What investors are predicting today (November 5, 2026)
On November 5, 2026, MCAFax logged 20 new calls from 9 tracked investors (@ACapitalLP, @DeepSailCapital, @LiteProfitLab, @MarketYode, @Prophitcy, @ZeeContrarian1, @canuck2usa, @kingdomcapadv, and @michaellistman) on AAPL, CVI, GS, HTZ, MSTR, MU, NVRI, RKLB, SNAP, SPCX, STAA, TEVA, TREE, TSM, UVXY, WULF, and WW. Over the past 7 days, the tickers drawing calls from 2 or more players were MGM, MU, 121440.KQ, AAPL, COST, CPT, MNRO, NBIS, NVDA, SMH, SPCX, and TFC. The most contrarian call today: @DeepSailCapital going short MU.
Not investment advice; for research and education.
New calls logged on November 5, 2026
| Time (CT) | Player | Ticker | Call | Price at call | Thesis (our words) | Source |
|---|---|---|---|---|---|---|
| 3:25 AM | Centt (@LiteProfitLab) | AAPL | Bullish (long) | $349.51 | AAPL is one of the stronger names; watching 354.50 for continuation, 340-345 FVG as bounce zone. | post |
| 6:14 AM | Z (@ZeeContrarian1) | STAA | Bullish (long) | $27.17 | After Q3 beat, argues STAAR's turnaround continues: 21% underlying sales growth, $206M cash, $50M buyback, and says $50 is reachable; second-largest position. (Reiteration of an earlier call.) | post |
| 6:17 AM | Kingdom Capital (@kingdomcapadv) | WW | Bearish (short) | $12.13 | Flags WeightWatchers Clinical: ARPU and subscribers going the wrong way; "not great." | post |
| 6:25 AM | Kingdom Capital (@kingdomcapadv) | NVRI | Bullish (long) | $20.51 | Says Enviri made great progress on Rail contract exits and printed a strong quarter on the operating businesses; "NVRI is executing." | post |
| 6:39 AM | A Capital (@ACapitalLP) | CVI | Bullish (long) | $43.01 | Argues CVI underperforming the refining complex by about 15-20% in two days looks like a relative-value dislocation from the acquisition and equity-raise technicals rather than a justified fundamental gap. | post |
| 7:51 AM | Deep Sail Capital (@DeepSailCapital) | HTZ | Bullish (long) | $2.26 | After Hertz printed, calls the earnings solid and expects moves the same day. (Reiteration of an earlier call.) | post |
| 7:52 AM | Yode (@MarketYode) | SPCX | Bearish (short) | $135.92 | SPCX watchlist trigger: puts under 130. | post |
| 7:52 AM | Yode (@MarketYode) | RKLB | Bearish (short) | $52.37 | RKLB watchlist trigger: puts under 50. | post |
| 7:52 AM | Yode (@MarketYode) | GS | Bullish (long) | $928.00 | GS watchlist trigger: calls over 940. | post |
| 7:52 AM | Yode (@MarketYode) | MSTR | Bullish (long) | $142.54 | MSTR watchlist trigger: calls over 145. | post |
| 7:52 AM | Yode (@MarketYode) | WULF | Bearish (short) | $11.70 | WULF watchlist trigger: puts under 11. | post |
| 7:52 AM | Yode (@MarketYode) | TSM | Bullish (long) | $395.75 | TSM long lean on gap-down watchlist. | post |
| 8:31 AM | Z (@ZeeContrarian1) | SNAP | Bullish (long) | $5.92 | After a roughly 13% post-earnings drop back to about $5.20, argues SNAP is again a free perpetual option on Evan Spiegel making better capital-allocation and Specs-partner decisions; cites 14% revenue growth, Adj. EBITDA +110%, and ~$9B market cap vs nearly 1B MAUs. (Reiteration of an earlier call.) | post |
| 8:31 AM | Z (@ZeeContrarian1) | SNAP | Bullish (long) | $5.92 | Says that over the next three months SNAP could announce a Specs partner and re-rate 20% or more, while if nothing happens little changes - favorable risk/reward. | post |
| 9:05 AM | Yode (@MarketYode) | TEVA | Bullish (long) | $41.85 | TEVA breakout; target 45. | post |
| 9:57 AM | Deep Sail Capital (@DeepSailCapital) | MU | Bearish (short) | $795.23 | Implies Micron is rich if memory prices normalize, asking what price MU would be at if memory returned to regular prices and floating ~$100/share as the reference. | post |
| 10:25 AM | CtheLightTrading (@canuck2usa) | MU | Bullish (long) | $795.23 | Author says they were buying MU into the storm. | post |
| 11:14 AM | @Prophitcy | TREE | Bullish (long) | $38.35 | TREE Nov 20 45 call at 0.40; gap-fill swing with Truist 65 target. | post |
| 11:41 AM | UVXYTrader (@michaellistman) | UVXY | Bullish (long) | $16.24 | UVXY has a real shot at the overdue 50 percent spike to 23.54. | post |
| 11:44 AM | Yode (@MarketYode) | GS | Bearish (short) | $928.00 | GS rejected at the 50-day; under 860 starts a new leg lower with targets 825 and 800; puts exploding. | post |
In their own words:
- @LiteProfitLab on AAPL: "$AAPL - One of the stronger names right now. Watching $354.50 for continuation."
