SERTravis.eth

$LAES -27% over the past year. Still only 700m market cap. This may be one of the biggest disconnects I’ve found in the market. A 50$ 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. 🚀

Looks like big dawg $AEM has permits to drill as close as 220 meters from $ACRL 🧐 Do your own research!