BrainChip's partnership with ARM INC is more than enough to keep me sleeping well for the next 6 months. I often visit the ARM website to see BrainChip at the front and centre of their AI ecosystem. Add to that our documented partnerships with RENESAS, PROPHESEE, MEGACHIPS, VALEO and SIFIVE ......come on now! Not too interested in the dots to other companies, although it can be fun to research and hypothesise, and I'm sure many of these dots will materialise.
The 4C that comes out at the end of Jan 2023 is the one that I am excited about. For now the Share Price will do what the manipulators want it to do, in the near future it will rise because of the hard work that the BrainChip team is doing behind the scenes. The only thing that would give me cause for concern is if one of these big six companies cut their ties with BrainChip. I haven't seen anything to suggest this, in fact quite the opposite. Its Jan 2023 for me, in the meantime I will continue keep a casual eye on all things BrainChip. Just wanted to share my take on things. I understand and respect that everyone has their own views on BrainChip and how they view and manage their investment. At the end of the day, we all want the same thing. Good luck to all.
Well said Slade.
I have close to the same view. Though even the 4C in Jan 2023 I imagine it will still only show warming up revenue in the grand scheme of things to come if they play out how we and Brainchip ideally want.
The discussion on the SP of late has been quite fascinating of late...and I say that with a surprised smile.
Here is the decision for any investors here:
If you want a company that will be operating in the edge AI space with
already known and announced bulk revenue and “black and white” known deals right now then a company like Nvidia or Qualcomm may be the better choice for you...
but....know that percentage return will not be as high as these companies are very derisked quite massively and the high market cap is reflective of the position they are in.
If you like some risk and speculation on a company that is yet to announce many of their core deals along with the expected revenue or for that manner show much revenue at all. Also they potentially may not be able to ever announce some company deals due to NDA’s. They are also not in profit territory and also can’t fully map out for you the revenue path or profitability path. If you are happy with this then Brainchip is more suited.
Please don’t expect Brainchip to be an Nvidia right now, it’s going to take a lot of patience and time for Brainchip to be like an Nvidia with known deals, know revenues and fully in profit.
Important: While Brainchip cannot fully show their revenue and profit trajectory the SP will continue to be pushed around (up and down) outside of our or the companies control. The only stabiliser of the SP in any company is usually consistent revenue and profitability path or the ability to prove/map these elements out in deals announced. This has not occurred as yet and this will take time.
In regards to speculation versus known. It goes for the iceberg diagram. I really like the diagram - but I have always seen it as a speculative diagram showing possible associations with only some of the players that we have some hard facts on. That’s all good by me as I understand that is what it is and I am invested in Brainchip earlier as a speculative but proven technology play. Over time it will hopefully become less speculative and obviously Mercedes coming out made Brainchip a lot less speculative from a tech perspective, now we need to firm up the revenue and deal speculation but this will take many many quarters and years to come.
If you operate only in facts you have to make your own list of the facts you know and invest with that. Typically many people who only deal in facts will lean towards lower risk which will then lean towards only companies who are in profit so they will mostly not invest in higher risk stocks not showing any profit yet. Just the nature of the beast.
Some other people look at a larger picture of facts, speculation and potential....and many other elements that I could go on forever about. We are all different and that is what has to be understood and respected.
There is no one list, data set or diagram that is going suit everyone. So let’s not make anyone feel wrong for their list, data set or diagram.
We can just show respect and say to the other person “that is great that suits you however I will look further into this” or make your own “list” or “diagram” and invest accordingly to your own personal rules and risk levels. Feel free to share that data set also if you want.
Have a great day all and this is not financial advice but just generalised observations from my various experiences.
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