric, @kingdomcapadv, @leevalueroach, @mac003_c, @sprucepointcap, @tomcvegas, and @valuedontlie) on AAPL, AI, BE, BG, DVN, GEN, GME, IPX, LUXE, MCS, MNRO, NVA, PLTR, SHOP, and VU.PA. Over the past 7 days, the tickers drawing calls from 2 or more players were MNRO, SHLS, GRVY, AAPL, CLW, DLO, MELI, SNAP, and STLE. The most contrarian call today: @sprucepointcap going short BG.
Not investment advice; for research and education.
New calls logged on October 29, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 6:21 AM | Spruce Point Capital (@sprucepointcap) | BG | Bearish (short) | $100.80 | Bunge Q3 shows negative operating cash flow, lower outlooks in two high-margin segments and higher interest costs, yet it keeps $9.50 adjusted EPS guidance; he sees a financial hole. (Reiteration of an earlier call.) | post |
| 7:34 AM | Spruce Point Capital (@sprucepointcap) | IPX | Bearish (short) | $15.59 | Says IperionX restated June-quarter titanium powder production sharply lower, with inventory building and no commercial sales, and argues that raises doubts about its financial reporting. (Reiteration of an earlier call.) | post |
| 7:47 AM | Yode (@MarketYode) | DVN | Bullish (long) | $51.27 | post | |
| 7:47 AM | Yode (@MarketYode) | AAPL | Bullish (long) | $343.83 | post | |
| 7:47 AM | Yode (@MarketYode) | SHOP | Bullish (long) | $168.22 | post | |
| 7:47 AM | Yode (@MarketYode) | PLTR | Bullish (long) | $196.81 | post | |
| 7:47 AM | Yode (@MarketYode) | BE | Bearish (short) | $228.08 | post | |
| 7:58 AM | Spruce Point Capital (@sprucepointcap) | BG | Bearish (short) | $100.80 | Reply defending the Bunge short: over a year after Viterra the synergies are unclear, Q3 cash flow was poor and the chief legal and chief accounting officers left. (Reiteration of an earlier call.) | post |
| 8:26 AM | Lee Roach (@leevalueroach) | MNRO | Bullish (long) | $14.30 | Argues the market is missing a Permitted Change of Control clause in the Oct 23 Ares credit agreement that allows one sale to a private-equity sponsor within 12 months. (Reiteration of an earlier call.) | post |
| 8:33 AM | Tom (@tomcvegas) | MNRO | Bullish (long) | $14.30 | Reads the CEO comments and the early paydown of supplier financing as cleanup before a sale; concedes MNRO is a $10-11 stock if there is no sale. | post |
| 8:39 AM | Kingdom Capital (@kingdomcapadv) | MNRO | Bullish (long) | $14.30 | Compares the MNRO results-day selloff to NVRI, which recovered once a sale looked likely; says the new credit agreement makes a piecemeal sale easier and Icahn is still involved. (Reiteration of an earlier call.) | post |
| 8:55 AM | Falling Knife Cap (@mac003_c) | MNRO | Bullish (long) | $14.30 | Says the new financing makes either a piecemeal sale or a whole-company sale cleaner, and the debt documents explicitly prepare for a whole-company sale. (Reiteration of an earlier call.) | post |
| 10:24 AM | Clark Square Capital (@ClarkSquareCap) | LUXE | Bullish (long) | $9.01 | Shares an article on LUXE and calls it one of the best-positioned luxury names, serving high-end US/European clients with little China or tourism exposure. (Reiteration of an earlier call.) | post |
| 11:38 AM | KEDM.com (@KEDM_COM) | VU.PA | Bullish (long) | 134.20 EUR | Vusion grew revenue almost 30% and EBITDA close to 50% on value-added solutions; shares are down about 50% in a year at under 6x EV/EBITDA while the company explores a sale, with a capital markets day on Nov 18. | post |
| 12:22 PM | Colin King (@valuedontlie) | GEN | Bullish (long) | $24.35 | After Gen Digital's CEO said it is not working on a transformative acquisition, he says the GoDaddy deal overhang is gone and asks whether the stock goes back above $30. (Reiteration of an earlier call.) | post |
| 1:00 PM | Spruce Point Capital (@sprucepointcap) | NVA | Bearish (short) | $3.45 | Says a 10-K/A shows Nova Minerals' largest insider and finance director cut his holding from 2.26M to 0.43M shares since end-September, after director token buys; notes the new CFO owns no stock. (Reiteration of an earlier call.) | post |
| 1:05 PM | Kingdom Capital (@kingdomcapadv) | MNRO | Bullish (long) | $14.30 | After Monro's Q2 results, says the company is clearly trying to sell itself and that there is value above the current enterprise value. (Reiteration of an earlier call.) | post |
| 1:14 PM | Deep Sail Capital (@DeepSailCapital) | AI | Bearish (short) | $12.33 | Short idea in his own thread: C3.ai is up about 100% from its lows while revenue is flat, cash burn is heavy and stock comp exceeds revenue. | post |
| 1:17 PM | Lee Roach (@leevalueroach) | GME | Bullish (long) | $23.33 | Says GameStop's new luxury-watch power packs gamify high-end goods and could scale fast. (Reiteration of an earlier call.) | post |
| 1:18 PM | Mikro Kap David (@david_katunaric) | MCS | Neutral / watch | $28.22 | Says Marcus Corp's cinema business has had a strong year and the film slate should carry momentum through year-end, but questions how much better results can get from here. | post |
In their own words:
- @sprucepointcap on BG: "$BG #Bunge results look horrible and they appear to be in a serious financial hole."
