BRN Discussion Ongoing
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Zedjack33
Regular
Me too MD.There are only 1480 people in the world with 100k of shares in this company ? thankyou lord in allowing me to be one of those. that leaves how many people ?kudos to the others too that jumped on board below 100k. but I bet the top 20 will happy soon
Makeme 2020
Regular
Cartagena
Regular
There are only 1480 people in the world with 100k of shares in this company ? thankyou lord in allowing me to be one of those. that leaves how many people ?
The 30 cent share price is completely disconnected from the potential applications and imminent news we are yet to see. We are a work in progress start up laying the foundations and once we move to the next stage, new secured contracts or IP agreements and then followed by revenue, I think it will be interesting to watch the rerate of the SP in that stage. Patience is needed. We just need one major household name to sign to send this into the dollars again, just my belief as a tech investor.
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Fullmoonfever
Top 20
Apologies in advance for the multiple posts however was the only way of dropping the whole article / review in its full via screen grabs.
I could have posted just the link but thought some may appreciate being to read via TSE when scrolling through.
While we had the Tata Elxsi Ann and it covered a couple of areas of interest, there is far more opportunity with this partnership imo and this info covers quite a bit & definitely worth a read.......couple of interesting things in there for mine
jyadareturn.com
I could have posted just the link but thought some may appreciate being to read via TSE when scrolling through.
While we had the Tata Elxsi Ann and it covered a couple of areas of interest, there is far more opportunity with this partnership imo and this info covers quite a bit & definitely worth a read.......couple of interesting things in there for mine
Tata Elxsi And Happiest Minds, Will Stocks Of These 2 Successful Digital Disruptors Make A Comeback In FY (2023-24)? - Jyadareturn.com
Both Tata Elxsi and Happiest Minds are in the Niche Business of providing Solutions & Services, for the Enterprise Digital Transformations and Next Gen Product & Platform Engineering through IoT (Internet of Things), Big Data Analytics, Cloud, Mobility, Virtual Reality, Cognitive Computing, and...
jyadareturn.com
wilzy123
Founding Member
Fullmoonfever
Top 20
Part 2Apologies in advance for the multiple posts however was the only way of dropping the whole article / review in its full via screen grabs.
I could have posted just the link but thought some may appreciate being to read via TSE when scrolling through.
While we had the Tata Elxsi Ann and it covered a couple of areas of interest, there is far more opportunity with this partnership imo and this info covers quite a bit & definitely worth a read.......couple of interesting things in there for mine
Tata Elxsi And Happiest Minds, Will Stocks Of These 2 Successful Digital Disruptors Make A Comeback In FY (2023-24)? - Jyadareturn.com
Both Tata Elxsi and Happiest Minds are in the Niche Business of providing Solutions & Services, for the Enterprise Digital Transformations and Next Gen Product & Platform Engineering through IoT (Internet of Things), Big Data Analytics, Cloud, Mobility, Virtual Reality, Cognitive Computing, and...
View attachment 44682 View attachment 44683 View attachment 44684 View attachment 44685
I do get some where there but humble thing is i met in AGM who belongs in top 20 and he is so humble he doesnt show any sign of how much he hold and all and keeps quiet.There are only 1480 people in the world with 100k of shares in this company ? thankyou lord in allowing me to be one of those. that leaves how many people ?
BTW i am going through some health Issue and hard for me to type so forgive me for any Typo.
Tothemoon24
Top 20
AI, with the recent arrival of ChatGPT, Bard, etc., has sparked massive interest in the public and industries alike. These NLP tools built on large language models assist in customer support, help in developing and debugging code, and serve as conversational agents, aiming to boost our productivity and hence boost the economic value.
But would these benefits justify the harm done to our planet?
1. Electricity consumption for training humungous language models is beyond the roof, for example, training a 13B parameter LLM on 390B text tokens on 200 GPUs for 7 days costs $151,744 (Source: HuggingFace new training cluster service page - https://lnkd.in/g6Vc5cz3). And even larger models with 100+B parameters cost $10+M just to train. Then pay for inferencing every time a new prompt request arrives.
2. Water consumption for cooling, researchers at the University of California, Riverside estimated the environmental impact of ChatGPT-like service, and say it gulps up 500 milliliters of water (close to what’s in a 16-ounce water bottle) every time you ask it a series of between 5 to 50 prompts or questions. The range varies depending on where its servers are located and the season. The estimate includes indirect water usage that the companies don’t measure — such as to cool power plants that supply the data centers with electricity. (Source: https://lnkd.in/gybcxX8C)
Given the benefits of AI/ GenAI, its demand is only bound to go up, and so will its side effects on our planet. How can we reduce or neutralize the side effects of AI on our planet? Carbon capture and nuclear power are in the right direction. But we need to fundamentally rethink the way we do AI, is it the wrong way to do tonnes of matrix multiplications?
Our brain can learn and do many tasks in parallel, in and under 10W, but why do these AI systems consume 10s of megawatts to train models?
