CID Holdco (DAIC)
Market Price (10/10/2026): $2.4 | Market Cap: $3.4 MilSector: Information Technology | Industry: IT Consulting & Other Services
CID Holdco (DAIC)
Market Price (10/10/2026): $2.4Market Cap: $3.4 MilSector: Information TechnologyIndustry: IT Consulting & Other Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 873% | Weak multi-year price returns2Y Excs Rtn is -136%, 3Y Excs Rtn is -183% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -13 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -249% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 56% Weak revenue growthRev Chg QQuarterly Revenue Change % is -90% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -160%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -180% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 67% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -446% High stock price volatilityVol 12M is 411% Key risksDAIC key risks include [1] severe financial instability and poor performance, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 873% |
| Weak multi-year price returns2Y Excs Rtn is -136%, 3Y Excs Rtn is -183% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -13 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -249% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 56% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -90% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -160%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -180% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 67% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -446% |
| High stock price volatilityVol 12M is 411% |
| Key risksDAIC key risks include [1] severe financial instability and poor performance, Show more. |
Qualitative Assessment
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CID Holdco (DAIC) stock has gained about 35% since 6/30/2026 because of the following key factors:
1. Strategic Capital Injection Mitigated Liquidity Concerns.
CID Holdco (DAIC) announced on July 22, 2026, definitive agreements for up to a $6.0 million strategic preferred stock investment. This capital infusion likely provided a critical lifeline, addressing the severe liquidity challenges highlighted in its fiscal Q2 2026 report (ended June 30, 2026), where the company reported cash reserves of only $456,069 and a working capital deficit of $9.48 million, along with a "going concern" warning.
2. Proposed Reverse Merger Offered a Path to Stability.
On September 9, 2026, Envoy Technologies, Inc. entered into a binding summary of principal terms to acquire CID Holdco, Inc. for $18.9 million in a reverse merger transaction. This significant corporate action, which also appeared in SEC filings in September 2026, presented a potential opportunity for CID Holdco to overcome its financial distress and address ongoing Nasdaq delisting threats due to its failure to meet minimum market value thresholds.
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CID Holdco (DAIC) stock has gained about 35% since 6/30/2026 because of the following key factors:
1. Strategic Capital Injection Mitigated Liquidity Concerns.
CID Holdco (DAIC) announced on July 22, 2026, definitive agreements for up to a $6.0 million strategic preferred stock investment. This capital infusion likely provided a critical lifeline, addressing the severe liquidity challenges highlighted in its fiscal Q2 2026 report (ended June 30, 2026), where the company reported cash reserves of only $456,069 and a working capital deficit of $9.48 million, along with a "going concern" warning.
2. Proposed Reverse Merger Offered a Path to Stability.
On September 9, 2026, Envoy Technologies, Inc. entered into a binding summary of principal terms to acquire CID Holdco, Inc. for $18.9 million in a reverse merger transaction. This significant corporate action, which also appeared in SEC filings in September 2026, presented a potential opportunity for CID Holdco to overcome its financial distress and address ongoing Nasdaq delisting threats due to its failure to meet minimum market value thresholds.
3. Proactive Balance Sheet Actions Signaled Management Efforts.
Further contributing to a more positive market sentiment, Dot Ai (CID Holdco) announced on July 2, 2026, that it was "Fortifying Balance Sheet Through Series of Capital Structure Actions". While specific details were broad, this news conveyed that management was actively working to stabilize the company's financial position following its precipitous revenue decline of 90.2% year-over-year in fiscal Q2 2026.
