BRN Discussion Ongoing

[alwaysgreen]

Only if you sold my friend.

They will have to pry them out of my hand! Admittedly, today they at least lifted my pinky finger off but I held strong, for better or worse.

 

[Violin1]

Let me correct. Only if you sold, (comma) my friend. I don't actually want to sell my friend. Punctuation and capitals are sooo important. Example, "I had to help my uncle jack off a horse".

 

[BaconLover]

Let me correct. Only if you sold, (comma) my friend. I don't actually want to sell my friend. Punctuation and capitals are sooo important. Example, "I had to help my uncle jack off a horse".

Lucky uncle

 

[VictorG]

I feel very sad for META retail investors as unlike Brainchip META:

1. Carries debt and interest rate rises affect profitability;

2. Carries inventory;

3. Consumer confidence affects sales as their inventory is largely made up of product that can be labeled as discretionary purchases;

4. They were already struggling as Facebook and reinventing itself as META was always going to be a slow burn even in good economic times;

5. State sponsored cyber terrorism has affected consumer sentiment where META product offerings provide multiple vulnerabilities for personal data being kept secure;

6. Mark Zuckerberg is not a much loved figure by legislators or consumers;

7. The Cold War between China and the USA is particularly unpleasant for META.

Glad I hold Brainchip shares.

My opinion only DYOR
FF

AKIDA BALLISTA

So true FF, and even if Meta was to miraculously perform a Lazarus with a triple bypass, they still have to deal with Mark Zuckerberg's haircut. There is no solution for his haircut

 

[alwaysgreen]

Let me correct. Only if you sold, (comma) my friend. I don't actually want to sell my friend. Punctuation and capitals are sooo important. Example, "I had to help my uncle jack off a horse".

Understandable. It would be pretty hard to do with a hoof!

 

[Fact Finder]

The lumpiness term was too loose and blaisé though. I was hoping the June quarter was a small lump and Sep quarter was going to be a big one! Just saying lumpy wasn't clear and was punished by the market. I like Sean but his inexperience as a CEO in my opinion was partially the catalyst of some of the drop today.

Thanks for reminding me another reason for feelings sorry for META is that Sean Hehir is CEO of Brainchip driving down the whole semiconductor market in Australia and the USA.

When Sean used the word ‘lumpy’ I thought I better check its meaning in the world of finance:

“In the business world, lumpiness refers to revenues that come in big chunks at irregular intervals as opposed to in steady, consistent increments”

Doing my own research removed any doubt as to what he was saying.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Xhosa12345]

Once again I read the news and knew these things were occurring in the semiconductor space and have posted for months about how even though Brainchip was playing in this industry it had the advantage of:

1. Not carrying any debt;

2. Not carrying inventory because it sells IP that fits in a filing cabinet or on a memory stick;

3. It has cash and guaranteed further cash from LDA Capital and an offer to further extend the agreement if Brainchip wants to do so;

4. A product in AKIDA IP which can be added to existing semiconductors of the customer dramatically improving performance and energy consumption;

5. A product in the form of IP which can be priced to suit market conditions as it in essence has no ongoing cost of production;

6. A market place where automotive and other industries are being required to cut energy use by 2030 under legislative mandates which make AKIDA IP attractive.

So if it was the CEO Sean Hehir’s statement that

"Extended evaluations, decreased budgets, delayed introduction of new technology, these conditions have created a headwind"

which caused todays collapse how is it that I alone in all the world already knew and posted about it.

I must live in an echo chamber and receive messages that no one else does from the Fourth Estate.

Once again all I can say is that those who did not already know these things should actually do their own research.

Perhaps as pompous as it sounds even read my posts.

What the CEO Sean Hehir said was old news publicly available to every shareholder for many months.

My opinion only DYOR
FF

AKIDA BALLISTA

Ff. Point 3 to add 3.5 mill of cash coming from receivables next qtr!

 

[HopalongPetrovski]

Feeling like we been rode hard and put away wet.
I think the following is a good example of the shortee's at our BRN banquet today.............The bastardo's, they got us good!

 

[Sirod69]

This morning I read on my Whatsapp group that BRN has fallen by 20%... something is wrong... something is wrong...
Phew it's only -13.25%

I don't think it's nice either, but the sun is shining, the Russians aren't at the door, only my Russian neighbor is comfortably smoking a cigarette, so not much has changed

 

[Diogenese]

looks like lots of dyspeptic brokers got back from lunch and dropped their bundle .

Apart from the open, steepest selling from 13:50 to 14:10, with a kick at the close.

 

[Makeme 2020]

Junk commentary is junk commentary. And all of that is my opinion. All of this has nothing to do with my title of "founding member".

You still haven't addressed my comments directed at you earlier toda

Junk commentary is junk commentary. And all of that is my opinion. All of this has nothing to do with my title of "founding member".

You still haven't addressed my comments directed at you earlier today.

ASK SEAN BUDDY HIS THE CEO..............

 

[McHale]

Yes I thought about loosing some money too but then decided not too.

Now if someone will answer my question and post a link I may regret that decision but with each passing hour it looks like the only reason the price has dropped is because of the lumpy revenue that was predicted by the CEO has now occurred.

