BRN Discussion Ongoing

[HopalongPetrovski]

None of us know the individual circumstances of our fellows here or under what pressures they are operating at any given moment.
If Schnitzel lover has decided it's time for him to either sell, hold or buy more that is his choice and he should not be derided for it.
He was not advocating that any of us should follow his lead, merely putting forward a part of his learned investment strategy for us to consider.

Capital preservation is a common and common sense theme taught and recommended by myriad investment gurus.
If you have moved on to other pastures Schnitzel, good luck to you and I hope you make a motza somewhere else.
We have all been waiting a longish time for news we have hoped would drop daily.
For all our dot joining and wishing it could just be tomorrow.
Or tomorrows tomorrow.
Just wish I had some more coin available to buy more both here and elsewhere.
Plenty of bargains about atm for someone with a longish timeframe I think.
Might just splash out and opt for the fur lined handles on me zimmer frame.
Bring It, BrainChip.

 

[Straw]

I hope this saves someone a few dollars. Because posts as solid and as informative as Chapman's always are reassuring and comforting. Below though is my experience through investing and what has saved me alot of losses with the lessons applied..

I found in the past that when an investment is underperforming in value, I always tried to search for more information to reassure myself I was on the right track, then to be able to justify the narrative and research that everything is ok.

In essence what I discovered was that no matter how much sleuthing or digging, or researching I did, no matter how much I read market research and information on a company's progress through social media, company websites, company announcements etc etc, it didn't really make any difference to the bottom line, which was the dwindling value of my hard-earned income.

I found a better way- if my investment is down more than 10%, my entry was incorrect, the market is off, or the company invested in isn't yet as good as what my research suggests. So I sold, protected my capital, and at the same period of time started learning how to study the characteristics of strongly performing companies and the metrics of the only thing that matters- the supply and demand in the buying or selling of a stock.

Once there was a decent body of evidence that a company was attracting demand in its buying of shares, then and then only would I take more interest in digging into the company's financials and nuts and bolts of the business.

A company like BRN has a relatively large amount of shares on issue which in turn takes a longer period of time to accumulate positions before the tide will turn in favour of an appreciating share price. Case in point the past few decent runs BRN has had, took atleast 12-18 months of basing and buying to wear out the sellers and allow price to rise.

So with that all in mind whenever I start digging to find more information on why an investment isn't working within a close period of buying, it reminds me that there's a signal I probably need to sell and reassess things.. And the bank account will thank me for it in the long run..

I've been there and there's no solace for those that are sitting on big losses and I feel for you, but if you learn this tough lesson you might have the opportunity of longevity in markets and a positive experience in the long run.

Cheers.. And of course I hope we start seeing some more positive price action for BRN, because I'll be an as enthusiastic a shareholder as ever.

I'll be frank. I don't trust your motives at all as the timing of your post seems to have fallen when liquidity is somewhat tight. So forgive my scepticism.
Maybe a mention that people should consider their own financial situation and personal outlook, do their own research, have some sort of plan, make their own decisions and live with it. Certainly don't just follow any anonymous poster on here.

 

[The Pope]

The article posted by Cartegna, “Sydney Nano develops neiromorphoc sensor for RAAF” about an Australian group developing, in three months, an impressive neuromorphic detector, is a bit depressing.

Nearly three years ago Akida chips were available on boards. I had thought bright nerds bought them, ran to their garages and started soldering. But where are the Youtube videos of brilliant devices? It is not that there are no commercial examples of Alida - there seem to be no working examples of any sort.

We have bragged of being three years ahead, but the peloton has caught us. What has gone wrong?

Oops it looks like someone just farted. Show them the exit door please.

 

[Cartagena]

But the momentum you talk about was off the back of an announcement made by Mercedes not initiated in any way (as far as we know) by BRN. Management didn’t ask for the hype nor would they have wanted it. Just imagine a universe in which Mercedes hadn’t made that announcement we probably would have hovered somewhere between 30c-60c and never made the 200 and never been so heavily shorted.

I agree Jtardiff. UBS was sponsoring Merc (racing) at the time and was a heavy buyer in that momentum from what I can recall.

