BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!
Remember back in the good old days when I mentioned Cerence at least 5 times a day? Well..




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Arm Holdings (NasdaqGS:ARM) Collaborates With Cerence AI To Enhance In-Car AI Capabilities​


May 29, 2025


NasdaqGS:ARM
Source: Shutterstock
Arm Holdings (NasdaqGS:ARM) has been a focal point in the market, witnessing a 21% price increase over the past month, underpinned by a recent strategic partnership with Cerence Inc. This collaboration aims to enhance AI capabilities, potentially strengthening Arm's position in the competitive tech landscape. Amidst mixed movements in major indexes and a rally in technology stocks following Nvidia's strong earnings report, Arm's partnership news likely added upward momentum in countering broader market shifts. Meanwhile, Arm's promising full-year financial metrics and future guidance could have fortified investor confidence amid fluctuating macroeconomic trends.

NasdaqGS:ARM Revenue & Expenses Breakdown as at May 2025 NasdaqGS:ARM Revenue &


The recent collaboration between Arm Holdings and Cerence Inc. to enhance AI capabilities is anticipated to bolster Arm's revenue and earnings forecasts. This strategic move is likely to amplify Arm's potential in driving royalty revenues from partnerships with industry giants like AWS and NVIDIA, as AI becomes a cornerstone technology across multiple sectors including smartphones, autos, and IoT. Arm's investment in R&D and effort to expand their market presence through advanced technologies may further sustain this revenue trajectory despite existing challenges like the Qualcomm lawsuit and concentrated customer base.
Over the longer term, Arm's shares have seen a total return of 12.34% over the past year, indicating steady performance amidst broader market fluctuations. Although Arm's one-year return matched the US Market, it surpassed the Semiconductors industry growth of 9.1%, underscoring its resilience and competitive edge in the tech sector.
Given the recent strategic developments, analysts remain optimistic about Arm's future prospects, setting a consensus price target of US$131.81. This stands in contrast to the 21% share price jump in recent months, yet Arm's current share price at US$122.44 reflects a 2.75% discount to this target. However, bullish analysts suggest a higher fair value target of US$203.0, based on expectations of significant revenue growth and improved profit margins through 2028. Investors might assess these factors when considering Arm's valuation in the context of projected earnings growth and market expectations.


 
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MegaportX

Regular
45 x 20 cents equals $9.00!

Well, if that’s the case Manny, we’ll all be partying like it’s 1999 in our 2030 bodies. 👯💃🕺
Old Man Smile GIF by F*CK, THAT'S DELICIOUS
Old Man Reaction GIF by NBA


😁
 
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HopalongPetrovski

I'm Spartacus!
495978220_999820608935023_7685708080227240055_n.jpg
BrainChip, having a go.🤣
 
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HopalongPetrovski

I'm Spartacus!
BrainChip develops it's own bot in bid to cash in on the latest Mecha Man trend. 🤣

497450821_10226319417909849_682013760921499449_n.jpg
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
If at first you don't succeed...


dunk-fat.gif
 
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DK6161

Regular
Next AGM we're waiting for Antonio to deny that there was a switch to IP business model. We're going back to making actual chips
 
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manny100

Regular
Next AGM we're waiting for Antonio to deny that there was a switch to IP business model. We're going back to making actual chips
There is no legal requirement to broadcast an AGM live. They may decide just to release an extensive Q & A in the days prior to the meeting and pad up the CEO and Chairman's address.
It would save a lot of drama.
 
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JB49

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Remember back in the good old days when I mentioned Cerence at least 5 times a day? Well..




View attachment 85760




Arm Holdings (NasdaqGS:ARM) Collaborates With Cerence AI To Enhance In-Car AI Capabilities​


May 29, 2025


NasdaqGS:ARM
Source: Shutterstock
Arm Holdings (NasdaqGS:ARM) has been a focal point in the market, witnessing a 21% price increase over the past month, underpinned by a recent strategic partnership with Cerence Inc. This collaboration aims to enhance AI capabilities, potentially strengthening Arm's position in the competitive tech landscape. Amidst mixed movements in major indexes and a rally in technology stocks following Nvidia's strong earnings report, Arm's partnership news likely added upward momentum in countering broader market shifts. Meanwhile, Arm's promising full-year financial metrics and future guidance could have fortified investor confidence amid fluctuating macroeconomic trends.

