What investors are predicting today (October 30, 2026)
On October 30, 2026, MCAFax logged 7 new calls from 3 tracked investors (@ACapitalLP, @AgonInvestments, and @MarketYode) on COST, CVS, DVN, MGM, SMH, and TGTX. Over the past 7 days, the tickers drawing calls from 2 or more players were MNRO, SHLS, MGM, AAPL, CLW, DLO, and MELI. The most contrarian call today: @MarketYode going short SMH.
Not investment advice; for research and education.
New calls logged on October 30, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 7:41 AM | Yode (@MarketYode) | DVN | Bullish (long) | $51.17 | post | |
| 7:41 AM | Yode (@MarketYode) | COST | Bullish (long) | $996.08 | post | |
| 7:41 AM | Yode (@MarketYode) | TGTX | Bullish (long) | $58.08 | post | |
| 7:41 AM | Yode (@MarketYode) | CVS | Bullish (long) | $90.33 | post | |
| 7:41 AM | Yode (@MarketYode) | SMH | Bearish (short) | $561.67 | post | |
| 8:04 AM | A Capital (@ACapitalLP) | MGM | Bullish (long) | $28.83 | MGM looks cheap at ~$29 after a weak Vegas quarter: the market ignores Macau share gains, BetMGM profits and Osaka, and the company can now resume buybacks with $1.4bn left (~20% of market cap) after People Inc. walked away from its $48.30 bid. | post |
| 10:30 AM | Agon Investments (@AgonInvestments) | MGM | Bullish (long) | $28.83 | MGM is very cheap on a sum of the parts: 5x 2027E EBITDAR for the operating businesses plus ~$10/share for Osaka gives a ~$47/share base case. | post |
In their own words:
- @ACapitalLP on MGM: "Vegas weakness is real, but the marginal buyer is potentially the company itself, with substantial firepower at precisely the wrong price for sellers."
- @AgonInvestments on MGM: "I am at 5x 27E EBITDAR and adding approx $10 per share on the Osaka project(being really conservative here), getting around $47/share base case."
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 5 players (@ACapitalLP, @DeepSailCapital, @ZeeContrarian1, @kingdomcapadv, and @valuedontlie) on DCH, GEN, IA, MGM, NLOP, and STAA
- AI trade: 2 players (@DeepSailCapital and @ZeeContrarian1) on CRDO and MAGS
- Activist pressure: 4 players (@ACapitalLP, @leevalueroach, @terton_capital, and @valuedontlie) on 121440.KQ, CLW, MAT, MNRO, and VOYA
- Buybacks: 4 players (@ACapitalLP, @FrontRowBrian, @KEDM_COM, and @ZeeContrarian1) on CMRC, MGM, and STAA
- Valuation screens cheap: 3 players (@ACapitalLP, @AgonInvestments, and @ClarkSquareCap) on MGM 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
@MarketYode going bearish on SMH (Oct 30, 2026, price at call $561.67) 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: AAPL, CLW, COST, CVS, DLO, DVN, MELI, MGM, MNRO, SHLS, SMH, TGTX
- Player pages: A Capital (@ACapitalLP), Agon Investments (@AgonInvestments), @CodfishJohnny, Deep Sail Capital (@DeepSailCapital), @FrontRowBrian, @KanKanandB, Yode (@MarketYode), Pelican Way Research (@Pelicanwayre), @Prophitcy, Mikro Kap David (@david_katunaric), kdnish (@kdkd2211), Kingdom Capital (@kingdomcapadv), Lee Roach (@leevalueroach), Long River Holding (@longriverCM), Falling Knife Cap (@mac003_c), 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 30, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on October 30, 2026?
On October 30, 2026, MCAFax logged 7 new calls from 3 tracked investors (@ACapitalLP, @AgonInvestments, and @MarketYode) on COST, CVS, DVN, MGM, SMH, and TGTX. The most contrarian call today: @MarketYode going short 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 MNRO, SHLS, MGM, AAPL, CLW, DLO, and MELI.
What is the most contrarian stock call today?
@MarketYode going bearish 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: DCH, GEN, IA, MGM, NLOP, STAA (5 players). AI trade: CRDO, MAGS (2 players). Activist pressure: 121440.KQ, CLW, MAT, MNRO, VOYA (4 players). Buybacks: CMRC, MGM, STAA (4 players). Valuation screens cheap: MGM, 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.