BRN Discussion Ongoing

[smoothsailing18]

I don't post much here, but I'm an avid reader, so thanks to everyone for their time in dot-joining and providing research and opinions on Brainchip. At the end of the day, I believe, but I have also lost out on other opportunities while continuing to hold Brainchip shares. I've been in since 2020 and now hold over 200K shares.

Waiting for industry to catch up to our amazing technology has been increasingly futile. And with each AGM it seems like management becomes less effective and less transparent. It also seems like we are constantly offering new ideas and products when our original bread and butter IP and products haven't even been fleshed out in industry. It's like a restaurant with too many menu items.

I got into this stock knowing it was a long hold, but seeing things like this last investor write-up showing a 'some-day' value of $1.00 is disheartening. $1.00?!?!? I know, it's all speculation, however, it may be time to pull this one and place my bets elsewhere until there is some sort of pulse with the SP instead of this flatline that hasn't really moved in two years. AI start ups with much less to offer are blowing up left and right, meanwhile BRN languishes in the sub-dollar range and is mainly traded by bots and shorts.

What am I (are we) missing here? My sense is that a lot of people think there is a monster fish lurking below the surface that is just waiting to reveal itself. (ie. Mercedes, Tata, etc.) Maybe that's true, time will tell... but is it a month, a year, or five plus years? Or never?

That's the million dollar question on everyone's lips, what lurks just below the surface, personally like many here we must be seriously getting close to the big fish . Tony's unexpected post recently tells us they are working hard with plenty of new advanced models that furthers our lead.

 

[Sirod69]

Hello everyone, greetings from Bavaria I hope you still know me.

 

[Sirod69]

As you already know, the IAA is currently taking place in our beautiful city of Munich and I really had high hopes that Mercedes would have something to advertise for us. Apparently not. Germany is stuck in an economic recession and our automotive industry has missed the boat on e-mobility. Also, as you know, we have war in Europe.
I sit on the egg like a fat hen and wait for something to hatch again.
Just wanted to tell you, I haven't sold any of my stocks.

 

[Learning]

#ai #artificialintelligence #machinelearning #ondeviceai #neuromorphiccomputing #edgeai #aiinfrastructure #aiinfrasummit | BrainChip

BrainChip had a great week at the AI Infra Connect Summit 2025 in Santa Clara, where we showcased how our Akida™ neuromorphic technology is enabling the next generation of ultra-low-power, on-device AI. Our demo of the Akida Cloud offering received strong reception and led to meaningful...

www.linkedin.com

Learning

 

[Rach2512]

#ai #artificialintelligence #machinelearning #ondeviceai #neuromorphiccomputing #edgeai #aiinfrastructure #aiinfrasummit | BrainChip

BrainChip had a great week at the AI Infra Connect Summit 2025 in Santa Clara, where we showcased how our Akida™ neuromorphic technology is enabling the next generation of ultra-low-power, on-device AI. Our demo of the Akida Cloud offering received strong reception and led to meaningful...

www.linkedin.com

 

[TopCat]

Apple's new AirPods with efficient on device AI with an instant translation feature. Sure do wish Brainchip has some sort of input in this. Otherwise, pretty cool anyway!

Apple announces AirPods Pro 3 with ‘world’s best ANC’ and heart rate sensing | Ami Badani

The Apple Event always brings surprises. Usually it’s the new iPhone that gets all the attention, but this year the AirPods Pro 3 was a highlight. I already use my Apple Watch constantly to track heart rate, so the idea that my AirPods can now do that too—plus handle real-time translation and...

www.linkedin.com

“I already use my Apple Watch constantly to track heart rate, so the idea that my AirPods can now do that too—plus handle real-time translation and adaptive audio—feels like the future landing right in my pocket. The magic behind it...Apple’s chip, built on Arm. It’s designed to run AI super efficiently on-device, so you get features that feel seamless, instant, and personal”

 

[Rach2512]

Sorry if already posted from 2 days ago, talks about the hyperscreen in the video, it thinks and learns.

#mercedesbenz #mbux #mbos | Magnus Östberg

Here it is – our all-new electric Mercedes-Benz GLC! 🩶 Looks amazing, doesn’t it? For me, some of the biggest stories focus on features that you can’t see but are cleverly designed to make every journey as effortless as possible. One of them is undoubtedly our intelligent operating system...

www.linkedin.com

 

[Space Cadet]

This from Quantum Ventura.

I like their patron list, although it doesn't sat client list.

https://www.quantumventura.com/how-we-protect-your-business

SC

 

[ceej]

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.......

View attachment 91093

I think the $9m was bookings as opposed to 2025 revenue. Bookings could (on my understanding) for instance be revenue over a period longer than the current or even the following year. Ie 3 years of $3m?

 

[jrp173]

$9M USD this FY in new revenue......happy to be corrected

it's not revenue, it is a $9M "bookings" target...

 

[smoothsailing18]

Apple's new AirPods with efficient on device AI with an instant translation feature. Sure do wish Brainchip has some sort of input in this. Otherwise, pretty cool anyway!

Apple announces AirPods Pro 3 with ‘world’s best ANC’ and heart rate sensing | Ami Badani

The Apple Event always brings surprises. Usually it’s the new iPhone that gets all the attention, but this year the AirPods Pro 3 was a highlight. I already use my Apple Watch constantly to track heart rate, so the idea that my AirPods can now do that too—plus handle real-time translation and...

www.linkedin.com

“I already use my Apple Watch constantly to track heart rate, so the idea that my AirPods can now do that too—plus handle real-time translation and adaptive audio—feels like the future landing right in my pocket. The magic behind it...Apple’s chip, built on Arm. It’s designed to run AI super efficiently on-device, so you get features that feel seamless, instant, and personal”

Clearly Apple have another design that can provide efficiency like brn yet not neuromorphic which sadly must be the case other wise one would expect we would have heard something

 

[Rach2512]

Clearly Apple have another design that can provide efficiency like brn yet not neuromorphic which sadly must be the case other wise one would expect we would have heard something

Why would we have heard something, surely if we are involved they would want to keep it a secret?

