BRN Discussion Ongoing

[7für7]

It was a beautiful close at 14 cents today!!! Well done Brainchip!!!


That said, I still don’t understand why there are so many FUD (Fear, Uncertainty, Doubt) spreaders on the crapper forum. Some of those idiots claim to be shareholders with a “hold” sentiment, yet every single post they make about BrainChip is negative. When you look at their profiles, not a SINGLE comment is supportive or constructive!

If they are genuinely shareholders, why would they consistently try to undermine the company and potentially damage their own investment? It simply doesn’t make logical sense - unless they somehow enjoy inflicting pain on themselves!!!

In any case, I’ve been adding more BrainChip shares as a long-term investment. So, a sincere thank you to the short sellers for the discounted entry price.

Last but not least, based on shortman.com.au’s data, 94,550,127 shares of BrainChip Holdings Ltd were shorted as at 20 February 2026. That is outrageous. It makes you wonder what could happen if an IP licence agreement were suddenly announced and all those short sellers scrambled to cover at the same time, especially if no one were willing to sell and everyone were trying to buy more.

Go Hard Brainchip!!!

Agree with you … as a genuine shareholder I hate shorter and basher.. and bought also more last week!

G G G G G gooOOOO BRAAAAAINCHIIIIP

 

[Pom down under]

Good to see receipts from customers up nearly 10 fold and revenue from contracts with customers 5 fold from 2024 to 2025 unless they are the same thing.

 

[7für7]

A love letter for us …

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03062048-2A1656447&v=undefined

Good to read PvdM

 

[DK6161]

Late Slsell order piling up. Obviously some people are privy of the report. Do you guys think we can still be above 10c tomorrow?
This whole thing is exhausting.

 

[Pom down under]

Letter to shareholders what a load off bollocks

February 2026

LETTER TO SHAREHOLDERS

From the BrainChip Holdings Board of Directors

Dear Shareholders,

Following recent engagement with our investor community, the Board is pleased to provide this update

to all shareholders on an evolution of our Investor Relations strategy; one defined by increased

transparency, discipline and accountability. This letter reaffirms the Board’s confidence in our current

strategy and the team executing it, while outlining our refined approach to market engagement.

A Disciplined Framework for Market Engagement

BrainChip’s Investment Relations (IR) practices are built around the following principles, which align with

ASX Listing Rule 3.1 (Continuous Disclosure):

• Fairness: All investors must receive information at the same time through market-appropriate

channels.

• Accuracy: We disclose only information that is verified and ready for release.

• Compliance: We avoid selective, incomplete, or unintentionally misleading information

disclosures to any individual shareholder or external party.

• Consistency: All messaging is aligned and authorized.

To ensure consistency, all external communications from directors, executives, and staff are now aligned

under a single, Board-approved framework. While interactions at public events or conferences are part

of industry engagement, we are working to minimize informal communication channels in favor of

structured, official disclosures.

Market Transparency and Disclosure

We maintain a disciplined approach to ASX announcements to ensure market integrity and investor

trust. We issue ASX announcements for various matters including:

• Information considered price-sensitive (which a reasonable person would expect to have a

material effect on the price of securities as per ASX Listing Rule 3.1);

• Executed and binding contracts or agreements.

______________________________________________________________________________

BrainChip Holdings Ltd

ACN 151 159 812

Level 8 210 George St Sydney NSW 2000

T: +61 2 9290 9606 | F: +61 2 9297 0644 | W: www.brainchip.com• Material operational updates and financial results.

• Specific instances where the Board determines that additional context or clarification is required

for investors.

To maintain the highest standards of accuracy, we do not announce:

• Early-stage discussions, non-binding engagements or verbal commitments.

• Aspirational outcomes, conjecture, or unverified projections.

• Information protected by Non-Disclosure Agreements (NDAs).

The Company has prepared this IR policy after obtaining appropriate external advice and having regard

to the ASX Listing Rules.

To provide shareholders with greater visibility between major milestones, we are introducing structured

quarterly commercial progress summaries, in addition to our regular newsletters. These will provide

clear operational insights without breaching commercial confidentiality.

Enhanced Shareholder and Investment Community Engagement

Our IR policy is designed to foster a well-informed and engaged shareholder base through the following

core components:

• Interactive Briefings: Regular investor updates featuring live Q&A sessions.

