Today I sold another 5-8% of my position at the ATH and $RKLB (-2.22%) position and invested in other promising stocks. Rocket Lab is catapulting my portfolio to new heights, but the leverage is slowly decreasing. I still see 5-10x potential, but I also see that in other stocks and as the cluster risk is increasing, I want to gradually diversify. I also want to try to find "the next Rocket Lab", even if that won't be easy with such high valuations as we currently have.

Today I invested in PKSHA $3993 (-2.92%) (AI algorithms), Envipco $ENVI (+1.48%) (recycling), SEALSQ $LAES (-1.79%) (PQC semiconductors and satellites), BTQ Technologies $BTQ (-3.18%) (PQC semiconductors and IP), Fujifilm $4901 (-3.74%) (++Bio-CDMO), Furukawa Electric $5801 (+1.29%) (HTS and lasers) and 01 Quantum $ONE (+0.5%) (PQC software).

I wish you all a successful 2026 :)

$LAES (-1.79%)

Shares of SEALSQ ( NASDAQ: LAES ) rose 5% in premarket trading on Friday after the company announced that its common stock has been admitted to trading on the NASDAQ Global Select Market effective October 27, 2025.

In addition, the company said its market capitalization recently surpassed $1 billion and has remained above that threshold since.

SEALSQ stands out as fairly valued in the quant space, with strong revenue growth of 41% and a solid cash balance of $220 million.

LAES' collaboration with the US Department of Defense and IC Alps could generate recurring revenue and expand the product portfolio.

Guidance is for FY25 revenue of $17.5-20 million, with the possibility of exceeding $50 million by FY27, supported by a pipeline of $175 million.

Despite dilution risks, LAES offers an attractive risk/reward profile and could become a leading profitable quant company, although the sector remains speculative.

full report at the link ⬇️

https://seekingalpha.com/article/4829179-sealsq-a-quantum-play-that-isnt-completely-overvalued

$LAES (-1.79%) Since it worked very well with $QBTS (-3.29%) worked out very well, I have just bought Quantum fomo 😅

To satisfy my inner fomo restlessness, a total of 100 shares were bought today.

$LAES (-1.79%)