Adding to This 3D-Printing Play in Our Small-Cap Portfolio

Here is a roundup of $10K Portfolio stocks in the news on Monday.

Planet Labs (PL)

On Monday, according to a press release:

Planet Labs (PL) completed the redemption of its outstanding public warrants to purchase shares of the Company's Class A common stock, par value $0.0001 per share, that were issued under the Warrant Agreement, dated March 4, 2021, by and between the Company and Continental Stock Transfer & Trust Company, as warrant agent, as part of the units sold in the company's initial public offering, for a redemption price of $0.01 per public warrant, that remained outstanding at 5:00 p.m. New York City time on April 27, 2026.

Of the 9,162,223 Public Warrants that were outstanding as of March 27, 2026, 9,090,913 were exercised for cash at an exercise price of $11.50 per share in accordance with the terms of the Warrant Agreement, representing 99.2% of the outstanding Public Warrants in the aggregate and resulting in aggregate cash proceeds of $104.5 million.

A total of 71,310 Public Warrants remained unexercised as of the Redemption Date and the Company redeemed those Public Warrants for an aggregate redemption price of $713. Following the Redemption Date, the Company had 332,899,400 shares of Class A common stock outstanding, 23,493,796 shares of the Company's Class B common stock, par value $0.0001 per share outstanding and no Public Warrants outstanding.

Palantir Technologies (PLTR)

On Monday, analyst Stephen Bersey of HSBC downgraded (PLTR) from a "buy" rating to a hold, while reducing his target price from $205 all the way to $151, as well as his $21 target price.

Bersey is rated at five stars out of five at TipRanks. Over the past two years, his picks have had a 73% success rate producing an average return of 19.2%. Readers need to be aware that Bersey only upgraded PLTR to "buy" in February when the stock was trading higher. He had a hold on PLTR from $20 all the way through $207. To put it bluntly, Bersey is a fine analyst but his track record in this particular stock has been consistently worse than awful.

Snap (SNAP)

On Friday, analyst John Blackledge of HSBC reiterated a "hold" rating on (SNAP) as well as his target price of $8. Blackledge is rated at five stars out of five at TipRanks. Over the past two years, his picks have had a 54% success rate producing an average return of 11%.

SoFi Technologies (SOFI)

On Monday, analyst Ken Shih of DBS reiterated a "buy" rating on (SOFI) as well as his target price of $28. Shih is rated at five stars out of five at TipRanks. Over the past two years, his picks have had an 83% success rate producing an average return of 26.4%.

On Monday, analyst Peter Christiansen of Citigroup assumed coverage of SOFI, reiterating his firm's "buy" rating, but reducing the target price from $37 to $30. Christiansen is rated at three stars out of five at TipRanks. Over the past two years, his picks have had a 52% success rate producing an average return of 0.9%.

Upcoming Portfolio Earnings

-Palantir Technologies (PLTR) after the closing bell, Monday.

-Ocular Therapeutix (OCUL) ahead of the opening bell, Tuesday, May 5.

-Snap (SNAP) after the closing bell, Wednesday, May 6.

-Rocket Lab (RKLB) after the closing bell on Thursday, May 7.

Friday's Intentions vs Friday's Actual Trades

-Intention: Sell 100 shares of (BBBY) at or close to the last sale of $5.47 closing the position.

-Actual trade: Sold 100 shares of BBBY at $5.31.

-Intention: Buy 10 shares of (VELO) at or close to the last sale of $13.42.

-Actual trade: Bought 10 shares of VELO at $13.61.

Monday's Intentions

Buy another 10 shares of VELO at or close to the last sale of $12.95.

Current Positions

Long 50 shares of (EVLV) at $6.0898. Last sale: $7.24.

Long 25 shares of (MBLY) at $8.92. Last sale: $8.56.

Long 150 shares of OCUL at $8.305. Last sale: $9.61.

Short one OCUL $12 June 19 call at $0.65, Last sale: $0.50.

Long 125 shares of (ONDS) at $9.4749. Last sale: $9.80.

Short one ONDS $13 June 19th call at $0.84. Last sale: $0.48.

Long 10 shares of PL at $37.18. Last sale: $37.78.

Long 10 shares of PLTR at $141.29. Last sale: $145.72.

Long 10 shares of RKLB at $65.173. Last sale: $79.59.

Long 125 shares of (SIDU) at $2.725. Last sale: $3.26.

Long 100 shares of SNAP at $5.9034. Last sale: $6.17.

Short one SNAP $7 June 19 call at $0.45, Last sale: $0.41.

Long 175 shares of SOFI at $15.9573. Last sale: $16.21.

Short one SOFI August 21 $20 call at $1.02. Last sale: $1.00.

Long 50 shares of VELO at $11.4612. Last sale: $12.95.

Cash: $784.64

Portfolio Value: $10,925.99, +9.3% from inception on March 24.

At the time of publication, Guilfoyle was long EVLV, MBLY, OCUL, ONDS, PL, PLTR, RKLB, SIDU, SNAP, SOFI and VELO.