🚀 $LAES The Market May Be Missing the Bigger Picture Most investors are chasing AI chips. Very few are paying attention to the infrastructure that will secure the AI and quantum economy. That’s where $LAES stands out. 💡 Why It’s Interesting At a market cap of roughly $700M, LAES is building across multiple high-growth industries: 🔐 Post-Quantum Cybersecurity 🧠 AI Infrastructure 💻 Quantum Semiconductors 🛰️ Secure Satellite Networks ☁️ Quantum Cloud Computing Rather than being a single-product company, LAES is creating an ecosystem designed for the next generation of secure digital infrastructure. 📈 Strong Fundamental Momentum ✅ Q1 Revenue Growth: 215% YoY to $4.1M ✅ FY2026 Growth Guidance: 50%–100% ✅ Cash Position: Over $525M ✅ Market Cap: Approximately $700M ✅ Active Pipeline: More than $200M through 2029 With one of the strongest balance sheets among emerging quantum companies, management has the capital needed to invest aggressively without immediate financing pressure. 🛰️ The Biggest Catalyst: Quantum Infrastructure in Space LAES and its partners are developing the Quantum Spatial Orbital Cloud (QSOC)—a satellite-based platform designed for next-generation secure communications. The platform is expected to support: 🔹 Post-quantum cryptography 🔹 Quantum key distribution 🔹 Quantum random number generation 🔹 Secure satellite communications 🔹 AI edge computing 🔹 Global quantum cloud services The first dedicated QSOC satellite is scheduled for a SpaceX launch in Q4 2026, with an ambitious roadmap targeting 15 satellites by 2027 and up to 100 satellites by 2033. 🌍 Why This Matters Artificial intelligence will require enormous amounts of secure data transmission. Quantum computing will eventually break many traditional encryption methods. Governments, financial institutions, defense organizations, and cloud providers will need post-quantum security infrastructure. LAES is positioning itself at the center of that transition. 📊 Valuation Perspective Today, the market largely values LAES as a small cybersecurity company. But management is building exposure across: ⚛️ Quantum Computing 🔐 Cybersecurity 🛰️ Space Infrastructure 💻 Semiconductors 🧠 AI Security ☁️ Quantum Cloud Services If execution matches the vision, the addressable market could be significantly larger than investors currently recognize. ⚠️ Risks Revenue is still in its early stages, and the $200M pipeline is not guaranteed backlog. Commercial adoption, certifications, customer execution, and satellite deployment remain key milestones. 🚀 Bottom Line Finding a company with 200% revenue growth, over $525M in cash, exposure to quantum semiconductors, AI security, and a SpaceX-linked orbital cloud strategy at roughly a $700M valuation is uncommon. The market may still view LAES as a niche cybersecurity company. Management appears to be building something much larger—a foundational platform for the quantum internet and the secure AI economy of the future.

$5 trillion in assets could be tokenized by 2030. @carlosdomingo talks about the tremendous growth happening within finance.

NEW: Securitize CEO Carlos Domingo said tokenized equities and ETFs, not just tokenized Treasuries, could be the catalyst that grows the real-world asset (RWA) market from roughly $30 billion today to as much as $5 trillion. Read the full story by @cryptauxmargaux on CoinDesk

$LAES continues to be accumulated. Can’t wait for deals to come through and more launches with spacex in the second half of the year!

RT @SEALSQcorp: How do we scale quantum computing from lab to fab? SEALSQ CEO @CreusMoreira will moderate the panel: 🎙️ Quantum Semicond…

$IOVA - New re-iterates from a couple of analysts.

$IOVA (AI) Key Factors for Reaching $1B (Excluding Lung/NSCLC) Lung cancer is viewed as a much larger separate opportunity (~$10B peak U.S. potential, or ~7x melanoma). This is based on company guidance, analyst models, and recent earnings (Q1 2026 ~$71M revenue). Likely 2028 or shortly after (2027–2029 range), driven primarily by Amtagvi (lifileucel) in melanoma and other non-lung indications, plus Proleukin and potential expansions. Current trajectory (as of mid-2026): 2025 full-year product revenue: ~$263–264 million (mostly U.S. Amtagvi ~$220M Proleukin ~$44M), within the $250–300M 2026 guidance: $350–370M total product revenue (strong sequential growth expected, with Q2 2026 guided at $86–88M). Analyst consensus models show continued strong growth: roughly $500–700M range in later years, with some projections reaching ~$744M by 2028. Key Factors for Reaching $1B (Excluding Lung/NSCLC) Melanoma (Amtagvi core indication): Analysts and the company project > $1B peak U.S. sales potential in (post-anti-PD-1) advanced melanoma alone. Lung cancer is viewed as a much larger separate opportunity (~$10B peak U.S. potential, or ~7x melanoma). Ex-U.S. approvals (e.g., Canada already granted; UK/Australia expected 2026) and frontline combination data (TILVANCE-301) could meaningfully expand this. Other drivers: Proleukin sales (used in regimen other uses), potential additional non-lung indications (e.g., endometrial), manufacturing efficiencies (gross margins targeting >70%), and ATC network expansion.quartr.com Ramp profile: Revenue has grown rapidly post-2024 approval (from the low hundreds of millions in the early launch years). At ~40% compounded growth from current levels, crossing $1B company-wide (melanoma-heavy) is plausible in the late 2020s. . Uncertainties and risks: Adoption pace in ATCs/community settings, reimbursement, manufacturing scale-up/turnaround times, competition, and clinical/regulatory success in additional indications. Lung approval (potential 2027) is excluded per the query, so timelines hinge more on melanoma penetration and label 7 web pages📷📷📷

