JoMo68
Regular
I read it that way too, plus dingo went on to explain.
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Smell peanut breath - that's the invisible elephant -
https://www.msn.com/en-au/money/news/the-value-investor-s-guide-to-ai/ar-BB1ibul7
...
Fang’s top pick from The Magnificent Seven is Amazon (NASDAQ: AMZN), arguing that the market underestimates its AI potential. It has an unrivalled fulfilment, the broadest cloud footprint of any business and is trading on decent multiples.
Mclean agrees that there are still high-quality prospects in The Magnificent Seven, but some are starting to see their competitive advantage fade, like Tesla (NASDAQ: TSLA). Nvidia (NASDAQ: NVDA), which is trading on a similar multiple, is a different story.
“Nvidia has a near monopoly, a huge technology lead over their competitors and a rapidly growing industry. Nvidia’s GPU margins are rising fast as supply struggles to meet demand leading to rising margins and returns,” he says.
...
Mclean points to Goodman Group (ASX: GMG) and Pro Medicus (ASX: PME) as potential AI plays.
“[Goodman Group] have quietly amassed a huge development pipeline of data centres. It now has over 3GW of data centre capacity in key tier 1 markets,” he says.
Imaging software leader Pro Medicus is currently going through approvals for an AI algorithm to interpret diagnostic images – “as approvals are granted, Pro Medicus’ solution could become the platform for third-party AI companies.”
elephantnoir.
https://www.msn.com/en-au/money/news/the-value-investor-s-guide-to-ai/ar-BB1ibul7
The value investor’s guide to AI
Story by Sara Allen...
Fang’s top pick from The Magnificent Seven is Amazon (NASDAQ: AMZN), arguing that the market underestimates its AI potential. It has an unrivalled fulfilment, the broadest cloud footprint of any business and is trading on decent multiples.
Mclean agrees that there are still high-quality prospects in The Magnificent Seven, but some are starting to see their competitive advantage fade, like Tesla (NASDAQ: TSLA). Nvidia (NASDAQ: NVDA), which is trading on a similar multiple, is a different story.
“Nvidia has a near monopoly, a huge technology lead over their competitors and a rapidly growing industry. Nvidia’s GPU margins are rising fast as supply struggles to meet demand leading to rising margins and returns,” he says.
...
AI on the ASX
While Australia is not necessarily known for a large tech industry, that’s not to say you can’t find AI opportunities on the ASX.Mclean points to Goodman Group (ASX: GMG) and Pro Medicus (ASX: PME) as potential AI plays.
“[Goodman Group] have quietly amassed a huge development pipeline of data centres. It now has over 3GW of data centre capacity in key tier 1 markets,” he says.
Imaging software leader Pro Medicus is currently going through approvals for an AI algorithm to interpret diagnostic images – “as approvals are granted, Pro Medicus’ solution could become the platform for third-party AI companies.”
elephantnoir.
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DingoBorat
Slim
BrainChip, is like a sleeping elephant.Smell peanut breath - that's the invisible elephant -
The value investor’s guide to AI
Story by Sara Allen
...
Fang’s top pick from The Magnificent Seven is Amazon (NASDAQ: AMZN), arguing that the market underestimates its AI potential. It has an unrivalled fulfilment, the broadest cloud footprint of any business and is trading on decent multiples.
Mclean agrees that there are still high-quality prospects in The Magnificent Seven, but some are starting to see their competitive advantage fade, like Tesla (NASDAQ: TSLA). Nvidia (NASDAQ: NVDA), which is trading on a similar multiple, is a different story.
“Nvidia has a near monopoly, a huge technology lead over their competitors and a rapidly growing industry. Nvidia’s GPU margins are rising fast as supply struggles to meet demand leading to rising margins and returns,” he says.
...
AI on the ASX
While Australia is not necessarily known for a large tech industry, that’s not to say you can’t find AI opportunities on the ASX.
Mclean points to Goodman Group (ASX: GMG) and Pro Medicus (ASX: PME) as potential AI plays.
