BRN Discussion Ongoing

Kachoo

Regular

Shorts dropping. Not sure how much weight I put in the daily reports being accurate. But with this low volume there aren't to many chips available on the market to cover this short fall.
 
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Was looking at the list that @Stable Genius put up not long ago.

Started asking myself questions on the more recent flurry, if you will, of partnership releases.

Like, AI Labs, Teksun, emotion3D, VVDN, Intellisense - though known of via NASA public info, the relationship has now been publicly solidified by BRN.

Why now?

Do we consider that some / all of these "partners" were part of the EAP or just left field new?

By defining them as partners and not clients or having formal agreements you could possibly skirt the supposed issue of disclosing projected income as per the ASX BS.

If so, we know how long it took Renesas to get through their programs before now taping out for a 3rd party.

Is it conceivable these more recent public acknowledgements are a precursor that these partners are nearing or have completed their DD and are nearing product confirmations, releases in due course?

Has this been the sort of clients (partners) the BRN tech hires past several months have been working with to get to product stage?

If they were to be going to mkt then are they able to just get Megachips to design etc their Akida integrated ASIC, if thats the design and pay Megachips accordingly which then flows to us.

Appears able to get Renesas to do similar maybe with MCUs and $ to us accordingly.

All without individual licences.

Just some random thoughts.

NASA
FORD
VALEO
MERCEDES
SIFIVE
MAGIKEYE
MEGACHIPS
RENESAS
BIOTOME
PROPHESEE
EDGE IMPULSE
ARM
NVISO
GLOBAL FOUNDRIES
VVDN
SOCIONEXT
MOSCHIP
INTEL
NANOSE
AI LABS
SAHOMA CONTROLWARE
EMOTION3D
TEKSUN
INTELLISENSE
I see Teksun as competition for Megachips. Looking at their website they appear to do the same thing. VVDN as well only being in India will target that zone and also have a large manufacturing capability.

Megachips as we know just invested $20 or 30 mil to set up in USA. Fingers crossed they can get traction. Having Nintendo in their back pocket is very promising.

Those 3 are who I think smaller companies will go to for niche devices.

The larger OEMs will be using ARM, SiFive and Intel.

Unless you’re Valeo/Mercedes/Renesas who have their own engineers to keep it in house.

Edge impulse is to train or do the software side of it.

Emotion3D are competition for Nviso.

Intellisense, Blue Ridge are Defence with NASA and probably Bascomm Hunter who I’m guessing are going to use SiFive.

Nanose and Know Labs, Biotome are medical, again with NASA and likely TATA.

TATA not on the list yet but they will be covering everything!

That’s just off the top of my head!

Future looks rock solid to me!

Edit: just saw Nviso changed to Nvidia so I’m fixing that up :)
 
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Tothemoon24

Top 20

Has anyone dived into the company Oculi ?

Oculi Forms strategic partnership with GlobalFoundries to advance edge sensing technology​

BALTIMORE, MD, UNITED STATES -- February 15, 2023 -- Oculi today announced a strategic partnership with GlobalFoundries Inc. (GF) (Nasdaq: GFS), a global leader in feature-rich semiconductor manufacturing, to manufacture OCULI SPU S12, the world's first single-chip intelligent Software-Defined Vision Sensor. This new chip will be used in smart devices and homes, industrial, IoT, automotive markets and wearables including AR/VR.
The OCULI SPU S12 is the first of 3 product lines that will disrupt and set a new standard in vision technology. It is based on GF’s 55LPx which is a feature-rich platform that supports Radio Frequency (RF), ultra-low power (ULP), embedded non-volatile memory (eNVM) and high voltage BCDLite® options. This makes the platform an ideal solution for System on Chip (SoC) integration to enable more functionality, less energy consumption and smaller form factor electronic applications.
Dr. Charbel Rizk, Oculi founder and CEO commented "Oculi has solved decades-long fundamental challenges by developing a new form of vision sensor that applies selectivity to process only the most relevant information 30X faster, 1/10th the power drain, and protects privacy/data security at the sensor. Oculi technology, which features pre-processing inside the pixel that emulates the human eye, will ultimately power many smart devices. Oculi’s new vision is ideal for edge applications such as always-on gesture/face/people tracking and low-latency eye tracking, while alternative solutions are too slow, big, and power inefficient. GF is an excellent partner to enable us to quickly get our product to our customers."
In collaborating with Oculi, Mike Hogan, chief business officer at GF, recognized the synergy for both companies in this engagement. As Mike stated, "Visual AI at the edge is the growth vector to enhance the connection between the digital and physical world. Oculi's architecture and GF’s production-proven 55LPx feature-rich platform enables device makers to get to market faster while also by optimizing data usage and reducing energy consumption.”
20230216_1.jpg
 
