BRN Discussion Ongoing

[Rach2512]

Estimated revenues FY25 $2.7M, FY26 $3.8M, FY27 $7.1M.....




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Where's the $9M in FY25????? Sean must be starting to look for another job.....OUCH

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It does seem weird considering the recent release via aiinvest and the following comments from our CTO

Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market

Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market

www.ainvest.com

 

[Adika]

What a malicious allegation! I had no idea that Sunday was Father’s Day in Australia. Here in Germany, Vatertag is celebrated on Ascension Day instead, which in most years falls in May, and is mainly about groups of men going for a nature hike, towing a handcart filled with their beverages of choice. And no one here on TSE mentioned anything about Father’s Day either, so no, I didn't know about it - why would I?

Instead, my post happened to be one of about 20 (!) posts over the weekend concerned with the use of ChatGPT on this forum. This series of posts was kicked off by @TheDrooben on Friday night, and I eventually added my own two cents on Sunday, after you had already argued back and forth with him and @CHIPS all weekend.

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You also claimed I had posted a "tirade", which is defined as “a long, angry speech expressing strong disapproval”. That does not describe my post at all, which was neither long nor angry.

Your completely off the mark-dot joining in suspecting that I must have “timed it deliberately for maximum damage” got you lots of sympathetic likes and hearts from others, some of whom then attacked me like a pack of wolves, insulting and belittling me, all while accusing me of being a bully. Oh, the irony!

Your and their reactions were IMO totally disproportionate compared to my post disproving your claim that you were always going to fact-check the main posts of your ChatGPT responses before sharing or my bewilderment to learn that "about 7" apparently equals "about 50".



That’s a lie - I never said I were perfect or knew everything. On the contrary. I've made it clear countless times I don't have a tech background, I've asked others for their input, I said I could be wrong, I advised everyone to do their own research etc.

Speaking of Father’s Day: My three boys sadly no longer get to celebrate it either, as their Dad, the love of my life, passed away a few years ago - at the young age of just 50. You haven’t got the slightest idea about what we had to go through and how much we miss him!

And you know what is “beyond cruel”? Your TSE bestie @MDhere saying this about me: “what's a fact is she doesn't have a care in her body about anyone.”

What a vile comment. She doesn’t know me in real life, nor does she know my family and friends, whom I deeply care about. But instead of calling her out for toxic bullying, let me guess - you gave her post a ?



Am I an alien? Why don't you take your own advice, then?

I know very well how to be respectful to others - as long as they are respectful to me. But I have had to endure relentless cyber-bullying from select posters - including you - over the past 1.5 years, so will you please excuse that I am not overly polite to those that have been treating me with utter disrespect ever since I dared to fact-check Fact Finder.

I am talking about forum members here who posted nasty GIFs and videos clips targeting me (including one where somebody gets shot and a music video in reply to a post of mine that starts with the lyrics “Blood on the floor, look what they started / Hungry for more, they're spitting garbage“), told me to “to get help” and “go and play in the traffic”, posted something along the lines of “If I were her husband, I’d shoot myself!”, spread rumours about me hiding behind other accounts, insinuated I had possibly been pissed when writing a post, falsely accused me of plagiarism (without providing any supporting evidence whatsoever) and hurling offensive abuse at me, such as calling me the Italian word for “a piece of sh*t” resp. “a***ole”, an idiot, a bastard, and telling me I should go to hell.

So who is bullying whom here?

The ChatGPT post was only the second time I fact-checked a post of yours in almost eight months - after the one in June on the smart glasses that you claimed TSMC were developing (see below for ‘Bravo’ search results in my posts from January to date.)

I didn’t “target” you or time my reply in any way - the topic came up and I chimed in. I recently equally fact-checked posts by other users such as @manny100, @TECH and @Baneino, while the vast majority of my posts is purely informative.


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I will not stay silent either! I will continue to call out BS where I see it.

Such as your claim that you have had me on ignore all this while.

