In the past, I had the right touch (and admittedly also the necessary bit of luck) and was able to celebrate two real tenbaggers in my portfolio with Palantir and Rigetti. I secured my profits and took out my risk by consistently selling some of the stocks.

But instead of resting on my laurels, I am now attacking again. I am currently investing 20% of my total capital in a new, highly aggressive high-risk/high-reward part. The aim? To find the market leaders of tomorrow before the masses discover them.

🛠 My "future-of-humanity" ecosystem:

I have specifically divided my risk segment into four technological power clusters that reinforce each other:

🛰 Space Infrastructure (The Backbone): With $RKLB (+27,04 %) , $LUNR (+18,25 %) , $RDW and $ALMU I occupy the entire value chain - from rocket launch to lunar economy to sensor technology. $ASTS (+12,09 %) is my joker for the global mobile communications revolution.

🧬 Bio-Tech 2.0: I combine the gene scissors from $CRSP (+3,9 %) with the AI-supported search for active ingredients from $RXRX . That's healing plus industrial efficiency.

💻 Quantum sovereignty: After $RGTI (+2,54 %) I am now focusing on the next generation. With $IONQ (+1,6 %) and $CHAC (photonics!) and $LAES (-5 %) for encryption, I am positioned for the computing revolution after the silicon age.

📊 Intelligence & Fintech: $PLTR (+0,12 %) the brain stays in the background while $NU (-3,45 %) and $SLYG (-0,6 %) show how scalable software is printing real profits.

This is complemented by tech giants such as $TER (+0,88 %) and $MIPS (-0,7 %) .

Why this setup?

This portfolio is not a blind gamble. It is a bet on the convergence of technologies. AI needs quantum power, quantum power needs space infrastructure for global networking, and biotech needs the data processing of tomorrow.

Each of these stocks has the potential to grow tenfold because they are not copies - they have unique selling points in markets that are only just emerging.

Important: This is the Champions League of volatility. 50 % drawdown? That's part of it. But if you're looking for the next tenbagger, you can't stay in your comfort zone.

What about you? What do you think of my potential rockets?

$LAES (-5 %) left my portfolio again today because the stop loss took effect. I don't know why, but they are somehow in free fall today.

Also at $LAES (-5 %) is sold first.

GENEVA - SEALSQ Corp (NASDAQ:LAES), a company specializing in semiconductors and post-quantum security, announced on Tuesday that it expects sales of over USD 4 million for the first quarter of 2026. This represents growth of more than 100% compared to the same period last year. This growth forecast is in line with data from InvestingPro, which shows that analysts are forecasting continued revenue growth for the company this year.

The company released preliminary, unaudited financial results showing full-year revenue of $18 million in 2025, an increase of 66% year-over-year. Of this, USD 8 million was generated in the fourth quarter. SEALSQ reiterated its forecast for revenue growth in 2026 of 50% to 100% compared to 2025.

SEALSQ ended 2025 with cash and cash equivalents of over USD 425 million, even after strategic investments of USD 30 million in WeCan Group, IC'ALPS, Quantix Edge and WISeSat.Space. The company's net loss for 2025 is estimated at USD 30 to 40 million, compared to USD 21 million in 2024. Data from InvestingPro shows that SEALSQ holds more cash than debt on its balance sheet and has strong liquidity with a current ratio of 7.38. Despite this cash position, the stock appears overvalued compared to its fair value according to InvestingPro and with a high price-to-book ratio of 6.03.

"Our revenue growth of 66% in 2025, combined with the expectation of revenues of over USD 4 million in the first quarter of 2026, marks a clear inflection point for SEALSQ," explained Carlos Moreira, CEO of SEALSQ.

As of December 31, 2025, the company reported an active business pipeline worth over USD 200 million. This total reflects potential revenue opportunities through 2028, of which more than $60 million is attributable to the QS7001 and QVault TPM programs.

SEALSQ attributed the growth to renewed demand in its core semiconductor and PKI product lines, the five-month revenue contribution from IC'ALPS following its acquisition in August 2025, and initial success in post-quantum technology programs.

According to the press release, the company plans to publish its audited financial statements by March 31, 2026.

@Shiya
@Ash We all invested roughly the same amount at the same time, independently of each other 🤯

Have a nice weekend. 🙌🏼

In the last few days I have opened a larger position in SEALSQ $LAES (-5 %) in the last few days. I currently feel a bit like I did in spring 2024, when I first invested in Rocket Lab $RKLB (+27,04 %) invested for the first time. The companies have nothing to do with each other, of course, but I think the situation is very similar at the moment.

Rocket Lab was worth around €1.5-2 billion in spring 2024 and the share price was always around €4. At that time, they were already technologically outstanding, had grown strongly, were sitting on a mountain of cash and were generally operating in a market that was set for huge growth. Nevertheless, they tended to be ignored in the press, analysts were always skeptical about the operating business and only a small retail bubble was interested in the company. The entry was riskier back then than it is today, but it paid off.

Now we come to SEALSQ. The company is worth around €700m and the share price is around €4. They are technologically outstanding (first PQC semiconductors, Quantum-Silicon, Sovereign Quantum, satellite ....), are growing strongly, are sitting on a mountain of cash (400m +) and generally operate in a market that is set for enormous growth (and will soon be required by law everywhere). They are by no means ignored in the press, instead they are increasingly reporting on the latest milestones. Analysts are bullish but still largely skeptical because quantum computing always feels so far away, but that's wrong. Quantum computing is on the rise and security precautions must be taken immediately, keyword: harvest now, decrypt later (collect all data now to crack it later). Once again, only a small retail bubble is involved. And just as Rocket Lab was misunderstood as a launch company, SEALSQ is misunderstood as a pure PQC company. But the latest acquisition announcements in particular make it clear that this could not be more wrong. With the planned acquisition of Quobly, SEALSQ is investing in a trend that could already make most quantum computers superfluous. It is about quantum silicon, i.e. quantum semiconductors. These do not require deep-frozen laboratories or anything similar; they are simply manufactured in the existing semiconductor infrastructure. These quantum semiconductors will very probably make quantum computers superfluous in most cases. In other words, everything that does not require infinite computing power.

Do you also see the parallels? Does anyone already know the company? Have you invested? Maybe I'll do a bigger presentation again soon :)

$LAES (-5 %)

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 (-5 %) Since it worked very well with $QBTS (+2,46 %) worked out very well, I have just bought Quantum fomo 😅

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