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AARONASX

Holding onto what I've got
It was previously mentioned where Tony stated along the line if a customer was using Akida they would be keeping it quite. IMO they must be a lot of NDA ready and waiting for release... IMO they're all waiting for each other to announce first in the mean time they're grinding away honing in on their products...Once the first one comes out I'm highly bullish they'll be a run on others all rush to be 2nd 3rd 4th...no one wants to jump out too early 😀
 
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Has anyone dived into the company Oculi ?

Oculi Forms strategic partnership with GlobalFoundries to advance edge sensing technology​

BALTIMORE, MD, UNITED STATES -- February 15, 2023 -- Oculi today announced a strategic partnership with GlobalFoundries Inc. (GF) (Nasdaq: GFS), a global leader in feature-rich semiconductor manufacturing, to manufacture OCULI SPU S12, the world's first single-chip intelligent Software-Defined Vision Sensor. This new chip will be used in smart devices and homes, industrial, IoT, automotive markets and wearables including AR/VR.
The OCULI SPU S12 is the first of 3 product lines that will disrupt and set a new standard in vision technology. It is based on GF’s 55LPx which is a feature-rich platform that supports Radio Frequency (RF), ultra-low power (ULP), embedded non-volatile memory (eNVM) and high voltage BCDLite® options. This makes the platform an ideal solution for System on Chip (SoC) integration to enable more functionality, less energy consumption and smaller form factor electronic applications.
Dr. Charbel Rizk, Oculi founder and CEO commented "Oculi has solved decades-long fundamental challenges by developing a new form of vision sensor that applies selectivity to process only the most relevant information 30X faster, 1/10th the power drain, and protects privacy/data security at the sensor. Oculi technology, which features pre-processing inside the pixel that emulates the human eye, will ultimately power many smart devices. Oculi’s new vision is ideal for edge applications such as always-on gesture/face/people tracking and low-latency eye tracking, while alternative solutions are too slow, big, and power inefficient. GF is an excellent partner to enable us to quickly get our product to our customers."
In collaborating with Oculi, Mike Hogan, chief business officer at GF, recognized the synergy for both companies in this engagement. As Mike stated, "Visual AI at the edge is the growth vector to enhance the connection between the digital and physical world. Oculi's architecture and GF’s production-proven 55LPx feature-rich platform enables device makers to get to market faster while also by optimizing data usage and reducing energy consumption.”
20230216_1.jpg
@Tothemoon24

Some prev posts when I went digging a little on them as from memory someone picked up maybe Rob mentioned them in a video or something. Was very brief mention.

Posts not in date order but bits on Oculi fwiw.








 
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Tothemoon24

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@Tothemoon24

Some prev posts when I went digging a little on them as from memory someone picked up maybe Rob mentioned them in a video or something. Was very brief mention.

Posts not in date order but bits on Oculi fwiw.








Thank you @Fullmoonfever much appreciated
 
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davidfitz

Regular
We must be getting close to an announcement?

Next-gen Mercedes-Benz E-Class global debut on April 25​

The next-gen E-Class to emphasise more on tech; could get on-board AI.

Mercedes-Benz E-class: AI-equipped MBUX interface

The latest version of MBUX also includes artificial intelligence, which learns the driver’s routine and pre-empts their needs – for example, automatically warming the seat when the temperature drops, or winding down the window at the entrance to a frequented car park. The new E-Class also receives a digital instrument display and an optional head-up display, said to have a wider field of view than previous iterations.
 