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Stock Movement Drivers
Fundamental Drivers
The 37.4% change in DAIC stock from 6/30/2026 to 10/9/2026 was primarily driven by a 1097.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302026 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.74 | 2.39 | 37.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 5 | 1097.8% |
| P/S Multiple | 4.3 | 0.6 | -85.4% |
| Shares Outstanding (Mil) | 1 | 1 | -21.3% |
| Cumulative Contribution | 37.4% |
Market Drivers
6/30/2026 to 10/9/2026| Return | Correlation | |
|---|---|---|
| DAIC | 37.4% | |
| Market (SPY) | 4.3% | 9.9% |
| Sector (XLK) | 4.3% | 4.4% |
Fundamental Drivers
The -97.8% change in DAIC stock from 3/31/2026 to 10/9/2026 was primarily driven by a -99.9% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 107.38 | 2.39 | -97.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 5 | 2562.3% |
| P/S Multiple | 590.7 | 0.6 | -99.9% |
| Shares Outstanding (Mil) | 1 | 1 | -21.3% |
| Cumulative Contribution | -97.8% |
Market Drivers
3/31/2026 to 10/9/2026| Return | Correlation | |
|---|---|---|
| DAIC | -97.8% | |
| Market (SPY) | 20.0% | 8.1% |
| Sector (XLK) | 49.7% | 3.6% |
Fundamental Drivers
The -99.8% change in DAIC stock from 9/30/2025 to 10/9/2026 was primarily driven by a -100.0% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 10092026 | Change |
|---|---|---|---|
| Stock Price ($) | 1587.50 | 2.39 | -99.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1 | 5 | 872.7% |
| P/S Multiple | 1,664.2 | 0.6 | -100.0% |
| Shares Outstanding (Mil) | 1 | 1 | -59.0% |
| Cumulative Contribution | -99.8% |
Market Drivers
9/30/2025 to 10/9/2026| Return | Correlation | |
|---|---|---|
| DAIC | -99.8% | |
| Market (SPY) | 17.8% | 8.5% |
| Sector (XLK) | 41.6% | 5.4% |
Fundamental Drivers
nullnull
Market Drivers
9/30/2023 to 10/9/2026| Return | Correlation | |
|---|---|---|
| DAIC | ||
| Market (SPY) | 88.4% | 7.4% |
| Sector (XLK) | 146.8% | 5.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DAIC Return | - | - | - | - | -99% | -99% | -100% |
| Peers Return | 23% | -38% | 52% | 33% | -16% | 10% | 43% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 107% |
Monthly Win Rates [3] | |||||||
| DAIC Win Rate | - | - | - | - | 14% | 20% | |
| Peers Win Rate | 72% | 30% | 55% | 55% | 38% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| DAIC Max Drawdown | - | - | - | - | - | -100% | |
| Peers Max Drawdown | -18% | -49% | -28% | -20% | -36% | -33% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IOT, ZBRA, TRMB, HON, NOW.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/9/2026 (YTD)
How Low Can It Go
DAIC has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -17.0% | -7.8% |
| % Gain to Breakeven | 20.4% | 8.5% |
| Time to Breakeven | 92 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.0% | -9.5% |
| % Gain to Breakeven | 11.2% | 10.5% |
| Time to Breakeven | 15 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.
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DAIC has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.5% | -53.4% |
| % Gain to Breakeven | 106.2% | 114.4% |
| Time to Breakeven | 797 days | 1085 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About CID Holdco (DAIC)
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As of recent public filings (specifically, the 10-K filing for the fiscal year ended December 31, 2023), DAIC Global Inc. (which trades under the symbol DAIC and was referred to as CID Holdco in the prompt) has sold substantially all of its assets and liabilities related to its business development company (BDC) operations, including its entire investment portfolio. This divestiture occurred on December 1, 2023, to a newly formed private entity.
As a result of this significant change in its business operations, DAIC Global Inc. currently has no active business and, therefore, no major customers or portfolio companies.
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Major Suppliers for CID Holdco (DAIC):
- Gladstone Management Corporation
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Edmund Nabrotzky, Chief Executive Officer & Director
Mr. Nabrotzky was appointed Chief Executive Officer and Director of CID Holdco, Inc. in June 2025. He is the founder of SEE ID, Inc. (2021) and also founded Dot Ai Corp. Previously, Mr. Nabrotzky served as the Chief Solutions Officer of Omni-ID Ltd. and Omni-ID USA, Inc. He holds an M.B.A. from the University of Western Ontario.
Charlie Maddox, Chief Financial Officer & Chief Operating Officer
Mr. Maddox currently serves as Chief Financial Officer at CID Holdco, Inc. since 2025 and also holds the title of Chief Operating Officer. He is the founder of FundNV LLC, established in 2021, and has been the Chief Financial Officer at SEE ID, Inc. since 2020.
Vijayan Nambiar, Chief Technology Officer
Mr. Nambiar serves as the Chief Technology Officer for CID Holdco, Inc.
