BRN Discussion Ongoing

[equanimous]

A Christmas thought bubble.

Assume you are head of the foundry arm of a major technology company.

Assume you are considering the inclusion of a revolutionary one of a kind neuromorphic technology IP from a small Australian based technology company into your portfolio.

Would you simply accept the small Aussie company’s assurances as to what it does or would you require it to be internally tested and validated?

If as seems logical you would require it to be tested and validated internally would you:

a) Ask your Von Neumann compute experts to undertake the test and validation; or

b) Ask your Neuromorphic research arm under the control of a world renowned neuromorphic technology thought leader to undertake the test and validation.

Having most likely chosen option b). would you not also ask the Australian company to provide it’s claimed performance figures so that the testing and validation can be undertaken in some sort of context.

Assuming the end result is that the decision is favourable to the Australian company and its IP is to be included in your foundry IP portfolio would you not also require as part of the technical details you will make available to customers interested in the IP the results of benchmarking so you can allow customers to weigh up the relative advantage and disadvantage of adopting any particular IP.

Once again would you simply accept the benchmarking results from the Australian company or would you ask your internal experts to verify that these performance comparisons are accurate.

Again I think it likely you would be reluctant to simply accept the word of the Australian company and would ask for confirmation of the benchmarks by your own internal experts.

So taking the above train of thought and applying it to a known fact, being that, the Australian company Brainchip has told shareholders it is working on benchmarking AKIDA. Would it not seem likely that the results have been provided to Intel Foundry and that Intel have also verified the results prior to announcing the inclusion of the AKIDA IP.

This being so then could it not be that one part of the Rob Telson ‘more to come’ at CES 2023 might be the public release of the AKIDA technology benchmarking as verified by Intel???

My speculation only so DYOR
FF

AKIDA BALLISTA

Something like this.

First they ignore you, then they laugh at you, then they fight you, then you win.

Mahatma Gandhi

 

[wilzy123]

The Macro I have cited the resources to follow up on if interested..

The charts are done from a trading point of view.. And I know how much people on public forums love traders .

However, if interested these were done from the point of view of long entries and some supply and demand technical analysis points of view..

Some people may benefit from seeing where there are good buying inflection points and when moves are likely to work better..

As is the case, earnings increasing qtr on qtr and year on year from a companies early stages of revenue growth is where the large gains can be made..

In any event, I hope some may find some value in these below charts tracing back from listing as BRN after the Aziana Takeover..

View attachment 25373

View attachment 25374

View attachment 25375
No text here. However highlighting that moves of over 50% retracements from a peak often mean lower prices are coming.
Three big waves down over 2 years and notice how it really flattens into Q1 2020

View attachment 25376

Correction**silicon on chip

View attachment 25377
**Fractal meaning to me is that short term time frame under 4-5 weeks where the price forms a descending wedge type of shape
View attachment 25379
**RHS “Right hand side” basically meaning consolidation.

View attachment 25380
**V moves or spike up moves which often fail unless they come after a constructive base..

View attachment 25381

Hope you can read the print here. There’s a lot of valuable information in this chart. Namely trendline with the use of the 20EMA moving average as a reliable inflection point.
Then the chart breaks out of its 1yr base, or two if you count from the Sep 2020 move.. I kind of feel that this eventual move to $2.30+ would have held if BRN was at royalty revenue stage which is what makes the next big move all the more important

View attachment 25382

This takes us to the present. We have signs of price flattening out and volume retraction again. The move from late November to present is the first sign for a turn back up, which is a low base fractal. Now we want to see it push above its 20EMA.. We know the buying and selling is reacting to quarterly and half year reports.. The chart is telling me we may get some sort of a move shortly in anticipation of more licensing agreements or news relating to tape outs and or progress toward revenue increases.. I would expect a price rise before it is in the news and reports.. As per those trend lines if the price is under those 20EMAs (blue line), then I draw another trend-line and start again..
**************

We have nearly 12 months of consolidation here.. It took 14-15 months to get some decent moves previously pre earnings, so any moves like we had into Sep 2020 and Jan 2022 are a chance to push a lot higher with what we hope is increasing earnings assisting…

Something to absorb for those who are interested in buying inflections and or timing factors..

If only any of that had any relevance to company progress.... if only...

 

[miaeffect]

IS ASX OPEN YET??!!!!

 

[Dhm]

CES coming up soon.

