BRN Discussion Ongoing

[BaconLover]

Hey BL, i like the fact she is investing in "disruptive tech" , just like us here at BRN.
I do believe her and associates research is probably second to none, she see"s a great convergence taking place right now,
nothing like we have seen since the early 1900s, and ARK believes Ai will be the biggest mover.
She also sees deflation set for 2023, so if the RB starts to wind back interest rate hikes, then look out ,

AKIDA BALLISTA

Hi @mrgds

Which is why I said either she's going to make a lot of money or going to lose a lot.
She may have a great team with rich knowledge on the future themes, but just a handful of bad decisions can turn things around, especially if this market doesn't go the way she wants.

For a hedge fund, they've to be careful with risk management or else end up like FTX.
I am only an individual holder, we have the flexibility to move around the market without creating a big wave. Big funds cannot do this.
ARK charts are one the of the worsts out there, it is almost back to where it's price was 5 years ago, hence my comment.
She may be right with her visions about AI, genomics etc, but her timing has been terrible over the last two years. Apologies if someone is holding this, you may have different opinion, and that's fine.

And she is not an investor either, she does trade the stocks quite a bit for 'rebalance'. May be not as inverse worthy as Jim Cramer yet.

I have no interest in ARK, used to think them investing in BRN would be great, but now I am not so sure.
Plenty of long standing solid funds around who will invest well when they find the revenue flow into BRN and see the company grow.

 

[NickBRN]

Edge AI Appliance by AMD Xilinx and Kinara

With VVDN & AMD Xilinx and Kinara offers VVDN-EAIA an edge AI appliance for high-quality Optimization

www.vvdntech.com

View attachment 25618
Perhaps AKIDA2000 will be displayed at CES?

Do we have any details on the Kinara Ara-1 AI Inference Processor?

 

[FrederikSchack]

I think 7 AUD would be a bit overheated in the short term, not that we won't get there, but then I might step out of the bus again for a while and buy back around 3 AUD, all depending on the situation of course.

 

[Boab]

Nice to finish in the Green Room

 

[TopCat]

Nice to finish in the Green Room
View attachment 25620

And No.1 on the top 5 chart

 

[jk6199]

Question, are we still in the ASX 200?

If so, how come we don't show up on the NAB trade top gainers if we are?

 

[davidfitz]

Looking forward to next week, news is getting around! May be worthwhile watching the overseas markets over the weekend to see how they react

BrainChip Joins Technology Partners During CES to Demonstrate Ca

LAGUANA HILLS, CA / ACCESSWIRE / December 29, 2022 / BrainChip Holdings Ltd (ASX:BRN)(OTCQX:BRCHF)(ADR:BCHPY), the world's first commercial producer of ultra-lo

www.gurufocus.com

More than 1,000,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

 

[Rise from the ashes]

Question, are we still in the ASX 200?

If so, how come we don't show up on the NAB trade top gainers if we are?

 

[FrederikSchack]

I just had a thought.

It was a long journey for ARM to become who they are through IP licensing. Today IP licensing is dominating CPU's in computers and mobile, even Intel had to join the party. Brainchip is a member of most of the important eco systems except for Synopsys.

It's a different environment today, being leading edge in AI could propel us fairly quickly compared to ARM?

 

[Derby1990]

Well that was the best present I got for my birthday today!! Plus I'm finally back in the green again (just)

 

[Rise from the ashes]

Anyone done a rough calculation of the total combined market cap of companies that are associated with BRN?

 

[Fact Finder]

11:50: "Innovation is going to pose a problem for the benchmarks"

Says it all really.


Scene: A stock analyst's office somewhere in deepest, darkest Sydney -

"$1 billion dollar company with no income? "


"We know all about silicon."

"How do you process these neuromorphic chips once you've dug them out of the ground?"

"So we're getting the chips - How deep do we have to drill to hit the neuromorphic lode?"

"Is it JORC compliant?"