NasdaqGS:ARM Revenue & Expenses Breakdown as at May 2025 NasdaqGS:ARM Revenue &


The recent collaboration between Arm Holdings and Cerence Inc. to enhance AI capabilities is anticipated to bolster Arm's revenue and earnings forecasts. This strategic move is likely to amplify Arm's potential in driving royalty revenues from partnerships with industry giants like AWS and NVIDIA, as AI becomes a cornerstone technology across multiple sectors including smartphones, autos, and IoT. Arm's investment in R&D and effort to expand their market presence through advanced technologies may further sustain this revenue trajectory despite existing challenges like the Qualcomm lawsuit and concentrated customer base.
Over the longer term, Arm's shares have seen a total return of 12.34% over the past year, indicating steady performance amidst broader market fluctuations. Although Arm's one-year return matched the US Market, it surpassed the Semiconductors industry growth of 9.1%, underscoring its resilience and competitive edge in the tech sector.
Given the recent strategic developments, analysts remain optimistic about Arm's future prospects, setting a consensus price target of US$131.81. This stands in contrast to the 21% share price jump in recent months, yet Arm's current share price at US$122.44 reflects a 2.75% discount to this target. However, bullish analysts suggest a higher fair value target of US$203.0, based on expectations of significant revenue growth and improved profit margins through 2028. Investors might assess these factors when considering Arm's valuation in the context of projected earnings growth and market expectations.




This I am revealing in frustration & disappointment as an investor who has only seen the stock price tank year after year (bought in with average of 52c).

I'm based in Southeast Asia where there are already a number of fabless semicon design companies (and more incoming). Since 2022 till present, I've reached out numerous times to the management (starting with Juan Chapa & Rob Telson) regarding regional sales representation, purely on a commission-only basis with no retainer (literally 0 risk to them, they only have to provide a demo set), but each time they've either just ignored my emails (the norm), or have blown me off, implying that's not their focus (paraphrased). If it's the US AI Export Controls preventing them from engaging with Tier 2 countries (i.e. most of the world including the country I'm based in), then at least tell me and I'll stop bugging them.

For a company that is struggling to get actual income (as opposed to "engagements"), and with Sean on the record as having a US$7m booking (not even "sales") target this year, that's very strange behaviour. Even their Taiwan & Israel representations have not borne any fruit when it comes to revenue. This is why although we're the "first commercially available neuromorphic processor", companies like Cerence and RainAI are blasting ahead of us in terms of actual deals. It's almost as if those in control of the company are intentionally stifling its progress. The last 3 AGMs have shown that we as shareholders are powerless in the current state of affairs.

@TECH I hope you are recovering well from your ordeal, it's terrible that anyone has to go through that. I hope the perps are caught so no one else has to be put through that again. Also if you (or anyone else with personal connections to the management) have the chance to speak with PVDM I'd appreciate it if you could put in a word for me (PM for confidential details).
 
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By following this roadmap CEO Sean Hehir will continue to grow Brainchip's ecosystem and optimise his chances of achieving his personal booking target for 2025 of at least $AU14 million.
 
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7für7

Top 20
If we fall next week under 20 cent, it will be almost not possible to go back even 40cent without a f…in RS…
 
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7für7

Top 20
I really appreciate all the posts shared here. At this point, you’re just glad to see some positive news amidst the downward trend of the share price… And it’s not like I’m turning into a basher either. But I’m also not a bot or some ChatGPT clone — sometimes you just need to vent because honestly, none of this makes sense anymore.

All these positive articles and news, and yet the price keeps falling… someone explain that to me. I don’t buy the argument that investors are pulling out just because of the lack of revenue. It’s not like we’re in the middle of a lawsuit or heading toward bankruptcy. We’re a startup — and we actually have a lot to show in terms of partnerships and technological progress.

So, are we the only ones who see the potential? Or are we just too locked in and maybe overestimating the company? Why doesn’t the share price reflect any of this development?

Does anyone have a serious answer?
 
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7für7

Top 20
Remember back in the good old days when I mentioned Cerence at least 5 times a day? Well..