CES - The Most Powerful Tech Event in the World

CES® is the most powerful tech event in the world — the proving ground for breakthrough technologies and global innovators. This is where brands get business done, meet new partners and where the industry’s sharpest minds take the stage to unveil their latest releases and boldest breakthroughs...

www.ces.tech

I might have missed some categories but there are plenty we could have major impact in.

 

[thelittleshort]

Long term mindset always wins! View attachment 25390

Footage of me timing my foray into the sharemarket in January 2022 to perfection lol fml

 

[equanimous]

CES coming up soon.

CES - The Most Powerful Tech Event in the World

CES® is the most powerful tech event in the world — the proving ground for breakthrough technologies and global innovators. This is where brands get business done, meet new partners and where the industry’s sharpest minds take the stage to unveil their latest releases and boldest breakthroughs...

www.ces.tech

I might have missed some categories but there are plenty we could have major impact in.

View attachment 25402

Hi DHM, you missed a couple.

Regards EQ.

 

[TECH]

Another job advertised by Brainchip Inc, 3 hours ago.

SALES DIRECTOR

OSAKA, JAPAN

Making our presence known in Japan ties in with our first two IP signings.... nicely on course Chris Stevens

Tech

 

[Dhm]

Hi DHM, you missed a couple.

Regards EQ.

View attachment 25404

I was trying to play it down a little. Leave some crumbs for others.

 

[thelittleshort]

Another job advertised by Brainchip Inc, 3 hours ago.

SALES DIRECTOR

OSAKA, JAPAN

Making our presence known in Japan ties in with our first two IP signings.... nicely on course Chris Stevens

Tech

***Edit - you are correct @TECH. The first role is in Tokyo and the new one is in Osaka! Gomen nasai (my apologies) Great find



Unfortunately I believe this is the same role advertised previously. The wording is identical

 

[Murphy]

What are the actual dates for CES in January?


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

 

[thelittleshort]

The first role is in Tokyo and the new one is in Osaka!

Further to the post by @TECH, it’s interesting to note that there are currently 13 applicants for the role in Tokyo - noted as ‘Full-time Associate’

In contrast the role in Osaka is noted as ‘Full-time Director’ - currently with 2 applicants

 

[Rise from the ashes]

What are the actual dates for CES in January?


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

Starts the 5th of January ends the 8th of January.

 

[HopalongPetrovski]

I was trying to play it down a little. Leave some crumbs for others.

Christmas is over. Fuck 'em, we want it all!

 

[Dozzaman1977]

Further to the post by @TECH, it’s interesting to note that there are currently 13 applicants for the role in Tokyo - noted as ‘Full-time Associate’

In contrast the role in Osaka is noted as ‘Full-time Director’ - currently with 2 applicants

View attachment 25409

Our very important partner/customer Megachips headquarters are in Osaka so this position makes strategic sense

 

[thelittleshort]

Further to the post by @TECH, it’s interesting to note that there are currently 13 applicants for the role in Tokyo - noted as ‘Full-time Associate’

In contrast the role in Osaka is noted as ‘Full-time Director’ - currently with 2 applicants

I needed to know what the Japanese text in the job description meant so translated from iPhone photo - shown below (translation is ambiguous)

‘MegaChips’ and ‘LSI’ caught my eye

I was not familiar so googled and found the article further below. I have read the article before, however it is worth reading again

The bits in green in particular

Adoption, proliferation and ubiquity on the horizon imo

MegaChips Forms Strategic Partnership with BrainChip​

May 27, 2022

"…By MegaChips partnering with BrainChip we can deliver customers highly sought-after edge AI solutions and expedite time to market," said Douglas Fairbairn, Director of Business Development for MegaChips LSI USA.

"Together we plan to develop innovative LSIs as the silicon partner of BrainChip, helping take customers from ideation to silicon.

This collaboration helps us achieve the goal of becoming the leading U.S. ASIC supplier for any customer looking to implement AI solutions at volume."

 

[Evermont]

Brainchip Inc.....A global company

Brainchip Inc.....An International IP Supplier

Brainchip Inc.....World-Leader of Edge AI

Expect our company to receive some acknowledgements at the fast-approaching CES, not only from Mercedes Benz.

It's also important to acknowledge that we, Brainchip, have had a very busy year, many positive connections have been sealed
with a handshake, the coming year I personally expect to see much progress, with more companies joining us, product/s starting
to appear in the marketplace, over the next 24 months I also expect growth to really ramp up.

