Data I/O Corporation (DAIO)

[barnyarddog]

Our Customers

Data I/O's programming solutions reliably, securely, and cost-effectively embed security roots-of-trust early in manufacturing for firmware integrity, enable a supply chain-of-trust and deliver their Intellectual Property (operating system, boot code, and/or firmware) into programmable devices. Leading global automotive companies trust Data I/O's systems to correctly program engine instrument clusters, control units, and braking systems. Top industrial controls and internet-of-things manufacturers use Data I/O's solutions to embed firmware and secrets into their products to ensure they are secured and boot-up during manufacturing. At Data I/O, we bring the world's premier companies' products to life.

https://www.dataio.com/Company/About-Data-I-O

[barnyarddog]

3.57 The Impact of Automotive Megatrends on Electronics Manufacturing and Flash Memory

September 26, 2023
https://www.dataio.com/Articles/the-impact-of-automotive-megatrends-on-electronics-manufacturing-and-flash-memory

[wadirum1]

Oh. Read it way to fast. Thanks!

[jtomm]

Not really, it was a stock grant to a newly hired person

[wadirum1]

DAIO insider buying!!

[wadirum1]

https://www.eetimes.com/whats-driving-the-shift-from-software-to-hardware-in-iot-security/

[wadirum1]

My largest individual stock position is DAIO. And I managed to sell some near the top and reload a bit down here. So, I am thrilled.

[Bayguy]

I noticed that too. Coming alive

[wadirum1]

Market maybe going to start taking notice. DAIO is a gem -- the market leader in a space that sits at the intersection of cybersecurity and the growth of semiconductors for the internet of things.

[wadirum1]

This presentation makes me want even more DAIO: https://www.dataio.com/Portals/5/document%20library/investor%20relations/investor%20presentations/2022%20IR%20Presentations/DAIO-IR%20Presentation-June%202022.pdf?ver=qkE7SFrYAzjIPkLKrDPwig%3d%3d

[wadirum1]

Wow, the Philotimo Fund, whatever that is, owns over 500K shares. That is quite the tidy little position...

[wadirum1]

My hope is to ride this to $20 and higher over the next 2 to 4 years...or maybe hold some of my position 10 years or more.

I really think this is a sapling that can grow to be a mighty oak.

I used to own KLAC, which seemed like a no-brainer given that it seemed very predictable that semiconductors were going to be smaller and smaller, requiring more and more technical inspection equipment. It seemed to be a leveraged investment in semis -- and it worked out super well. Not sure why I was ever dumb enough to sell my KLAC...

Anyway, I like to think about how to find large, durable trends of above average growth and then think about what would be growing even faster than these fast trends. Or, at least, when I stumble on a stock (a friend recommended DAIO), I like to see if it matches up on this dimension. DAIO really matches up being at the intersection of 3 fast-growing trends.

[hweb2]

Congrats again. I thought yesterday's action was telling. Instead of giving back a chunk of the prior day's 20% gain on no news, DAIO had another up day. When a LOT of small stocks were red yesterday. So something positive seems to be going on. Not sure what.

I'd be taking some profits in the $7's as the stock dipped below $5 less than 3 weeks ago. But who knows in this frothy market. Maybe it's headed to $10. Good luck!

[wadirum1]

3-year intraday high for DAIO. Very unusual volume continues. There's been a bunch of pump and dump sort of twitter users posting about it. This could be a flash in the pan, but I think the longer term prospects are favorable.

As I see it, DAIO is at the intersection of 3 sectors with above average growth over the long term: semiconductors, internet of things, and cyber security. My bet is that being at the intersection of these three sectors will bode well for DAIO's long term prospects.

Hoping it doesn't get bought out at too low of a price. I would like to hold this for the next 10 years.

[wadirum1]

Thanks. No clue. Massive volume for this stock.

[hweb2]

Congrats on the big gain! Any particular reason? I can't find the slightest shred of news. Looks like a pump from somewhere, but no idea where.

[wadirum1]

DAIO flying this afternoon.

