BRN Discussion Ongoing

zeeb0t

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Staff member
WTF is going on?...$1.28...Should I be worried?...this is killing me.
Well that's how i feel.
But in reality, if it was back to $2.30 I doubt i'd be selling any.
It's just a feel good thing!

What's going on, is the political climate is shifting due to the Russia / Ukraine situation. That's not just BRN but the market in general, IMO. People get scared and run. Although the interesting thing is, if you look at what happens in the market around time of war (once it actually kicks off) it is usually quite the opposite of what you see now, IMO.
 
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Newk R

Regular
What's going on, is the political climate is shifting due to the Russia / Ukraine situation. That's not just BRN but the market in general, IMO. People get scared and run. Although the interesting thing is, if you look at what happens in the market around time of war (once it actually kicks off) it is usually quite the opposite of what you see now, IMO.
Thanks Z, I just needed someone to say something positive.
 
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Dhm

Regular
What's going on, is the political climate is shifting due to the Russia / Ukraine situation. That's not just BRN but the market in general, IMO. People get scared and run. Although the interesting thing is, if you look at what happens in the market around time of war (once it actually kicks off) it is usually quite the opposite of what you see now, IMO.
I remember the first Gulf War when George Bush snr was in (1991??), the DOW reversed significant falls on the first day of the skirmish, and powered on from there.
 
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sleepymonk

Regular
I remember the first Gulf War when George Bush snr was in (1991??), the DOW reversed significant falls on the first day of the skirmish, and powered on from there.
GFC and so on,
 
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TasTroy77

Founding Member
“One announcement away from being a shooting star for the day”.. I’ve heard that mantra every day from many on here when the share price was 1.90 then 1.80 then 1.70 then 1.60 then 1.50 then 1.40 then 1.30……. The share price has fallen almost 55% in just over a month… And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th Industrial Revolution ??
It's nothing to do with BRN fundamentals
Unless you have been hiding the last few weeks there is tension between Russia and Ukraine causing a macro trend.
Of course we would drift down a bit because of no announcements but if you are a genuine holder who has done enough research on brainchip this drop should be viewed as a buying opportunity not negatively.
You lack the courage of your conviction.
 
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Bravo

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

I just wanted to back-track a little on what we know from the Mercedes Vision EQXX reveal and to try to piece together some further possibilitites.

When discussing the MBUX, Sean Hehir hinted in his latest presentation that Akida has more than one use case. This marries up very nicely with a statement from Mercedes which indicates they have been working on 'systems' plural.



Extract 1
“Working with California-based artificial intelligence experts BrainChip, Mercedes-Benz engineers developed systems based on BrainChip’s Akida hardware and software,” Mercedes noted in a statement describing the Vision EQXX.

Extract 2
“Although neuromorphic computing is still in its infancy, systems like these will be available on the market in just a few years,” Mercedes said. “When applied at scale throughout a vehicle, they have the potential to radically reduce the energy needed to run the latest AI technologies.”


In an interview with Kora JoonAng Daily Markus Shafer said that Semiconductors that use less energy contributed to the range and that many of the key components and concepts have been developed will be incorporated into production models in two or three years.


Extract 3

Semiconductors that use less energy contributed to the range, according to the CTO.

"The plan is to bring most of the elements of the Vision EQXX into real vehicles in a time frame of 2024 to 2025," he said.


In an interview on the 8th January, Markus Schäfer said Mercedes plans to “make sure we have custom, standardized chips in the car", rather than using a thousand different chips.

Extract 4

Mercedes, for example, plans to use fewer specialized chips in upcoming models and more standardized semiconductors and to write its own software, said Markus Schäfer, a member of the German automaker’s board that oversees purchasing.

In the future, Mercedes will “make sure we have custom, standardized chips in the car,” Mr Schäfer said in an interview Wednesday. “Not a thousand different chips.”


To try and work out the quantity of sensors that may be incorporated I thought that the image that was used in some of the press releases was potentially instructive. The image of the brain shows the spiking neural networks in bright blue dots, so it would make sense if the bright blue dots on the car indicated the location and number of SNN sensors required IMO.




Screen Shot 2022-02-21 at 10.53.42 am.png



The other thing that occurred to me is that if Mercedes recognises how important Akida is to radically reduce energy consumption, then what would prevent them from utilising the same sensor solution (Akida) in their automotive production lines? If Akida can do key word spotting 5 to 10 times better than conventional technology whilst consuming ultra low power, then how many other applications can Akida perform to maximize efficiency from an industrial standpoint (i.e defect detection, vibration analysis and much, much more)?