You’ve been following me here on TSE for a long time now and continue to do so, even though in mid-January you publicly claimed to have put me on ignore:

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In March, you referred another poster to a February post of mine, which you couldn’t have read if you truly had had me on ignore (since no one else had replied to it):

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I even gave you a for that post at the time!

However, your history of editing or even deleting posts has taught me to take screenshots of those post of yours relating to me as evidence. That’s how the following came about, when two days later, you took a screenshot of a screenshot of mine I had posted about 15 minutes earlier, cropped it and reused that very image for your own post (pretending not to be aware of what I had just posted) instead of taking your own screenshot of the original fortiss LinkedIn post, which would have had a different time stamp and not the beginning of the sentence cut off like mine has. That carelessness gave you away.

https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-454051

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And lo and behold, hours later, the post in question had already vanished into thin air. By then you had probably realised it was a rather dumb idea to “borrow” a screenshot of a post by a fellow user you claimed to have on ignore.

At the time I decided not to bring this up for the sake of peace and quiet, but since you just reiterated that you have put me on ignore, I changed my mind, as I’m afraid I can’t think of any other plausible explanation for the above other than not being on your ignore list.

I don't deserve to be treated like this!

Let's move on now and refocus on BrainChip, the reason we are all here for, but to quote you - “I will never forget what you’ve done”.

No one here should be bullied - not you, not Bravo, not anyone.

But let’s be clear: your obsession with “correcting” people over trivial details comes across as arrogant, disrespectful and downright nasty at times. It’s not just the nitpicking - it’s the way you do it. You don’t simply correct; you inflate small slip-ups into pages of condescending and personal criticism, turning them into full-blown character assassinations.

You’ve admitted to digging through Bravo’s old posts, taking screenshots, and stockpiling them for later use. That isn’t normal behaviour. It’s obsessive. It’s vindictive. If you treated me that way, I certainly wouldn’t feel comfortable posting here.

The truth is that plenty of people here have voiced their frustration over time with your combative style but you’ve completely ignored it. Over the past few days, when at least five people, myself included, asked you to stop targeting Bravo, you didn’t. Instead, you doubled down and persisted. That shows zero regard for the community and zero respect for those asking you to stop. If you’d listened, Bravo wouldn’t have needed to defend herself, and none of this would have escalated. You just don’t seem to know when to stop!

In future, if you genuinely feel something needs correcting, why not do it with respect, brevity and good humour instead?

Enough said.

I hope you have a nice day and I hope that we can all continue to treat each other with respect in future.

 

[Rach2512]

No one here should be bullied - not you, not Bravo, not anyone.

But let’s be clear: your obsession with “correcting” people over trivial details comes across as arrogant, disrespectful and downright nasty at times. It’s not just the nitpicking - it’s the way you do it. You don’t simply correct; you inflate small slip-ups into pages of condescending and personal criticism, turning them into full-blown character assassinations.

You’ve admitted to digging through Bravo’s old posts, taking screenshots, and stockpiling them for later use. That isn’t normal behaviour. It’s obsessive. It’s vindictive. If you treated me that way, I certainly wouldn’t feel comfortable posting here.

The truth is that plenty of people here have voiced their frustration over time with your combative style but you’ve completely ignored it. Over the past few days, when at least five people, myself included, asked you to stop targeting Bravo, you didn’t. Instead, you doubled down and persisted. That shows zero regard for the community and zero respect for those asking you to stop. If you’d listened, Bravo wouldn’t have needed to defend herself, and none of this would have escalated. You just don’t seem to know when to stop!

In future, if you genuinely feel something needs correcting, why not do it with respect, brevity and good humour instead?

Enough said.

I hope you have a nice day and I hope that we can all continue to treat each other with respect in future.

Wow that was brilliant.

 

[7für7]

No one here should be bullied - not you, not Bravo, not anyone.

But let’s be clear: your obsession with “correcting” people over trivial details comes across as arrogant, disrespectful and downright nasty at times. It’s not just the nitpicking - it’s the way you do it. You don’t simply correct; you inflate small slip-ups into pages of condescending and personal criticism, turning them into full-blown character assassinations.