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Tothemoon24

Top 20

6F313F00-6F10-4AB7-9BF1-94643A9AA276.png
1. US20200281220 - SYSTEM AND METHOD FOR MANAGING RIPENING CONDITIONS OF CLIMACTERIC FRUITS​




Office
United States of America
Application Number16809260
Application Date04.03.2020
Publication Number20200281220
Publication Date10.09.2020
Publication KindA1
IPC
A23B 7/152

G05B 13/02
CPC
A23V 2002/00

A23B 7/152

G05B 13/027
ApplicantsTata Consultancy Services Limited
InventorsJayita DUTTA
Parijat DESHPANDE
Beena RAI
Priority Data201921008382 04.03.2019 IN
Title
(EN) SYSTEM AND METHOD FOR MANAGING RIPENING CONDITIONS OF CLIMACTERIC FRUITS
front page image
Abstract
(EN)
This disclosure relates generally to managing ripening conditions of climacteric fruits and more particularly to a system and method for managing ripening conditions of climacteric fruits using Artificial neural network (ANN) model. The method includes obtaining levels of environment condition parameters associated with ripening of the climacteric fruit over time at periodic intervals by using an enclosure enclosing the climacteric fruit. A respiration rate of the climacteric fruit is computed based at least on the levels of the environment condition parameters using Michaelis Menten kinetics model. A level of ethylene is monitored to determine a climacteric peak of Ethylene for the climacteric fruit. The climacteric peak is indicative of complete natural ripening of the climacteric fruit. An ANN model predicts optimal ripening condition of the climacteric fruit based on the respiration rate of the climacteric fruit and the climacteric peak of ethylene.
Related patent documents
IN201921008382

EP3705888
 
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Foxdog

Regular
The immediate future might not be that bright though. I feel that a 4C without an increase in revenue will enable the shorters to play a bit more. We might see the SP visit the high thirties prior to the next $1.00 spa party. Company news from the AGM might be the catalyst for the next leg up. All in my opinion, I'm hoping for a surprise 4C but not sure it'll be this one.
 
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The immediate future might not be though. I feel that a 4C without an increase in revenue will enable the shorters to play a bit more. We might see the SP visit the high thirties prior to the next $1.00 spa party. Company news from the AGM might be the catalyst for the next leg up. All in my opinion, I'm hoping for a surprise 4C but not sure it'll be this one.


I’ll agree that products/revenue have taken longer than expected. And I do feel empathy for those who have been holding for much longer than myself; who more urgently need the SP increase, or are just getting older and want it now! Don’t get me wrong, I’d love for a massive price spike and to be retired too.

So far all of the announcements/partners have taken us by surprise, never saw them coming which is a testament to the professionalism of the staff. Having a reputation for being able to keep commercial in confidence, or even national/international secrets a secret is required in this industry. This science fiction technology has the potential to have world changing effects, particularly in the Defence sector. The revenue streams of Valeo, MB etc are in the billions so letting a secret out could be very costly…. to the company!

The AGM revenue model showed a revenue gap between signing companies on and royalties. Obviously Covid and world events has changed the timeframes. But I would suggest the model is still relevant.

At some time all of those signings already known are going to, in their own time, start producing revenue. As each area/avenue of revenue is generated it will build on existing revenues, be that their own competitors or other areas, e.g. medical revenue, automotive revenue, smart home revenue, Defence revenue etc. I think now Prophesee has entered the scene mobile phone revenue is a good possibility in the future as well, who knows, it could be Nokia, Google, or an unknown brand but it is likely (in my mind) once Samsung has released their new camera others will want to get on board with a Prophesee/Akida combination.

And for every Coke there will be a Pepsi, so once one product is released a competitor will jump on board to get some market share.

The M85 with Akida on board has lots of potential as well.

1681369391294.png


We’ve got our Gen 2 family to be released and the GF 22nm in progress. Exciting times!

There are so many avenues for revenue that to me it’s not an if but a when.

It may take longer than we all hope; to a lot it already has.

Next quarter the SP may drop. It may test those already in the red.

Will that effect where we will be in 2 years, or 5 years? I don’t think so.

