BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!
Have I got this right?


Gartner.png
 
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Steve10

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Great article but am I missing something because it seems obvious that AKIDA technology covers all three categories.

This would be explosive if true. Don’t pull that $3.00 order I might have been off the mark there.😂🤣😂🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁

My opinion only DYOR
FF

AKIDA BALLISTA

5 years for early majority adoption of BRN tech = 2028. Starting 2023.

Is it too early to forecast dividends?

Going rate for tech companies is about 1-2%.

With $500M revenue x 60% NPAT = $300M x 50% payout ratio = $150M / 1.8B SOI = 8.33c per share implies $4.165 to $8.33 SP at 1-2% dividend. yield. $7.5B MC @ PE25 or $15B MC @ PE50 with the latter more likely at PE50. So 1% dividend & $8.33 SP more likely. Timeframe will be within 5 years.
 
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Steve10

Regular
$53.2B AUD edge AI hardware processor market by 2030.

Every 1% market share = $532M x 60% NPAT = $319.2M x 50% payout ratio = $159.6M / 1.8B SOI = 8.87c per share dividend & $8.87 SP at PE50.

BRN should have at least 1% market share by 2028.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Elon Musk is literally reaching out for our help! Can someone please let Rob know so he can get on the blower to him ASAP?


Remember I posted something a little while ago about ChatGPT and how it costs millions of dollars a day to run and how neuromorphic computing could one day be the solution to driving down this staggering expense. Now, if Elon wants to compete with OpenAI's ChatGPT, what better way than to have a mind boggling, science fiction neuromophic based solution to massively reduce power consumption, whilst saving billions of dollars over time, whilst also being generally betterer in every single way?


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Cardpro

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Slade

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In the world of tech, a powerhouse team,
Brainchip and partners, a force to be seen,
Renesas, Arm, Intel, SiFive, Prophesee, Megachips, Nviso, alive.
With Edge Impulse and NASA in tow,
Their progress, nothing can overthrow,
A partnership that leaves shorters behind,
And Elon Musk's plans, unrefined.

Brainchip's shareholders will reap the rewards,
As their profits soar with mighty roars,
Their visions of wealth finally fulfilled,
Their pockets with gains, marvelously filled.

In the world of AI, they're breaking new ground,
And Brainchip's partners are tightly bound,
Their collaboration, a force to reckon,
Their shares, a prize to beckon.

And when the dust finally clears, Brainchip and partners will be the pioneers,
The shorters and Elon Musk, to their dismay,
Their losses mounting with every passing day.

For Brainchip's triumph is here to stay,
Their partnership leading the way, To a future where AI reigns supreme,
And Brainchip shareholders live the dream.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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Well someone just bought up 598,675 shares at .53 in one order on market - line wiped it out. As soon as the price went to .52 Basically what was for sale at .525 and .53 and some of .535 was bought out within a minute.

The instos are sucking up the cheap shares...stay strong team!

I bought some more today at .525 - giveaway price.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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Part 2 is out and it’s a ripper of a read.

"The first big point to note about this new incarnation is that it can run humongous models like ResNet-50 completely on the neural processor, thereby freeing up the host processor."

Love how the author describes how big the models you can run. Humongous, not sure if you can get any bigger than that can you, haha.
 
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IloveLamp

Top 20
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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Murphy

Life is not a dress rehearsal!
Haha, I thought it was the longest acronym ever.

I thought it was a high-tech version of DILLIGAF! :)

If you don't have dreams, you can't have dreams come true!
 
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IloveLamp

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Screenshot_20230310_121648_LinkedIn.jpg



2023’s mantra might also be “power matters”. Across the board, we believe the industry is going to be talking a lot more about compute density, and the need for high performance processors that can also be built on a very small footprint and run at low power.

And this will be a breakout year for RISC-V. Companies are leveraging the RISC-V architecture and its proven high-performance and low-power usage across consumer devices like wearables, automotive, aerospace, and beyond. Last year, we saw announcements about the High Performance Space Compute project adopting RISC-V, and there is much more ahead. No longer just a tool for embedded, RISC-V has arrived driven by innovation and adoption in the world’s largest semiconductor manufacturers, global hyperscale data centers, and consumer device companies.[/url]
 
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In the world of tech, a powerhouse team,
Brainchip and partners, a force to be seen,
Renesas, Arm, Intel, SiFive, Prophesee, Megachips, Nviso, alive.
With Edge Impulse and NASA in tow,
Their progress, nothing can overthrow,
A partnership that leaves shorters behind,
And Elon Musk's plans, unrefined.

Brainchip's shareholders will reap the rewards,
As their profits soar with mighty roars,
Their visions of wealth finally fulfilled,
Their pockets with gains, marvelously filled.

In the world of AI, they're breaking new ground,
And Brainchip's partners are tightly bound,
Their collaboration, a force to reckon,
Their shares, a prize to beckon.

And when the dust finally clears, Brainchip and partners will be the pioneers,
The shorters and Elon Musk, to their dismay,
Their losses mounting with every passing day.

For Brainchip's triumph is here to stay,
Their partnership leading the way, To a future where AI reigns supreme,
And Brainchip shareholders live the dream.
WOW 🤩. Top running for Post of the Month .🍺🥃
 
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Learning

Learning to the Top 🕵‍♂️
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Have I got this right?


View attachment 31758
AI is clearly the big enabler.

I read Symbiotic Intelligent Autonomous Systems III back in 2020, just after investing in Brainchip. It describes a lot of those trends from this Gartner graphic. What I noticed is that within almost every trend AI was mentioned.

Further I was aware that Akida was neuromorphic and could do AI way more efficiently, especially at the edge. I understood that Akida didn't really have direct competition, because they wanted to focus on the edge and wanted to sell IP. What stuck out to me was that Brainchip would be the only neuromorphic IP around in a market where everybody wants AI on the edge. Further I understood that IP can be combined with other functionality in one chip, which lowers cost, space and possibly increases speed of communication between the parts.

Later I learnt about the issue with retraining of models, that gets exponentially more costly the bigger the models are and that neuromorphic computing could solve this problem.

I still don't see much direct competition, except for maybe Qualcom. Back then I read that Qualcom basically had given up researching their SNN in exchange for making some software stack, but now I wonder if that was smoke and mirrors? Or is it Akida 1.0 inside? Still I think whatever they got, it's only for their chipsets.

Further Akida 2.0 blows away what I've seen from Qualcom.

The thing about IOT and AIOT is that it's going to be a diversity of smart objects and there's likely going to be very different requirements for these, which means flexibility will win. IP blocks is more flexible than fixed chips, which is one reason why I think Akida will win.

Now Akida 2.0 is so advanced so there's absolutely nothing like it on the market and it adresses some very real needs in the market. This is another reason why I think Akida will win.

We are into some of the most significant IP ecosystems and we have partners excited about our product. We are already winning the first round of the marketing game.

With my visibility, I seriously can't see anybody else who can win this market in a big way but Brainchip.

We are the very core of the revolution, that is speculated to be in the trillions and not much direct competition in sight and the company is worth only a billion AUD?

I laugh at that 😂
 
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Slade

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WOW 🤩. Top running for Post of the Month .🍺🥃
If I was back at school I would be telling my teacher that I’ve never even heard of Chatgpt.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Accenture CTO, Jean-Luc Chatelain, was a guest on a recent podcast, so I was very interested to discover this announcement a couple of days ago that Accenture and TELUS have teamed up. Is it just me or can anyone else see where neuromorphic computing could benefit this partnership?


Oh, and TELUS are a communications company too...


Telus more, I say! 😝



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