I feel very sorry for the CEO Sean Hehir.

Damned when he does and damned when he doesn't.

If he had not told shareholders that revenue was going to be lumpy so they could make provision for when it occurred he would have been the worst CEO in the history of the world.

He tells everyone that revenue will be lumpy and what he predicted occurs and he gets called out as the worst CEO in history of the world for not preventing it.

For goodness sake by telling shareholders that this was going to happen he was admitting that a lumpy revenue stream was inevitable and unable to be prevented when selling IP as a wholesaler in the semiconductor space.

Ask yourself when did you expect the lump to occur in ten years time or during one or more of the quarters between when the CEO stated it would be lumpy and when he asked to be judged at the 2023 AGM.

Some people just like to play the victim and blame everyone else for their decisions by denying the truth of the Facts that they were given to manage their own affairs.

The CEO Sean Hehir predicted this therefore he told you the truth.

A truthful CEO what a bummer. Why can't we have a CEO like the one that GetSwift had who makes up false and misleading statements to pump the share price so he and his mates can sell the bounce.

Today's over reaction is because so called investors do not do their own research and when something they did not understand or take the time to find out about occurs they panic and play into the hands of the manipulators. A fool and his money are soon parted.

Anyone claiming to be surprised by the lumpy revenue needs to accept that Brainchip tells the truth.

Good, bad or indifferent it tells the truth.

This is not like other companies spin does not take place.

The closest thing to spin is left to the sales team who each day try to find new superlatives to described AKIDA technology.

My opinion only but if you go back and then think logically at least one 4C had to produce a lumpy result but DYOR or not which is much easier.
FF

AKIDA BALLISTA

You are correct about the victim cards being thrown about here today FF, I'm not so sure BRN tells the truth or whether they wanted to prevent unrealistic "expectations". It happens every Qtr - the speculation and excitement runs rampant here, then there are those who speak more cautiously, then the exuberance takes hold again.

Regardless the 4C was some lump - possibly a massive pothole that just tore off the front wheel, I'm left reeling. Having said that I do have faith in our management, however I would like more communication, because it's as "sparse" as the veritable lone ranger pixel on a broad monochrome sheet..

Price action today has been unfortunate, and the bots have had a field day, IXIC (Nasdaq) has been relentlessly copping it since late last year, and due to some bad timing (for us) the big AMZN got smashed in after market trading last night, so sentiment right at release of this 4C is poor and timing alas poor too - so BRN has copped a belting.

I'm living in the 70's.........again. Late Jan 2023 will be the one that needs to cut a bit more mustard than todays, so I patiently await, but you have to watch your expectations folks. Been here 7 years and I really want this thing to fly as much as anyone here. Time is of the essence.

 

[Pappagolla]

Thanks for reminding me another reason for feelings sorry for META is that Sean Hehir is CEO of Brainchip driving down the whole semiconductor market in Australia and the USA.

When Sean used the word ‘lumpy’ I thought I better check its meaning in the world of finance:

“In the business world, lumpiness refers to revenues that come in big chunks at irregular intervals as opposed to in steady, consistent increments”

Doing my own research removed any doubt as to what he was saying.

My opinion only DYOR
FF

AKIDA BALLISTA

It is extremely obvious what lumpy means in the context of our business model and being at the very beginning of our commercialisation journey.

Licence fees - Sporadic, LUMP sum payments. Lumpy. We are here.

Royalties - Consistent, recurring payments. Unlumpy. We are not here yet but we will be in time.

Patience FFS.

 

[Derby1990]

Today was a great day. I've been waiting months for a chance to top up at my average price (0.75) and was thinking I'd never get the opportunity again. So was thrilled to snag some more at 0.74 and increase my holding by 2.5 times. I really thought -13% was an over-reaction to the 4c and it would bounce back during the day to maybe -5%. Never thought it would drop over 21% and I'd be sitting on an immediate $2k paper loss. Those paper losses can be really painful, but they're not real. Paper cuts, on the other hand, are very real. Those fuckers really hurt.

 

[Foxdog]

Congrats to all who had the courage to snap up some cheap shares today. I managed to just miss the bottom and bought a bunch at 0.715 but am happy with my new total holdings. These shares are now in a safe home. Might see if I can add more next week before it bounces back, and bounce back it will! Not enough volume today given the amount of shorted stock on record. Barely put a scratch on total shorts. They need to buy back at some stage.
This was simply instos algo triggering stop losses, working on fear to accumulate. Someone accumulated big time!!!! Next phase they will pump on smallest positive news in order to dump. Mark my words.
Have a great weekend all. The future is bright indeed.
Akida ballista.

Yeah I reckon it will hover here for a while, perhaps go a little lower while the shorters have a field day - unlike those on this forum the majority of shareholders don't know that there are things going on behind the scenes. This could be it, an oppo to pick up shares at prices we (well me anyway) never thought we'd ever see again. Tough decision, buying while there is blood in the water but today might be the day we all talk and laugh about in years to come - when the SP is $67 and not 67c.

