BRN Discussion Ongoing

[DingoBorat]

THIS IS COPIED FROM ASX BETS NONE OF THIS IS MY WORDS

The signs were there. We had threads filled with emo poetry last week, and an unusual number of posters sharing their sexual proclivities over the weekend as though they'd strayed from WSB. There were probably some other signs too, like the cost of lettuce showing that inflation was not transitory, and nor had it peaked.

Anyway, tonight's instalment is courtesy of the AFR:

How to beat the bear market blues

Bear markets are the ultimate behavioural test for investors. The outcome of this test says more about their likelihood of success in building wealth over the long run than does the direction of financial markets. Investors will either stay smart or yield to emotion, which can ruin the potential for gains.

In the current scenario of volatile markets, the wildcard for portfolios is the human mind, not the movements in asset prices. Not one investor is immune to systemic risks, but all investors will need to resist their emotions to act as prices fall during the current bear market.

The euphoric phase of bull markets fuelled by cheap money has ended. As fear of losses grips some investors, they need to be careful to stay calm and stick to their long-term investment plans and avoid emotional decision-making panic.

In reality, emotions can compound in bear markets. To add fuel to these fears of losses, stagflation has become the topic of the day. With the US Federal Reserve raising interest rates this year, and inflation rising worldwide, equity rotations have started from meme stocks, non-profitable technology shares and other growth companies into value shares.

Behavioural finance theory has been well documented by the likes of Daniel Kahneman and Richard Thaler. “Prospect theory and aversion to losses” emphasise that investors perceive asset gains and losses differently. Investors place more weight on perceived gains than losses, but losses cause a greater emotional impact – and with that comes a desire to act to alleviate loss.

To avoid emotion, investors need to understand what the fundamentals of their portfolios are and how asset prices will behave now that we are in an inflationary regime and central banks are on the offensive.

We are seeing a widening divergence around the world in both monetary and fiscal policy and the fracturing of globalisation as the rift between the US and China widens. At the same time, Russia’s relations with the US and Europe have frozen.

Extreme uncertainty has taken hold with war in Europe, sharply higher food and energy prices and a concerted effort towards a path to decarbonisation. Caution and patience are needed.

The risk for portfolios in this scenario is that risk averse investors will become overwhelmed by their anxiety and fears and sell down riskier assets such as shares. Investors who act rashly in response to nightmarish headlines and sell quality companies may be compromising their long-term investment outcomes.

The rational investor, on the other hand, will stay calm and even become excited by the falls in share prices and see opportunities rather than losses. That goes against Prospect Theory, but it will help investors hold on to their wealth.

Given the current market conditions, investors need to focus on fundamentally sound assets to strengthen their portfolios. Investors should stick to the decisions that they have already made with their financial advisers when they were in a calm and rational state, and not deviate from their agreed portfolio mix. Now is not a good time to change the asset mix in your portfolio when you become overwhelmed by emotion.

Ideally, you have a portfolio that takes into account your financial needs now and well into the future. You need to stick to your financial plan and stay rational with a clear head despite all the bad news we are hearing.

If you need to transact, don’t read the headlines before you trade. Instead, imagine what your portfolio should look like in 10 years and what you need to do now to see that future happen. That will offer a better guide than the noise and uncertainty of today.

Great post
Be aware, that Brainchip is a unique stock.

The bulk of any sell down today, even with all the market uncertainty, of the next few days/weeks, will be shorters.

Remember that..

 

[Gemmax]

How NVIDIA Is Helping Develop Self Driving Tech — SlashGear

NVIDIA is teaming up with big brands and creating technology and software that'll be at the heart of the self-driving, autonomous vehicles of the near future.

apple.news

 

[Quercuskid]

Such great buying opportunities

 

[Kachoo]

Great post
Be aware, that Brainchip is a unique stock.

The bulk of any sell down today, even with all the market uncertainty, of the next few days/weeks, will be shorters.

Remember that..

Very true. Even in a bear Market some stocks will eventually appreciate do to value growth. Imo but this noise is really overdone in my opinion. Most countries employment is flat out people working. Yeah the cost have risen quite a bit but in reality lots of debt was driven by home prices that took wealth from people to banks. The bidding wars are created buy us individuals alone. These rate increases were actually needed precived by the big banks this reaction now is just retail bailing and shorters smart money is accumulating imo.

 

[stuart888]

Here’s a white paper released by NVISO this morning, it is all about “Human Behaviour AI for Extreme Edge AI computing”

It’s clear that NVISO has huge plans with Brainchip and also that NVISO is a firm believer that Akida is the answer to todays computing challenges.

NVISO releases Human Behaviour AI for Extreme Edge AI Computing Technical Whitepaper | NVISO

www.nviso.ai

I also believe there will be a webinar following this white paper sometime today/this week and will allow for questions so that’s something we can set our calendars for and can ask NVISO some questions.