Delores Rochester, Chief Revenue Officer
Ms. Rochester is the Chief Revenue Officer at CID Holdco, Inc. since 2025. Prior to this role, she was the Group VP-North America Cloud Infrastructure Sales at Oracle Corp.
Ansgar Thiede, Chief Strategy Officer
Mr. Thiede started at CID Holdco, Inc. in 2026 and currently serves as the Chief Strategy Officer.
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Here are the key risks to CID Holdco (symbol: DAIC):
- Financial Instability and Dependence on External Funding: CID Holdco is currently operating with minimal revenue and significant operating losses, indicating it is far from profitability. The company has a negative shareholder equity and has historically relied heavily on external capital, including private placements and equity line drawdowns, to fund its operations. It is anticipated that DAIC will require additional funding in the near future, which could lead to further dilution for existing shareholders.
- Internal Control Weaknesses and Reporting Exemptions: The company's annual report has identified material weaknesses in its internal controls. As an "emerging growth company" under the JOBS Act, CID Holdco is exempt from certain reporting requirements, including auditor attestation on internal controls. This exemption may make it challenging for investors to compare the company's financial statements with those of other public companies.
- Operational Challenges and Intense Competition in the AI Asset Tracking Market: CID Holdco operates in a highly dynamic and competitive market for AI-driven asset tracking and workflow management solutions. The company faces operational challenges associated with rapid growth and potential acquisitions. Furthermore, while leveraging AI and machine learning is central to its business model, the use of AI introduces inherent risks such as potential biases or errors in AI decision-making, increased cybersecurity threats due to sophisticated AI tools, and an evolving regulatory landscape surrounding AI technologies.
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CID Holdco (symbol: DAIC), operating as Dot Ai, focuses on IoT- and AI-based software-as-a-service (SaaS) for asset intelligence and smart supply chain operations, as well as providing proprietary IoT hardware. The company's main products and services address several significant and growing markets globally.
The addressable markets for CID Holdco's offerings include:
-
Smart and Mobile Supply Chain Solutions: The global smart and mobile supply chain solutions market was estimated to be valued at approximately USD 52.62 billion in 2025 and is projected to reach around USD 115.67 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 11.9% from 2025 to 2032. North America was the largest region in this market in 2025.
-
Asset Tracking: The global asset tracking market size was valued at approximately USD 25.98 billion in 2025 and is projected to grow to about USD 71.55 billion by 2034, with a CAGR of 11.97% during this period. North America held the largest market share, at 36.27% in 2025. Another estimate places the global asset tracking market at approximately USD 25.36 billion in 2023, with a projected growth to around USD 73.80 billion by 2032 at a CAGR of 12.60%.
-
Industrial IoT (IIoT): The global Industrial IoT market size reached approximately USD 325.7 billion in 2025 and is expected to grow to about USD 944.8 billion by 2034, demonstrating a CAGR of 12.18% between 2026 and 2034. North America is identified as the largest market for Industrial IoT.
-
AI in IoT: The global AI in IoT market was valued at approximately USD 60.71 billion in 2025 and is estimated to increase to about USD 199.46 billion by 2031, with a CAGR of 21.95% during the forecast period of 2026-2031. North America is the most significant shareholder in this market.
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- Strategic Shift to Recurring Software Subscriptions: The company is undergoing a strategic shift towards higher-margin, recurring software subscriptions. Its 2026 revenue guidance emphasizes further growth in software subscriptions, moving towards long-term subscription contracts and margin expansion.
- Securing Key Customers and Enhancing Subscriber Acquisition: A primary focus for 2026 is to accelerate pipeline conversion and enhance subscriber acquisition. This strategy aims to significantly boost the company's annual recurring revenue.
- Strategic Partnerships and Acquisitions: CID Holdco is expected to expand through strategic partnerships (such as with CanTech, Wiliot, and Würth Industry North America) and potential acquisitions. These collaborations are anticipated to bolster sales performance and extend market influence.
- Innovation and New Product Launches: The unveiling of a next-generation asset intelligence platform, as demonstrated at Manifest 2026, is a key driver. This focus on innovative IoT and AI technology solutions for asset tracking and workflow management is crucial for attracting new business across various industries.
