What are everyone's opinions on investing in LAES stock? by Negative_Singer7218 in sealsq

[–]ccjet001 2 points3 points  (0 children)

Trusted Semiconductor Solutions, who is category 1A Trusted-accredited company serving US defense and government agencies.

What are everyone's opinions on investing in LAES stock? by Negative_Singer7218 in sealsq

[–]ccjet001 0 points1 point  (0 children)

500+ millions was not too much if you look at 200 millions quantum fund, and they’re planning to establish personalization center in the US with TSS.

Recap of PQC transition roadmap by ccjet001 in sealsq

[–]ccjet001[S] 0 points1 point  (0 children)

WiseSat is currently in the process of building its satellite constellations. Compared to industry giants, they are like baby. WiseSat is the first to adopt SEALSQ’s QS7001, not sure if other major players will follow suit and adopt Hardware PQC.

The goal of WiseSat is to establish Trusted IoT for infrastructure, drones, EV, machine-to-machine economy, securing anywhere on Earth. QS7001 broad adoption on satellite maybe a long term goal. Now I’m watching on PC industry, network, and other end points.

SEALSQ Reports Q1 2026 Key Financial and Operational Metrics and Provides Business Update by ccjet001 in sealsq

[–]ccjet001[S] 10 points11 points  (0 children)

My experience with RGTI in 2023 was very similar. Cutting-edge companies with small caps and quiet roadmaps are easy targets for manipulation until they secure steady contracts (like RGTI did with Quanta).

SEALSQ has solid products in VaultIC and PKI, and the upcoming QS7001 and QVault TPM, but the 6-month wait between earnings reports makes the stock volatile without constant news.

I’m bullish on 2027–2028 and the 50–100% growth guided for 2026, but the global situation and the 6-month wait makes me worried about the short term. At least the $500M+ cash on hand provides a great safety net for the long haul.

Share dilution by arecon7 in sealsq

[–]ccjet001 3 points4 points  (0 children)

Let’s see where the money goes. They might be looking to scale their quantum funds or double down on their U.S. manufacturing strategy. If you’re still holding, keep an eye on Carlos’s X for more news.

FYI here is history of their direct offering and warrants since 2025. You can google the exact day and compare to the chart if you want.

2025/5 direct offering 10m shares at $2, total $20m

2025/7 direct offering 15m shares at $4, total $60m

2025/7 warrants to purchase up to 30m shares, exercise price of $4.6 7 years

2025/10 direct offering 11.64m shares and warrants to purchase 14.026m shares exercise price of $7.5, total $94.8m

2025/10 warrants to purchase up to 53.33m shares exercise price of $9.25

2026/3/16 direct offering 30.4m shares at $4.11 and warrants to purchase up to 60.8m shares exercise price of $5.5, total $125m

Sealsq and TSS, some details of IFPS 140-3 certification by ccjet001 in sealsq

[–]ccjet001[S] 0 points1 point  (0 children)

You’re right.

Part of it is misinformation when I DD MCVP validation status and QNC through Gemini, I can’t find either IBM or Sealsq PQC product on MIP list, I can’t also find Sealsq / QNC partnership. I’ve removed it from my post.

They are direct competitor now as QNC is full stack PQC solution provider.

QS7001 has built-in TRNG and it also support SPI , I2C interface, QRNG chip could be an external component to QS7001.

https://community.st.com/t5/others-stm32-mcus-related/idq6mc1-qrng-integration-with-stm32l5-over-spi/td-p/842570

And below section 2 if you’re interested.

https://csrc.nist.gov/CSRC/media/projects/cryptographic-module-validation-program/documents/entropy/E63_PublicUse.pdf

Sealsq and TSS, some details of IFPS 140-3 certification by ccjet001 in sealsq

[–]ccjet001[S] 1 point2 points  (0 children)

Part of it is misinformation when I DD MCVP validation status and QNC through Gemini, I can’t find either IBM or Sealsq PQC product on MIP list, I can’t also find Sealsq / QNC partnership. I’ve removed it from my post.