Fantastic thanks @chapman89. Question ideas for Nviso:

1 - Can you explain the different use cases you are planning for with the Akida1000 IP (Feed-Forward Neural Network)?
2 - And what might be added with the Akida LSTM (Long Short Term Memory Neural Networks)?
3 - Are you already planning solutions using the Akida LSTM?

My thought: the use cases for the new Akida LSTM have not been highlighted enough. It would be great to hear it quoted from an Nviso representative.

Best Regards, Stuart

 

[Fact Finder]

https://www.arm.com/partners/ai-ecosystem-catalog

Akida IP Solution Brief von BrainChip
Akida IP von BrainChip ist vollständig kompatibel mit den Produktfamilien von Arm. Akida bietet eine kostengünstige, leistungsstarke und energieeffiziente KI-Verarbeitung für Edge-KI-Geräte – sogar für solche Standorte mit eingeschränkter oder gar keiner Konnektivität.

DER KNALLER

Akida IP Solution Brief by BrainChip

Akida IP from BrainChip is fully compatible with Arm's product families. Akida offers cost-effective, powerful, and energy-efficient AI processing for edge AI devices - even for locations with limited or no connectivity

 

[Euks]

On a bit of a lighter note…

Do you think this has Akida inside??

 

[AARONASX]

 

[Boab]

Try not to get fleeced today. By holding on ewe can benefit the whole family.

 

[BaconLover]

Okayyyy. I am ready for the open.

 

[Sirod69]

that is what i try to say to all of you german is much more longer than english and you never know how bavarian is

 

[LuWil]

https://www.eetimes.eu/brainchip-edge-impulse-team-to-develop-low-cost-embedded-ml-systems/

BrainChip, Edge Impulse Team to Develop Low-Cost Embedded ML Systems​

June 13, 2022

 

[Fact Finder]

If you have your plan all the rest will be white noise:

June, 2021
EAPs: NASA, FORD, Valeo
CUSTOMERs: Renesas
CEO: Position Vacant
TECHNOLOGY: waiting for AKD1000 & AKD2000

June, 2022
EAPs: FORD
EARLY ADOPTERs: Mercedes Benz, Valeo, NASA, Renesas, MegaChips
PARTNERS: ARM, SiFive, Edge Impulse, Nviso, ISL, US Airforce, Intellisense
CEO: Sean Hehir
MARKETING(New Position): Jerome Nadel
TECHNOLOGY: AKD1000 released, IP only provider model fully rolled out, next generation AKIDA with LSTM completed and to be announced in near term.

In the background about 10 EAP customers remain in stealth mode with all but one expected to progress to full commercial agreements.

Multiple Patents have been granted and a further fifty to be filed.

Just some known FACTS that continue regardless of what the market does today, tomorrow etc;

My opinion only DYOR
FF

AKIDA BALLISTA

 

[skutza]

Here are the reasons Megachips chose to partner with Brainchip.
1. Credible capability tech, performance leading and expertise.
2. Traction, significant customer engagement, already starting to look at into products.
3. Appropriate proof of capability in silicon and the software to successfully integrate the ip onto chip.
Also megachips chose to deal with quadric because they complimented Brainchip, not a competitor. That should shut that HC troll up a bit, lol.

 

[Fact Finder]

https://www.eetimes.eu/brainchip-edge-impulse-team-to-develop-low-cost-embedded-ml-systems/

BrainChip, Edge Impulse Team to Develop Low-Cost Embedded ML Systems​

June 13, 2022

I have to say I never tire of reading this part every time Edge Impulse is covered:

“The company’s cloud-based platform enables developers to test and refine algorithms with real-world data, increasing their effectiveness. It has been the platform of choice for over 55,000 custom ML projects by over 33,000 developers, including customers like Oura, Polycom, Advantech, and NASA.”

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Newk R]

I can't look.
<iframe src="https://giphy.com/embed/eVhrYFmSqVLNAsvZmB" width="480" height="270" frameBorder="0" class="giphy-embed" allowFullScreen></iframe><p><a href="">via GIPHY</a></p>

 

[Foxdog]

Unfortunately Trolls will get away with it at the moment - particularly while the SP is getting hammered. Time to look away for a while and wait for the turn around.

Picked up another 10k parcel this morning @.79 (honestly didn't think it'd get this low again but absolute carnage on NASDAQ overnight).

Stay strong fellow chippers, like many others I believe the long term rewards will be extraordinary.

 

[Lex555]

Picked up a few more diamonds at $0.785

 

[Dijon101]

I'm holding firm,
Share price going to do what the share price going to do.

Question though,
Not expecting significant revenue this quarter are we?
Most likely 4th quarter 2022, and 1st quarter 2023??

 

[AARONASX]

The whole market is hungover from the long weekend!