"I heard someone mentioning the need for a pipeline. Unless they get a government subsidy that will be another capital raise and more dilution I would not be touching this one with your pole." replied Stock analyst No. 2.

 

[Diogenese]

Hi @mrgds

Which is why I said either she's going to make a lot of money or going to lose a lot.
She may have a great team with rich knowledge on the future themes, but just a handful of bad decisions can turn things around, especially if this market doesn't go the way she wants.

For a hedge fund, they've to be careful with risk management or else end up like FTX.
I am only an individual holder, we have the flexibility to move around the market without creating a big wave. Big funds cannot do this.
ARK charts are one the of the worsts out there, it is almost back to where it's price was 5 years ago, hence my comment.
She may be right with her visions about AI, genomics etc, but her timing has been terrible over the last two years. Apologies if someone is holding this, you may have different opinion, and that's fine.

And she is not an investor either, she does trade the stocks quite a bit for 'rebalance'. May be not as inverse worthy as Jim Cramer yet.

I have no interest in ARK, used to think them investing in BRN would be great, but now I am not so sure.
Plenty of long standing solid funds around who will invest well when they find the revenue flow into BRN and see the company grow.

Well Cathie did say she'd doubled up (in my day we always used to double up) on Tesla and it continued to fall. I don't know if Elon has jeopardized Tesla's future with his Twitter gamble, but I think it could have lost him a lot of fans. A rising tide does not raise all anchors.

 

[Fact Finder]

Question, are we still in the ASX 200?

If so, how come we don't show up on the NAB trade top gainers if we are?

Yes and it should be.
Regards
FF

AKIDA BALLISTA

 

[FrederikSchack]

Anyone done a rough calculation of the total combined market cap of companies that are associated with BRN?

Mercedes 70B USD
Ford 46B USD
ARM around 40B USD
E.t.c.

Why would that be relevant?

 

[Diogenese]

Question, are we still in the ASX 200?

If so, how come we don't show up on the NAB trade top gainers if we are?

Didn't you read the fine print:
"Our top gainers list does not include stocks our traders are shorting."

 

[Diogenese]

Mercedes 70B USD
Ford 46B USD
ARM around 40B USD
E.t.c.

Why would that be relevant?

Just planning our takeover strategy.

 

[wilzy123]

Question, are we still in the ASX 200?

If so, how come we don't show up on the NAB trade top gainers if we are?

I have asked nabtrade (just now) - will report back.

Maybe they too (like the ASX) sit around all day firing pencils into the ceiling instead of ensuing their systems work as they should.

 

[BaconLover]

Well Cathie did say she'd doubled up (in my day we always used to double up) on Tesla and it continued to fall. I don't know if Elon has jeopardized Tesla's future with his Twitter gamble, but I think it could have lost him a lot of fans. A rising tide does not raise all anchors.

Hence my point on risk management. Can't believe she did that on a stock which was going down so fast, on high volume, during this bear market and at a time Elon himself has been selling.
Again, it might turn out to be a great decision, we can't predict the future, but there is a higher chance that it may not turn out really well.
For a small retail holder, we can sell out quickly if it doesn't go our way.
But if she does that, it will affect her other Tesla holdings value too, talk about digging deeper holes.

From my understanding she's been buying all year around, and it shows on her chart, and I bet her investors aren't happy either.

Edit:
What I am trying to say is, even if ARK takes a position on BRN, it is a high possibility that she would trade this to rebalance and compensate her other holdings.
It may not be in our best interests as some think it is.
But we know this won't happen until we hit revenue and possibly go on NASDAQ, so by then some other major key holders step up who can hold it longer without being on the verge of margin calls.
Hopefully Warren Buffett is listening.

 

[Learning]

What a fantastic way to closed out the last trading day of 2022. "Exciting time" as Brainchip will enter 2023 at CES.

I can't wait!!!

It's great to be a shareholder 🏖
Learning 🏖