BRN Discussion Ongoing

[robsmark]

This from Micklepickle, any thoughts:

Brainchip Holdings Ltd (ASX: BRN)
The Brainchip share price is down over 10% to 17 cents. Investors have been selling off this struggling semiconductor's shares since Intel announced incredible new solutions in the same field as Brainchip. This adds to intense competition from a number of huge tech behemoths that spend billions on R&D each year. And with a lofty market capitalisation of $300 million, no revenue, significant ongoing cash burn, and a need for a capital raising in the near future, there could still be plenty more downside to come.

...and these idiots dont have a motive here?!

Even if the Title of this article was "We Currently Have a Short Position on Brainchip" I'd still think the contents of this article was over the top.

 

[BaconLover]

Where’s the proof in ‘they continue to sell their holdings’ ? If you are going to make statements like this you need to back it up.

DYOR.

www.google.com.au will help you.


(Yesterday you made statement about management being commercial pros.
No evidence. But you made that statement anyway. Cute. )

 

[BaconLover]

...and these idiots dont have a motive here?!

Even if the Title of this article was "We Currently Have a Short Position on Bbrainchip" I'd still think the contents of this article was over the top.

They have always been one sided.

No different to someone who posts copy pasted articles with red smilies everywhere claiming it has Akida. After saying it for 568 companies eventually 1 will be right.
Then they can show the arms / biceps and flex

 

[robsmark]

They have always been one sided.

No different to someone who posts copy pasted articles with red smilies everywhere claiming it has Akida. After saying it for 568 companies eventually 1 will be right.
Then they can show the arms / biceps and flex

Some difference - they’re a business that should give a balanced view. The rest are shareholders with zero accountability to anyone but themselves.

But I take your point.

 

[BaconLover]

Some difference - they’re a business that should give a balanced view. The rest are shareholders with zero accountability to anyone but themselves.

But I take your point.

Most of the media are one sided.
Depends who's funding them.
I'm sure if BRN becomes their Diamond sponsor they'll speak plenty in favour.
Case in point: business insider, eetimes etc.

 

[Rise from the ashes]

This from Micklepickle, any thoughts:

Brainchip Holdings Ltd (ASX: BRN)
The Brainchip share price is down over 10% to 17 cents. Investors have been selling off this struggling semiconductor's shares since Intel announced incredible new solutions in the same field as Brainchip. This adds to intense competition from a number of huge tech behemoths that spend billions on R&D each year. And with a lofty market capitalisation of $300 million, no revenue, significant ongoing cash burn, and a need for a capital raising in the near future, there could still be plenty more downside to come.

I'm afraid that even after printing that article out on the best paper I had ... It was still too rough for toilet paper.

 

[Dhm]

Has anyone seen Edge Impulse Imagine webinar very early this morning? I looked on YouTube but nothing as yet.

 

[Rise from the ashes]

Has anyone seen Edge Impulse Imagine webinar very early this morning? I looked on YouTube but nothing as yet.

View attachment 45727

I thought I did but I must have imagined it.
Ok that's enough from me.
Have a good day people's.

 

[skutza]

Has anyone seen Edge Impulse Imagine webinar very early this morning? I looked on YouTube but nothing as yet.

View attachment 45727

Yes I was watching but the Demo side of things is not being live streamed. So I watched and waited but then all if gave me was "we'll be back at 4.30." (After the demos are done....)

 

[jtardif999]

DYOR.

www.google.com.au will help you.


(Yesterday you made statement about management being commercial pros.
No evidence. But you made that statement anyway. Cute. )

The proof is in their backgrounds which is published on the BrainChip website. Where’s the proof of their continued selling? Show me that money.

 

[Euks]