View attachment 85760


Arm Holdings (NasdaqGS:ARM) Collaborates With Cerence AI To Enhance In-Car AI Capabilities​


May 29, 2025


NasdaqGS:ARM
Source: Shutterstock
Arm Holdings (NasdaqGS:ARM) has been a focal point in the market, witnessing a 21% price increase over the past month, underpinned by a recent strategic partnership with Cerence Inc. This collaboration aims to enhance AI capabilities, potentially strengthening Arm's position in the competitive tech landscape. Amidst mixed movements in major indexes and a rally in technology stocks following Nvidia's strong earnings report, Arm's partnership news likely added upward momentum in countering broader market shifts. Meanwhile, Arm's promising full-year financial metrics and future guidance could have fortified investor confidence amid fluctuating macroeconomic trends.

NasdaqGS:ARM Revenue & Expenses Breakdown as at May 2025 NasdaqGS:ARM Revenue &


The recent collaboration between Arm Holdings and Cerence Inc. to enhance AI capabilities is anticipated to bolster Arm's revenue and earnings forecasts. This strategic move is likely to amplify Arm's potential in driving royalty revenues from partnerships with industry giants like AWS and NVIDIA, as AI becomes a cornerstone technology across multiple sectors including smartphones, autos, and IoT. Arm's investment in R&D and effort to expand their market presence through advanced technologies may further sustain this revenue trajectory despite existing challenges like the Qualcomm lawsuit and concentrated customer base.
Over the longer term, Arm's shares have seen a total return of 12.34% over the past year, indicating steady performance amidst broader market fluctuations. Although Arm's one-year return matched the US Market, it surpassed the Semiconductors industry growth of 9.1%, underscoring its resilience and competitive edge in the tech sector.
Given the recent strategic developments, analysts remain optimistic about Arm's future prospects, setting a consensus price target of US$131.81. This stands in contrast to the 21% share price jump in recent months, yet Arm's current share price at US$122.44 reflects a 2.75% discount to this target. However, bullish analysts suggest a higher fair value target of US$203.0, based on expectations of significant revenue growth and improved profit margins through 2028. Investors might assess these factors when considering Arm's valuation in the context of projected earnings growth and market expectations.



Jesus Christ….😲😲😲😲 there is printed “DALLAS” on a chip!!!! @Dallas …. Do you have to say something about that????
 
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Neuromorphic compute is a reality that every developer and device at the edge will be uterlizing and the brainchip management have put us in a fantastic position for a good slice of this pie 🥧 . Obviously the blowflies, shorter and manipulating mutts beg to differ as they attempt to steal from the shareholders.
Enjoy the ride and don't let the pests take your hard urnt loot.
2025 and beyond is all about brainchip and the astronomical success coming our way.
 
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CHIPS

Regular
Published 3 days ago. Written by Adit Sheth, Senior Software Engineer at Microsoft.


View attachment 85758



Towards AI


Unlocking AI’s Next Wave: How Self-Improving Systems, Neuromorphic Chips, and Scientific AI are Redefining 2025​

Adit Sheth
Adit Sheth

3 days ago




1*7xkxzZQj8YwDz9KSjn1nyg.png

Generated by Microsoft Copilot
The year is 2025, and the world is not merely witnessing a technological shift; it’s experiencing a seismic redefinition of intelligence itself. Forget the fleeting hype cycles of yesteryear. The quiet hum of artificial intelligence has swelled into a thunderous roar, transforming industries, reimagining human-computer interaction, and forcing us to fundamentally reconsider what it means to think, to learn, to be. This isn’t just an upgrade; it’s a revolution, catapulting us beyond the generative models that captivated us just months ago into an era where AI is not just performing tasks, but autonomously enhancing its own capabilities, operating with the brain’s own whispered efficiency, and unlocking the universe’s deepest, most guarded secrets.
This article isn’t a dry technical report. It’s an invitation to explore the very frontier of innovation, a deep dive into the paradigm shifts at the heart of AI’s “next wave.” We’re talking about algorithms that learn to outsmart themselves, hardware that breathes like a biological brain, and models that speak the language of the cosmos. Buckle up. Welcome to 2025’s AI frontier — a landscape where intelligence self-evolves, conserves energy with breathtaking finesse, and accelerates scientific discovery with the precision of a cosmic clock.