 

[Humble Genius]

Let the games begin.
Desperate…….You have to give up at some point.
View attachment 44107

Its interesting the shift from a few days ago is that insto's and mutual funds have loaded up on another 0.28% of BRN shares - that is equivalent to approximately 5 million more shares they own. So, who said they are selling out......?

 

[MDhere]

Just like Drake's ship!

spot on! All aboard the Golden Hind

 

[Bossman]

I'll be frank. I don't trust your motives at all as the timing of your post seems to have fallen when liquidity is somewhat tight. So forgive my scepticism.
Maybe a mention that people should consider their own financial situation and personal outlook, do their own research, have some sort of plan, make their own decisions and live with it. Certainly don't just follow any anonymous poster on here.

So perhaps we should all behave like adults and take responsibility for our own investment decisions and I agree, don't follow any anonymous posters here.

 

[Straw]

So perhaps we should all behave like adults and take responsibility for our own investment decisions and I agree, don't follow any anonymous posters here.

Behave like adults....god no.
Adults are selfish, fearful and manipulative bags of 99% Chimp Ravioli

 

[skutza]

I like this 30c support so I bought more today. Not just the big boys accumulating a few small boys accumulating too.

 

[Fullmoonfever]

For now I would be just happy for the Co to make a formal announcement that the Akida Gen 2.0 ( E, S and P) is out at the end of this month and that it meets or even exceeds all Co and customer specifications.

Well @Xray1

I'm hoping there may be something real soon.

Was just doing usual googling and this came up from apparently 1 day ago.

So....naturally I gotta click ....and get this...

So....down the rabbit hole we go when I see that and get this....

Gen 2 with pretty much 3x the layers of 1.0.

I could be wrong but trusting that given we are now providing the documentation etc publicly that Gen 2 is thereabouts

User guide — Akida Examples documentation

doc.brainchipinc.com

 

[JoMo68]

But…but….but I demand it happen now and they announce everything right now and break all the NDA’s and run the risk of losing the commercial relationship and I demand more from Antonio who has licensed 100’s of licenses with ARM, the largest supplier of IP in the world, what would he know?

And Sean Hehir who was VP of Strategic Alliances, looking after Microsoft, Cisco, AMD, Intel. What would he know about building ecosystems and working with global tier one companies and managing relationships and contracts?

& Chris stevens who has worked for Syntiant and sold edge ai devices, what would he know?

And Nanden who was in change of the adoption of “Hey Alexa” at a trillion US$ company Amazon and worked for ARM for 16 years as Vice President and GM of Immersive Experience & Augmented Reality and wearable devices, what would he know?

Duy-Loan Le, what would she know? She only used to work for Texas Instruments for 35 years.

I demand they go about sales and marketing how I say they should, to make me feel better in the short term, not how they think what works and I demand they don’t earn the money they do and work for peanuts despite them being able to get a job elsewhere for double the money

What did Chris Stevens say when he joined Brainchip? He said-

“I have tracked BrainChip’s progress closely, as I’ve been selling into the same edge AI market. I am thrilled to take this sales leadership role with confidence as AkidaTM is uniquely superior and positioned to be the de facto standard for edge AI semiconductor IP”, said Stevens. “With use-case, market, and customer targeting, I’m certain I will contribute to further ecosystem penetration and accelerated sales”.

Nanden when he joined, leaving Amazon valued at $1 trillion US, said-

“I am excited to join BrainChip. Our unique approach to performant and efficient edge AI at scale is a great enabler for an industry that is looking for innovative and transformative solutions” said Nayampally. “It is a great opportunity to not only advance product intelligence at the sensor and the edge but unleash the full power of AI. BrainChip is positioned to create that positive change and I’m thrilled to be a part of making that happen.”

Duy-Loan when joining Brainchip from Texas Instruments, valued at $250 billion AUS said-

“We are at a point of transition in the semiconductor industry as edge computing has pushed for new, more efficient techniques and hardware,” said Duy-Loan Le. “BrainChip has a differentiated and commercially viable IP product that can transform edge computing at-large. I’m excited about and committed to my role as a board director.


I fully trust the company’s approach to building this company into the behemoth it will be.
My only wish is they learn to communicate with Aus shareholders a bit better but other than that, I am fully supportive of how it is all happening.