You’ve admitted to digging through Bravo’s old posts, taking screenshots, and stockpiling them for later use. That isn’t normal behaviour. It’s obsessive. It’s vindictive. If you treated me that way, I certainly wouldn’t feel comfortable posting here.

The truth is that plenty of people here have voiced their frustration over time with your combative style but you’ve completely ignored it. Over the past few days, when at least five people, myself included, asked you to stop targeting Bravo, you didn’t. Instead, you doubled down and persisted. That shows zero regard for the community and zero respect for those asking you to stop. If you’d listened, Bravo wouldn’t have needed to defend herself, and none of this would have escalated. You just don’t seem to know when to stop!

In future, if you genuinely feel something needs correcting, why not do it with respect, brevity and good humour instead?

Enough said.

I hope you have a nice day and I hope that we can all continue to treat each other with respect in future.

Can you imagine? Long time ago I was criticising him as well because of that.. because he suddenly targeted me with the same pattern…

The results? Almost everyone was insulting me and put me on ignore because he is so nice… even though I was posting about interesting things regarding brainchip… ok ok… of course I do also post GIFs and memes… but just to put a bit fun into the topic… DYOR

Edit:
I think he has an obsession with always needing to know better and to be the first. And if he’s not the first to post about something, he comes back with a never-ending post that tears everything apart and pushes the previous one into oblivion. That’s not normal… Short, simple sentences with sources are enough – then people know what it’s about. But then to even share screenshots of other people here who might not want that… I don’t know, man. What’s next? Researching where their kids go to school and making BrainChip’s success dependent on that?

 

[IloveLamp]

No one here should be bullied - not you, not Bravo, not anyone.

But let’s be clear: your obsession with “correcting” people over trivial details comes across as arrogant, disrespectful and downright nasty at times. It’s not just the nitpicking - it’s the way you do it. You don’t simply correct; you inflate small slip-ups into pages of condescending and personal criticism, turning them into full-blown character assassinations.

You’ve admitted to digging through Bravo’s old posts, taking screenshots, and stockpiling them for later use. That isn’t normal behaviour. It’s obsessive. It’s vindictive. If you treated me that way, I certainly wouldn’t feel comfortable posting here.

The truth is that plenty of people here have voiced their frustration over time with your combative style but you’ve completely ignored it. Over the past few days, when at least five people, myself included, asked you to stop targeting Bravo, you didn’t. Instead, you doubled down and persisted. That shows zero regard for the community and zero respect for those asking you to stop. If you’d listened, Bravo wouldn’t have needed to defend herself, and none of this would have escalated. You just don’t seem to know when to stop!

In future, if you genuinely feel something needs correcting, why not do it with respect, brevity and good humour instead?

Enough said.

I hope you have a nice day and I hope that we can all continue to treat each other with respect in future.

Ignore works a treat.

 

[Diogenese]

It's working now.

Sounds like my indicators ...

 

[7für7]

While the market still refuses to acknowledge it, I did an analysis with Chatty on what the expected launch of the Onsor glasses could mean for BrainChip… not that we didn’t already know, but just laid out a bit more precisely:

1. Target group: People with epilepsy

• Around 65 million people worldwide suffer from epilepsy (WHO / Epilepsy Foundation).
• Prevalence in industrialized countries is about 0.6–0.8% of the population.
• Only a subset is realistically relevant for predictive wearables: patients with frequent, unpredictable seizures (≈30–40%).
• That leaves a core target market of 15–20 million people worldwide

2. MedTech wearables market size

• Forecasts see the global medical wearables market at $40–60B by 2030.
• Neurological specialty devices (like seizure detectors) may take 1–3% of that → $400M–1.8B annually.