• Standardized Inquiry Protocols: Clear and efficient processes for responding to shareholder

queries and ensuring all shareholders receive the same information provided in response to

these queries.

• Global Messaging Consistency: Unified communication across all public and digital platforms.

• Market Integrity: A strict prohibition on the selective or private disclosure of price-sensitive

information.

We invite shareholders to engage with BrainChip across our social media and global technology

platforms, where we provide ongoing updates regarding our product roadmap.

We are further elevating these engagement standards and will share additional details in an upcoming

communication.

______________________________________________________________________________

BrainChip Holdings Ltd

ACN 151 159 812

Level 8 210 George St Sydney NSW 2000

T: +61 2 9290 9606 | F: +61 2 9297 0644 | W: www.brainchip.comA Perspective from our Founder

by Peter van der Made, Founder & Director:

"BrainChip was founded on the conviction that neuromorphic computing plays a foundational role

in the evolution of AI in edge devices. That belief is stronger today than at any point in our history.

Our technology is unique, differentiated, and engineered to solve real-world challenges in better

power efficiency, lower latency, and cloud independent autonomy.

Our confidence is anchored in several key realities: the rapidly growing need for high-performance

inference at the edge, and the significant advancement of Akida™ across multiple generations. By

providing a balanced approach between IP and silicon chips, we have strengthened our

commercial positioning and expanded our addressable market. We are already seeing the results

of these actions in increased traction and engagements.

While the timeline for deep-tech commercialization is long, our underlying strategy to deliver

neuromorphic processing through both silicon chips and licensable IP, remains sound. We

presented this strategy at the last AGM, and we are on track to achieving it.

Regarding our leadership and commercial success, the Board and I have full confidence in the

current team. The technology platform continues to strengthen, and our product roadmap is more

precisely aligned with market needs.

Our commercial and engineering teams are actively engaged with a growing number of customers

across the automotive, industrial, consumer, aerospace, and defense sectors. As previously

planned, we are in the process of specific operational changes to strengthen our execution

discipline and accountability, ensuring that the structural foundations we build today lead to long-

term success.

The structural foundations that were started last year and continue to mature this year –

improved development tools, new reference designs, silicon chip validation, and ecosystem

partnerships - are all essential to the long-term success of BrainChip.

______________________________________________________________________________

BrainChip Holdings Ltd

ACN 151 159 812

Level 8 210 George St Sydney NSW 2000

T: +61 2 9290 9606 | F: +61 2 9297 0644 | W: www.brainchip.comThe Path Ahead

We recognize that the ultimate measure of our strategy is commercial success. The foundations

we continue to build in 2026 - from silicon validation to reference designs - are the essential drivers

of our commercial success, and we are executing this strategy with full conviction.

We remain deeply committed to the success of this Company and look forward to your continued

engagement.”

Yours Sincerely,

________________________

 

[7für7]

Letter to shareholders what a load off bollocks

February 2026

LETTER TO SHAREHOLDERS

From the BrainChip Holdings Board of Directors

Dear Shareholders,

Following recent engagement with our investor community, the Board is pleased to provide this update

to all shareholders on an evolution of our Investor Relations strategy; one defined by increased

transparency, discipline and accountability. This letter reaffirms the Board’s confidence in our current

strategy and the team executing it, while outlining our refined approach to market engagement.

A Disciplined Framework for Market Engagement

BrainChip’s Investment Relations (IR) practices are built around the following principles, which align with

ASX Listing Rule 3.1 (Continuous Disclosure):

• Fairness: All investors must receive information at the same time through market-appropriate

channels.

• Accuracy: We disclose only information that is verified and ready for release.

• Compliance: We avoid selective, incomplete, or unintentionally misleading information

disclosures to any individual shareholder or external party.

• Consistency: All messaging is aligned and authorized.

To ensure consistency, all external communications from directors, executives, and staff are now aligned

under a single, Board-approved framework. While interactions at public events or conferences are part

of industry engagement, we are working to minimize informal communication channels in favor of

structured, official disclosures.

Market Transparency and Disclosure

We maintain a disciplined approach to ASX announcements to ensure market integrity and investor

trust. We issue ASX announcements for various matters including:

• Information considered price-sensitive (which a reasonable person would expect to have a

material effect on the price of securities as per ASX Listing Rule 3.1);

• Executed and binding contracts or agreements.

