Jun. 23 at 8:46 AM
$DAIC Q1 revenue was only ~
$12K and the stock got crushed.
Management is still guiding to:
•
$6–7.5M 2026 revenue
•
$12–15M bookings
• Major execution weighted to H2 2026
So the market is basically saying one of two things:
1. Management misses badly.
2. Management executes and today’s valuation is far too low.
If they actually deliver the revenue guidance, nobody will be valuing DAIC on a
$12K quarter anymore.
The next few quarters should tell us which view is right.
Long and watching the execution.