There will come a point in time when the eco-system the Management Team has built will start producing a steady stream of revenue and the SP will increase in a fashion similar to their forcast. Just not the timeframe first forecast or predicted.

The already existing customers/partners will make Brainchip successful, not to mention new customers who will come onboard.

So, although it might be important to some; this daily or even quarterly focus on the SP is not relevant to me and I don’t use it as a measuring tool to judge Akida’s success by at this stage of the commercial journey!

:)
 
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Little dated but hadn't seen before. Maybe already posted.

Was a couple of highlighted points quite liked in the release.


Entry level ARM M33 microcontrollers optimized for power efficiency​

New Products | March 14, 2023
By Nick Flaherty
POWER MANAGEMENT MPUS/MCUS WEARABLES

Renesas Electronics has launched two new families of microcontroller optimized for power efficiency using the ARM Cortex-M33 core.​

The 100MHz RA4E2 Group and 200MHz RA6E2 Group are optimized to provide best-in-class power efficiency along with ARM TrustZone security. The families are aimed at sensing, gaming, wearables and appliances and are launched at the Embedded World (EW2023) exhibition in Germany today


With 128 Kbyte and 256 Kbyte flash options and 40 Kbytes of SRAM, the two groups integrate options for on-chip CAN FD, USB, QSPI, SSI and I3C interfaces and offer an easy upgrade path to other members of the RA Family.

The RA4E2 and the RA6E2 are the most cost-effective members of the RA family with integrated CAN FD, and are available with small package options including a space saving 4 x 4 mm 36-pin BGA and a 5 x 5 mm 32-pin QFN to satisfy the needs of cost-sensitive and space-constrained applications.

All RA devices are supported by the Renesas Flexible Software Package (FSP) that includes highly efficient drivers and middleware to ease the implementation of communications and improve functionality of peripherals. The FSP’s GUI simplifies and accelerates the development process. It enables flexible use of legacy code as well as easy compatibility and scalability with other RA family devices. Designers using FSP also have access to the full Arm ecosystem as well as the Renesas partner network.


RA4E2 MCU Group​

The RA4E2 Group includes five different options, spanning from 32-pin to 64-pin packages as small as 4 x 4mm, and 128kB of flash memory along with 40kB of SRAM. The RA4E2 devices have active power consumption of 82 µA / MHz while executing from Flash at 100 MHz. They have an extended operating temperature range of -40/105°C. Integrated communications options including USB 2.0 Full-Speed Device, SCI, SPI, I3C, HDMI CEC, SSI, and CAN FD, while other blocks include internal oscillator, abundant GPIO, advanced analog, low-voltage detection and internal reset function

RA6E2 MCU Group​

The 200MHz RA6E2 Group spans ten parts from 32-pin to 64-pin packages as small as 4mm x 4mm, and from 128kB to 256kB of flash memory along with 40kB of SRAM. The low power operation consumes 80 µA / MHz in active mode while executing at 200 MHz, with the same connectivity options as the RA4E2 group.

Renesas has designed a full Add-on Voice User Interface (VUI) Solution using the RA6E2 MCU and other compatible devices from the Renesas portfolio. This solution is modular and can easily be added to any application needing a Voice User Interface, such as smart thermostats or appliances. The RA6E2 MCU handles all tasks without burdening the host MCU.

“Our RA Family continues to exceed expectations by delivering market-leading performance, features, ease-of-design and value,” said Roger Wendelken, Senior Vice President in the IoT and Infrastructure Business Unit at Renesas. “The new RA4E2 and RA6E2 Groups are exceptional examples of why many customers have adopted the RA family as their MCU family of choice. We’re confident that these parts will hit the sweet spot for a wide range of applications, and that many designers will look to the RA family for future designs as well.”

“Over 90% of processors shipped are microcontrollers. The applications that use these MCUs are exceptionally varied,” said Tom Hackenberg, Principal Market and Technology Analyst for Computing and Software at the Yole Group. “By continuing to expand its RA offerings, Renesas can address more customers in more markets with optimized parts for this wide range of specific applications.”
 
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skutza

Regular
Looks like we're in the right place at the right time.