3. Pricing & revenue potential for Onsor

• Comparable devices (e.g. heart-monitoring wearables) sell for $300–1,500 each.
• Assume ~$1,000 per device (including sensors, Akida chip, software).
• If Onsor captures just 1% of the relevant patient group (≈150–200k users):
  → $150–200M revenue.
• At 5% market share (≈750k–1M users):
  → $750M–1B revenue.

4. Implications for BrainChip

BrainChip provides the core Akida technology, not the entire product.

• Typical model: per-chip license fee ($5–20), plus possible IP royalties.
• Example: 500k devices × $10 per chip = $5M/year for BrainChip.
• If volumes reach the millions, this could climb into 8-figure revenues.
• Even more important than dollars: Proof of Market – a regulated medical product with Akida inside massively boosts credibility for OEMs in MedTech, automotive, IoT.

5. Risks & hurdles

• Regulatory approval (FDA/EMA) could delay launch beyond 2026.
• Adoption may start small – thousands rather than hundreds of thousands.
• Onsor is a small company: funding and scaling could be challenging.
• Competition exists (armbands, EEG-enabled smartwatches).

Conclusion

• For BrainChip: realistically a few million USD/year in revenue (conservative), if the glasses launch in 2026 and gain traction.
• Strategic impact is far greater than initial sales: Akida would be proven in a regulated medical environment, building trust and opening doors to other wearables, MedTech partnerships, and OEM adoption.

 

[Pom down under]

When did he say we lost a big fish ?

He just talks a load of

Estimated revenues FY25 $2.7M, FY26 $3.8M, FY27 $7.1M.....




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Where's the $9M in FY25????? Sean must be starting to look for another job.....OUCH

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Sean

 

[Tezza]

I sent IR the message of concern.

Question...Who paid Trim Capital to put this report out ?.

Look forward to the reply

 

[Rskiff]

Absolutely terrible bull case from Trim Capital. 2030 is the revenue year?? Are u kidding me? Our shares would be water at that time from now. They world better adapt faster otherwise sell now and buy back in fucking 4-5 years...

Lets hope for faster adoption ffs.

Talk about the amount of mixed messaging that company puts out. "akida everywhere", "watch the financials", " this year...." and then reports like this put out and okayed by the company where growth of any substance in the distant future. WTF

 

[Pom down under]

Look forward to the reply

Maybe BRN did engage them under distressed situations and yes I’ve 3% battery before anyone mentions it

 

[7für7]

Talk about the amount of mixed messaging that company puts out. "akida everywhere", "watch the financials", " this year...." and then reports like this put out and okayed by the company where growth of any substance in the distant future. WTF

Yeah well, these are basically just figures regarding growth projections… anyone who’s self-employed and has ever laid out a business plan knows that you only provide moderate forecasts to give an approximate outlook. In my opinion, they’re just reference points… in reality things can be revised upward if business goes better, or downward as well. I don’t get why some people take these numbers as fixed facts… anyone writing to management about that just makes themselves look ridiculous. DYOR.

 

[TheDrooben]

Yeah well, these are basically just figures regarding growth projections… anyone who’s self-employed and has ever laid out a business plan knows that you only provide moderate forecasts to give an approximate outlook. In my opinion, they’re just reference points… in reality things can be revised upward if business goes better, or downward as well. I don’t get why some people take these numbers as fixed facts… anyone writing to management about that just makes themselves look ridiculous. DYOR.

I don't think anyone takes estimates as fixed facts.......the point is that this was a report promoted by the company itself and clearly states the revenue for next financial year is ESTIMATED to be $2.7M which is waaaaaay below Sean's confident "at least $9M new revenue" forecast at the AGM.....a forecast he literally bet his bonuses and reputation on. Larry obviously hopes Sean is right but there is a big gap there.......

 

[7für7]

I don't think anyone takes estimates as fixed facts.......the point is that this was a report promoted by the company itself and clearly states the revenue for next financial year is ESTIMATED to be $2.7M which is waaaaaay below Sean's confident "at least $9M new revenue" forecast at the AGM.....a forecast he literally bet his bonuses and reputation on. Larry obviously hopes Sean is right but there is a big gap there.......

