BRN Discussion Ongoing

Hi @Learning
I read this at the optometrist waiting for my six monthly check up. When I was called in Harold said "You seem unusually chirpy today."šŸ¤£šŸ˜‚šŸ¤£

I am pretty sure the first line had something to do with it:

According to Allied Market Research, the global artificial intelligence (AI) chip market is projected to reach $263.6 billion by 2031.

My opinion only DYOR
FF

AKIDA BALLISTA
Sorry I forgot to mention that just ONE tiny little percent of that market would be $US2.636 billion.

Allowing for Brainchip to squander its 3 to 5 year lead just HALF of ONE percent would be $US1.318 billion.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Papacass

Regular
That is a very easy question to answer because it is relevant to Brainchip whereas random opinions and swearing in abbreviated form are not.

To express an opinion it helps to have done your own research. Someone who has done their own research or simply read all the research done by others and posted here would understand all the dots that come together by having knowledge of this Brainchip employee.

As you don’t understand you probably need to DYOR or go back and read the research generously shared here by those that do.

My opinion only DYOR
FF

AKIDA BALLISTA
The way I see it is if all these super qualified technicians are being laid off but Brainchip is hiring said legends then something good must be going on at BrainChip as opposed to tech companies who are shedding workers. My logic and opinion only. Cheers. Onward.
 
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Steve10

Regular
Good Afternoon Chippers,

Not much to report my end...

Pressently having fun watching the below company.

Relating to a completely diffrent company , industry...
LTR : Liontown Resources Ltd

Their Board of directors rejected a buyout offer...

One can only wonder what will unfold for us , BRN , once serious deals are signed , announced on ASX & royalty streams start to flow.

Regards,
Esq.

What do we all think current FV is for BRN?

I would say at least USD $1B MC & up to USD $2B MC = AUD $1.5-3B MC or 85c to $1.70 SP.
 
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mrgds

Regular
Good Afternoon Chippers,

Not much to report my end...

Pressently having fun watching the below company.

Relating to a completely diffrent company , industry...
LTR : Liontown Resources Ltd

Their Board of directors rejected a buyout offer...

One can only wonder what will unfold for us , BRN , once serious deals are signed , announced on ASX & royalty streams start to flow.

Regards,
Esq.
Funny story @Esq.111 ........................ NOT :mad:
I bought one million shares of LTR @ $0.03 so $30,000.00 back in the day when they first came across their spodumene deposit.
Thinking i was clever i sold one million shares in LTR @ $0.08 so made $50,000.00 profit .............. woohoo :mad:
The rest as they say is history.

Agreed, ............. what will unfold for us? ....................... I sure as hell ain"t selling out @ $2.50

AKIDA BALLISTA
 
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jtardif999

Regular
Not related to Brainchip but a good read regarding AI chip from Synopsys.

View attachment 33087
According to Allied Market Research, the global artificial intelligence (AI) chip market is projected to reach $263.6 billion by 2031. The AI chip market is vast and can be segmented in a variety of different ways, including chip type, processing type, technology, application, industry vertical, and more. However, the two main areas where AI chips are being used are at the edge (such as the chips that power your phone and smartwatch) and in data centers (for deep learning inference and training).

No matter the application, however, all AI chips can be defined as integrated circuits (ICs) that have been engineered to run machine learning workloads and may consist of FPGAs, GPUs, or custom-built ASIC AI accelerators. They work very much like how our human brains operate and process decisions and tasks in our complicated and fast-moving world. The true differentiator between a traditional chip and an AI chip is how much and what type of data it can process and how many calculations it can do at the same time. At the same time, new software AI algorithmic breakthroughs are driving new AI chip architectures to enable efficient deep learning computation.

Read on to learn more about the unique demands of AI, the many benefits of an AI chip architecture, and finally the applications and future of the AI chip architecture.

The Distinct Requirements of AI Chips
The AI workload is so strenuous and demanding that the industry couldn’t efficiently and cost-effectively design AI chips before the 2010s due to the compute power it required—orders of magnitude more than traditional workloads. AI requires massive parallelism of multiply-accumulate functions such as dot product functions. Traditional GPUs were able to do parallelism in a similar way for graphics, so they were re-used for AI applications.

The optimization we’ve seen in the last decade is drastic. AI requires a chip architecture with the right processors, arrays of memories, robust security, and reliable real-time data connectivity between sensors. Ultimately, the best AI chip architecture is the one that condenses the most compute elements and memory into a single chip. Today, we’re moving into multiple chip systems for AI as well since we are reaching the limits of what we can do on one chip.

