BRN Discussion Ongoing

[Gazzafish]

AI’s next opportunity is capability | The Australian


Extract :-“ Intelligence at the edge

BrainChip Holdings (ASX:BRN) offers a different capability angle. Rather than building facilities, BrainChip develops neuromorphic processors designed for edge AI applications, allowing intelligence to run locally in devices rather than centrally in hyperscale facilities.

That positioning aligns with a structural shift toward decentralised AI. If inference increasingly occurs in vehicles, industrial systems, defence platforms or connected devices, value migrates from pure centralised compute toward distributed intelligence.

Commercial traction remains developing. But the strategic exposure is to capability, not construction.

 

[Deleted member 3781]

Arquimea, interesting, extending AKIDA into military Drones and Robotics?

ARQUIMEA Novelty Detection AI at REAIM 2026

ARQUIMEA showcases its novelty detection AI at REAIM 2026 to enhance the security and reliability of AI-based unmanned systems. Learn more.

www.arquimea.com

Indra Group and ARQUIMEA MoU for Robotized Operations

Indra Group and ARQUIMEA sign an MoU to deliver advanced solutions for robotized theatres of operations. Discover the impact and key technologies.

www.arquimea.com

ARQUIMEA closes 2025 as a leader in the international loitering drones market​

ARQUIMEA loitering drones leader in 2025

ARQUIMEA closes 2025 as a global leader in the loitering munitions market, strengthening its defense technology portfolio worldwide. Discover why.

www.arquimea.com

Nice reads, but let’s be honest: whatever we post here…whether it’s positive about BrainChip or AI in general…doesn’t move the stock one bit. Price action keeps doing the opposite. Every “ray of hope” post seems to be followed by a dump… and the shorters celebrate.

We thought this would be our year. We’re almost one-sixth into it already, and it somehow looks worse than a decade ago…even after all the technological progress and partnerships.

And honestly, the whole Daimler episode hurt BrainChip’s reputation as a stock: the pump, then the dump… it left a bad taste for the market.

Every day it feels like we’re playing stock-market Russian roulette… either we get a big piece of news that catapults us higher… or we get nothing… and that just drags us further down.

Happy to be wrong

 

[Guzzi62]

I was watching the comparison of the same event a year ago and the progress since then is unbelievable. I’d say we’ve got some serious competition out there.

They were speaking about TENNs and that's a BRN invention.

Who do you particular have in mind when you say serious competition?

 

[TopCat]

They were speaking about TENNs and that's a BRN invention.

Who do you particular have in mind when you say serious competition?

I’m referring to whoever are already building all these unbelievable robots we’ve been seeing lately

 

[TopCat]

They were speaking about TENNs and that's a BRN invention.

Who do you particular have in mind when you say serious competition?

Ahhh , I’ve seen you have mixed up what post I was replying to…

 

[smoothsailing18]

Phillip1965

Published January 22, 2026 so unsure if this has already been shared:

There has been a lot of speculation about Akida’s role in deep space, but we finally have a "smoking gun" regarding the hardware integration.

NASA has officially greenlit a project specifically to interface BrainChip’s Akida with MRAM (Magnetoresistive Random Access Memory) to solve the "Memory Wall" for long-term space missions.Why this is a game-changer:1. Continuous Learning: Traditional Flash memory wears out (approx. 1M cycles). For a robot or satellite to learn 24/7 in space without a cloud connection, it needs memory that won't die.2. MRAM Integration: By using Numem’s radiation-tolerant MRAM, Akida can now "learn" and update its synaptic weights indefinitely.3. Radiation Immunity: Unlike standard chips, this hybrid setup is designed to withstand the brutal radiation environments of the Lunar and Martian surfaces.The Official Link:You can find the project details on the NASA TechPort (Project #125677). It explicitly states:"Numem proposes... to create an interface system with MRAM which can connect with AKIDA Neuromorphic Processor from Brainchip to either limit or replace FLASH operations with

 

[Guzzi62]

Ahhh , I’ve seen you have mixed up what post I was replying to…

I understand now, or at least I think so, LOL.

Yes, robotics are moving forward at crazy speeds and I find it scary.

You can soon have them as bodyguards in some countries I think, but I don't trust them personally.

If there is a glitch, and you use them in as an example, a kindergarten the consequences could be tragic.

By using AKD in robotics and drones, you are getting huge power savings and that's a very good selling point.

 

[TheDrooben]

Phillip1965

Published January 22, 2026 so unsure if this has already been shared:

There has been a lot of speculation about Akida’s role in deep space, but we finally have a "smoking gun" regarding the hardware integration.