Let's face it, Mercedes understand how good Akida is. In my opinion it would be incredibly unlikely for them not to expand the use cases for it on their assembly lines.

Obviously, the same could apply with all the other EAP's, "early adapters" and licensees. They all have assembly lines/ manufacturing facilitites, don't they?...



Extract 1 and 2

Extract 3

Extract 4
 
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windfall

Member
Anyone noticed this? The units suddenly increased by 4 mil just now
View attachment 1476

Plenty of retail traders (and maybe insto bots) look for an imbalance of lit buyers/sellers. Obviously you can trigger SP movement this way. Since it's gone now, the trader has made his money and is back out. ASIC lets this stuff go through to the keeper, as well as the opposite - trigger SP falls with seller-heavy depth.
 
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mrgds

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Diogenese

Top 20
“One announcement away from being a shooting star for the day”.. I’ve heard that mantra every day from many on here when the share price was 1.90 then 1.80 then 1.70 then 1.60 then 1.50 then 1.40 then 1.30……. The share price has fallen almost 55% in just over a month… And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th Industrial Revolution ??

Your choice of language in your last couple of posts indicate that you do not consider that Akida has strong commercial prospects. What is the basis of your assessment of Akida's commercial potential?

Some of the reasons I have for having confidence in BrainChip:

The commercial version of Akida with CNN-2-SNN, MetaTF, on-chip learning, one-shot learning, optional 4-bit weights and activations, ultra-low power usage, high speed, off-line capability, digitally controllable, performs better than anticipated.

The Akida tech has been repeatedly authenticated by Tier 1 players Socionext, TSMC, Renesas, MegaChips, Mercedes ...

The alternative analog SNN technology is mostly in the research stage and lacks the capabilities of Akida.

True North and Loihi are floundering in Akida's wake.

Below is a screenshot of Apple's historical share price. While it took Apple 3 decades to attain hockey stick growth, the tech market is now an entirely different beast. In fact Apple played a major role in putting tech in the hands of the general public. Before then, there were no PCs, no mobile phones, no internet, no Google, no Wikipedia, no Facebook, ...

Clunky AI has been around for a few years. The demand for more effective AI is building strongly. The time scale for adoption of the third wave of AI will be greatly compressed compared to that of Apple.

https://www.bing.com/search?q=apple.....69i57.12742j0j1&pglt=43&FORM=ANNTA1&PC=DCTE

1645405567941.png
 
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“One announcement away from being a shooting star for the day”.. I’ve heard that mantra every day from many on here when the share price was 1.90 then 1.80 then 1.70 then 1.60 then 1.50 then 1.40 then 1.30……. The share price has fallen almost 55% in just over a month… And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th Industrial Revolution ??
What is a mantra. Mantra's are used as an aid to focus the mind in meditation. In other words they are used to screen out the white noise some might call it black noise which prevents focused thought.

Long term investors in Brainchip know because it happens every single time there is a positive announcement about a customer engagement that the share price rises that day. Long term investors repeat this because it is a way to focus on the facts and screen out the white/black noise that those who would manipulate constantly create.

Before you attack an investor you should do a little research. This investor has said that fair value of Brainchip shares was $1.50 and that the announcements by Brainchip of the MegaChip deal, the patents, the new CEO, the new Non executive director and the Mercedes reveal have added some value to $1.50. This investor also has a stated end of 2022 price target of $2.75. Based upon these known facts about this investor it could reasonably be deduced that he believed that Brainchip ran too hard at $2.34 and as he said many times true value probably was between $1.50 and $1.70.

Today because Putin has had a nuclear warfare drill and the President of the USA has said that their intelligence is that Putin has already decided to invade the Ukraine and separatists within the Ukraine have been engaging in open conflict and Putin is launching relentless cyber attacks on the Ukraine the US futures and the ASX have retreated and this is against the background of the US inflation issues.

So it is very difficult to understand your point really if you have one other than the price of Brainchip shares has gone down.

If that is the sum total of your analysis thankyou but I think we all knew and in fact others have mentioned it already.

If you have something factual about the progress of the company other than sarcasm "And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th industrial Revolyution??" then please enlighten us as to what known facts and fundamentals regarding Brainchip have changed.

If unbeknown to us Brainchip has relocated its business to the Ukraine or have secretly borrowed vast sums of money plunging themselves into debt or if Mercedes has discovered a fatal flaw in the AKIDA technology architecture do not beat around the bush give it to us straight we can take it.