Chip designers need to take into account parameters called weights and activations as they design for the maximum size of the activation value. Looking ahead, being able to take into account both software and hardware design for AI is extremely important in order to optimize AI chip architecture for greater efficiency.

The Benefits of AI Chip Architecture
There’s no doubt that we are in the renaissance of AI. Now that we are overcoming the obstacles of designing chips that can handle the AI workload, there are many innovative companies that are experts in the field and designing better AI chips to do things that would have seemed very much out of reach a decade ago.

As you move down process nodes, AI chip designs can result in 15 to 20% less clocking speed and 15 to 30% more density, which allows designers to fit more compute elements on a chip. They also increase memory components that allow AI technology to be trained in minutes vs. hours, which translates into substantial savings. This is especially true when companies are renting space from an online data center to design AI chips, but even those using in-house resources can benefit by conducting trial and error much more effectively.

We are now at the point where AI itself is being used to design new AI chip architectures and calculate new optimization paths to optimize power, performance, and area (PPA) based on big data from many different industries and applications.

AI Chip Architecture Applications and the Future Ahead​

AI is all around us quite literally. AI processors are being put into almost every type of chip, from the smallest IoT chips to the largest servers, data centers, and graphic accelerators. The industries that require higher performance will of course utilize AI chip architecture more, but as AI chips become cheaper to produce, we will begin to see AI chip architecture in places like IoT to optimize power and other types of optimizations that we may not even know are possible yet.

It’s an exciting time for AI chip architecture. Synopsys predicts that we’ll continue to see next-generation process nodes adopted aggressively because of the performance needs. Additionally, there’s already much exploration around different types of memory as well as different types of processor technologies and the software components that go along with each of these.

In terms of memory, chip designers are beginning to put memory right next to or even within the actual computing elements of the hardware to make processing time much faster. Additionally, software is driving the hardware, meaning that software AI models such as new neural networks are requiring new AI chip architectures. Proven, real-time interfaces deliver the data connectivity required with high speed and low latency, while security protects the overall systems and their data.

Finally, we’ll see photonics and multi-die systems come more into play for new AI chip architectures to overcome some of the AI chip bottlenecks. Photonics provides a much more power-efficient way to do computing and multi-die systems (which involve the heterogeneous integration of dies, often with memory stacked directly on top of compute boards) can also improve performance as the possible connection speed between different processing elements and between processing and memory units increases.

One thing is for sure: Innovations in AI chip architecture will continue to abound, and Synopsys will have a front-row seat and a hand in them as we help our customers design next-generation AI chips in an array of industries.


Learning šŸ–
Neuromorphic appears to be the elephant in the room in this article šŸ˜’. Either the main-stream feel threatened by the potential proliferation of Neuromorphic architectures and are in denial or they consider them to NOT be an important development - which is unlikely since many think tanks acknowledge Neuromorphic as a game changer for AI. Makes me think that they have a subtle agenda, but I do like the projected $260 billion market though. AIMO.
 
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Esq.111

Fascinatingly Intuitive.
What do we all think current FV is for BRN?

I would say at least USD $1B MC & up to USD $2B MC = AUD $1.5-3B MC or 85c to $1.70 SP.
Afternoon Steve10,

I'll have a stab...

Bargain price....

AU$4.7325 = AU$8,828,150,300.00 Market Cap.

Converted to US currency...

US$3.1653874 = US$5,907,930,659.00 Market Cap.


* Total Shares, Options etc as of 2nd Feb 2023 is
1,856,430,614 .

* Pressent AU$ to US$ = 0.669215. As of 28/3/2022.

At the above prices one would have to think that the world's top ten company's CEO's & Boards would be displaying gross negligence to their Shareholders by not attempting a cheeky Buyout offer for Brainchip.

Regards,
Esq.
 
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Lex555

Regular
Funny story @Esq.111 ........................ NOT :mad:
I bought one million shares of LTR @ $0.03 so $30,000.00 back in the day when they first came across their spodumene deposit.
Thinking i was clever i sold one million shares in LTR @ $0.08 so made $50,000.00 profit .............. woohoo :mad:
The rest as they say is history.

Agreed, ............. what will unfold for us? ....................... I sure as hell ain"t selling out @ $2.50

AKIDA BALLISTA
I recently bought a small percentage into Liontown though now wish I bought more. I feel your pain, I rode PLS from $0.50 down to $0.20 and sold at $1.20, it recently went over $5.

It taught me a good lesson to ride your winners. My plan for BRN is to eventually divest 10% at a number of MC milestones and hold the majority for dividends. I’m not making the same mistake again.
 
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Slade

Top 20
Another nice day. Feels like things are steady and awaiting the good news that is coming.
 
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What do we all think current FV is for BRN?

