What investors are predicting today (November 2, 2026)
On November 2, 2026, MCAFax logged 1 new call from 1 tracked investor (@Mr_Neutral_Man) on CPT. Over the past 7 days, the tickers drawing calls from 2 or more players were MNRO, MGM, SHLS, AAPL, CLW, CPT, NVDA, TFC, and TSLA. The most contrarian call this week: @Pelicanwayre going short SHLS.
Not investment advice; for research and education.
New calls logged on November 2, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 5:53 AM | Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man) | CPT | Neutral / watch | $100.69 | Apartment oversupply is taking longer than expected to clear; waiting for Camden's report after MAA's weak new/renewal lease mix. | post |
In their own words:
- @Mr_Neutral_Man on CPT: "I'm waiting for $CPT to report."
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 3 players (@ACapitalLP, @ZeeContrarian1, and @valuedontlie) on GEN, GRND, MGM, 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, and VOYA
- Buybacks: 4 players (@ACapitalLP, @FrontRowBrian, @KEDM_COM, and @ZeeContrarian1) on CMRC, MGM, and STAA
- Valuation screens cheap: 2 players (@ACapitalLP and @AgonInvestments) on MGM
Themes are tagged by MCAFax from our own one-line summaries of each call, over the past 7 days.
Most contrarian call this week
@Pelicanwayre going bearish on SHLS (Oct 28, 2026, price at call $7.47) is the most non-consensus call this week: it runs against 2 other tracked investors who have the opposite view on SHLS. In our words: Short report: Shoals partner MOUs (UGT Renewables/Sun Africa, TerraFlow) look weak, legacy eBOS margins face pressure from customers and rivals, and inventory doubled in six months. (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: AAPL, CLW, CPT, MGM, MNRO, NVDA, SHLS, TFC, TSLA
- Player pages: A Capital (@ACapitalLP), Agon Investments (@AgonInvestments), @CodfishJohnny, EliteOptionsTrader (@EliteOptions2), @FrontRowBrian, @KanKanandB, Yode (@MarketYode), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), Pelican Way Research (@Pelicanwayre), @Prophitcy, Jussi Askola, CFA (@askjussi), Mikro Kap David (@david_katunaric), Guinea Value Investments (@jszhang0912), kdnish (@kdkd2211), Kingdom Capital (@kingdomcapadv), Lee Roach (@leevalueroach), Falling Knife Cap (@mac003_c), Tom (@tomcvegas), Colin King (@valuedontlie)
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: November 2, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on November 2, 2026?
On November 2, 2026, MCAFax logged 1 new call from 1 tracked investor (@Mr_Neutral_Man) on CPT. The most contrarian call this week: @Pelicanwayre going short SHLS.
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, MGM, SHLS, AAPL, CLW, CPT, NVDA, TFC, and TSLA.
What is the most contrarian stock call this week?
@Pelicanwayre going bearish on SHLS: it runs against 2 other tracked investors who have the opposite view on SHLS.
What themes are investors watching?
Takeovers, buyouts and merger arb: GEN, GRND, MGM, STAA (3 players). AI trade: CRDO, MAGS (2 players). Activist pressure: 121440.KQ, CLW, MAT, VOYA (4 players). Buybacks: CMRC, MGM, STAA (4 players). Valuation screens cheap: MGM (2 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.