Newsletter just received

​ ​ ​ ​

​ BrainChip Introduces the First Commercial Edge Box Based on Neuromorphic Technology​ BrainChip has joined forces with VVDN Technologies to deliver the industry’s first Edge box based on neuromorphic technology. The Edge box is a compact and powerful device positioned at the network’s Edge that leverages BrainChip’s Akida™ processors for running AI applications such as video analytics, face recognition, object detection, and more. VVDN Technologies, a premier global provider of engineering, manufacturing, and digital services and solutions, will supply hardware design, firmware development, cloud integration, and manufacturing services for the Edge box. ​ Read the Press Release​ ​ BrainChip and Tata Elxsi Partner to Provide Intelligent, Ultralow-Power Solutions​ Leading design and technology services provider Tata Elxsi has become BrainChip’s latest partner in our Essential AI ecosystem. With this collaboration, BrainChip’s Akida technology will deliver faster, smarter, and more efficient solutions to the medical and industrial markets served by Tata Elxsi, a global provider of design and technology services with more than 10,000 employees and multiple locations worldwide. BrainChip looks forward to working with Tata Elxsi to build and distribute next-generation AI solutions. ​ Read the Press Release​ ​ BrainChip Receives First Shipment of AKD1500 Chips in Silicon from Technology Partner GlobalFoundries​ The AKD1500 demonstrates the benefits of Akida’s purely digital, extremely energy-efficient, event-based AI computation for at-sensor or sensor-balanced solutions for AIoT, industrial and consumer markets. Matched with GlobalFoundries’ proprietary FDX™ process technology platform, AKD1500 delivers cost-effective performance for connected and low-power embedded applications. The new chips are an ideal option for prototyping and proof-of-concept engagements as well as module development and deployment. ​ Read the Press Release​ ​ Upcoming Events​ We hope you can join us at any of the following events: ​ Sept 26-27, 2023 – Maxim 2023 Virtual Tech Series: Emerging Growth in AI Tune in to this first installment of this series, which is hosted by the Maxim Group and features a virtual fireside chat with BrainChip’s CEO Sean Hehir as he discusses BrainChip’s role in shaping the future of in-situ intelligence on tiny devices. ​ Register Now​ ​ Sept 27, 2023 – Edge Impulse Imagine 2023 Save the date for this popular live-streaming event, billed as the biggest Edge ML event of the year. ​ Register Now​ ​ Oct 24, 2023 – SemIsrael Expo 2023 (Airport City, Israel) Join us at Booth #33-34 for a day of networking and presentations at Israel’s premier professional semiconductor event. We invite you to the keynote by Rob Telson, BrainChip’s Vice President of Ecosystems & Partnerships. ​ Register Now​ ​ Nov 14-15, 2023 – Hackster.io Impact Summit 2023 This free, virtual developer summit will explore "Resilient and Sustainable Cities." BrainChip is a Bronze Sponsor of the event and will present as well. ​ Register Now​ ​ Nov 16, 2023 – tinyML Asia Technical Forum (Seoul, Korea) BrainChip is a Silver sponsor of this in-person event where CMO Nandan Nayampally will present on the Akida 2nd Generation architecture with a focus on spatiotemporal acceleration, on-chip learning, the processor’s unique features, and available modeling technologies. ​ Register Now​ ​ Want to schedule a meeting with our team while you're at one of these events? Email sales@brainchip.com or meet with us.

releasing the September newsletter before the scheduled September release of generation 2 Akida chip!
Interesting strategy

 

[Cyw]

I'm afraid that even after printing that article out on the best paper I had ... It was still too rough for toilet paper.

Like it or not, I certainly did not like reading that, but he was right all this time from the days when Brainchip was worth over $1B.

I believe the current hype from the AI giants is mostly on generative AI which is not the area Brainchip excels in. I guess it is always easier for Intel, Nvidia, Qualcomm and the like to sell chips than a little Brainchip with no track record. Would an AI product manufacturer rather have Intel or one of the biggies behind them when developing new AI products? As they said in the eighties, you won't get sacked for buying IBM.

 

[BaconLover]

The proof is in their backgrounds which is published on the BrainChip website. Where’s the proof of their continued selling? Show me that money.

I've told you where the proof is.
Did you check?
Or are you still waiting to be spoon fed by other shareholders?

 

[Rise from the ashes]

Like it or not, I certainly did not like reading that, but he was right all this time from the days when Brainchip was worth over $1B.

I believe the current hype from the AI giants is mostly on generative AI which is not the area Brainchip excels in. I guess it is always easier for Intel, Nvidia, Qualcomm and the like to sell chips than a little Brainchip with no track record. Would an AI product manufacturer rather have Intel or one of the biggies behind them when developing new AI products? As they said in the eighties, you won't get sacked for buying IBM.

Yup, no doubt about that mate he certainly was correct. No amount of dot joins or backslapping or circle jerking can change that. A very big financial cluster fick in opportunity cost for some buying at much higher prices.
I'l be honest, some of the super ramps and long bows drawn here and at the other place influenced my peanut brain to buy at higher prices. That's my own fault but costly lesson learned..
Anyway onwards upwards?

 

[jtardif999]

Like it or not, I certainly did not like reading that, but he was right all this time from the days when Brainchip was worth over $1B.

I believe the current hype from the AI giants is mostly on generative AI which is not the area Brainchip excels in. I guess it is always easier for Intel, Nvidia, Qualcomm and the like to sell chips than a little Brainchip with no track record. Would an AI product manufacturer rather have Intel or one of the biggies behind them when developing new AI products? As they said in the eighties, you won't get sacked for buying IBM.

Actually Akida 2 is well equiped with ViT and TENs to improve GenAI from an edge perspective once that becomes important enough.

 

[rgupta]

Like it or not, I certainly did not like reading that, but he was right all this time from the days when Brainchip was worth over $1B.