______________________________________________________________________________

BrainChip Holdings Ltd

ACN 151 159 812

Level 8 210 George St Sydney NSW 2000

T: +61 2 9290 9606 | F: +61 2 9297 0644 | W: www.brainchip.com• Material operational updates and financial results.

• Specific instances where the Board determines that additional context or clarification is required

for investors.

To maintain the highest standards of accuracy, we do not announce:

• Early-stage discussions, non-binding engagements or verbal commitments.

• Aspirational outcomes, conjecture, or unverified projections.

• Information protected by Non-Disclosure Agreements (NDAs).

The Company has prepared this IR policy after obtaining appropriate external advice and having regard

to the ASX Listing Rules.

To provide shareholders with greater visibility between major milestones, we are introducing structured

quarterly commercial progress summaries, in addition to our regular newsletters. These will provide

clear operational insights without breaching commercial confidentiality.

Enhanced Shareholder and Investment Community Engagement

Our IR policy is designed to foster a well-informed and engaged shareholder base through the following

core components:

• Interactive Briefings: Regular investor updates featuring live Q&A sessions.

• Standardized Inquiry Protocols: Clear and efficient processes for responding to shareholder

queries and ensuring all shareholders receive the same information provided in response to

these queries.

• Global Messaging Consistency: Unified communication across all public and digital platforms.

• Market Integrity: A strict prohibition on the selective or private disclosure of price-sensitive

information.

We invite shareholders to engage with BrainChip across our social media and global technology

platforms, where we provide ongoing updates regarding our product roadmap.

We are further elevating these engagement standards and will share additional details in an upcoming

communication.

______________________________________________________________________________

BrainChip Holdings Ltd

ACN 151 159 812

Level 8 210 George St Sydney NSW 2000

T: +61 2 9290 9606 | F: +61 2 9297 0644 | W: www.brainchip.comA Perspective from our Founder

by Peter van der Made, Founder & Director:

"BrainChip was founded on the conviction that neuromorphic computing plays a foundational role

in the evolution of AI in edge devices. That belief is stronger today than at any point in our history.

Our technology is unique, differentiated, and engineered to solve real-world challenges in better

power efficiency, lower latency, and cloud independent autonomy.

Our confidence is anchored in several key realities: the rapidly growing need for high-performance

inference at the edge, and the significant advancement of Akida™ across multiple generations. By

providing a balanced approach between IP and silicon chips, we have strengthened our

commercial positioning and expanded our addressable market. We are already seeing the results

of these actions in increased traction and engagements.

While the timeline for deep-tech commercialization is long, our underlying strategy to deliver

neuromorphic processing through both silicon chips and licensable IP, remains sound. We

presented this strategy at the last AGM, and we are on track to achieving it.

Regarding our leadership and commercial success, the Board and I have full confidence in the

current team. The technology platform continues to strengthen, and our product roadmap is more

precisely aligned with market needs.

Our commercial and engineering teams are actively engaged with a growing number of customers

across the automotive, industrial, consumer, aerospace, and defense sectors. As previously

planned, we are in the process of specific operational changes to strengthen our execution

discipline and accountability, ensuring that the structural foundations we build today lead to long-

term success.

The structural foundations that were started last year and continue to mature this year –

improved development tools, new reference designs, silicon chip validation, and ecosystem

partnerships - are all essential to the long-term success of BrainChip.

______________________________________________________________________________

BrainChip Holdings Ltd

ACN 151 159 812

Level 8 210 George St Sydney NSW 2000

T: +61 2 9290 9606 | F: +61 2 9297 0644 | W: www.brainchip.comThe Path Ahead

We recognize that the ultimate measure of our strategy is commercial success. The foundations

we continue to build in 2026 - from silicon validation to reference designs - are the essential drivers

of our commercial success, and we are executing this strategy with full conviction.

We remain deeply committed to the success of this Company and look forward to your continued

engagement.”