- @ZeeContrarian1 on STAA: "I believe there's considerably more upside. It's not hard for me to see $STAA reaching $50 per share with patience."
- @kingdomcapadv on WW: "Now ARPU and subscribers are going the wrong way on Clinical, not great $WW"
- @kingdomcapadv on NVRI: "Great progress on the Rail contracts, and now a great print on the operating businesses. $NVRI is executing"
- @ACapitalLP on CVI: "Someone convince me that $CVI underperforming the entire refining complex by ~15-20% in two days is fundamentally justified"
- @DeepSailCapital on HTZ: "$HTZ - Solid earnings. We should see some moves today."
- @ZeeContrarian1 on SNAP: "this is essentially a free perpetual option on Evan Spiegel finally making the right decisions."
- @ZeeContrarian1 on SNAP: "$SNAP could announce a partner for Specs and re-rate 20% or more, while if nothing happens, nothing changes"
- @MarketYode on TEVA: ["$TEVA
healthcare name with a really clean chart trying to breakout today
this can see $45"](https://x.com/MarketYode/status/2118359123347857548)
- @DeepSailCapital on MU: "Memory at regular prices puts $MU back to what $100/share?"
- @canuck2usa on MU: "$MU was buying some today into the storm"
- @Prophitcy on TREE: ["GAP FILL PLAY!!
$TREE 20 NOV 26 $45 CALL $0.40
GAP FILL PLAY
$65 PRICE TARGET BY TRUIST SECURITIES
HIGH CONFIDENCE SWING TRADE"](https://x.com/Prophitcy/status/2118391419077316819)
- @michaellistman on UVXY: "$UVXY has a real shot at touching the long overdue 50% spike at $23.54"
- @MarketYode on GS: ["massive rejection at the 50d today
under $860 starts a new leg lower.
targets are $825 and $800
puts are exploding as well"](https://x.com/MarketYode/status/2118398963183124635)
Emerging tickers: 2 or more players in the past 7 days
Emerging themes
- Takeovers, buyouts and merger arb: 4 players (@ACapitalLP, @ClarkSquareCap, @ZeeContrarian1, and @terton_capital) on 121440.KQ, CVI, GRND, MGM, and ZIM
- AI trade: 2 players (@Mr_Derivatives and @ripster47) on DELL and NBIS
- Buybacks: 2 players (@ACapitalLP and @ZeeContrarian1) on 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 today
@DeepSailCapital going bearish on MU (Nov 5, 2026, price at call $795.23) is the most non-consensus call today: it runs against 2 other tracked investors who have the opposite view on MU, with 1 on the same side. In our words: Implies Micron is rich if memory prices normalize, asking what price MU would be at if memory returned to regular prices and floating ~$100/share as the reference. (source post)
Related pages
- Market-calls leaderboard
- Ticker pages: 121440.KQ, AAPL, COST, CPT, CVI, GS, HTZ, MGM, MNRO, MSTR, MU, NBIS, NVDA, NVRI, RKLB, SMH, SNAP, SPCX, STAA, TEVA, TFC, TREE, TSM, UVXY, WULF, WW
- Player pages: A Capital (@ACapitalLP), Agon Investments (@AgonInvestments), Clark Square Capital (@ClarkSquareCap), DOMO Capital Management, LLC (@DOMOCAPITAL), Deep Sail Capital (@DeepSailCapital), EliteOptionsTrader (@EliteOptions2), Centt (@LiteProfitLab), Yode (@MarketYode), Heisenberg (@Mr_Derivatives), Mr Neutral Man aka "Howard Marks of REITs" (@Mr_Neutral_Man), @Prophitcy, Selz (@SelzTrades), Z (@ZeeContrarian1), Jussi Askola, CFA (@askjussi), CtheLightTrading (@canuck2usa), Guinea Value Investments (@jszhang0912), Kingdom Capital (@kingdomcapadv), UVXYTrader (@michaellistman), Terton Capital (@terton_capital), 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 5, 2026
Not investment advice; for research and education.
FAQ
What are investors predicting on November 5, 2026?
On November 5, 2026, MCAFax logged 20 new calls from 9 tracked investors (@ACapitalLP, @DeepSailCapital, @LiteProfitLab, @MarketYode, @Prophitcy, @ZeeContrarian1, @canuck2usa, @kingdomcapadv, and @michaellistman) on AAPL, CVI, GS, HTZ, MSTR, MU, NVRI, RKLB, SNAP, SPCX, STAA, TEVA, TREE, TSM, UVXY, WULF, and WW. The most contrarian call today: @DeepSailCapital going short MU.
Which stocks are multiple investors talking about this week?
Over the past 7 days, the tickers drawing calls from 2 or more players were MGM, MU, 121440.KQ, AAPL, COST, CPT, MNRO, NBIS, NVDA, SMH, SPCX, and TFC.
What is the most contrarian stock call today?
@DeepSailCapital going bearish on MU: it runs against 2 other tracked investors who have the opposite view on MU, with 1 on the same side.
What themes are investors watching?
Takeovers, buyouts and merger arb: 121440.KQ, CVI, GRND, MGM, ZIM (4 players). AI trade: DELL, NBIS (2 players). Buybacks: MGM, STAA (2 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.