My opinion only.

Love Brainchip

"Tech to Desire"

Looking forward to this one!

 

[thelittleshort]

"Together we plan to develop innovative LSIs as the silicon partner of BrainChip, helping take customers from ideation to silicon.

This collaboration helps us achieve the goal of becoming the leading U.S. ASIC supplier for any customer looking to implement AI solutions at volume."

From the MegaChips website. Good bits again in green

Moving to the US

MegaChips came to the United States in 1995, but kept a low profile. However it has made a number of strategic investments in the US. It acquired SiTime Corp, located in Santa Clara CA, in 2014 and then spun it out as a public company in 2019.

In July 2021, MegaChips invested in SiliconBrite, a company focused on analog and mixed-signal technologies. Later in 2021, MegaChips struck a strategic partnership with Motus-Labs to work jointly on products for the robotics and automated equipment.

In a much more aggressive move, in mid-2020, founder and Chairman, Masahiro Shindo, identified AI/ML technology to be critical to Megachips’ future and asked the US operation to take a leadership position in moving the company in that direction.

MegaChips began an internal training program to allow a group of dedicated engineers to become experts in this important technology.

The company made significant investments in the US to identify key partners, build relationships with local universities, and acquire key talent in this space.

In 2021, the company made multi-million-dollar investments in two key AI/IP partners, Brainchip and Quadric, to bolster its offerings in the Edge AI market.

The company is now positioned to make an aggressive move into the US ASIC market, using its skills in Edge AI as a key component of that move.

 

[Rise from the ashes]

https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.sciencedirect.com/science/article/pii/S1877050922017860/pdf?md5=c6abc5833a81c629954f7969fc65de04&pid=1-s2.0-S1877050922017860-main.pdf&ved=2ahUKEwiz-_KUypn8AhW7klYBHUkGBK0QFnoECAoQAQ&usg=AOvVaw1GSmY9Jnpiz3HonDAhKEob
Pretty sure we don't have a thread set up for this yet. Can't remember who found it but it's recent.
Link will begin a PDF download so if someone could be arsed setting one up

 

[Fact Finder]

I needed to know what the Japanese text in the job description meant so translated from iPhone photo - shown below (translation is ambiguous)

‘MegaChips’ and ‘LSI’ caught my eye

I was not familiar so googled and found the article further below. I have read the article before, however it is worth reading again

The bits in green in particular

Adoption, proliferation and ubiquity on the horizon imo


View attachment 25415

View attachment 25416

MegaChips Forms Strategic Partnership with BrainChip​

May 27, 2022

"…By MegaChips partnering with BrainChip we can deliver customers highly sought-after edge AI solutions and expedite time to market," said Douglas Fairbairn, Director of Business Development for MegaChips LSI USA.

"Together we plan to develop innovative LSIs as the silicon partner of BrainChip, helping take customers from ideation to silicon.

This collaboration helps us achieve the goal of becoming the leading U.S. ASIC supplier for any customer looking to implement AI solutions at volume."

What I have always loved about MegaChips is their up front confidence that they will target with Brainchip “LARGE-SCALE Implementations” (LSIs) in the USA.

Pretty clear statement of intent backed up by an investment of millions of dollars and engineering man hours and strategic acquisitions.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Deadpool]

Same peeps I was telling it was a screaming buy at 3c-10c eventually they caved and bought @ 17.5 -18 c
All of them including friends only concentrate on the share price and have basically zero regard how it got there.
LoL I'm a sucker for punishment. One day they might open their eyes.

I know what you mean, I am of the opinion that a very high proportion of fellow aussies are way to frigging lazy to do any form of investigative research, this includes my own family and friends.
Even if they just did some half arsed study, they will invariably come to an educated conclusion that the current Von Neuman architecture is nearing a much well-deserved retirement, and the new kid on the block, neuromorphic computing is emerging to meet the current and future requirements of power efficiency and compute innovation, in which Akida in all its raw naked beauty is front and centre of the world stage with at least a 3 year buffer too boot.

Some people that I know will readily throw 100 dollars at a pony they have never heard of, on the tip of someone equally unknown to them without doing an ounce of research and of course lose, and not batter an eyelid, but the moment the share price drops a couple of cents is on the phone to you complaining about an under preforming stock.

Anyway in the immortal words of the T800