 

[alwaysgreen]

Thanks for reminding me another reason for feelings sorry for META is that Sean Hehir is CEO of Brainchip driving down the whole semiconductor market in Australia and the USA.

When Sean used the word ‘lumpy’ I thought I better check its meaning in the world of finance:

“In the business world, lumpiness refers to revenues that come in big chunks at irregular intervals as opposed to in steady, consistent increments”

Doing my own research removed any doubt as to what he was saying.

My opinion only DYOR
FF

AKIDA BALLISTA

Respectfully, today's drop had nothing to do with the broader market and everything to do with us making zero sales for the quarter when Sean Hehir clearly stated that revenue growth would exceed expense growth by the end of the year. He's got 12 weeks left to make this happen.

 

[Newk R]

Let me correct. Only if you sold, (comma) my friend. I don't actually want to sell my friend. Punctuation and capitals are sooo important. Example, "I had to help my uncle jack off a horse".

An old school one......
John the Baptist walked and talked 10 minutes after his head was chopped off!

John the Baptist walked and talked, 10 minutes after, his head was chopped off!

 

[Diogenese]

Hi @Diogenese and @factfinder @uiux and any other long termer.

Have there been any previous dots connecting Brainchip with Logitech? I don’t recall reading anything.

I was trolling through Rob Telson’s Linkedin account and he ‘liked’ a Logitech product:

Logitech announces Sight, an AI-powered tabletop camera for Hybrid Meetings

I know a ‘random’ like by itself doesn’t mean anything. Who knows, maybe he ‘liked’ it because he wants to buy one for the office to help facilitate zoom meetings.

However, I came across an article from October 2019 co-written by Giorgia Dellaferrera of IBM and Miloš Cerňak of Logitech.

The article discusses the validity of using SNN architecture for VAD (Voice Activity Detection system). It references Loihi on a few occasions but no reference to AKIDA.

This is the conclusion:
4. CONCLUSION We propose a SNN architecture for VAD. We developed a novel method for encoding the filterbank single frame features into spike patterns. We next integrated the new encoding scheme into a simple bilayer architecture which we evaluated on the QUT-NOISE-TIMIT data set. We showed that exploiting the power-efficiency properties of SNNs enables the design of VAD systems working at constant low power and achieving performances comparable to the state-of-the art methods. Our framework exhibits a low latency and relies on relatively small training data.

file:///C:/Users/g_rho/Downloads/A_Bin_Encoding_Training_of_a_Spiking_Neural_Networ.pdf

In another article she writes about SNN and back-propogation, so I don’t think she was using AKIDA. I haven’t found any connection to Brainchip but was curious if Logitech may have seen the light and started using AKIDA in the past 2 years. I’m wondering if there is any significance to Rob’s ‘like’, SNN, and Logitech. Are there any patents from Logitech using SNN?

I would appreciate any insights. Thanks in advance.

Hi Forrest,

Logitech have seveeral NN patents/applications. This one seems to relate to the table camera:

US10965908B1 Advanced video conferencing systems and methods
Priority 2020

The advanced single camera video conferencing system features a hybrid optical/digital camera, herein a camera device, having a controller that is configured to execute one or more of the methods set forth herein. In one embodiment, a method includes optically framing, a first portion of a video conferencing environment to provide an actual field-of-view, digitally framing a second portion of the video conferencing environment to provide an apparent field-of-view that is encompassed within the actual field-of-view, generating a video stream of the apparent field-of-view, surveying the actual field-of-view to generate survey data, and detecting changes in the survey data over time. The method may be performed using a single camera device using a single image sensor.

[0070] At activity 345 , the method 300 includes analyzing each of the plurality of survey frames to generate survey data 228 . Analyzing the survey frames may include using a software application 224 executing on the processor 212 to detect and/or recognize conference participants located within the actual field-of-view, e.g., by use of convolutional neural network.

They have 3 other patents with the same title so they probably cover different inventive features.

They also have a couple of dozen other patents in the NN field:

https://worldwide.espacenet.com/pat...5908B1?q=pa = "logitech" AND nftxt = "neural"

While the power may not be a problem, the CNN latency may be.

I believe that there is now a SNN SoC which can run CNN and native SNN at very low power, high accuracy and real time.

 

[SERA2g]

We've had good fun losing cash on @MC🐠 ridiculous crypto calls
Except for @SERA2g and @zeeb0t who seemed to make a ton on complete shitcoins right after we bought them and lost it all

Fun times

Still waiting on that beer though from Sera

One day mate, when the sun rises in the west and sets in the east. When the seas go dry and mountains blow in the wind like leaves. When your womb quickens again, and you bear a living child. Then I will buy you a beer, and not before.

 

[cassip]

Jerome Nadels former company Rambus released this a few days ago:

Rambus Delivers PCIe 6.0 Interface Subsystem for High-Performance Data Center and AI SoCs​

Rambus Delivers PCIe 6.0 Interface Subsystem for High-Performance Data Center and AI SoCs

Rambus announced the availability of its PCI Express® (PCIe®) 6.0 Interface Subsystem comprised of PHY and controller IP.

www.businesswire.com