- Expansion of Manufacturing Capabilities: The scaling of manufacturing operations, particularly at the Barceloneta, Puerto Rico facility, supports increased commercial revenue generation. This expansion enables the company to meet growing demand and facilitate its transition from a development-stage to a commercial revenue-generating entity.
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Share Issuance
- In January 2022, CID Holdco was formed through a SPAC merger with Perimeter Acquisition Corp. I, which involved a significant issuance of shares as it became a publicly listed entity.
- In 2024, CID HoldCo, Inc. filed a Form S-8 to register 2,032,521 shares of its common stock under the 2024 Equity Incentive Plan, allowing for stock-based awards to eligible participants.
- An S-1 registration statement in January 2026 indicates a primary offering to sell up to $10.0 million of stock and attached warrants, registering up to 23,809,523 shares of common stock along with associated Series A-1 and Series A-2 warrants, and up to 72,976,188 shares issuable upon warrant exercises.
Inbound Investments
- CID HoldCo, Inc. has 28 institutional owners and shareholders, with major holders including Blue Owl Capital Holdings LP, Vanguard Group Inc, and Highbridge Capital Management Llc, holding a total of 1,780,901 shares.
- In February 2026, the CEO, CFO, and CTO loaned the company $208,000, with the potential for total executive loans of up to $600,000 through unsecured, subordinated notes.
- The company has a funded initial note of $2,600,000 (with $1,840,000 advanced) that amortizes through November 30, 2026, secured by company assets and subsidiary equity, and linked to an up to $50 million equity line with New Circle.
Capital Expenditures
- CID Holdco reported a trailing twelve months (TTM) CapEx % AVG 3YRS of 0%, and its average CapEx % AVG 3YRS over the past 5 years has also been 0%.
- The company is scaling operations and go-to-market efforts to support expected product deployments.
- Costs associated with software development projects primarily involve human resources, with minor additional costs for infrastructure, tools, and platforms, which are pro-rated against salary levels and attributed to module capitalization.
Peer Outperformance in IT Consulting & Other Services
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 58.4% | 176.0% | 381.8% | TTMI 816% · FLEX 771% · SANM 450% |
| Semiconductor Materials & Equipment | 27 | 82.0% | 102.5% | 122.7% | AXTI 749% · KLAC 530% · LRCX 510% |
| Technology Distributors | 9 | 51.0% | 89.9% | 94.2% | CLMB 428% · AVT 205% · SNX 177% |
| Electronic Components | 26 | 29.3% | 71.5% | 73.9% | CLS 3782% · BELFA 1287% · COHR 446% |
| Communications Equipment | 36 | 2.5% | 98.2% | 71.9% | AAOI 1515% · LITE 1211% · ANET 832% |
| Semiconductors | 55 | 18.5% | 49.9% | 31.1% | POET 1611% · MU 1403% · NVDA 1006% |
| Technology Hardware, Storage & Peripherals | 20 | 20.4% | 116.6% | 28.0% | DELL 1119% · SMCI 1035% · STX 1029% |
| Internet Services & Infrastructure | 6 | -2.3% | 43.2% | 26.9% | DOCN 61% · VRSN 50% · GDDY 49% |
| Electronic Equipment & Instruments | 26 | -18.4% | 25.6% | -7.7% | PI 260% · KEYS 137% · VPG 106% |
| IT Consulting & Other Services ← | 28 | -22.1% | -11.9% | -19.8% | CHRN 489111% · APLD 821% · TSSI 782% |
| Application Software | 125 | -24.2% | -16.2% | -43.3% | VIDA 1469900% · INLX 4550% · PLTR 790% |
| Systems Software | 71 | -14.6% | 25.0% | -51.9% | QNC 589% · PAYS 487% · PANW 410% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is CID Holdco Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 100.61 |
| Mkt Cap | 16.2 |
| Rev LTM | 4,815 |