NASA has officially greenlit a project specifically to interface BrainChip’s Akida with MRAM (Magnetoresistive Random Access Memory) to solve the "Memory Wall" for long-term space missions.Why this is a game-changer:1. Continuous Learning: Traditional Flash memory wears out (approx. 1M cycles). For a robot or satellite to learn 24/7 in space without a cloud connection, it needs memory that won't die.2. MRAM Integration: By using Numem’s radiation-tolerant MRAM, Akida can now "learn" and update its synaptic weights indefinitely.3. Radiation Immunity: Unlike standard chips, this hybrid setup is designed to withstand the brutal radiation environments of the Lunar and Martian surfaces.The Official Link:You can find the project details on the NASA TechPort (Project #125677). It explicitly states:"Numem proposes... to create an interface system with MRAM which can connect with AKIDA Neuromorphic Processor from Brainchip to either limit or replace FLASH operations with

NASA TechPort

NASA's Technology Portfolio Management System (TechPort) is a single, comprehensive resource for locating detailed information about NASA-funded technologies. Those technologies cover a broad range of areas, such as propulsion, nanotechnology, robotics, and human health. You can find useful...

techport.nasa.gov

 

[Deleted member 3781]

He indeed does appear in the top 20 shareholder list, which makes me wonder what he might know that we don’t…he seems pretty comfortable.
What I don’t get is: why is he posting on HC at all? Why would he care about small retail chatter?
Could it be a fake account made by bashers to mock the situation? Or is he starting to realize his position is getting riskier and is trying to influence sentiment?

What do you think?

 

[Saap25]

He indeed does appear in the top 20 shareholder list, which makes me wonder what he might know that we don’t…he seems pretty comfortable.
What I don’t get is: why is he posting on HC at all? Why would he care about small retail chatter?
Could it be a fake account made by bashers to mock the situation? Or is he starting to realize his position is getting riskier and is trying to influence sentiment?

What do you think?


View attachment 95254

I was going to post it on this forum too but anyways thanks for sharing it here.

And I can confirm that it's a genuine post from a genuine holder.

All the best,
Bhatla

 

[Deleted member 3781]

I was going to post it on this forum too but anyways thanks for sharing it here.

And I can confirm that it's a genuine post from a genuine holder.

All the best,
Bhatla

Thanks for your reply.

Many of us here are strong long-term holders, but we still struggle to understand why the market isn’t reacting to the positive technology progress and partnerships the way we might have hoped.

I’m not convinced that “lack of revenue” alone explains it…markets price the future, and it’s hard to think of a bigger “future market” than Edge AI.

What reasons do you see for the disconnect? And what, specifically, makes you personally so confident?

Thanks in advance.

Edit .. what are your thoughts about the whole “Sean should go” topic… in which I personally don’t see any reason why he should…
Thanks

 

[Deleted member 3781]

I hope I’ll get an answer… I also want to start using lines like these in other forums someday like …

“I used to be desperate …my spend on stocks and funds kept going up, while my returns kept going down… until I finally started following Bhatla….”

 

[Labsy]

I was going to post it on this forum too but anyways thanks for sharing it here.

And I can confirm that it's a genuine post from a genuine holder.

All the best,
Bhatla

Legend

 

[Bravo]

Bummer! I was in a really good mood and having a great day and then I looked at my trading account!

 

[Deleted member 3781]

Bummer! I was in a really good mood and having a great day and then I looked at my trading account!


View attachment 95255

I remember when we all fell in love with brainchip years ago (me as a silent reader) like little children with big eyes full of hope to skyrocket… without even a clear roadmap partner or anything…

Now we are like

 

[Aretemis]

Nice reads, but let’s be honest: whatever we post here…whether it’s positive about BrainChip or AI in general…doesn’t move the stock one bit. Price action keeps doing the opposite. Every “ray of hope” post seems to be followed by a dump… and the shorters celebrate.

We thought this would be our year. We’re almost one-sixth into it already, and it somehow looks worse than a decade ago…even after all the technological progress and partnerships.

And honestly, the whole Daimler episode hurt BrainChip’s reputation as a stock: the pump, then the dump… it left a bad taste for the market.

Every day it feels like we’re playing stock-market Russian roulette… either we get a big piece of news that catapults us higher… or we get nothing… and that just drags us further down.

Happy to be wrong

The only thing that will move the dial is revenue and deals we’ve all seen this too many times

 

[smoothsailing18]

Bummer! I was in a really good mood and having a great day and then I looked at my trading account!


View attachment 95255

I guess the reality is we have 3 more quarters and in any one of them it stands to reason we are going to recieve the well over due announcements of mass production in something. My old car number plate was BR8O26. So iam betting August That's all I got .

 

[miaeffect]

I remember when we all fell in love with brainchip years ago (me as a silent reader) like little children with big eyes full of hope to skyrocket… without even a clear roadmap partner or anything…

Now we are like

 

[Deleted member 3781]

Price sensitive announcement after market closes?

 

[Jacob Kiraz]

I just had to check out if I mistakenly ordert my shares at “WISH”

Big array of products on show, give it 6 to 18 months to see some action, i want to see deals not Akida 22 and still no sales