Just take a look at the other neuromorphic companies and who they’ve got working for them, how many partners they have, and compare them to Brainchip.
We are absolutely uniquely positioned to play a massive part in the edge ai space.

Couldn’t agree more.

 

[miaeffect]

Megachips + Akida image processing
Nintendo switch 2 with camera rumours

Exciting times!

Image Processing | MegaChips Corporation

We respond to various issues of customers including cost and development period with our integrated support leveraging foundries around the world.

www.megachips.co.jp

New Switch 2 leak teases huge performance boost — and possible launch title

Final Fantasy 7 Remake "looks and runs" like a PS5 game on Switch 2, leaker claims

www.tomsguide.com

Nintendo Switch 2 just tipped for built-in camera — and it could be unveiled soon

Industry insider claims the rumored Switch 2 will include a camera

www.tomsguide.com

 

[Fastback6666]

It is conflicting statements from Brainchip's team that absolutely do my head in sometimes as is the case when you say:

"Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product."

Now I haven't listened to that last podcast as I found part 1 quite pointless, personally. But this statement is much different to the tune Tony Dawe was singing in March 2023. In an emailed response to @alwaysgreen, Tony stated:

"It seems highly unlikely that a customer of one of our licencees would keep its use of neuromorphic AI secret for very long.

Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors. See Mercedes press release 4 Jan 2022."

Antonio's and Tony's comments are in stark contrast to one another.

I think a third party company would hide the use of Brainchip tech while in Development at least to shut down competition dev in the same space.

Once there is a working product and ready to be sold that is when marketing ramps up and they advertise the tech and features of it.

At that point of marketing the “Branding” of the product and features are key and depends if they want to name third party vendors involved or not. There are pros and cons to both marketing paths.

So it could wash either way.

 

[DingoBorat]

wow chill bro , i just dont think what you post is relevant , i like a load on LinkedIn , doesn't mean the company i work for has any link to it

lets leave ego an emotions out of this ....

Really?..

Do you know how much Edge Impulse has been beating the Brainchip AKIDA drum?

BrainChip Akida™ Platform Features in Edge Impulse

This blog highlights the new features with BrainChip technology that are now available in Edge Impulse Studio.

edgeimpulse.com

"Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low- to no-code environment. With the complete integration of BrainChip Akida™ technology, these trained algorithms and new algorithms can now be converted into spiking neural networks (SNNs) and deployed to BrainChip Akida target devices such as the Akida mini PCIe development board. This blog highlights the new features with BrainChip technology that are now available in Edge Impulse Studio to provide easy, quick, and advanced model development and deployment for BrainChip Akida neuromorphic technology"

And you think a LinkedIn post like, by a Brainchip employee, on an A.I. sensing application of Edge Impulse's, is clutching at straws in it's significance?..

A random hopeful "dot join"?..

I think I know what you've been clutching..

 

[IloveLamp]

"The wait is almost over"...........its like they're addressing brn holders directly

Intel Events and Tech Conferences

Find an upcoming tech conference, expo or networking event for the latest PC innovation or tech solution in cloud, IoT, gaming, IT, and more.

www.intel.com

Intel Innovation: live in San Jose | Intel Corporation

The wait is almost over. Register now and experience how we're accelerating the #AI era with a complete platform, including an end-to-end software suite, AI-accelerated silicon, and much more. Join us in person. https://intel.ly/3sN4MrN

www.linkedin.com

 

[IloveLamp]

No More Foul Fowl - Hackster.io

www-hackster-io.cdn.ampproject.org

 

[Learning]

Email:

Join Us at the AI Hardware Summit
We can’t wait to see you at the AI Hardware and Edge AI Summit 2023 from September 12-14, 2023 at the Santa Clara Marriott.

BrainChip is proud to be a Gold Sponsor of this annual event. Please stop by the BrainChip booth to learn more about how BrainChip’s Akida technology can help you. We welcome your comments and questions! Use our discount code below to register and take this opportunity to spend time with BrainChip's team including key executives Nandan Nayampally and Rob Telson.

Learning

 

[Schnitzel lover]

None of us know the individual circumstances of our fellows here or under what pressures they are operating at any given moment.
If Schnitzel lover has decided it's time for him to either sell, hold or buy more that is his choice and he should not be derided for it.
He was not advocating that any of us should follow his lead, merely putting forward a part of his learned investment strategy for us to consider.

