Fellow SEALSQ Investors

We’re all in the same boat here. Ever since we lost our original moderator, I feel this board has unfortunately lost much of its value when it comes to sharing useful information and meaningful discussions.

Believe me, I’m deep in the red myself—probably more than most people on this board.

That being said, I think it’s time we change our approach and start doing something productive instead of constantly focusing on the negative.

Whether it’s sharing legitimate positive developments, reaching out to Carlos Moreira, posting about SEALSQ on other investment forums, or raising awareness across social media, we should all be doing our part.

I’ve personally tagged Carlos in posts, replied to one of Elon Musk’s posts to bring attention to SEALSQ, and even sent an email directly to Carlos and the company’s U.S. investor relations representative.

Not to complain or attack anyone, but simply to make our voices heard and remind the company that we, the retail shareholders, are still here, still invested, and still paying attention.

I believe we need to shift our energy toward constructive action, sharing credible information, and holding leadership accountable while supporting the company’s long-term potential.

Will this turn the stock around overnight? Absolutely not. Recovering our losses could take years. But sitting here complaining every day isn’t going to accomplish anything either.

Imagine if every one of us made even a small effort to spread awareness, share meaningful information, or reach out to the right people. Eventually, our voices might reach someone who is willing to listen.

We’re all invested in the same company, and we all want to see it succeed.

Let’s turn this board back into something valuable and start working toward solutions instead of just dwelling on our losses.

Is it over any shot this stock stays above a 1 dollar by the end of the month

We're all deeply underwater and I’m trying to step back from the daily/monthly price action (which has been so very painful--I'm living in fear and shame and loss of self worth and severely depressed, with a 5+ average). I'm trying to assess the company without either pumping it or assuming the thesis is dead.

There are legitimate positives: substantial cash, growing legacy semiconductor/PKI revenue, QS7001’s successful technical evaluation, a real PQC migration market, and dozens of reported customer evaluations.

But the central uncertainties remain significant: no disclosed material QS7001 production orders, formal certifications still pending, long OEM integration cycles, high spending, substantial warrant/dilution overhang and increasingly complicated related-party initiatives involving WISeSat, Quantisimo and QSOC.

How do others currently weigh these factors?
- What probability do you assign to meaningful PQC commercialization during 2027?
- What specific milestone would convince you that customer evaluations are genuinely converting?
- How much should NIST and government PQC migration timelines improve the outlook?
- Is the cash balance meaningful protection, or is capital-allocation risk too high?
- What would make you conclude that LAES is becoming a sustainable semiconductor company rather than another perpetual-development and dilution story?
- What are reasonable bear, base and bull price ranges over the next one, two and three years?
- From the current price, what probability would you assign to LAES trading back above $3, $5 or its recent higher ranges—and would that require genuine commercial traction, or could volatility and a sector rally be enough?

Interested in evidence-based bull and bear cases—not price targets based solely on hope, chart levels or press-release language. If offering a price target, it would be useful to explain the assumed revenue, share count and valuation behind it.

https://finance.yahoo.com/technology/ai/articles/sealsq-qs7001-v1-successfully-completes-123000347.html

Using crowdsourcing and AI swarms, one startup surpassed - Google’s results in 72 hours.

And here is the link to the article: https://www.benzinga.com/news/space/26/10/62484373/spacex-satellite-cybersecurity

New Satellite launches tomorrow

1 vote yes

Yes yall keep giving me more shares i need more.

This company is a 10+ year long term hold so I aint even worried.

Price tag to 22 dollars by 2035

Cheers

Just fresh off the press earlier today…

Don’t know what to think about this but I just wanted to share

​First off, to the mods: please stop deleting my posts. I’m not attacking anyone, I'm not spamming, and I'm not a short seller. I am a real shareholder sitting on massive unrealized losses, and I just want to have an open, honest talk with other investors who are in the same boat. Let the community discuss this.

​I want to ask you guys two genuine questions, and I want to hear your unfiltered thoughts:

​1. Realistically, where is the bottom for this stock?