Perhaps the future holds energy-efficient architectures such as neuromorphic architectures and spiking neural network-based transformers that are closest to the human brain, which might consume 100-1000x lower energy, hence reducing the cost of using AI, thereby democratizing it and saving our planet.
Fullmoonfever
Top 20
Learning
Learning to the Top 🕵♂️
Thank you FMF,Apologies in advance for the multiple posts however was the only way of dropping the whole article / review in its full via screen grabs.
I could have posted just the link but thought some may appreciate being to read via TSE when scrolling through.
While we had the Tata Elxsi Ann and it covered a couple of areas of interest, there is far more opportunity with this partnership imo and this info covers quite a bit & definitely worth a read.......couple of interesting things in there for mine
Tata Elxsi And Happiest Minds, Will Stocks Of These 2 Successful Digital Disruptors Make A Comeback In FY (2023-24)? - Jyadareturn.com
Both Tata Elxsi and Happiest Minds are in the Niche Business of providing Solutions & Services, for the Enterprise Digital Transformations and Next Gen Product & Platform Engineering through IoT (Internet of Things), Big Data Analytics, Cloud, Mobility, Virtual Reality, Cognitive Computing, and...
View attachment 44682 View attachment 44683 View attachment 44684 View attachment 44685
Fantastic post.
Greatly appreciating the time and effort
Learning
Fastback6666
Regular
Damn well said! @HopalongPetrovski
Perfectly worded and the true and current landscape we are in.
I will add that those “global shocks” you mentioned have compounded the shorting effect and the “follow up” big news that never fully arrived, just smashed the share price over time unfortunately.
Various tech (IT, Finance and Bio) stocks that I watch that have missed a goal or two in this “global shock” economic environment have also been decimated from a share price perspective so it’s highly important to know that Brainchip are not alone here in having their SP smashed down. Economically, risk or growth stocks are just not in favour right now - that is pure investment planning and risk management of the institutions presently.
I look forward to a time in the economic cycle we’re the growth tech stocks are backed firmly again in the share market as that will also help us greatly with this investment and limit some of the manipulation.
I loved seeing the tens of millions of shares with buyers lining up to buy all that stock at the market close and happy to take all and every insto sale. A great sign this afternoon to know we are not crazy the the company is wanted heavily in the market when BRN stock is there to buy in bulk!
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Bravo had soon big connections outlined with Cadence, I reckon. Sounds promising!
If you don't have dreams, you can't have dreams gone true
Fullmoonfever
Top 20
Good to see Elxsi staff like BRN / Tata Ann article from a week ago....and NVIDIA too I guess
Hi Cartagena,
I don't recall a partnership with Cadence. Do you have a reference?
Cadence have a clunky CNN circuit with ALU 125:
US11687831B1 Method, product, and apparatus for a multidimensional processing array for hardware acceleration of convolutional neural network inference 20200630
Frangipani
Top 20
Always good to hear from semiconductor analyst Marc Kennis, a long-time BRN supporter (Google, for instance, came up with the following 2016 link: https://www.livewiremarkets.com/wir...tion-australia-s-got-several-part-2-brainchip), whether he is interviewing Peter van der Made or Sean Hehir or writing favourably about Brainchip.
‘Favourably’ is actually quite the understatement, when you read his article about the potential effect that Arm’s IPO could soon have on the performance of certain ASX chip stocks: It will in fact be nigh on impossible to top Marc Kennis’s below verdict on BRN being the “the ultimate AI stock”!
Oh, and he is evidently also a fan of Weebit Nano.
stocksdownunder.com
Marc Kennis, September 15, 2023
Why? Because it’s a massive IPO, the biggest so far in 2023. And it can be considered a bellwether for the IPO market during the rest of the year and into 2024. Additionally, if ARM does well in the next little while, other Tech stocks, including ASX chip stocks, could start to do a bit better again after a few crappy weeks of trading. The Philadelphia Semiconductor Index (SOX) is down more than 7% in the last 2 weeks!
The shares jumped almost 25% this Thursday in the US, its first day of trading on Nasdaq. We believe this solid debut could boost sentiment around ASX chip stocks as well!
BrainChip (ASX:BRN), for instance, is the ultimate AI stock, in our view, as it is currently commercialising a chipset that runs Spiking Neural Networks (SNN). In essence, BRN’s Akida chip can learn fully autonomously, i.e. it theoretically doesn’t need anyone to tell it what it should learn from the data it is being fed. It can figure this out for itself….the ultimate AI chip. In practice, though, Akida will be given certain parameters depending on the specific application it is being used for.
You can check out some of the research that our friends at Pitt Street Research have written on BrainChip here.
But ReRAM can also be used in neuromorphic processing, where the memory cells mimic the way a biological brain works, similar to BrainChip’s Akida. Fow WBT, we think this application is still some years away, but it is definitely something that is well within the realm of possibilities for the company.
Pitt Street Research have also done quite some work on Weebit Nano.