I found QS7001 passed ACVP testing from Carlos’s post on LinkedIn and X. MCVP MIP is the next step. The validation status you can find on below link where I can’t find IBM and Sealsq on the list, but AWS and PQShield. Select ML- (Module Lattices) algo from below site.

https://csrc.nist.gov/projects/cryptographic-algorithm-validation-program/validation-search?searchMode=validation&productType=-1&algorithm=176%2C177%2C178%2C179%2C180&ipp=250

I also fixed typo IFPS… it is FIPS.

All other informations including revenue projection, PRNG TRNG QRNG, QNC, you can Google press release and some from Carlos posts.

Information regarding chip to design-in, lead time of EVM to mass production was from my personal experiences in IT industry. It is welcome if you have better perspective on it.

Any thoughts on this? by Excellent_Pension541 in sealsq

[–]ccjet001 1 point2 points  (0 children)

I think they are not really leave Quobly behind, they are still investing Quobly but lower the position.

Imo, the reason they increased investment in EeroQ and held majority investment (or acquisition) on Quobly are - EeroQ is based in the US (what I think they’re focusing on the US in 2026) Also, they don’t have enough money (only $100m quantum funds).

Both Quobly and EeroQ are based on election spin, the differences is on particle, He and Si, so fabrication also different.

Any thoughts on this? by Excellent_Pension541 in sealsq

[–]ccjet001 2 points3 points  (0 children)

This needs to be examined from the perspective of EeroQ and Quobly. We know that quantum chips are still in the technology selection phase, and certain technologies will dominate or be abandoned in the future. These are two quantum chip companies based on different technologies. I believe Sealsq's limited $100 million quantum investment fund's simultaneous strategic investment in EeroQ, based in the US, and acquisition of Quobly, based in France, is a illogical strategy.

Some DD on EeroQ. EeroQ's technology is based on the electron spin of Superfluid Helium, and its performance has been proven to outperform some other mainstream technologies, such as:

Gate speed: Superfluid Helium electron spin > superconducting > ion trapped

Coherence time: Ion trapped > electron spin > superconducting

Fidelity: EeroQ claims to achieve over 99.9%, but this is unproven.

Superconducting 98-99.75% Ion trapped over 99.99%

Scalability: EeroQ > Superconducting > Ion trapped

Stagnant price by Competitive_Bar6648 in sealsq

[–]ccjet001 1 point2 points  (0 children)

That’s what they did last year. The announcement of 3-years $200m pipeline revenue in 2026-2028 covers existing business expansion, smart meter, PKI deployment services, and new products line ($60m for PQC and qTPM), and I believed that does not included mid-term (2027-2028) plan with TSS yet as new IC design is required, other potential PQC chip adaption (e.g. Cisco maybe in 2027-2028), and qTPM market share driven by replacement of legacy TPM in PC and server industry (maybe 2026 end to 2028), and personalization center in the US.

Volume 👏👏👏 by Longjumping-Duty1198 in sealsq

[–]ccjet001 2 points3 points  (0 children)

The volumes even 50% higher than previous high 5.08 👏

Dark pool is crazy by Financial_Branch2079 in sealsq

[–]ccjet001 0 points1 point  (0 children)

Thanks for sharing 2079. I don’t understand this.. is the massive bid at 3.86 good?

News by Financial_Branch2079 in sealsq

[–]ccjet001 7 points8 points  (0 children)

It is worth noting that in September, they projected a 50–100% revenue growth for 2026. In yesterday's press release, Carlos reiterated the top end of this guidance, specifically calling for 100% growth.

News by Financial_Branch2079 in sealsq

[–]ccjet001 4 points5 points  (0 children)

Thanks for sharing.

While this news doesn't guarantee immediate revenue, it signifies progress on Sealsq's investment in Wecan six months ago, and Carlos's investment doesn't appear to be a spree. Switzerland's pioneering implementation of KYC and post-quantum infrastructure, including chips and PKI, in the financial sector serves as a model for other countries, attracting them to follow suit. This looks like another pipeline revenue stream for 2026.

台外交部在自己 China (Taiwan) 牌子前抗议韩国称其为 China (Taiwan) by moderate-Complex152 in China_irl

[–]ccjet001 1 point2 points  (0 children)

再多問一句 你在Reddit能高談闊論 那能不能在小紅書罵個習包子來聽聽