Matunde 24
507 posts

Matunde 24
@matunde24
None of you will believe until he loves for his neighbour what he loves for himself. Bless you all! Fan of season 24! Not my age!
United Kingdom Beigetreten Şubat 2020
39 Folgt76 Follower

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



English

@HunterAllen4 @antibearthesis What's the best price to get in at or too late mate?
English

@antibearthesis $LAES will 15x from here and indirectly works with $SPCX
English

Me refusing to sell my 1 SpaceX IPO share because it might be a Mars boarding pass someday
Kalshi Finance@Kalshi_Finance
BREAKING: Thousands of retail investors received just 1 SpaceX share at IPO
English

下一只十倍会是谁呢?
第一波(半导体):NVDA、ARM、AMD、AVGO, INTC, TSM
第二波(存储芯片):MU、WDC、STX、SNDK
第三波(光模块/光通信):NOK、LITE、COHR、AAOI, GLW, CIEN, MRVL
第四波(AI算力&数据中心):IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL
第五波(网络设备):ANET、AVGO、MRVL、CSCO
第六波(电源/电网/温控):VRT、ETN、GEV、CEG, SMR, OKLO, VST
第七波(原材料/稀土):MP、USAR、UUUU、FCX、AA
第八波(太空航天):ASTS、RKLB、LUNR、PL
第九波(终局应用):TSLA、PLTR、SYM、SERV
中文
Matunde 24 retweetet

$SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1. $RKLB (Rocket Lab) — Small satellite launcher, competes & complements SpaceX launch cadence
2. $ASTS (AST SpaceMobile) — Direct-to-cell satellite network, mirrors Starlink Mobile ambitions
3. $LUNR (Intuitive Machines) — NASA lunar lander contracts, Starship Moon mission ground support
4. $RDW (Redwire Space) — Manufactures solar arrays and hardware for satellites and space stations
5. $MNTS (Momentus) — In-space transportation, moves payloads after SpaceX delivers to orbit
SATELLITES & CONNECTIVITY
6. $VSAT (Viasat) — Competing satellite broadband, acquires customers Starlink will absorb
7. $MAXR (Maxar Technologies) — Earth observation satellites, data sold to DoD & NRO like Starshield
8. $GILT (Globalink) — Satellite ground infrastructure connecting Starlink-adjacent networks
9. $IRDM (Iridium) — L-band satellite network, potential Starlink Direct-to-Cell displacement target
10. $TSAT (Telesat) — LEO broadband constellation, competes directly with Starlink globally
DEFENSE & CLASSIFIED
11. $LMT (Lockheed Martin) — Pentagon space contracts, NRO partner overlapping Starshield territory
12. $NOC (Northrop Grumman) — Classified satellite buses, DoD space contracts Starshield competes for
13. $RTX (Raytheon) — Space-based missile defense systems, DoD customer SpaceX serves
14. $KTOS (Kratos Defense) — Satellite ground systems and space communication infrastructure
SEMICONDUCTORS & COMPUTE
15. $NVDA (Nvidia) — AI chips powering orbital compute satellites, critical to AI1 constellation
16. $INTC (Intel) — TerFab chip factory partner in Texas alongside $SPCX and $TSLA
17. $AVGO (Broadcom) — Custom ASICs for satellite modems and RF communication chips
GROUND SYSTEMS & POWER
18. $BSFC (Blue Safari) — Satellite ground station network enabling Starlink data offload
19. $EOSE (Eos Energy) — Grid-scale battery storage powering $SPCX launch facilities
20. $NEE (NextEra Energy) — Largest renewable energy provider supplying $SPCX launch & data centers
I'm 100% adding $SPCX long term + 3 space leaders.
♻️ RESHARE this post and write 1 comment, I'll share my favorite SPACE stocks under $20 with you.

English

@asklivermore Have to give my man the credit.. He timed this too well. On point! Well done.
English
Matunde 24 retweetet

Noone is focused on $HPE earnings this week.
In 1 month, $HPE spiked 125% from $20 → $45.
Earnings is exactly like $DELL:
• Revenue expected to surge 28% YoY to $9.77B one of the biggest growth quarters in HPE's history
• Networking revenue already exploded 152% YoY in Q1 Juniper acquisition turned HPE into an AI networking powerhouse
• Data center networking revenue specifically up 382.6% the AI buildout has found its backbone
AI backlog crossed $5B and 64% of orders are enterprise/sovereign, NOT hyperscalers. That's durable, diversified demand
• HPE raised full-year EPS guidance to $2.30–$2.50 and lifted networking revenue growth target to 68–73%
• Networking operating margins hit 23.7% in Q1 if that holds tonight, this stock re-rates immediately
• Q3 is expected to be the biggest AI revenue quarter tonight's print is just the setup, not the peak
• HPE has beaten EPS estimates 88% of the time and revenue 75% of the time the base rate is on the bull's side
♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $HPE just like $DELL.

English

$RR here is why we bought today 👀
Price retested the 50 WMA and reacted well, from -8% to green
Price is now stalling at the 200 DMA, flip this level to support and $RR will rocket
Long-term Wave 3 target: +301% 📈

Echo Analysis@EchoAnalysis
$RR I am buying here From down 8% and now green back above the 50WMA as highlighted yesterday Full chart is below 👇
English

$RDW don't panic 👀
Price down another 15% today
I will be buying on support within the buy zone, and as per usual I'll let you know when I buy
Wave 4 target: +67% 📈

Echo Analysis@EchoAnalysis
$RDW don't miss this 👀 Price is pulling back for subwave 4 within Wave 3 Support in the buy zone is where I'm adding to my position Wave 3 target: +67% gain 🚀 Long-term chart will be posted tomorrow
English

$LAC - you are early.
Price has reclaimed all short term MAs and is riding them up.
Happy to buy more here, however wave B risk remains.
If price finds resistance at the 0.618 Fib then a new low at $4.19 is possible. I would welcome it. As i would DCA and get a lower average.
Wave 3 target: +233% within 2 years.

English

For my current subs and future subs.
This is what my paid sub will look like now for everyone.
For those who love, full transparency, public portfolio, full entry, and exit prices, average price prices, price targets, etc.
My paid subscription will offer all of that. I am basically turning it into a complete public portfolio for my paid subs so you guys can tagalong.
Hope to have many gains coming.

English
Matunde 24 retweetet

The nuclear energy plays I want to drop could potentially deliver 20–50x returns from here, but they also carry significant risk because they're still in the early stages.
Like, repost, and comment "NUCLEAR" if you're ready.
Leopold Stock Tracker@LeopoldATracker
I have a few nuclear energy plays on my radar, highly speculative, all with market caps under $5 billion. Anyone interested in seeing the list?
English

@stoicxtrades You think now at 108 is good or wait for a small drop
English

Healthcare sector $XLV is setting up for the rotation.
If price can continue holding above its 200daily moving average, it's a good defensive buy.
Red days ahead, and healthcare will outperform.
Our subs and I are in quite a few tickers from the lows like $LLY, $ABBV, etc.
Always follow where the rotation is happening before everybody knows about it.

English