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Well, everyone keeps referring to that statement he made at the AGM about expecting $9M in revenue, and they compare it with a forecast that is also supposed to be treated as an estimate. It’s not even clear how he actually meant the $9M – one person interprets it this way, another that way. Personally, I think it’s more like his individual target. As I’ve said before, these are reference points… if we already knew the exact revenue in advance, we wouldn’t need official reports and could skip the whole process. I prefer a more moderate, approved forecast where you can either be positively surprised or not too disappointed if it turns out to be $5M instead of $9M.


And by the way .. just interested …why do you identify with a fictional character from a series and even talk about yourself in the third person? That’s a bit scary… Larry…

 

[TheDrooben]

Well, everyone keeps referring to that statement he made at the AGM about expecting $9M in revenue, and they compare it with a forecast that is also supposed to be treated as an estimate. It’s not even clear how he actually meant the $9M – one person interprets it this way, another that way. Personally, I think it’s more like his individual target. As I’ve said before, these are reference points… if we already knew the exact revenue in advance, we wouldn’t need official reports and could skip the whole process. I prefer a more moderate, approved forecast where you can either be positively surprised or not too disappointed if it turns out to be $5M instead of $9M.


And by the way .. just interested …why do you identify with a fictional character from a series and even talk about yourself in the third person? That’s a bit scary… Larry…

Larry doesn't think so.....

 

[Humble Genius]

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Maybe ARM is the backup option if no near revenue

In the article, why do they need to say, "We reiterate.....", in the opening paragraph? Are they trying to make this comment stick?


All I glean from this report is the board getting their ducks in a row to sell the company for $1/share!.

The way I see it is like this:
- SP continually being suppressed/maintained at ~$0.20 for no apparent reason.
- Company building a case for its worth at $1/share to ward off ill feelings from people.
-Around 25% SP dilution since the ATH of $2.34.
- In the meantime senior execs continue to meet their KPI's and get their bonuses.

The time will come when they will offload the company. The reports say fair value is $1.00, the company will offer shareholders say anything between $1.10-$1.50 per share and their commentary being its a good deal as it is higher than the media report, and the ATH was a freak event.

 

[MDhere]

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In the article, why do they need to say, "We reiterate.....", in the opening paragraph? Are they trying to make this comment stick?


All I glean from this report is the board getting their ducks in a row to sell the company for $1/share!.

The way I see it is like this:
- SP continually being suppressed/maintained at ~$0.20 for no apparent reason.
- Company building a case for its worth at $1/share to ward off ill feelings from people.
-Around 25% SP dilution since the ATH of $2.34.
- In the meantime senior execs continue to meet their KPI's and get their bonuses.

The time will come when they will offload the company. The reports say fair value is $1.00, the company will offer shareholders say anything between $1.10-$1.50 per share and their commentary being its a good deal as it is higher than the media report, and the ATH was a freak event.

Well if the ATH was a freak event, Brainchip didn't even jump on Mercedes bandwagon to have it even reach the $2.34, so one can only imagine when this freak event happens AGAIN, I bet our Company will support it this time and not have the shareholder go through that rollercoaster ride again! So I am quietly confident we will have another Fricken Freaky Event like we did ! Brainchip will not let their loyal shareholders down again, bring on the freaky event. ! lol

 

[uiux]

Let the research giants duke it out.



If you don't contribute research, shut the fuck up no one cares about your opinion

 

[Slade]

Waiting doesn’t have to be difficult.

 

[Humble Genius]

Well if the ATH was a freak event, Brainchip didn't even jump on Mercedes bandwagon to have it even reach the $2.34, so one can only imagine when this freak event happens AGAIN, I bet our Company will support it this time and not have the shareholder go through that rollercoaster ride again! So I am quietly confident we will have another Fricken Freaky Event like we did ! Brainchip will not let their loyal shareholders down again, bring on the freaky event. ! lol

M, , I really hope you are right, but something fishy is going on.