The AI Renaissance: Beyond Hype to the Self-Evolving Frontier​

For decades, the promise of Artificial Intelligence danced tantalizingly on the horizon, often retreating into the shadows of “AI winters.” But the current moment is different. Profoundly different. What distinguishes this AI Renaissance from all that came before isn’t just faster processors or bigger datasets; it’s a perfect storm of converging forces — the relentless march of computational power, the sheer tsunami of global data, and the algorithmic breakthroughs, epitomized by the transformative Transformer architecture, that didn’t just unlock Large Language Models (LLMs) but flung open the gates to far grander, more audacious ambitions.
By mid-2025, AI is no longer a nascent curiosity; it’s an indispensable, foundational layer, woven intricately into the fabric of global commerce, cutting-edge research, and our everyday lives. But the most electrifying development isn’t simply AI’s pervasive presence. It’s its burgeoning capacity for self-evolution. We are transitioning from AI that meticulously executes instructions to AI that proactively learns, adapts, and fundamentally improves itself. This profound shift is poised to accelerate innovation at a velocity previously unimaginable, enabling AI to conquer challenges of scale and complexity once considered firmly within the realm of speculative fiction. The age of self-optimizing intelligence has not just dawned; it is galloping into full stride.

The Ascent of Self-Improving AI: Intelligence That Learns to Learn​

Imagine an intelligence that doesn’t just process information, but actively refines its own mind. For far too long, the meticulous art of improving an AI model remained a human-centric, often grueling, cycle of endless fine-tuning and manual iteration. Today, the very vanguard is defined by Self-Improving AI — systems endowed with the astonishing ability to autonomously monitor their own performance, diagnose their own flaws, generate new, targeted data (both synthetic and real), and even daringly refine their internal algorithms or fundamental architectures without constant human intervention. This is intelligence that doesn’t just learn from data; it learns how to learn better, initiating a relentless, accelerating spiral of intellectual ascent.
This revolutionary capability is underpinned by sophisticated, dynamic feedback loops that empower AI to become its own architect:
  • Autonomous Learning Cycles: Picture AI agents engaged in a perpetual ballet of perception, decision, action, and then, crucially, self-evaluation. They assess their own outcomes with surgical precision, then dynamically rewrite elements of their decision-making logic or knowledge base for superior performance. In complex strategic games or hyper-realistic simulation environments, an AI can now play millions of rounds, pinpoint optimal strategies, and literally reprogram itself for victory.
  • Reinforcement Learning with Self-Correction and Reflection: Building upon breakthroughs like Reinforcement Learning from Human Feedback (RLHF), cutting-edge techniques now allow AI systems to “reflect” on their past failures with a chilling clarity previously reserved for human introspection. They meticulously analyze precisely why a particular output was flawed, pinpoint subtle fallacies in their reasoning paths, and then autonomously generate new, targeted training examples or modify internal representations to prevent similar missteps. This concept, often termed “Recursive Self-Improvement” (RSI) or “self-healing AI,” isn’t just about iteration; it hints at a future where AI perpetually bootstraps its own intelligence, pushing the boundaries of its own cognitive capacity.
  • Meta-Learning and AutoML for System Optimization: Beyond simply fine-tuning individual models, meta-learning enables AI to grasp the very principles of learning itself. This means an AI can become adept at rapidly adapting to entirely new tasks with minimal data, or even autonomously generate novel, more efficient machine learning algorithms specifically tailored to emerging problems. Modern Automated Machine Learning (AutoML) platforms are deeply integrating these meta-learning capabilities, allowing AI to autonomously design, optimize, and even deploy complex AI pipelines, from initial data preprocessing to final model integration. The result? A paradigm where AI actively participates, and even leads, in its own engineering. One exciting example of this can be seen in C3 AI’s advancements in multi-agent automation, showcasing how self-improving agents are tackling enterprise-scale challenges by refining their own workflows and reasoning. (Explore more on C3 AI’s “Agents Unleashed” here.)
The ramifications of self-improving AI in 2025 are, quite frankly, profoundly staggering:
  • Unprecedented Autonomy and Resilience: Systems can now adapt to highly dynamic, unpredictable environments and novel situations in real-time, making them fundamentally more robust for mission-critical applications. Imagine autonomous vehicles that learn from every near-miss, refining their driving algorithms instantly; or dynamic infrastructure management systems that self-optimize in response to sudden demands; or next-gen cybersecurity platforms that don’t just detect threats, but autonomously engineer and deploy countermeasures against zero-day attacks. The system learns to fail forward, building resilience through continuous, relentless introspection.
  • Exponential Development Cycles: AI is now, quite literally, accelerating its own evolution. As AI systems become more adept at identifying and fixing their own shortcomings, the very pace of innovation within the AI landscape itself is poised for an exponential surge. This could lead to breakthroughs emerging at a velocity previously deemed impossible, creating a virtuous cycle of accelerating intelligence.
  • Radical Reduction in Human Intervention: While human oversight remains utterly crucial for alignment, ethical guardrails, and ultimate accountability, the need for constant, granular human intervention in optimization, debugging, and iteration decreases dramatically. This frees human engineers and researchers to focus on higher-level strategic challenges, abstract problem definition, and the profound ethical implications of guiding ever-smarter machines.
Imagine an AI system orchestrating a global logistics network that doesn’t just learn from real-time traffic fluctuations, dynamic weather patterns, and unforeseen supply chain disruptions, but also self-revises its entire optimization algorithm to achieve efficiencies far beyond what even the most brilliant human experts could manually program. This isn’t distant futurism; this is the tangible, thrilling promise of self-improving AI, a true game-changer in humanity’s quest for intelligent autonomy. It marks a pivotal moment where AI transitions from a powerful tool to an active, evolving partner in its own progress.