If you are simply scared and panicked by current events say so and we will embrace you. If you have some other motive then let us know but attacking the man an not the ball is never a good look in sport and certainly has no value in business or investment.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Fox151

Regular
What is a mantra. Mantra's are used as an aid to focus the mind in meditation. In other words they are used to screen out the white noise some might call it black noise which prevents focused thought.

Long term investors in Brainchip know because it happens every single time there is a positive announcement about a customer engagement that the share price rises that day. Long term investors repeat this because it is a way to focus on the facts and screen out the white/black noise that those who would manipulate constantly create.

Before you attack an investor you should do a little research. This investor has said that fair value of Brainchip shares was $1.50 and that the announcements by Brainchip of the MegaChip deal, the patents, the new CEO, the new Non executive director and the Mercedes reveal have added some value to $1.50. This investor also has a stated end of 2022 price target of $2.75. Based upon these known facts about this investor it could reasonably be deduced that he believed that Brainchip ran too hard at $2.34 and as he said many times true value probably was between $1.50 and $1.70.

Today because Putin has had a nuclear warfare drill and the President of the USA has said that their intelligence is that Putin has already decided to invade the Ukraine and separatists within the Ukraine have been engaging in open conflict and Putin is launching relentless cyber attacks on the Ukraine the US futures and the ASX have retreated and this is against the background of the US inflation issues.

So it is very difficult to understand your point really if you have one other than the price of Brainchip shares has gone down.

If that is the sum total of your analysis thankyou but I think we all knew and in fact others have mentioned it already.

If you have something factual about the progress of the company other than sarcasm "And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th industrial Revolyution??" then please enlighten us as to what known facts and fundamentals regarding Brainchip have changed.

If unbeknown to us Brainchip has relocated its business to the Ukraine or have secretly borrowed vast sums of money plunging themselves into debt or if Mercedes has discovered a fatal flaw in the AKIDA technology architecture do not beat around the bush give it to us straight we can take it.

If you are simply scared and panicked by current events say so and we will embrace you. If you have some other motive then let us know but attacking the man an not the ball is never a good look in sport and certainly has no value in business or investment.

My opinion only DYOR
FF

AKIDA BALLISTA
FF, I'm surprised you dignified him with a response. Clearly he is a spam / HC mod account with the username Akida1 and saying stuff like "And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th Industrial Revolution ??"
 
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zeeb0t

Administrator
Staff member
If you are simply scared and panicked by current events say so and we will embrace you. If you have some other motive then let us know but attacking the man an not the ball is never a good look in sport and certainly has no value in business or investment.

Very well said... I believe you hit the nail on the head with this comment in this particular case.
 
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FF, I'm surprised you dignified him with a response. Clearly he is a spam / HC mod account with the username Akida1 and saying stuff like "And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th Industrial Revolution ??"
A genuine novice investor can panic and respond this way. I have given the benefit of the doubt and an opening for this poster to respond in a way that clarifies their position. Failure to respond in a meaningful way will confirm your thesis. FF
 
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zeeb0t

Administrator
Staff member
A genuine novice investor can panic and respond this way. I have given the benefit of the doubt and an opening for this poster to respond in a way that clarifies their position. Failure to respond in a meaningful way will confirm your thesis. FF

Yes that's exactly what I am thinking :)
 
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AKIDA1

Emerged
“Scared and panicked by current events” thats resulted in the precipitous fall in the companies market cap in the past month. BRN is my largest share holding..
 
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AKIDA1

Emerged
FF, I'm surprised you dignified him with a response. Clearly he is a spam / HC mod account with the username Akida1 and saying stuff like "And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th Industrial Revolution ??"
I am not a spam / HC mod account !! My apologies for this impression that I may have given to some.
 
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Thanks Z, I just needed someone to say something positive.
Yes a great response - everyone just keep smiling - it can only get better - BRN is solid nothing has changed
 
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Thanks Z, I just needed someone to say something positive.
Hi Newk R,

Where I have always found the positive with Brainchip is in the technology itself and the integrity of the company's personnel.

Earlier I posted the following report from 2019 and suggested that it was a must read for every investor. This is the link:


In reading this report I found the following statement by Brainchip to the report writer:

"Brainchip was involved with a successful proof of concept demonstration with an automotive system supplier who wanted to see if the company's SNN technology could infer the height of objects based on output from ultrasound sensors. It would be helpful to know, for example, if a sensed object is indeed an obstacle or if it is short enough that the vehicle could comfortably back over it."