I would say at least USD $1B MC & up to USD $2B MC = AUD $1.5-3B MC or 85c to $1.70 SP.
Not sure how to value Brainchip now because as the cortical column question pointed out there is much too much I do not know about just in the technology space which includes the filed patents we have absolutely no knowledge of other than there are around 25 lodged and awaiting determination. I know our engineer @Diogenese is hanging out excitedly for at least one of these as it will be revolutionary. So leaving aside everything else it would be impossible for us on the outside to value Brainchip's intellectual property at this point in time.

Then there are the still to be revealed EAP customers that number from 8 to 10. Who are they are what is going on? I certainly do not know. What if one was Qualcomm for example or Samsung?

Then there is the state of play at Valeo and Mercedes Benz. We have an idea but not the nuts and bolts.

Then there is the Prophesee, ARM, Intel and SiFive inner workings.

Then there is the Teksun, Tata, Renesas, MegaChips secret corporation business that we know naught about.

Then there is DARPA and all the defence contractors hiding their secret squirrel nuts where we cannot find them.

Then there is NASA doing vision and other things which Brainchip is not allowed to talk about and as a result I have not got a clue.

We had a little window into the possibilities with Quantum Ventura and ANT61.

Then there is Biotome and Nanose and probably many in the medical scan technology area that we know scant about.

What I do know is what the most experienced manipulators used say over at HC when they were trying to drive down the price of Brainchip shares when we kept hanging on to the $1.20 to $1.30 range that it was well over priced and they would not be buying back until 70 cents.

None of these manipulator pros thought to even imagine a price in the 40 to 50 cent range ever again back then.

So when I think about the question of what is the FAIR VALUE FOR BRAINCHIP SHARES I say to myself"

"Self you have no idea because there is just so much information which you need to know about things that would surely add value to any appraisal of what Brainchip shares should trade at which is not in your possession.

Self you will look like a fool coming out with a number and Blind Freddie will laugh his head off at you."

So what I will say is that taking guidance from the most experienced manipulators over at HC there can be no doubt that being available for under 70 cents a share represents being deeply into oversold territory.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Lex555

Regular
Afternoon Steve10,

I'll have a stab...

Bargain price....

AU$4.7325 = AU$8,828,150,300.00 Market Cap.

Converted to US currency...

US$3.1653874 = US$5,907,930,659.00 Market Cap.


* Total Shares, Options etc as of 2nd Feb 2023 is
1,856,430,614 .

* Pressent AU$ to US$ = 0.669215. As of 28/3/2022.

At the above prices one would have to think that the world's top ten company's CEO's & Boards would be displaying gross negligence to their Shareholders by not attempting a cheeky Buyout offer for Brainchip.

Regards,
Esq.
There’s no way PVDM will let his first born go for <$20bn usd. He doesn’t need the money, this is his lifes work his higher purpose and anyone attempting a buyout would have to court him very well to gain his vote and the 1000s that would likely follow his lead. So let’s start there.

Just my opinion.
 
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Tothemoon24

Top 20

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SiFive Automotive products are also compliant with relevant cybersecurity standards, such as WP.29 R155 and ISO21434.
 
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Jefwilto

Regular
I recently bought a small percentage into Liontown though now wish I bought more. I feel your pain, I rode PLS from $0.50 down to $0.20 and sold at $1.20, it recently went over $5.

It taught me a good lesson to ride your winners. My plan for BRN is to eventually divest 10% at a number of MC milestones and hold the majority for dividends. I’m not making the same mistake again.
Hold tight Lex,our time is approaching fast,LTR was the 5th most shorted stock on the ASX,see what happens with a bit of good news,BRN is currently about 8th,good luck Brainies
 

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alwaysgreen

Top 20
What do we all think current FV is for BRN?

I would say at least USD $1B MC & up to USD $2B MC = AUD $1.5-3B MC or 85c to $1.70 SP.

Why? Based on patents and partnerships? We need to show a commercial appetite for our product.

We are all in on Brainchip at this point because we believe (hope) that revenue will flow in a big way in the future but fair value right now is what the current price is. The market dictates fair value unfortunately. Another IP license will hopefully kick start some upwards price movement and give a material reason for disillusioned investors to jump back in.
 
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Diogenese

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Not sure how to value Brainchip now because as the cortical column question pointed out there is much too much I do not know about just in the technology space which includes the filed patents we have absolutely no knowledge of other than there are around 25 lodged and awaiting determination. I know our engineer @Diogenese is hanging out excitedly for at least one of these as it will be revolutionary. So leaving aside everything else it would be impossible for us on the outside to value Brainchip's intellectual property at this point in time.