Neuromorphic Computing: Building Brain-Inspired, Energy-Efficient AI​

As the computational and energy demands of large-scale AI — particularly the colossal LLMs and the resource-hungry self-improving systems — continue their meteoric rise, they cast a looming shadow: an undeniable bottleneck. This pressing challenge is precisely what Neuromorphic Computing steps forward to address, representing nothing less than a fundamental paradigm shift in how we design and build AI hardware. Drawing profound inspiration from the astonishing energy efficiency and parallel processing power of the human brain, neuromorphic chips bravely jettison the traditional von Neumann architecture, which, for decades, has inefficiently separated processing from memory, leading to constant, energy-intensive data movement.
Key principles defining this quiet revolution in silicon include:
  • In-Memory Computing (Processing-in-Memory): In stark contrast to conventional architectures, neuromorphic systems ingeniously co-locate processing units directly within or immediately adjacent to memory. This radical approach dramatically curtails the energy consumption associated with constantly shuttling data between distinct processing and storage components — the infamous “von Neumann bottleneck.” This architecture fundamentally mirrors the brain’s seamless, integrated computation and memory, operating with a fluidity unmatched by current digital systems.
  • Event-Driven (Spiking Neural Networks — SNNs): Unlike typical deep learning models that process all inputs continuously, consuming power constantly, neuromorphic chips primarily operate on Spiking Neural Networks (SNNs). These artificial neurons “fire” (generate a computational event) only when a certain threshold of input is reached, mimicking the sparse, asynchronous, and incredibly efficient communication of biological neurons. This event-driven processing leads to extraordinarily low power consumption, as computations are performed only when genuinely necessary, minimizing idle energy drain. Imagine a light switch that only consumes power when it’s actively flipping.
  • Intrinsic Parallelism and On-Chip Adaptability: Neuromorphic architectures are inherently massively parallel, allowing for millions of concurrent computations, much like the brain’s distributed processing. Furthermore, many neuromorphic designs are built for continuous, on-device learning and adaptation, making them uniquely suited for dynamic, real-world edge environments where constant cloud connectivity is impractical or impossible.
The critical and rapidly escalating role of neuromorphic computing in 2025 cannot be overstated:
  • Addressing the Energy Crisis of AI: The monumental carbon footprint and staggering operational costs associated with training and running today’s colossal AI models are simply unsustainable. Neuromorphic chips offer a revolutionary path to orders of magnitude lower power consumption for demanding AI tasks, making large-scale AI deployment far more environmentally responsible and economically viable. This isn’t just an optimization; it’s an existential necessity for AI’s long-term, widespread scalability.
  • Fueling the Edge AI Revolution: By enabling sophisticated AI to run directly on tiny, power-constrained devices — from next-generation wearables and smart sensors to agile drones and truly autonomous robotics — neuromorphic chips unleash the full potential of real-time, on-device intelligence. This dramatically reduces latency, enhances data privacy (as less sensitive data needs to be transmitted to the cloud), and facilitates always-on AI capabilities crucial for applications where consistent cloud connectivity isn’t feasible or desirable. Picture smart eyewear that provides real-time contextual awareness without draining its battery in minutes, or a drone performing complex environmental analysis on its own, far from any network.
  • Opening New Frontiers in AI Application: This unprecedented energy efficiency and real-time processing ability enable novel AI applications that were previously confined to laboratories or supercomputers due to power constraints. Consider medical implants with embedded AI that continuously monitor biomarkers and adapt their function for years without external power, or vast smart city sensor networks that process complex visual and auditory data locally to manage traffic or detect anomalies without overwhelming central servers.
Leading the charge in this hardware revolution are innovators like Intel, with its groundbreaking Loihi series. Loihi 2, in particular, is pushing the boundaries of AI with its support for low-precision, event-driven computation, showing promising results for efficient LLM inference, demonstrating capabilities like real-time gesture recognition and pattern learning with vastly reduced power requirements. (Loihi 2 and its capabilities). IBM also continues its advancements in neuromorphic computing, with ongoing research pushing the boundaries of brain-inspired architectures. Meanwhile, companies like Brainchip are commercializing their Akida chip, a fully digital, event-based AI processor ideal for ultra-low power edge computing, demonstrating advanced capabilities in areas like event-based vision for autonomous vehicles and industrial automation. (See how Brainchip’s Akida is enabling breakthroughs in edge AI.). As these specialized processors mature and become more widely accessible, they promise to fundamentally reshape the hardware landscape of AI, driving us towards a future where intelligence is not just powerful, but also profoundly efficient, always-on, and truly pervasive.