Yours Sincerely,

________________________

I didn’t read any positive statement from you recently 🫵

 

[Pom down under]

I didn’t read any positive statement from you recently 🫵

Im looking forward to the next AGM as

 

[7für7]

Here a summary for long term genuine shareholder… NOT FOR “Sean has to go” forum trolls…(from a genuine shareholder from Germany)


- Revenue increased significantly (+374%)
-Loss reduced compared to the previous year
-Strong capital base supported by expanded financing
- Product and technology progress toward commercial-grade chips
- of course Operational risks and competitive pressure remain ongoing

 

[TopCat]

Maybe give his bonus to Kevin. He’s done more for Brainchip in 4 weeks than Sean has in 4 years!

 

[7für7]

The only people who write on the crapper sh…t, are basher and shorter with the sentiment “sell” lol and pretending like they wished they would have seen a better report lol

 

[Pom down under]

Maybe give his bonus to Kevin. He’s done more for Brainchip in 4 weeks than Sean has in 4 years!

And probably the next 4 years if he survives the next AGM and at least we can save 9 million

 

[Pom down under]

The only people who write on the crapper sh…t, are basher and shorter with the sentiment “sell” lol and pretending like they wished they would have seen a better report lol

Going over to have a read

 

[7für7]

Going up have a read

View attachment 95442

 

[Pom down under]

Well I can report back safely and I don’t think anyone likes Sean but he could still save his job possibly if we get a decent announcement very soon.

 

[7für7]

Well I can report back safely and I don’t think anyone likes Sean but he could still save his job possibly if we get a decent announcement very soon.

Mhhhh the well known “decent announcement soon” I remember when I was young and found Brainchip… we said this every week and kept our belief strong!

 

[Aretemis]

Mhhhh the well known “decent announcement soon” I remember when I was young and found Brainchip… we said this every week and kept our belief strong!

Come on we had some really good announcements about 5 year’s ago 4 years ago it’s been s since

 

[Jacob Kiraz]

Well I can report back safely and I don’t think anyone likes Sean but he could still save his job possibly if we get a decent announcement very soon.

I wpuld love a great annoucement by Sean,
I may of been critical but its out of my hands,
Sean will need to front up and answer the questions at the AGM.
Im a strong believer if people vote and really ruffle some feathers so be it,
Sean needs to really front up and deliver and really live up to his promises and possibly really showing a clearer vison for the future, atm its getting harder to take him on his word

 

[White Horse]

On a more positive note.

Kevin D. JohnsonKevin • FollowingVerified • Following Field CTO – HPC, AI, LLM & Quantum Computing | Principal HPC Cloud Technical Specialist at IBM | Symphony • GPFS • LSFField CTO – HPC, AI, LLM & Quantum Computing | Principal HPC Cloud Technical Specialist at IBM | Symphony • GPFS • LSF 4m • 4 minutes ago • Visible to anyone on or off LinkedIn

Busy with lots of client meetings this week. I've also been spending just a bit more time writing long form articles which I'll be publishing soon, including one tomorrow for the weekend. Oh, and my PhD work is moving forward. Once I return to the States, the demo parade will continue. Multiple Akida+Symphony on tap, IBM i, the prediction market Symphony demo is almost there also. We are going to start March off with a bang!

 

[Flenton]

I wpuld love a great annoucement by Sean,
I may of been critical but its out of my hands,
Sean will need to front up and answer the questions at the AGM.
Im a strong believer if people vote and really ruffle some feathers so be it,
Sean needs to really front up and deliver and really live up to his promises and possibly really showing a clearer vison for the future, atm its getting harder to take him on his word

So many misleading comments have been made over such a long period of time that I now trust Jim Chamlers more when he says he is going to reduce inflation or make big savings and Albanese is going to make electricity prices cheaper.

Results are needed now... No more words.

 

[jrp173]

Annual report is out, at least we now know that Sean did not meet his booking target which seemed obvious to the market already.

CEO Short Term Incentive Outcome: While the team achieved several critical operational and technical milestones - including progress on our Generation 3 specifications and TENNs Cookbook - the Company fell short of its primary commercial Bookings target. Although Mr Sean Hehir as CEO was eligible for a Short Term Incentive (STI) of up to 100% of his base salary, no STI was awarded in 2025 because the specific "Bookings" target of $9M was not met. Consequently, Mr Hehir received 0% of his target STI award for 2025.

Careful @davidfitz , you'll have people bagging you and trying to shut you down if you mention the Annual Report.

No-one on TSE wants to even discuss the elephant in the room.

Let's just sweep it under the carpet and pretend it wasn't published.

Don't worry, this year is definitely the year....