| Op Inc LTM | 820 |
| FCF LTM | 839 |
| FCF 3Y Avg | 733 |
| CFO LTM | 889 |
| CFO 3Y Avg | 808 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 17.4% |
| Rev Chg 3Y Avg | 3.7% |
| Rev Chg Q | 15.7% |
| QoQ Delta Rev Chg LTM | 3.7% |
| Op Inc Chg LTM | 12.4% |
| Op Inc Chg 3Y Avg | 13.4% |
| Op Mgn LTM | 14.0% |
| Op Mgn 3Y Avg | 14.4% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 16.2% |
| CFO/Rev 3Y Avg | 15.5% |
| FCF/Rev LTM | 14.6% |
| FCF/Rev 3Y Avg | 14.2% |
Price Behavior
| Market Price | $2.39 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 06/23/2025 | |
| Distance from 52W High | -99.9% | |
| 50 Days | 200 Days | |
| DMA Price | $2.36 | $2,374.55 |
| DMA Trend | down | up |
| Distance from DMA | 1.2% | -99.9% |
| 3M | 1YR | |
| Volatility | 758.3% | 412.0% |
| Downside Capture | 295.18 | 549.36 |
| Upside Capture | 445.45 | -307.71 |
| Correlation (SPY) | 10.3% | 8.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 23.04 | 8.21 | 7.90 | 3.92 | 2.79 | 1.93 |
| Up Beta | 54.79 | 11.09 | 13.58 | 6.83 | 4.18 | -0.41 |
| Down Beta | -17.18 | 3.54 | 15.94 | 8.95 | 4.00 | 1.23 |
| Up Capture | 2016% | 2069% | 809% | -148% | -68% | -7% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 6 | 19 | 27 | 51 | 99 | 122 |
| Down Capture | 1176% | -131% | 276% | 300% | 193% | 112% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 16 | 23 | 35 | 72 | 147 | 191 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DAIC | |
|---|---|---|---|---|
| DAIC | -99.9% | 411.1% | -0.11 | - |
| Sector ETF (XLK) | 37.5% | 26.5% | 1.17 | 5.4% |
| Equity (SPY) | 16.7% | 13.0% | 0.91 | 8.4% |
| Gold (GLD) | 3.3% | 29.5% | 0.11 | 4.8% |
| Commodities (DBC) | 44.8% | 20.9% | 1.67 | -4.8% |
| Real Estate (VNQ) | 4.8% | 13.8% | 0.09 | 3.7% |
| Bitcoin (BTCUSD) | -33.8% | 44.2% | -0.81 | 7.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DAIC | |
|---|---|---|---|---|
| DAIC | -84.0% | 376.4% | -0.44 | - |
| Sector ETF (XLK) | 22.2% | 25.9% | 0.75 | 5.3% |
| Equity (SPY) | 13.9% | 17.1% | 0.62 | 7.4% |
| Gold (GLD) | 18.5% | 18.9% | 0.79 | 5.3% |
| Commodities (DBC) | 10.0% | 19.6% | 0.39 | -3.4% |
| Real Estate (VNQ) | 1.3% | 18.8% | -0.04 | 3.7% |
| Bitcoin (BTCUSD) | 11.2% | 52.0% | 0.39 | 7.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with DAIC | |
|---|---|---|---|---|
| DAIC | -60.0% | 376.4% | -0.44 | - |
| Sector ETF (XLK) | 24.9% | 25.0% | 0.90 | 5.3% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 7.4% |
| Gold (GLD) | 11.8% | 16.4% | 0.59 | 5.3% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | -3.4% |
| Real Estate (VNQ) | 4.5% | 20.7% | 0.18 | 3.7% |
| Bitcoin (BTCUSD) | 63.3% | 66.2% | 1.03 | 7.9% |
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Returns Analyses
Earnings Returns History
Updated 9/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/4/2026 | -11.2% | -3.2% | -30.4% |
| 11/13/2025 | -7.2% | -41.4% | -34.7% |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 2 | 2 | 2 |
| Median Positive | |||
| Median Negative | -9.2% | -22.3% | -32.5% |
| Max Positive | |||
| Max Negative | -11.2% | -41.4% | -34.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/4/2026 | -11.2% | -3.2% | -30.4% |
| 11/13/2025 | -7.2% | -41.4% | -34.7% |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 2 | 2 | 2 |
| Median Positive | |||
| Median Negative | -9.2% | -22.3% | -32.5% |
| Max Positive | |||
| Max Negative | -11.2% | -41.4% | -34.7% |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| IT Consulting & Other Services Resources |
| IDC |
| Forrester |
| Consultancy.org |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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