Then there are the still to be revealed EAP customers that number from 8 to 10. Who are they are what is going on? I certainly do not know. What if one was Qualcomm for example or Samsung?

Then there is the state of play at Valeo and Mercedes Benz. We have an idea but not the nuts and bolts.

Then there is the Prophesee, ARM, Intel and SiFive inner workings.

Then there is the Teksun, Tata, Renesas, MegaChips secret corporation business that we know naught about.

Then there is DARPA and all the defence contractors hiding their secret squirrel nuts where we cannot find them.

Then there is NASA doing vision and other things which Brainchip is not allowed to talk about and as a result I have not got a clue.

We had a little window into the possibilities with Quantum Ventura and ANT61.

Then there is Biotome and Nanose and probably many in the medical scan technology area that we know scant about.

What I do know is what the most experienced manipulators used say over at HC when they were trying to drive down the price of Brainchip shares when we kept hanging on to the $1.20 to $1.30 range that it was well over priced and they would not be buying back until 70 cents.

None of these manipulator pros thought to even imagine a price in the 40 to 50 cent range ever again back then.

So when I think about the question of what is the FAIR VALUE FOR BRAINCHIP SHARES I say to myself"

"Self you have no idea because there is just so much information which you need to know about things that would surely add value to any appraisal of what Brainchip shares should trade at which is not in your possession.

Self you will look like a fool coming out with a number and Blind Freddie will laugh his head off at you."

So what I will say is that taking guidance from the most experienced manipulators over at HC there can be no doubt that being available for under 70 cents a share represents being deeply into oversold territory.

My opinion only DYOR
FF

AKIDA BALLISTA
I may sell for under $15.00 - but that's only after they have pulled out all my toenails, stuck burning matches under my fingernails, drilled my teeth un-anaesthetized, anodized my sensitive parts and wrecked 'em, and ...
implanted a Taylor Swift loop track next to my eardrums ...
 
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TopCat

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Could this be THE hearing aid?


9A22A435-E254-4840-85A3-B7E8BDB4B470.jpeg

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2F3A5096-F054-4BBF-82CC-F3A602138270.jpeg
CC8AF97B-83BD-4F39-A439-5610391FAC3B.jpeg
 

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Steve10

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Could this be THE hearing aid?


View attachment 33098
View attachment 33099 View attachment 33100 View attachment 33102

Starkey Genesis AI requires a visit with a local doctor (not available through Telehealth or OTC).

Genesis AI will cost an average of $6,500/pair (we've found the devices for as low as $4,598/pair).

Some customers are overwhelmed by Starkey's additional features like fitness tracking and personal assistant.

Above prices in USD.
 
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jtardif999

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TopCat

Regular
Starkey Genesis AI requires a visit with a local doctor (not available through Telehealth or OTC).

Genesis AI will cost an average of $6,500/pair (we've found the devices for as low as $4,598/pair).

Some customers are overwhelmed by Starkey's additional features like fitness tracking and personal assistant.

Above prices in USD.
Not cheap, are they
 
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I may sell for under $15.00 - but that's only after they have pulled out all my toenails, stuck burning matches under my fingernails, drilled my teeth un-anaesthetized, anodized my sensitive parts and wrecked 'em, and ...
implanted a Taylor Swift loop track next to my eardrums ...
Somebody told me that was your thing and I argued against it to the point of insults.

Now I will have to eat humble pie and apologise. Not judging of course but I do hope you have a safe word. šŸ˜‚šŸ¤£šŸ˜‚

My opinion only DYOR
FF

AKIDA BALLISTA - Brainchip forever
 
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Sadly, trying to put a hard value on a Co in early stage commercialisation is near on impossible imo.

Different quarters of the market use diff methods.

Holders of the stock will obviously value it higher on potential alone.

Those using say DCF / Relative value modelling will get something very very different.

Then you get the brokers / analysts who get something different again.

Personally, at this stage I just try the basics of the mkt will dictate (read manipulate in some particular stocks) what it is currently.

That is the hard number in front of me here and now that I can use. Will I sell at this number....not unless absolutely had to but it is what it is.

For example, a pretty reasonable website has a couple of thoughts as per above comments.

Are they right....given what is known and still unknown haha...highly likely they aren't but is an example.

alphaspread.com

A "wall st" consensus, a cagr revenue forecast view and an intrinsic view (avg of DCF / relative.

Screenshot_2023-03-28-13-12-59-14_4641ebc0df1485bf6b47ebd018b5ee76.jpg
Screenshot_2023-03-28-13-13-43-42_4641ebc0df1485bf6b47ebd018b5ee76.jpg

Screenshot_2023-03-28-13-53-25-00_4641ebc0df1485bf6b47ebd018b5ee76.jpg
 
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