THE GAP FATHER · Jun 12, 2026 · 6:27 PM UTC

THE GAP FATHER

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Str8scope retweeted

THE GAP FATHER

@HunterAllen4

Jun 12

$LAES -27% over the past year. Still only 700m market cap. This may be one of the biggest disconnects I’ve found in the market. A 50$ stock. A 15x atleast. At 3$ DONT MISS X FAM I posted back on 5/16 and have been watching for over a year. A company growing revenue 200%+ YoY, sitting on over $525M in cash, launching a quantum-security satellite platform with SpaceX in Q4 2026, yet trading around $3. Everyone is watching $SPCX. Almost nobody is talking about the security infrastructure being built around it. $LAES is focused on post-quantum cybersecurity, secure semiconductors, satellite communications, quantum cloud infrastructure, and AI-enabled security. A few things that stood out 👇 • Q1 2026 revenue grew 215% YoY to $4.1M • FY26 growth guidance remains 50%-100% • Active pipeline exceeds $200M through 2029 • Over $525M in cash and short-term investments • Market cap only around $700M • QS7001 post-quantum secure chips moving toward commercialization • First revenues from QVault and QS7001 expected late 2026 The biggest catalyst may be the Quantum Spatial Orbital Cloud (QSOC). $LAES and $WSKY are building a quantum-secure cloud infrastructure layer in space. Think: ☑️ Post-quantum cryptography ☑️ Quantum key distribution ☑️ Quantum random number generation ☑️ Secure satellite communications ☑️ AI edge computing ☑️ Space-based cybersecurity The first dedicated QSOC satellite is scheduled for a SpaceX launch in Q4 2026. Management’s roadmap targets: • 15 satellites by 2027 • Up to 100 satellites by 2033 • Subscription-based quantum cloud services • Secure global quantum communications infrastructure And the news flow keeps accelerating. Recent developments: • Announced progress on QSOC orbital cloud deployment • CEO Carlos Moreira participated in major quantum semiconductor discussions at the GSA European Executive Forum • Participating in high-level quantum migration and cybersecurity roundtables at CEA-Leti Innovation Days • Continued expansion of its quantum ecosystem through investments in Quobly, Miraex, Wecan Group and other strategic quantum initiatives • Building what management calls a pure-play quantum platform spanning semiconductors, cybersecurity, photonics and quantum infrastructure The market is pricing this like a tiny speculative security company. The company is positioning itself at the intersection of: • Quantum Computing • Cybersecurity • Semiconductors • AI Infrastructure • Satellite Communications • Space Technology Risks remain. The $200M figure is pipeline, not contracted backlog. Revenue is still relatively small and execution on certifications, customer adoption, and satellite deployment will matter. @kastriooot8 #LAESTO45 But finding a company with over $525M cash, 200%+ revenue growth, quantum semiconductor exposure, and a SpaceX-linked satellite infrastructure rollout at roughly a $700M valuation is rare. $QCOM $PL $IONQ $NVDA $NXPI $QUBT $INFQ $APLD $NVTS $AVGO $OSS $QBTS $RGTI $SNDK $LITE $GCTS $BE $PL Follow & subscribe if you enjoy finding overlooked AI, semiconductor, quantum, and infrastructure plays before they become mainstream. 🚀

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Investify Daily · Oct 18, 2026 · 1:02 PM UTC

Str8scope retweeted

Investify Daily

@InvestifyDaily

Oct 18

$LAES reported preliminary unaudited nine-month 2026 revenue of $16.3 million on October 15, up 65% year-over-year from $9.9 million. Cash, cash equivalents, and restricted cash stood at approximately $463 million as of September 30. The company reaffirmed full-year 2026 revenue guidance of $27–36 million, implying fourth-quarter revenue of $11–20 million. Drivers included demand for the VaultIC secure-element family, recurring PKI services, consolidation of IC’Alps, and early Quantix Edge contributions. It also highlighted the VaultIC408 FIPS 140-3 Level 3 validation and the recent unveiling of the quantum-ready VaultIC409 secure element, with engineering samples targeted for the second quarter of 2027. Management cited a commercial pipeline exceeding $200 million through 2029, more than half tied to post-quantum projects. SEALSQ is generating actual semiconductor and PKI revenue today while preparing post-quantum products for larger contributions expected in 2027 and beyond. The large cash position funds continued certification and customer evaluations without near-term financing pressure. Revenue remains modest relative to the cash balance, so execution on QS7001/QVault certifications and design wins will determine how quickly post-quantum hardware becomes a meaningful percentage of the top line. $LAES is a speculation play but if they start commercializing could be a huge winner.

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