“[Goodman Group] have quietly amassed a huge development pipeline of data centres. It now has over 3GW of data centre capacity in key tier 1 markets,” he says.
Imaging software leader Pro Medicus is currently going through approvals for an AI algorithm to interpret diagnostic images – “as approvals are granted, Pro Medicus’ solution could become the platform for third-party AI companies.”
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elephantnoir.
You can do anything you like around a sleeping elephant, but when it awakens..
It tramples everything!
You have to question, how they could miss the only pure A.I. play, on the ASX..
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Welcome to BrainChip
Power innovation with BrainChip's first-to-market neuromorphic AI. Advance solutions to the Edge. Explore now!
@wilzy123 and @DingoBorat message all these wonderful posts to each other on the private chat (message) as much as some may need team back up, my guess is you'll get bored quickly without an audience?
Bring it on young Kenny 
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Not so far, heading down. Ha ha. Thought the gap between 10.00 25 and 10.04 30 am with no movement was very strange
HopalongPetrovski
I'm Spartacus!
If you're unfortunate enough to hear "Brace, brace, brace" whilst in an aircraft.....it's usually sign of an imminent crash landing or violent manoeuvre.
Although I think fighter pilots are trained to do it when they are about to pull some serious G's.
We shall see.
RobjHunt
Regular
An explanation that comes to mind would be an easy one word sorta one, shortersHi, @Esq.111
Could you or someone else give a explanation as to why BrainChip shares
are going down. With all the Companies that now seem to be using AKIDA and
all the Great reviews they seem to be getting, and still the price is going down.
I just cannot understand it. And please do not tell me that people are waiting for REVENUE.
People invest in the Stock Market for the reason of what the Future brings and not what the
present is, and everybody who have done their research, now know what the future will bring.
Yet the price keeps going down. (puzzled )
Pantene Peeps
It's not a trademark.
You could probably say that our patents prevent others from selling an SNN chip in pure CMOS that uses spike timing dependent plasticity.
Perhaps a big holder needed cash urgently for some reason and had to sell some or all their holding in a hurry. It happens. Lucky opportunity for buyers. Can't imagine shorters would be stupid enough to short this stock now.Hi, @Esq.111
Could you or someone else give a explanation as to why BrainChip shares
are going down. With all the Companies that now seem to be using AKIDA and
all the Great reviews they seem to be getting, and still the price is going down.
I just cannot understand it. And please do not tell me that people are waiting for REVENUE.
People invest in the Stock Market for the reason of what the Future brings and not what the
present is, and everybody who have done their research, now know what the future will bring.
Yet the price keeps going down. (puzzled )
Smoothsailing
Regular
When huge companies own so many shares at a low price they trade up and down all day long which the impatient shareholders think BRN has problems. These trades are designed for just that to take your shares. Don’t let them manipulate you into selling.Hi, @Esq.111
Could you or someone else give a explanation as to why BrainChip shares
are going down. With all the Companies that now seem to be using AKIDA and
all the Great reviews they seem to be getting, and still the price is going down.
I just cannot understand it. And please do not tell me that people are waiting for REVENUE.
People invest in the Stock Market for the reason of what the Future brings and not what the
present is, and everybody who have done their research, now know what the future will bring.
Yet the price keeps going down. (puzzled )
Hold Hold Hold
Good morning Sb182 ,Hi, @Esq.111
Could you or someone else give a explanation as to why BrainChip shares
are going down. With all the Companies that now seem to be using AKIDA and
all the Great reviews they seem to be getting, and still the price is going down.
I just cannot understand it. And please do not tell me that people are waiting for REVENUE.
People invest in the Stock Market for the reason of what the Future brings and not what the
present is, and everybody who have done their research, now know what the future will bring.
Yet the price keeps going down. (puzzled )
Yep she's a mystery alright ,
Id say the main hinderance would be our Managements inability to utilise the ASX platform for announcements.
Another would be ...... and it is just a theory ..... military ...gov want our tech , and want it for nothing , hence no visible outward support . Let the shareholders pick up the bill ..... screw it into the ground ..... then take it private.
Who Knows .
Regards ,
Esq
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