McGough: $HELE ‘As Close as I Could Get to a Perma-Short’ 🔊 Whether you’re new to The Call @ Hedgeye, or you’ve been with us since Retail analyst Brian McGough @HedgeyeRetail opened his short near $100, here’s the unvarnished truth about Helen of Troy (HELE). “Helen of Troy https://t.co/KQvTaoNMO6
If you’re wondering why our subscribers have big smiles on their faces today 😀 $MP up 47% today.. Huge alpha delivered by @HedgeyeIndstrls and @KeithMcCullough 🚀 Read about how we got it right: https://t.co/Z5zMbfRW7K https://t.co/w5FMSg9dK9
Stocks making the biggest moves midday: MP Materials, Delta Air Lines, WK Kellogg, Hertz & more https://t.co/pnoedl2UWq
MP Materials Corp. ($MP) experienced a substantial surge in its stock price, rising as much as 64% pre-market and closing with a 47% gain on July 10, 2025. The rally follows the company signing a public-private partnership and securing a multibillion-dollar investment package with the U.S. Department of Defense, aligning with the Trump administration's emphasis on boosting domestic critical metals production. MP Materials traded at $44 pre-market, up from a close of $30 per share. Meanwhile, Delta Air Lines ($DALN) saw its shares increase by 217% after agreeing to be acquired by Hearst for $14 per share in cash. WK Kellogg ($KLG) also gained 53%, reportedly nearing a $3 billion acquisition deal with Italy's Ferrero. In contrast, Helen of Troy ($HELE) was a notable short position, with its stock declining by 34%. Retail analyst Brian McGough of Hedgeye described $HELE as a near-permanent short, emphasizing the stock's downward trend since trading near $100. These movements reflect active market interest in sectors tied to strategic acquisitions and government-backed initiatives.