RT @SEALSQcorp: 🇪🇺 SEALSQ joins @Quobly_ 's €130M Series A as a lead investor through the SEALQuantum Fund, alongside STMicroelectronics an…

$QS Check out this segment by CTO and co-founder Tim Holme on integrating their ssb into data center. youtu.be/NrPC28BmYnk?si=Op-g…

$IOVA 🫁 Update on NSCLC data In April this year, I wrote 'NSCLC Deep Dive: On IOV-LUN-202's Single-Arm Data vs Docetaxel SOC Roadmap (Part 1)' (Source: x.com/kainvests/status/20451…). We touched on RECIST vs IRC data as well as Confidence Intervals (CI) and expected timeframes for the next NSCLC data readout. The information in the last paragraph of the shared Well Fargo report is extremely meaningful. What are the key takeaways? According to Wells Fargo: - The population size for sBLA submission is now closed: 80 patients. Melanoma went as far as 73 patients. - Enrollment completion is expected in a few weeks. Kind reminder that enrollment completion means that the last patient has been enrolled and treated; now the patient's body needs to respond to that treatment. - This means the data needs to mature, as patient's responses to the treatment evolve. Then the final data set will be shared by end of 2026 or 2027 (I'd assume 27H1). - This time gap is essential to let the data mature; it's all about Confidence Intervals (CI) not just ORR, please remember that. Also rememebr that the provided ORR in November was not IRCed and we saw that melanoma ORR lost several percentage points post-IRC. - This does not mean we will not have news this year at ESMO, WCLC or SITC in September-November. Data could be shared from a population size of 60, for example. - Doctors (and without their recommending TIL to their patients, approval means nothing) are saying that a mDOR of 12 months would be 'amazing'. The mDOR of the data set shared back in November 2025 for a population size of 39 was not reached after 25.6 months. Extraordinary, but the population size was halfway there. Is all this bear, base or bullish? It's information. The wildcard is, as previously mentioned, durability as long as ORR holds in the 20%s. Then the fact that TIL therapy is a one-time treatment despite complexities, and the usual safety requirements. Iovance is on the right track to bring hope where it's needed most and to validate the business and clinical platform models. Let's see how Q2 actually went in August, and hope for more NSCLC data in ESMO, WCLC or SITC. The risks are there. No, we don't expect a short squeeze any time soon. Further dilution is possible. Odds are never in a biotech company, let alone in one that aims to 'cure' solid tumours. And yet, every time, they come with wonderful clinical news and an ever-evolving pipeline. Real-world data shows that TIL only gets better with time, let's hope NSCLC follows the same pattern. Time will tell if those of us who went all in made a wise decision. So far, no concerns regarding the stock price going dramatically down, or up. We are blessed to be in the $4-5 range after a weak Q1. 26Q2 should be very good, but hopefully not the best quarter of 2026! Let's see what Fred and Corleen tell us this Thursday at 2026 Jefferies Global Healthcare Conference! Most likely similar content to Wells Fargo's report with a couple of additional insights. My gratitude and admiration go to the Iovance team and those of you who are always trying to help. Let's go. ❤️‍🔥

RT @SEALSQcorp: SEALSQ acquires MiraEx SA, adding advanced quantum photonics capabilities to its growing Quantum Sovereign Vertical Stack.…

A major milestone for Wecan Group 🚀 SEALSQ (NASDAQ: $LAES) is becoming our majority shareholder with a CHF 5M investment, one year after its initial 28% stake.

$CEPT / @Securitize and @binance partnered on their tokenized US stock trading on the @BNBCHAIN? 👀

$iova no il2 needed big new indications enrollment starts 2h2026 prior secreated version 63% ORR in melanoma at 1/10 to 1/100 of conventional TIL therapy dose Exciting!

$BRUN has been great!! There is another similar play with $BCAR. It’s merging with Exascale and it has the potential to have a good run as well.

Hoy te hablo de una empresa que: • $525M en cash y $690M de market cap. • NO DEBT. • Sector cuántico. • Alta volatilidad. Te presento mi análisis de $LAES Disfruta de tu lectura de domingo: inversornovato.substack.com/

$RXRX is interesting at these levels. Plenty of cash until 2028 so low dilution risk and has multiple readouts second half of the year. Looking at the Jan 2028 leaps $4 and $5 as a good way to get exposure with plenty of upside!

If you’re not reading between the lines of @NYSE parent company ICE CEO’s latest comments, you’re missing the trade. @NYSE × @Securitize ( $CEPT) his @HyperliquidX take = the clearest signal yet on where institutional market structure is going. $CEPT.

$LAES has heavy heavy OI on options for Jan 2027 & Jan 2028. I’ve been loading the $3.5,$4, & $5 calls. They say follow the $ …I say follow the tech too! It’s involved in quantum, space , and robotics.

$CEPT - Tokenization is the next trillion dollar industry. 100x growth by 2030.👇 @Securitize is the world's leading tokenization platform and the pure play stock on this theme, imo.