April 6, 2023

The Automotive Market Pivots Hard to Generative AI and the Metaverse​

Rob Enderle
digital_twin_shutterstock_Chesky-300x187.jpg

(Chesky/Shutterstock)
NVIDIA held its GTC conference in March, and much of the content had to do with how the automotive market is rethinking the 300+ new factories it will be building to create the next generation of electric, self-driving cars, trucks and flying vehicles. Generative AI and the metaverse will potentially provide a customization capability that hasn’t been seen since the beginning of the automotive industry when cars were more custom-built than line-built. I expect this advancement to improve customer retention, customer satisfaction, reliability, and performance and to substantially reduce market failures. Other industries will embrace these technologies, as well, for similar reasons.
Let’s talk about how generative AI and the metaverse is already resulting in a massive change in future car and truck factories and how the related companies will engage more deeply with and become much closer to their users.

The Metaverse from Cradle to Grave​

Typically, cars are conceived as ideas. These ideas are then winnowed down into a couple of concepts. The concepts are made into clay models and circulated for comment. Prototypes are built and taken to car shows and tested on private then public roads. Focus groups are brought in to see if there is a market for the car. This process can take over five years, generally doesn’t anticipate what the competitive market will be when the car is released, and often lacks enough customer voice throughout the process. The result is that cars sell poorly once they come out. In addition, during line setup, problems are often discovered late in the process which delays manufacturing and incurs otherwise avoidable costs to redesign and reconfigure the lines.
The metaverse (mostly NVIDIA Omniverse which is dominant in automotive) is increasingly being used by a wide variety of car makers to not only design and receive feedback on the new car, but to virtually design factories and their manufacturing floors to assure that major parts of the new or existing factory won’t need to be redone and potentially reduce time-to-market significantly.
In addition, the metaverse is being used to design and get feedback on the car, which eliminates the problems associated with configuring the lines because those problems can now be identified in the metaverse. This allows for less costly corrections should they be necessary.
A digital twin of the car is created that allows the buyer to not only build the car they want but allows them to follow the car through the build process and address any questions about the choices they made. This digital twin will remain tied to the car. It will help the user fix some things and enable the user to not only better discover potential problems but help them fix them if they are remote from a dealer. The car company can follow the life of the vehicle in order to understand and address points of failure that might otherwise arise later and damage its relationship with the user.

Generative AI at the Heart of the Customer Relationship​

These next generation cars are slated to have generative AI interfaces that enable the driver to converse with their vehicle in natural language as opposed to packaged and irritating fixed commands. This conversational interface has already spread through Microsoft’s developer tools and most recently through Windows, Office, and the Edge browser. Even though Google was caught sleeping, this interface should quickly spread across its platforms, as well. This means we’ll be surrounded increasingly by things that we can use natural language to interface with.


(Andrey Suslov/Shutterstock)
The implication is that, over time, car owners will interface with their car and car company through generative AI and develop more of a collegial relationship with their vehicles and car companies. These AIs will not only help users learn about their new vehicles and how to operate them, but help them select the right vehicle and configuration before they buy the car. In addition, I expect this will evolve to a point where we will first interface with our generative automotive AI during the purchase process and be able to apply the most successful upselling capabilities while balancing the need to maintain a trusted relationship between the buyer and the related car company.
Instead of interacting only when the buyer has a very serious problem or during the buying process, future buyers will stay engaged through the generative AI with their car company. I also expect this generative AI experience won’t just be in the car but will extend into the home and business as users demand a more consistent AI experience across an ever-widening field of products much like we saw with tools like Apple’s Siri and especially Amazon Alexa. But car companies are already pulling the plug on these third-party tools in favor of their own to embrace their customers and tie them more tightly to the company by addressing the customer retention problem.
Wrapping up:
Automotive companies appear to be racing ahead of everyone else to apply metaverse and generative AI to their products and factories. But the benefits of this move, which include speed to market, fewer mistakes, better reliability, better performance and higher customer satisfaction and customer loyalty, will spread to other industries. Generative AI efforts will consolidate to approach the goal that users will likely prefer of having only one generative AI interface into all their smart products. This suggests future market expansions for automotive companies that will want to partner with or buy into related markets that will benefit from the automotive companies’ leadership as they leverage the user’s need for a consistent AI experience.
In short, while the metaverse and generative AI will hit the automotive market hard at first, once the benefits are validated, they will rapidly spread to other markets and change every aspect of how we design, build, monetize and service products and how these companies create and maintain a deeper relationship with customers.
About the author: As President and Principal Analyst of the Enderle Group, Rob Enderle provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Right place at the right time? Or maybe we have moved others to move to us, we are in the future and the rest are deciding to join us. We've opened the world to new opportunities and possibilities only dreamt of previously to the masses and companies are trying to be the first to profit from science fiction
 