- @sprucepointcap on IPX: "If the production is wrong, then there's a high likelihood the financial results are wrong too."
- @sprucepointcap on BG: "Something seems broken here."
- @leevalueroach on MNRO: "I think most of the market is reading the headline and missing what's buried in the new credit agreement."
- @kingdomcapadv on MNRO: "New credit agreement gives more flexibility to sell piecemeal, which would maximize value."
- @mac003_c on MNRO: "new financing structure makes piecemeal sale cleaner, or its wholeco sale which they explicitly prepare for in debt docs."
- @KEDM_COM on VU.PA: "The shares are down ~50% since last year, with the company now priced at <6x EV/EBITDA."
- @valuedontlie on GEN: "Back to $30+?"
- @sprucepointcap on NVA: "The LARGEST insider and Director of Finance appears to have sold a substantial position."
- @kingdomcapadv on MNRO: "Remaining question is there value in excess of current EV, which I also think is a pretty strong "yes""
- @DeepSailCapital on AI: "Honestly $AI might be a good entry as well."
- @leevalueroach on GME: "They could scale this up like crazy."
- @david_katunaric on MCS: "But how much better can things realistically get from there?"
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 5 players (@DeepSailCapital, @InvestSpecial, @ZeeContrarian1, @kingdomcapadv, and @valuedontlie) on DCH, GEN, IA, NLOP, STAA, and XPOF
- AI trade: 2 players (@DeepSailCapital and @ZeeContrarian1) on CRDO, MAGS, and SNAP
- Activist pressure: 4 players (@ACapitalLP, @leevalueroach, @terton_capital, and @valuedontlie) on 121440.KQ, CLW, MAT, MNRO, and VOYA
- Buybacks: 2 players (@KEDM_COM and @ZeeContrarian1) on CMRC and STAA
- Valuation screens cheap: 3 players (@ClarkSquareCap, @DeepSailCapital, and @SurgeonInvests1) on GRVY, MOD, and PINFRAL.MX
Themes are tagged by MCAFax from our own one-line summaries of each call, over the past 7 days.
Most contrarian call today
@sprucepointcap going bearish on BG (Oct 29, 2026, price at call $100.80) is the most non-consensus call today: it runs against 1 other tracked investor who has the opposite view on BG. In our words: Reply defending the Bunge short: over a year after Viterra the synergies are unclear, Q3 cash flow was poor and the chief legal and chief accounting officers left. (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: AAPL, AI, BE, BG, CLW, DLO, DVN, GEN, GME, GRVY, IPX, LUXE, MCS, MELI, MNRO, NVA, PLTR, SHLS, SHOP, SNAP, STLE, VU.PA
- Player pages: Clark Square Capital (@ClarkSquareCap), @CodfishJohnny, Deep Sail Capital (@DeepSailCapital), KEDM.com (@KEDM_COM), @KanKanandB, Yode (@MarketYode), PassiveBubble (@MultiMismanaged), Pelican Way Research (@Pelicanwayre), @Prophitcy, The Surgeon Investor (@SurgeonInvests1), Z (@ZeeContrarian1), Ani Sriram (@consumerloverr), Mikro Kap David (@david_katunaric), Tim Eriksen (@eriksen_tim), kdnish (@kdkd2211), Kingdom Capital (@kingdomcapadv), Lee Roach (@leevalueroach), Long River Holding (@longriverCM), Falling Knife Cap (@mac003_c), Bill R. (@purpleladycap), Spruce Point Capital (@sprucepointcap), Tom (@tomcvegas), 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 29, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 29, 2026?
On October 29, 2026, MCAFax logged 20 new calls from 11 tracked investors (@ClarkSquareCap, @DeepSailCapital, @KEDM_COM, @MarketYode, @david_katunaric, @kingdomcapadv, @leevalueroach, @mac003_c, @sprucepointcap, @tomcvegas, and @valuedontlie) on AAPL, AI, BE, BG, DVN, GEN, GME, IPX, LUXE, MCS, MNRO, NVA, PLTR, SHOP, and VU.PA. The most contrarian call today: @sprucepointcap going short BG.
Which stocks are multiple investors talking about this week?
Over the past 7 days, the tickers drawing calls from 2 or more players were MNRO, SHLS, GRVY, AAPL, CLW, DLO, MELI, SNAP, and STLE.
What is the most contrarian stock call today?
@sprucepointcap going bearish on BG: it runs against 1 other tracked investor who has the opposite view on BG.
What themes are investors watching?
Takeovers, buyouts and merger arb: DCH, GEN, IA, NLOP, STAA, XPOF (5 players). AI trade: CRDO, MAGS, SNAP (2 players). Activist pressure: 121440.KQ, CLW, MAT, MNRO, VOYA (4 players). Buybacks: CMRC, STAA (2 players). Valuation screens cheap: GRVY, MOD, PINFRAL.MX (3 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.