[wadirum1]

DAIO looking better. I'd appreciate your thoughts on it as a long-term hold. They seem to be doing very well in their niche of security for the internet of things, and it just seems to make sense to me that this must be a massive growth area over the long term (e.g., next 5-10 years).

I have way more than a double, but I'm inclined to let this ride.

[wadirum1]

Moving across $7 today? I wonder why this board is so dead. This has doubled since I was buying heavily and pounding the table. And I believe it is still an easy triple from here given a year or two.

I guess this isn't going to make someone a millionaire in a single afternoon, so not worthy of most IHUB members' attention.

[wadirum1]

From a chart perspective, the peak price in early March was resistance.

Now DAIO has broken through resistance, retraced back to it, and found support.

Bullish when past resistance becomes support.

[wadirum1]

This will be over $20 sometime in the next 2 or 3 years.

Security for the internet of things is just too important for there to be the market leader sitting around with a market cap of only $50M.

The market cap for the industry leader in this field would be low even at $200M, and yet the PPS to support that would be $25/share.

Earnings haven't been great. Nor have revenues. And it hasn't helped that they switched over their entire business model. But they are on the right track, and I just don't think the market leader in security for the internet of things is a company that will have a $50M market cap for much longer.

[wadirum1]

Nice-looking chart here. DAIO busting a move. Has the move past $10 begun?

[wadirum1]

DAIO seems more intent on market share and investing in technology than on profits. Still cannot turn a profit. They are claiming to see acceleration, but market evidently was not impressed, especially with the chip shortages on-going and getting worse.

[hweb2]

If they do it won't be much. Maybe .01. Doesn't matter in this market euphoria though. So many small stocks are flying higher & higher...for no reason. This bubble will pop at some point, but who knows when. Party could last a few more weeks/months.

[wadirum1]

DAIO chart looks like it is about to make another move up.

Do you have an opinion on whether they'll make it to positive earnings this quarter?

[wadirum1]

DAIO reporting results a week early this year. EPS>0?? PPS moving up over $6 or $7?

https://ih.advfn.com/stock-market/NASDAQ/data-i-o-DAIO/stock-news/81783021/data-i-o-corporation-to-announce-fourth-quarter-20

[wadirum1]

What I just posted on Twitter:

$DAIO has a very legit pathway forward to hit $20 to $30 in next 2-3 years.

$KLAC inspects chips. $DAIO handles security. Both clear leaders in their fields, and yet one has a market cap that is 1000X that of the other.

$DAIO: security for the internet of things.

[Bayguy]

2x The size of their nearest competitor! Things are looking very good

[wadirum1]

Looks as though investors at the Needham conference liked what they heard.

Here's a link to the most recently updated investor info sheet:

https://www.dataio.com/Portals/0/DAIO%20Fact%20Sheet%20-%20December%202020_FINAL_1.pdf

[Bayguy]

Sounds reasonable!

[wadirum1]

Over $7 once earnings have been reported? Sure seems to be on a roll!

[wadirum1]

Finally, DAIO back at $5.

Maybe I've had a glass of wine too many, but I do believe this stock is heading for $20.

This is a really special one. The KLAC of security for the internet of things. Don't make the mistake of not letting this sapling grow into a might oak. Going to be a very nice ride!

[wadirum1]

Going over $5 this week?

Heck, maybe even in the last 25 minutes of trading today?

$DAIO looking very good.

[wadirum1]

There's an interesting conversation on DAIO over at Yahoo.

I think the gist of it is that DAIO stumble a little bit with the ease of use of Sentrix. But they are now poised to grab significant market share, not just in autos, but in the larger IoT chip market. IF they can do that, the current market cap is just nonsense.

If they are providing a critical part of security for the chips associated with companies worth, say a trillion dollars (and they just announced integrating with 2 companies worth $45B each this week, on top of additional major auto manufacturers), then they are not going to have a market cap of $30M or $40M.

I'm now up 15 percent, but I'm going to try to be relaxed and patient even a year from now when I'm up 150 percent. This is a sapling I want to see grow into a mighty oak in 5-10 years time. Why the heck not $20?