And the link, please. Thank you.
 

manny100

Regular
Neuromorphic compute is a reality that every developer and device at the edge will be uterlizing and the brainchip management have put us in a fantastic position for a good slice of this pie 🥧 . Obviously the blowflies, shorter and manipulating mutts beg to differ as they attempt to steal from the shareholders.
Enjoy the ride and don't let the pests take your hard urnt loot.
2025 and beyond is all about brainchip and the astronomical success coming our way.
What makes it tough is that we are not just an add or bolt on that improves performance or memory. BRN via AKIDA is a whole new way of getting things done.
Sean said that we can expect smalls getting on board shorter term but big business takes a lot longer.
I have no doubt we have some big fish on the hook but it's a bit like watching grass grow.
 
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FJ-215

Regular
I really appreciate all the posts shared here. At this point, you’re just glad to see some positive news amidst the downward trend of the share price… And it’s not like :cry:I’m turning into a basher either. But I’m also not a bot or some ChatGPT clone — sometimes you just need to vent because honestly, none of this makes sense anymore.

All these positive articles and news, and yet the price keeps falling… someone explain that to me. I don’t buy the argument that investors are pulling out just because of the lack of revenue. It’s not like we’re in the middle of a lawsuit or heading toward bankruptcy. We’re a startup — and we actually have a lot to show in terms of partnerships and technological progress.

So, are we the only ones who see the potential? Or are we just too locked in and maybe overestimating the company? Why doesn’t the share price reflect any of this development?

Does anyone have a serious answer?
@7für7

I was hoping we would get a bit of a bounce off the back of the AGM.

Then I watched the AGM :sick:. So there is part of the problem.

We are also coming in to tax loss selling season. Between now and the end of June, investors will be selling underperforming stocks to get tax credits. Happens every year and puts extra pressure on those stocks.
 
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Rskiff

Regular
@7für7

I was hoping we would get a bit of a bounce off the back of the AGM.

Then I watched the AGM :sick:. So there is part of the problem.

We are also coming in to tax loss selling season. Between now and the end of June, investors will be selling underperforming stocks to get tax credits. Happens every year and puts extra pressure on those stocks.
where did you get the AGM to see? Would love to see it
 

itsol4605

Regular
where did you get the AGM to see? Would love to see it
Only live
 
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