Capital preservation is a common and common sense theme taught and recommended by myriad investment gurus.
If you have moved on to other pastures Schnitzel, good luck to you and I hope you make a motza somewhere else.
We have all been waiting a longish time for news we have hoped would drop daily.
For all our dot joining and wishing it could just be tomorrow.
Or tomorrows tomorrow.
Just wish I had some more coin available to buy more both here and elsewhere.
Plenty of bargains about atm for someone with a longish timeframe I think.
Might just splash out and opt for the fur lined handles on me zimmer frame.
Bring It, BrainChip.

I’d advocate you back yourself in and stick to whatever your plan is..

Nothing more or less..

Qualify that with saying there’s no consolation if you’re already deep in the red, but there’s always an opportunity to learn and improve.

 

[supersonic001]

The 100 Most Influential People in AI 2023 | Edge Impulse (a Qualcomm company)

TIME has revealed its list of this year's 100 most influential people in AI. Some familiar names including #Imagine2023 speaker Kate Kallot as well as Sam Altman (OpenAI), Clément Delangue (Hugging Face), Jensen Huang (NVIDIA), Andrew Ng (DeepLearning.AI), Yann LeCun (Meta AI), Sandra Rivera...

www.linkedin.com

 

[Damo4]

I hope this saves someone a few dollars. Because posts as solid and as informative as Chapman's always are reassuring and comforting. Below though is my experience through investing and what has saved me alot of losses with the lessons applied..

I found in the past that when an investment is underperforming in value, I always tried to search for more information to reassure myself I was on the right track, then to be able to justify the narrative and research that everything is ok.

In essence what I discovered was that no matter how much sleuthing or digging, or researching I did, no matter how much I read market research and information on a company's progress through social media, company websites, company announcements etc etc, it didn't really make any difference to the bottom line, which was the dwindling value of my hard-earned income.

I found a better way- if my investment is down more than 10%, my entry was incorrect, the market is off, or the company invested in isn't yet as good as what my research suggests. So I sold, protected my capital, and at the same period of time started learning how to study the characteristics of strongly performing companies and the metrics of the only thing that matters- the supply and demand in the buying or selling of a stock.

Once there was a decent body of evidence that a company was attracting demand in its buying of shares, then and then only would I take more interest in digging into the company's financials and nuts and bolts of the business.

A company like BRN has a relatively large amount of shares on issue which in turn takes a longer period of time to accumulate positions before the tide will turn in favour of an appreciating share price. Case in point the past few decent runs BRN has had, took atleast 12-18 months of basing and buying to wear out the sellers and allow price to rise.

So with that all in mind whenever I start digging to find more information on why an investment isn't working within a close period of buying, it reminds me that there's a signal I probably need to sell and reassess things.. And the bank account will thank me for it in the long run..

I've been there and there's no solace for those that are sitting on big losses and I feel for you, but if you learn this tough lesson you might have the opportunity of longevity in markets and a positive experience in the long run.

Cheers.. And of course I hope we start seeing some more positive price action for BRN, because I'll be an as enthusiastic a shareholder as ever.

I hope this means you are still a holder, but just pointing out we could all be less-in-the-red following some of this guidance.
If not, and you have sold, then good luck!

I agree, that an early exit from a bad investment is a solid idea, preferably mixed with some Technical Analysis to further determine entry points in the future.
But it is too late now for most to act this way. The red, is very red for some and TBH we are likely near the lowest point we will ever see again.
An exit now could be the classic buy hell sell low strategy.
With Scala3 upcoming, the potential for both Renesas and Megachips to take products to market by years end, AKD1500 out and evaluating, and AKD2000 soon to be released, I think we have the most solid foundation we have ever had.
We also have less direct news, like ANT61 launching soon, potential for more engagement on LinkedIn with Markus Schäfer (MB) regarding Neuromorphic tech in future cars, Edge Impulse constantly and relentlessly beating our drum, Tata announcing we will be integrated in devices and so on.
We also still have 34 confirmed partners/customers we are engaged with, and probably many more under NDA.
Personally I've never been more excited, I can't wait for the market to catch up.