BRN Discussion Ongoing

[Food4 thought]

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Chief Development Officer Jonathan Tapson had the opportunity to represent BrainChip on Capitol Hill last week to introduce our neuromorphic AI technology and highlight our growing role in defense applications.

Highlights of his visit include:
· Presenting BrainChip’s capabilities to House staffers in the historic House Majority Hearing Room
· Meeting with Senator Cindy Hyde-Smith, a member of the Senate Appropriations Committee
· Visiting Senator Roger Wicker’s office, chair of the Senate Armed Services Committee and member of the Commerce, Science & Transportation Committee
· Stopping by Representative David Min’s office (CA-47 where BrainChip is headquartered) to mark BrainChip on his constituent map!
· Visiting several federal contractors along the Beltway to explore collaboration opportunities

It was a privilege to share how BrainChip’s technology can support national defense innovation and engage with policymakers shaping the future of AI in government.

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This is gold star action

 

[Mccabe84]

 

[Rskiff]

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For those who don't know who Spartan Group is, they are just a lobby group that I think BRN would have had to pay to get meetings in the government. Don't get me started on who controls governments.

 

[7für7]

Honestly, I don’t really care who’s pulling the strings …as long as they’re not ISIS sympathizers and my family isn’t at risk of being stoned or executed in the street for having a different opinion.

Let them play their geopolitical games, like they always have….If it gives BrainChip access to something that might eventually benefit me too…so be it.

But they’d better make sure there’s no Efialtes among them.


THIS IS AKIDAAAAA

 

[smoothsailing18]

For those who don't know who Spartan Group is, they are just a lobby group that I think BRN would have had to pay to get meetings in the government. Don't get me started on who controls governments.

For those who don't know who Spartan Group is, they are just a lobby group that I think BRN would have had to pay to get meetings in the government. Don't get me started on who controls governments.

Well dun to the Spartan Group, that's what I call money well spent.
Go brainchip

 

[IloveLamp]

It was great to travel to Hsinchu, Taiwan and present our new NeuroEdge AI co-processor at the CadenceConnect event. | Amol Borkar

It was great to travel to Hsinchu, Taiwan and present our new NeuroEdge AI co-processor at the CadenceConnect event. Great job by our field marketing team in organizing the event. Glad to see our customer base expanding to new customers and partners for Tensilica and Cadence IP. #cadence...

www.linkedin.com

 

[HopalongPetrovski]

Food4thought started this with a fair question....what does it take, and many responded. You all have good points, very good points, and I take no exception to any, but they seem to all avoid a main consideration. Volume. Many have speculated what it might be that moves this stock. It will be volume. Too simple???

One after the other, no one mentions volume. When BRN on the ASX trades 100 million shares, and BRCHF on the OTCX trades at 10 million (or >) in the US markets then in my opinion, repeat ...opinion,.... the stock should be moving in chuncks. Like the Mercedes bump for some reference.
It came fast and it was furious.

Large float, lot's shares out there. But I wonder,.......How many shares are in vaults or held in diamond hands? Whatever amount it is, and I bet it is big, subtract that amount from 2 billion + float amount and that's a number that is more attractive in looking at appreciation scenarios. Smaller makes supply and demand look bigger and more attractive.

So a growing surge in volume probably wouldn't mean anything in a limited supply environment, right? Please, do not reply.


Above is all in my opinion. No advice given or intended.

Regards, dippY

What exactly do you regard is the catalyst for increasing volume?

 

[GazDix]

don’t follow every rumor with bated breath, but some thoughts tend to stick. One idea that’s been floating around is that BrainChip might now be working so closely with the US Department of Defense (DoD) that they’ve been “muzzled” and can only deliver to them – and that’s why nothing seems to be happening publicly anymore. On the surface, it sounds somewhat plausible… but it doesn’t really hold up.
Because honestly: If there were a genuine exclusive contract with the Pentagon, that would be ASX disclosure-worthy. The stock exchange doesn’t mess around. You wouldn’t be allowed to keep such a deal completely under wraps – even if the details were confidential. And we simply haven’t seen such a disclosure.
Also, their civilian partners are still in play: Renesas, Edge Impulse, Vorago and others haven't been cut off – which they’d need to be if BrainChip was bound to a single customer. They're even still expanding into developer ecosystems. That’s… not exactly “top secret” behavior.
Then there was Vianna’s comment at the AGM about being able to move headquarters to “any country.” Sure – theoretically possible. But Australia is still home. And anyone who’s ever been involved in a headquarters relocation knows it’s not something you just do with a coffee in your hand. It’s a serious endeavor
A for patents – there’s no real red flag. BrainChip is still filing new ones. Sure, not every innovation becomes public (hello, NDAs), but we’re not seeing a complete freeze either.
So what’s the takeaway?
Maybe BrainChip is simply operating strategically in stealth mode. Maybe there are some exciting DoD-related projects under NDA. Maybe they’re intentionally flying low to later fly high. Who knows.
But the idea that they’ve become a single-customer military supplier, abandoning all other markets? That feels like a stretch. It just doesn’t match the company’s behavior. And sometimes, a Vianna quote is just… a Vianna quote.
I’m staying calm – alert, but no tinfoil hat. And if something concrete surfaces, I’ll be ready with either a solid “I told you so” or a surprised “Well damn, didn’t see that coming.” Whate
ver comes first.

Thank you. Really good points.