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Frangipani

Top 20
Our resident super sleuth and celebrity brainiac is taking a wee hiatus. Hopefully he doesn't take too loooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooong to return! 🆘

 
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Violin1

Regular
Agreed ....... I also thought that I'd read a post a while ago that PVDM wouldn't be attending the AGM somewhere here also but I can't locate the post here anymore.
Post 55256 from Tech alludes to a certain someone who I suspect we all thought was PVMD but was probably Anil.
Agreed ....... I also thought that I'd read a post a while ago that PVDM wouldn't be attending the AGM somewhere here also but I can't locate the post here anymore.
Post 52556 from Tech alludes to a certain someone not attending. I suspect we all thought Peter but probably Anil?
 
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Steve10

Regular
Crucial moment for the markets tonight.

US CPI due at 10.30pm AEST. Forecast to have big drop down to 5.2-5.3% YOY from 6% YOY.

However, core CPI forecast to remain flattish or go up slightly to 5.5-5.6% YOY from 5.5% YOY.

If market rises it will rise fast as shorts will get sizzled. April is seasonally a very good month.

US CPI was below forecast at 5%, however, core CPI was 5.6% & the market was bi-polar rising early followed by a fall later when 'mild recession' mentioned for later this year by US Feds.

Tonight US jobless, PPI & Core PPI data. PPI forecast to fall to 3% from 4.6% & Core PPI forecast to fall to 3.4% from 4.4%.

CPI data is favourable & rate cuts will be on the way but market now cautious due to possible US recession on the way.

Dr Jekyll & Mr Hide markets. I think they will run up the markets in preparation for a big dump later in the year.

Big money can make more money by running it up so they can short it on the way down again. Rinse & repeat.
 
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FJ-215

Regular
Good morning all,

Is it just my imagination or is the volume starting to dry up.

And for the individuals whom keep on insisting that I said that our Founder wasn't attending this years AGM, imagining or
assuming something that I have posted just makes an ass out of u.

No posts have been edited or deleted, I am certainly not that arrogant to suggest or say something on this forum unless it
was truly factual (opinions aside) I value the relationship that I have, so please stop it.

Keep up with the great news feeds, I certainly appreciate it when I have the time to read it all 😟 Tech x 👍


Nice post, what most can't see in that photo is the forest for the trees ! meaning what exactly Tech ?

Look carefully, there's a hidden message in the photo, I can clearly see a baby "AKIDA" in his hands. :ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::rolleyes:
I think it might be this one.

1681374226747.png
 
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HopalongPetrovski

I'm Spartacus!
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Presume this already posted and did a search on SiFive but too many single references to be bothered going through so posting it anyway.

Love the tone of that statement re Gen 2.


IMG_20230413_165541.jpg
 
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Violin1

Regular
The immediate future might not be that bright though. I feel that a 4C without an increase in revenue will enable the shorters to play a bit more. We might see the SP visit the high thirties prior to the next $1.00 spa party. Company news from the AGM might be the catalyst for the next leg up. All in my opinion, I'm hoping for a surprise 4C but not sure it'll be this one.
No lipstick on that post @Foxdog.....😂😂😂
 
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Terroni2105

Founding Member
Presume this already posted and did a search on SiFive but too many single references to be bothered going through so posting it anyway.

Love the tone of that statement re Gen 2.


View attachment 34190
That’s an awesome one, I don’t recall seeing it before myself so thanks for posting it anyway FMF
 
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