I believe the current hype from the AI giants is mostly on generative AI which is not the area Brainchip excels in. I guess it is always easier for Intel, Nvidia, Qualcomm and the like to sell chips than a little Brainchip with no track record. Would an AI product manufacturer rather have Intel or one of the biggies behind them when developing new AI products? As they said in the eighties, you won't get sacked for buying IBM.

That is what we feel. But does the company management feel that way?
If they were feeling like that then definately they would had approach atleast one big tech to take a substantial holding.
On the other hand technology is new and revolutionary and it is very difficult to price it in until a real solution get into the market.
There are a lot of companies starting working on SNNs and their patent applications are showing the same. There is a hope that sales will come but it may be come as quick as dot joiners. I feel getting excited and bullish is good thing, but over excitement and bullishness is not good and that is what is happening on this platform.

 

[Frangipani]

No more than 1 hour after posting this, my wife had a bit of a breakdown. She has been doing really well, but today got to her. Can someone give me a pep talk now?

She just feels as though we must have missed something to cause it going from $2 - 18c

I tried the best I could to reassure her, but it is friggin hard to see you life savings under attack including 70% of life’s super.

What are people actual thoughts on why we are free falling? Let’s have a moment of real talk. I can’t think of one logical reason other than manipulation and uneducated retail freaking out.. in fact I only see positive after positive, but if anyone can think of 1 good reason to why we are free falling let me know. I need to know

Undoubtedly trying times for us shareholders. A number of posters have already replied to you reassuringly, expressing their (and also my) belief that the steep downward slide of the share price is multifactorial, but has nothing to do with our company’s sound fundamentals and its future growth potential at the extreme edge, just like you said yourself. The free fall of the share price in inverse correlation to Brainchip’s verifiable progress reminded me of a picture that I had posted in another (BRN-unrelated) thread a couple of months ago and that I’d like to share with you now.

While both my photo and comment happen to be about black and white swans, please note they do not relate to Nassim Nicholas Taleb’s theory of black swan events. And it’s sad that I have to explicitly state this, but with so many online trolls around, twisting one’s words, I’d better clarify upfront that the black/white dichotomy is of course not meant to carry any racist undertones whatsoever, along the lines of someone with a lighter skin colour being superior to someone with a darker complexion.

I would also like to apologise in advance to all waterfowl of the species Cygnus atratus that I personally do not perceive to be any less graceful than their majestic white cousins. As well as to to all residents or natives of WA, who - I am sure - dearly love their state bird emblem. And last but not least I’d kindly ask you to ignore the fact that besides their dark plumage black swans may have a slightly different silhouette as opposed to mute swans.

So without further ado, here is said picture and what I had posted at the time (totally unrelated to the BRN share price):

“(…) here is a sunset picture I took a couple weeks ago. What kind of swans do you see? Black ones or white ones? Well, at first sight they may APPEAR to be black due to the backlighting effect (especially if you live in Down Under and are used to seeing black swans all the time), but if you zoom in closer, you will actually be able to make out the white feathers of the swan standing. Why am I posting this picture? To demonstrate that sometimes things are not what they seem to be at first sight.”

Shockingly many stock market participants are mistaking BRN for a black swan - they take a glance at our company and think they’ve seen enough, dismissing it as just another small cash-burning start-up, that has failed miserably in commercialising their professed revolutionary tech, even though AI (they mean Generative AI) is on everyone’s lips these days; they see a sea of red flags such as the plummeting share price, no substantial revenue, no new signing of IP licenses, the company’s head of sales seemingly leaving for greener pastures (some would even go as far as saying leaving a sinking ship), they interpret NDAs as an excuse to hide lack of customer interest and consider BRN’s removal from the ASX 200 as yet another sign of failure. Countless shareholders have been losing faith over time (or were forced to sell to pay their bills), and the shorters and manipulators have been making heaps of money on the way down.

However, things are not always what they seem to be at first sight.

Until the sun rises, the majority of these Brainchip bears will not realise or want to believe that what we have here is an altogether different species of swan. They will be in for a big surprise.

At the same time, others can’t be fooled as for what kind of beast this really is. They can tell, even in the dark.


No financial advice. DYOR.

 

[FlipDollar]

Some difference - they’re a business that should give a balanced view. The rest are shareholders with zero accountability to anyone but themselves.

But I take your point.

So TSEX members expect a balanced view from MF but “smash the ignore button” when a balance of opinion is expressed on here?

Some would argue that advertisement revenue (or the fee to remove it) classes this as a business…

 

[Xray1]

Yes I was watching but the Demo side of things is not being live streamed. So I watched and waited but then all if gave me was "we'll be back at 4.30." (After the demos are done....)

Gives them time imo to edit things out if things do go wrong during the demo phase !!!

 

[Labsy]

Waiting any second now for an announcement.
I smells like a coordinated effort to reduce the sp in order to low ball a take over offer...
But I do have an active imagination....
This is a golden goose mark my words.
Press ignore If you don't like my garbage.
Hang o. To your hats chippers. ! Here we go