 

[smoothsailing18]

Why would we have heard something, surely if we are involved they would want to keep it a secret?

Maybe Rach2512, I hope your right.
Maybe it's the 9 million Sean mentioned
I don't know how it works but if Apple are selling these then we will know this next quarter I would think

 

[MDhere]

Why would we have heard something, surely if we are involved they would want to keep it a secret?

watch the financials

 

[jrp173]

I think the $9m was bookings as opposed to 2025 revenue. Bookings could (on my understanding) for instance be revenue over a period longer than the current or even the following year. Ie 3 years of $3m?

A cut and paste for a Tony Dawe email in April, when I asked "what is a booking"

 

[smoothsailing18]

FF


http://www.design-reuse.com/redir3/...d89185e4/a3dac84d-2e01-494e-9032-56337dcca0a2

It provides the answer to where next for ARM at least in the opinion of Tirius Research.

It should not go unnoticed that Brainchip and ARM have previously proven out the full compatibility of all ARM processors with Brainchip’s AKIDA technolog

 

[Guzzi62]

I don't post much here, but I'm an avid reader, so thanks to everyone for their time in dot-joining and providing research and opinions on Brainchip. At the end of the day, I believe, but I have also lost out on other opportunities while continuing to hold Brainchip shares. I've been in since 2020 and now hold over 200K shares.

Waiting for industry to catch up to our amazing technology has been increasingly futile. And with each AGM it seems like management becomes less effective and less transparent. It also seems like we are constantly offering new ideas and products when our original bread and butter IP and products haven't even been fleshed out in industry. It's like a restaurant with too many menu items.

I got into this stock knowing it was a long hold, but seeing things like this last investor write-up showing a 'some-day' value of $1.00 is disheartening. $1.00?!?!? I know, it's all speculation, however, it may be time to pull this one and place my bets elsewhere until there is some sort of pulse with the SP instead of this flatline that hasn't really moved in two years. AI start ups with much less to offer are blowing up left and right, meanwhile BRN languishes in the sub-dollar range and is mainly traded by bots and shorts.

What am I (are we) missing here? My sense is that a lot of people think there is a monster fish lurking below the surface that is just waiting to reveal itself. (ie. Mercedes, Tata, etc.) Maybe that's true, time will tell... but is it a month, a year, or five plus years? Or never?

Many shares your frustrations.

I am not telling you how to manage your portfolio, but selling now could end up being one of the worst decisions of your life, note I said: could!
We must be getting very close to some major announcements IMO, moving computing to the edge have just started and BRN are well positioned to take full advantage of that. Sean sounded very upbeat where he was talking to Michael Marchuk from Blue Prism (see below).

I was once in a small biotech and I sold because I got feed up waiting (okay, not as long as here I admit). About a month later the company rocketed X5 on very good news! I am not saying this will happen here, but the chances are there, and they are fairly good I will say.
If he can't make some good deals before the next AGM, the company must consider selling its IP's and close shop (shareholder's vote's) because they can't keep on printing shares, hollowing out value for shareholders.
I remain optimistic and buy a few shares when I can.
That's just my layman opinion, not to be taken too seriously.

 

[IloveLamp]

Thanks Ali! This is how Databricks is supporting innovation in the AI ecosystem. I'm very proud of all the work we did at Mosaic and Databricks and love to see how Databricks will be driving the… | Naveen Rao | 32 comments

Thanks Ali! This is how Databricks is supporting innovation in the AI ecosystem. I'm very proud of all the work we did at Mosaic and Databricks and love to see how Databricks will be driving the frontier of AI in the enterprise! The new project is about rethinking the foundations of compute wrt...

www.linkedin.com

 

[Slade]

Many shares your frustrations.

I am not telling you how to manage your portfolio, but selling now could end up being one of the worst decisions of your life, note I said: could!
We must be getting very close to some major announcements IMO, moving computing to the edge have just started and BRN are well positioned to take full advantage of that. Sean sounded very upbeat where he was talking to Michael Marchuk from Blue Prism (see below).

I was once in a small biotech and I sold because I got feed up waiting (okay, not as long as here I admit). About a month later the company rocketed X5 on very good news! I am not saying this will happen here, but the chances are there, and they are fairly good I will say.
If he can't make some good deals before the next AGM, the company must consider selling its IP's and close shop (shareholder's vote's) because they can't keep on printing shares, hollowing out value for shareholders.
I remain optimistic and buy a few shares when I can.
That's just my layman opinion, not to be taken too seriously.

I agree Guzzi. I am at least going to wait to see how Onsor’s epilepsy glasses work out. They are due to hit the market next year. And I want to see if Sean achieves his KPI. Small things but they could do a lot for investor confidence and market adoption.

 

[itsol4605]

Thanks Ali! This is how Databricks is supporting innovation in the AI ecosystem. I'm very proud of all the work we did at Mosaic and Databricks and love to see how Databricks will be driving the… | Naveen Rao | 32 comments

Thanks Ali! This is how Databricks is supporting innovation in the AI ecosystem. I'm very proud of all the work we did at Mosaic and Databricks and love to see how Databricks will be driving the frontier of AI in the enterprise! The new project is about rethinking the foundations of compute wrt...

www.linkedin.com

View attachment 91136

(What if) Naveen is a good friend of Anthony (?)