Another ReRAM play, 4DS Memory (ASX:4DS), can potentially tap the AI opportunity with its Interface Switching ReRAM. The company recently made some big technical headway and got another step closer to commercialisation, although more development and testing will be needed. Check out some research on 4DS Memory here!
In addition, we think we are getting closer to a turn in the global semiconductor cycle, which should initially benefit the memory manufacturers (DRAM, Flash), but also the Logic companies, and subsequently the chip equipment companies.
So, we think investors should get set for 2024 and pile into Tech stocks, semiconductor stocks in particular and don’t forget ASX chip stocks!
‘Favourably’ is actually quite the understatement, when you read his article about the potential effect that Arm’s IPO could soon have on the performance of certain ASX chip stocks: It will in fact be nigh on impossible to top Marc Kennis’s below verdict on BRN being the “the ultimate AI stock”!
Oh, and he is evidently also a fan of Weebit Nano.
ASX chip stocks could do well on the back of ARM's solid 25% trading debut gain
ASX Chip Stocks may see improving investor sentiment following ARM's very solid trading debut overnight. Which stocks should you focus on?
stocksdownunder.com
ASX chip stocks could do well on the back of ARM’s solid 25% trading debut gain
Marc Kennis, September 15, 2023ARM is the biggest IPO of the year so far
If you like ASX chip stocks, the one thing that couldn’t have escaped your attention this week was ARM’s IPO on Nasdaq. Even if you’re not that active in the markets, you will likely have noticed that the ARM IPO was being talked about everywhere.Why? Because it’s a massive IPO, the biggest so far in 2023. And it can be considered a bellwether for the IPO market during the rest of the year and into 2024. Additionally, if ARM does well in the next little while, other Tech stocks, including ASX chip stocks, could start to do a bit better again after a few crappy weeks of trading. The Philadelphia Semiconductor Index (SOX) is down more than 7% in the last 2 weeks!
What are the Best Tech stocks to invest in right now?
Check our buy/sell stock tipsYou need a CPU to run a GPU!
The timing of ARM’s IPO has everything to do with the recent boom in AI (artificial intelligence) stocks, with NVIDIA (NASDAQ:NVDA) leading the charge. You can’t run a GPU chip (Graphics Processing Unit) without a CPU (Central Processing Unit). So, you need chips like the ones ARM designs to run AI systems. Hence, the large appetite for ARM shares in this IPO.The shares jumped almost 25% this Thursday in the US, its first day of trading on Nasdaq. We believe this solid debut could boost sentiment around ASX chip stocks as well!
Several ASX chip stocks are exposed to AI too
ASX chip stocks are minnows in the grander semiconductor scheme of things. Why would they do well on the back of ARM’s strong trading debut? Well, a few of the ASX-listed semiconductor stocks have exposure to AI in one form or another.BrainChip (ASX:BRN), for instance, is the ultimate AI stock, in our view, as it is currently commercialising a chipset that runs Spiking Neural Networks (SNN). In essence, BRN’s Akida chip can learn fully autonomously, i.e. it theoretically doesn’t need anyone to tell it what it should learn from the data it is being fed. It can figure this out for itself….the ultimate AI chip. In practice, though, Akida will be given certain parameters depending on the specific application it is being used for.
You can check out some of the research that our friends at Pitt Street Research have written on BrainChip here.
ReRAM can be used in AI applications as well
Another example of an ASX-listed company that is exposed (or will be exposed) to AI is Weebit Nano (ASX:WBT). WBT has developed a new type of Non-Volatile Memory (NVM), called ReRAM. This is currently being commercialised in embedded memory applications and will be further developed for stand alone memory applications as well.But ReRAM can also be used in neuromorphic processing, where the memory cells mimic the way a biological brain works, similar to BrainChip’s Akida. Fow WBT, we think this application is still some years away, but it is definitely something that is well within the realm of possibilities for the company.
Pitt Street Research have also done quite some work on Weebit Nano.
Another ReRAM play, 4DS Memory (ASX:4DS), can potentially tap the AI opportunity with its Interface Switching ReRAM. The company recently made some big technical headway and got another step closer to commercialisation, although more development and testing will be needed. Check out some research on 4DS Memory here!
Succesful IPO’s can improve overall market sentiment
Regardless of the exact end market ASX chip stocks are focussed on, though, we believe a succesful ARM IPO, and potentially more succesful Tech and Chip IPO’s later this year, can potentially turn overall market sentiment for the better. This should benefit ASX-listed Tech stocks in general, especially if and when it becomes more likely that Central Banks around the world, the US Fed in particular, are done hiking interest rates.In addition, we think we are getting closer to a turn in the global semiconductor cycle, which should initially benefit the memory manufacturers (DRAM, Flash), but also the Logic companies, and subsequently the chip equipment companies.
So, we think investors should get set for 2024 and pile into Tech stocks, semiconductor stocks in particular and don’t forget ASX chip stocks!
Sirod69
bavarian girl ;-)
Valeo
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