[Bayguy]

I like the way you think! $DAIO$

[wadirum1]

Thanks!

Pretty exciting.

Security on the internet of things is just so big. Seems to me that they are really, really well-positioned.

[hweb2]

Nice pop today. Congrats!

[wadirum1]

I've got so much of this stock it is ridiculous.

And the amazing thing is that it is just getting started. The internet of things needs security and DAIO is right on the cutting edge.

Okay, I know I am overstating things, but DAIO is playing only a slightly different game from KLAC. One looks for flaws in chips, the other helps to add on security.

And there are a LOT of chips that need security.

There is no reason DAIO can't get to $20.

Go DAIO!!

[wadirum1]

Interesting how we once again have someone who likes to drop market orders just as the clock strikes 4:00.

That in my book suggests that someone is eager to accumulate as much as possible without running up the price.

[wadirum1]

Coming up tomorrow:

Imperial Capital 17th Annual (1st Virtual) Security Investor Conference (“SIC”) on December 2-3, 2020. The conference is being held over two days with a virtual presentation and virtual 1:1 meetings from 1:00 p.m. - 4:00 p.m. EST on the first day and/or 9:30 a.m. – 12:30 p.m. on the second day. For additional information, please visit imperialcapital-sic.com/.

[wadirum1]

Nice PR today, so of course DAIO tanks 5 percent.

There is a pinksheet I follow that today reached a market cap that is more than TWICE DAIO's. And that company essentially has nothing going for it but a few PRs and a CEO I view as shifty. How does SEGI get to where it has twice the market cap of DAIO, which is a market leader in security for internet of things???

Screwed up if you ask me. If this drops much more, I might just have to add more.

[Bayguy]

Agreed!

[wadirum1]

Nice day for daio. Confirmed uptrend in the chart.

Also nice to be up so much in my daio position. No reason this can't become a huge winner!!

[wadirum1]

I think this is the first time Ambrose has said their auto cycle has bottomed. And they have sequential and year over year increases in revenues. Disappoint the turnaround isn't happening faster, but their earnings number (-9c) reflects a bunch of clean-up items.

I plan to hold this a long time. I think these are good prices, but you've been more correct on DAIO than I have. So, I respect what you are saying.

[hweb2]

Hope it works out. I've been waiting for DAIO to get things turned around. And still waiting. Yesterday's report showed revenues weak, bookings weak, backlog weak. Today's drop makes sense. Maybe business will rebound sometime in 2021.

[wadirum1]

Well, I've been adding more today. To my eyes, DAIO is seeing orders come in stronger, they have revenues coming back, they SAID that the auto cycle was bottoming (i.e., direction now is up), and they cleared out a bunch of their various items, such as the foreign currency holdings, so as to prepare for a return to profitability next quarter.

The selling here is absurd. Why hold this if you are going to sell at $3.30 when the news is actually starting to look really good?? Bizarre.

So, I bought more.

[wadirum1]

DAIO should move up toward $5 on news that it is turning the corner on its profitability. All time high was 15. It is a stronger company now, except on profits. If those return...

[wadirum1]

Earnings day for DAIO.

From the stock action, I'm guessing most folks are pessimistic. Certainly the volume has been really anemic.

Sure would be nice to have a positive surprise for a change, though I guess I'm among those thinking DAIO needs a bit more time before earnings really improve.

[whytestocks]

Breaking News: $DAIO Data I/O to Announce Third Quarter 2020 Financial Results on October 29, 2020

Data I/O Corporation (NASDAQ: DAIO), the leading global provider of advanced data and security deployment solutions for flash, flash-memory based intelligent devices and microcontrollers, today announced that is has scheduled a conference call to discuss financial results for the third ...

Find out more DAIO - Data I/O to Announce Third Quarter 2020 Financial Results on October 29, 2020

[wadirum1]

Thanks. When this was at $3, half the value was in the form of cash. I was underwater in this, but doubled down at $3 and am just about even after today's out-of-the-blue move.

It is really thinly traded, so when institutions get in or out the stock really reacts.