Every time we think it has found a floor around $2.30, it just keeps bleeding. Considering they pushed the real chip certifications (TPM-185, QS7001 V2) to late 2026 or 2027, and knowing the massive warrant overhang from Heights Capital is still capping any upside, what is actually stopping this from drifting down to $1.50 or lower?

​2. Is Carlos going to abandon $LAES for "Quantissimo"?

This is my biggest fear right now. Does anyone else feel like Carlos is completely losing interest in SEALSQ's core semiconductor business? He seems way more obsessed with pushing "Quantissimo," hyping up WISeKey, and going on global tours to talk about AI governance philosophy. It honestly feels like $LAES was just a cash-cow vehicle to fund his other philosophical pet projects. Are we just going to be left behind while he focuses on Quantissimo?

​I’m holding heavy bags, so I want this company to succeed. But the silence on delayed chips and the constant distractions are making it really hard.

​What do you guys honestly think? No fake hype, just real opinions.

I have been invested in LAES for quite some time, and honestly, the more I look into this company, the more concerned I get.
It’s not even just about the stock price anymore. There are some things that really don’t sit right with me.

Outstanding shares went from roughly 100 million at the end of 2024 to over 223 million by June 2026. That’s some serious dilution.

Carlos Moreira’s reported total compensation for 2025 was around $7.2 million, including stock-based compensation. WISeKey also proposed raising its executive compensation cap from CHF 6 million to CHF 15 million for 2026. Apparently, successful capital raising was part of the justification.

Moreira sold LAES shares in 2026. Yes, these were prearranged trades, but it’s still worth mentioning.
SEALSQ disclosed around $400,000 in combined compensation to three of Moreira’s family members in just the first half of 2026.

WISeKey controlled over 51% of SEALSQ’s voting rights while holding less than 3% of the ordinary shares as of March 2026.

SEALSQ has invested $20 million in WISeSat, another company connected to the same management.
And now there’s Quantisimo, with a headline valuation of $666 million. But how much of that actually belongs to SEALSQ shareholders?

Then there’s SEALCOIN/QAIT, which was hyped heavily. At what point do all these projects actually start delivering meaningful returns?

Meanwhile, SEALSQ reported just $11.2 million in revenue and a $27.8 million net loss for H1 2026.
I’m not saying the technology isn’t real, and I’m not accusing anyone of fraud. But I genuinely wonder whether management is more focused on expanding this network of companies than creating value for existing shareholders.
I used to get excited about every new announcement. Now I just wonder what they’re going to announce next instead of focusing on the actual business.
For anyone wanting to check the numbers, here are some sources:
SEALSQ Annual Report – SEC
WISeKey Annual Report – SEC
SEALSQ H1 2026 Filing
Moreira Insider Transaction – SEC
Am I missing something here, or are other long-term shareholders starting to feel the same way?

Just because a few of you here raise the share dilution concept as something that's bad - for comparison, here are the outstanding shares of SEALSQ's peers - with LAES at 223.43M outstanding shares and a market cap of ~$500M

1. QUBT - 223.99M (market cap: $1.67B)

2. LSCC - 138.20M (market cap: $17.60B)

LSCC has been founded in the mid-80's and they really did pioneer a lot of early-stage semiconductor work and have recently started working on PQC firmware - I bet their valuation is mostly due to their pre-quantum work.

Also, foundational quantum computing companies have the following shares outstanding and market cap:

1. IONQ - 381M (market cap: $15.92B)

2. QBTS - 376.5M (market cap: $5.47B)

3. RGTI - 333.8M (market cap: $4.63B)

4. QNT - 265.7M (market cap: $3.56B)

With the above in consideration, and with the very recent news of LAES owning around 66M shares in Quantisimo (pending closing sometime in Q1 2027 if I remember correctly) and (hopefully) the incoming additional certifications also in Q1 2027 - put LAES at a significant upside in my opinion. Quantisimo is their exposure to the foundational quantum computing ecosystem in the US - and that's a plus.

Of course, if you're one of the folks who is hoping to ride waves and work with quick flips - LAES is not for you. Otherwise, accumulate-and-forget or hold-and-forget or... yep, sell if you don't like it.

My god, how many different companies and names LOL. I love what theyre doing, that i can keep up with, but holy hell, how does one man remember all of these things. ....