Taking the report as a whole and knowing the full history of Brainchip it is a reasonable assumption that Valeo was the automotive system supplier that was involved. I posed the question in my post regarding how many reversing sensors are there being fitted to motor vehicles of every description around the world every single day. I do not know and have not even bothered to look because it is obviously a massive market and this is just one type of sensor that will benefit from being made smart.

Think about the other applications. What about such sensors with AKIDA intelligence for the visually impaired? What about such sensors for estimating the height of patients in medical settings? What about pool gates that restrict access to children under a certain height? What about a rental car automatically sensing the height of the next unseen before driver and adjusting the seat as they are about to enter?

Anyway as I say if I need to raise my confidence levels I ignore the price and follow the science. When Brainchip shares collapsed to 4 cents science and my belief in the company's personnel carried me through.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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What is a mantra. Mantra's are used as an aid to focus the mind in meditation. In other words they are used to screen out the white noise some might call it black noise which prevents focused thought.

Long term investors in Brainchip know because it happens every single time there is a positive announcement about a customer engagement that the share price rises that day. Long term investors repeat this because it is a way to focus on the facts and screen out the white/black noise that those who would manipulate constantly create.

Before you attack an investor you should do a little research. This investor has said that fair value of Brainchip shares was $1.50 and that the announcements by Brainchip of the MegaChip deal, the patents, the new CEO, the new Non executive director and the Mercedes reveal have added some value to $1.50. This investor also has a stated end of 2022 price target of $2.75. Based upon these known facts about this investor it could reasonably be deduced that he believed that Brainchip ran too hard at $2.34 and as he said many times true value probably was between $1.50 and $1.70.

Today because Putin has had a nuclear warfare drill and the President of the USA has said that their intelligence is that Putin has already decided to invade the Ukraine and separatists within the Ukraine have been engaging in open conflict and Putin is launching relentless cyber attacks on the Ukraine the US futures and the ASX have retreated and this is against the background of the US inflation issues.

So it is very difficult to understand your point really if you have one other than the price of Brainchip shares has gone down.

If that is the sum total of your analysis thankyou but I think we all knew and in fact others have mentioned it already.

If you have something factual about the progress of the company other than sarcasm "And this from a stock that has begun their commercialisation process and purports to be the gatekeepers to the 4th industrial Revolyution??" then please enlighten us as to what known facts and fundamentals regarding Brainchip have changed.

If unbeknown to us Brainchip has relocated its business to the Ukraine or have secretly borrowed vast sums of money plunging themselves into debt or if Mercedes has discovered a fatal flaw in the AKIDA technology architecture do not beat around the bush give it to us straight we can take it.

If you are simply scared and panicked by current events say so and we will embrace you. If you have some other motive then let us know but attacking the man an not the ball is never a good look in sport and certainly has no value in business or investment.

My opinion only DYOR
FF

AKIDA BALLISTA

Barack Obama Mic Drop GIF
 
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Hi Newk R,

Where I have always found the positive with Brainchip is in the technology itself and the integrity of the company's personnel.

Earlier I posted the following report from 2019 and suggested that it was a must read for every investor. This is the link:


In reading this report I found the following statement by Brainchip to the report writer:

"Brainchip was involved with a successful proof of concept demonstration with an automotive system supplier who wanted to see if the company's SNN technology could infer the height of objects based on output from ultrasound sensors. It would be helpful to know, for example, if a sensed object is indeed an obstacle or if it is short enough that the vehicle could comfortably back over it."

Taking the report as a whole and knowing the full history of Brainchip it is a reasonable assumption that Valeo was the automotive system supplier that was involved. I posed the question in my post regarding how many reversing sensors are there being fitted to motor vehicles of every description around the world every single day. I do not know and have not even bothered to look because it is obviously a massive market and this is just one type of sensor that will benefit from being made smart.

Think about the other applications. What about such sensors with AKIDA intelligence for the visually impaired? What about such sensors for estimating the height of patients in medical settings? What about pool gates that restrict access to children under a certain height? What about a rental car automatically sensing the height of the next unseen before driver and adjusting the seat as they are about to enter?

Anyway as I say if I need to raise my confidence levels I ignore the price and follow the science. When Brainchip shares collapsed to 4 cents science and my belief in the company's personnel carried me through.

My opinion only DYOR
FF

AKIDA BALLISTA
Everywhere I go by following the science I find good news for AKIDA technology. It has been stated by the former CEO Mr. Dinardo and echoed by others that AKIDA has found a sweet spot in Lidar. The following recent news article is a huge positive then:


My opinion only DYOR
FF

AKIDA BALLISTA
 
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