BRN Discussion Ongoing

[robsmark]

For anyone worried about Brainchip's share price consider the following headline:


"The Daily Digest
Follow

Elon Musk becomes world's first person to lose $200 billion"​

And that is US dollars by the way.

My opinion only DYOR
FF

AKIDA BALLISTA

Not sure I see your point FF. A multibillionaire losing billions and still having multiple billions in net worth, has nothing to do with a company 2 years into commercialisation, with a SP that is struggling to gain traction. It certainly doesn’t put my mind at ease anyway.

Many here have significant portions of their net worth invested in Brainchip, and although the potential seems fantastic, the SP clearly isn’t reflecting this. The past year has been an economic disaster on a global scale, and I know for a fact that many here expected more by reading the thread about SP expectations at the end of 2022.

Revenue, some more commercialisation announcements, some actual ASX development announcement, and an increase in SP to reflect this is what will put my mind at ease.

That being said, there’s no reward without risk and I think that most understand the potential, so this may be a good opportunity to accumulate.

 

[misslou]

A small company at the beginning of its journey holding its share price well in the same climate that a large well established company can not hold its share price well is a good point I think.

Brainchip are managing their company better than Elon musk is managing his in my opinion.

 

[ndefries]

3.9m shorts taken out yesterday. Definitely a target trying to curtain the SP.

 

[Bravo]

 

[robsmark]

A small company at the beginning of its journey holding its share price well in the same climate that a large well established company can not hold its share price well is a good point I think.

Brainchip are managing their company better than Elon musk is managing his in my opinion.

There isn’t much is it to be honest. Tesla is down about 72% from last years ATH whereas we are down about 69%. The difference is that Tesla was already commercialised.

Im a fan, I’m continuing to buy, and I have hopes, let’s just not sugar coat it.

 

[skutza]

Not sure why we are concerned about the shareprice? We are on the TSE forum where people are spoon feeding each other why this company is brilliant. Just look at the companies that are willing to now put us as a partner or using us? January we went to $2.34 and then people started to look into why? Then they saw our revenue and said, nope not yet. I don't believe anyone here is of the net worth to move the shareprice up or down 10%. So the SP is out of our control, relax. The Japanese have a saying "Shigata ga nai" which basically means, worry about what you can control and don't stress about the uncontrollable. Basically don't sweat the small stuff, but deeper That is why you'll see them after an earthquake or other such stuff clean it up in record time. Control what you can, mother nature is not controllable!

The point in all this is, CES 23 is going to have Brainchip shown to the world through ourself and more importantly others who are basically verifying to the world that PVDM is a genius and will change, well, almost everything! What more could we really ask for. Through this forum you are getting basically inside info. People outside of this forum have only 5% knowledge of you all! I have bought a few here and there, but mostly just going along for the ride. I started the ride in Herbie, (number 58), then went to the Hoff and jumped in KIT, and now I'm sitting in talking with DEE. Most not on this forum are still sitting in Herbie!!!! (sorry you need to watch the BMW CES promo to get this one). We can't expect much until the revenue kicks in. This has been spoken at length. But by the time the traders are done, the shorters have finished (well for now) and revenue starts to really kick in, we won't be sitting under $1.50, and that's 100% from here! Good luck getting that from many other top 200 companies. The only thing they have over us is divi's and when the revenue kicks in, well that's when the real big boys will get their fill.

I have no idea what the next few days at CES 23 will hold, but I'm excited about the partners we already have. Not just partners, but partners who are already willing to shout to the world, AKIDA BALLISTA BABY!

 

[Foxdog]

For anyone worried about Brainchip's share price consider the following headline:


"The Daily Digest
Follow

Elon Musk becomes world's first person to lose $200 billion"​

And that is US dollars by the way.

My opinion only DYOR
FF


AKIDA BALLISTA

I hope this doesn't jeopardize his use of AKIDA

 

[stuart888]

Is this going to be Qualcomms answer to "what happens if I lose access to the cloud"?
Sounds very expensive.

Interesting point @Boab sir. This is likely to be an extra feature that a user would pay for.

It's really for off the grid text connectivity, but it does need low power AI smarts to find and point to the correct satellite (shown in the video).

Being able to send a text message for help, miles off lost on a trail sounds great. This will hurt Garmin, as boaters use this now, and when it is part of andriod a big plus too. Akida could probably help any pattern recognition use-case. Akida 1500 and 2000 are well down the path towards a likely 2023 announcement!



https://www.engadget.com/qualcomm-snapdragon-satellite-messaging-android-211037007.html

 

[Kachoo]

Not sure I see your point FF. A multibillionaire losing billions and still having multiple billions in net worth, has nothing to do with a company 2 years into commercialisation, with a SP that is struggling to gain traction. It certainly doesn’t put my mind at ease anyway.

Many here have significant portions of their net worth invested in Brainchip, and although the potential seems fantastic, the SP clearly isn’t reflecting this. The past year has been an economic disaster on a global scale, and I know for a a fact that many here expected more by reading the thread about SP expectations at the end of 2022.

Revenue, some more commercialisation announcements, some actual ASX development announcement, and an increase in SP to reflect this is what will put my mind at ease.

That being said, there’s no reward without risk and I think that most understand the potential, so this may be a good opportunity to accumulate.

I think lots of us expected more in SP price honestly. Many long term holders Net worth would have jumped huge on the SP spike I know mine did. Now if you ask do I wish I sold out at 2 plus dollars yeah I do it's easier said then done.

Why I did not sell out well I think the potential is higher so I can only blame myself for the lost in net worth at the moment. Why I did not sell well like you say the potential is huge we have just not seen it on the balance sheet.

This economic slowdown well that's put a damper on growth and that's the sector we are in.

Time will tell.

I'll be honest I have gotten used to 50000 dollar swings some days in the account trading account even though I don't even have that in my savings account I guess I'm decentisized to this numbers in my account until fair value for the shares that I believe is reached I will then sell some.

It's all about the value built in to something a kilo of metal can be worth a few dollars to 10 000s depending what work you put into it and it's demand.

But yeah it sucks

So I forge on with life and other things.

 

[Dang Son]

One final absolutely mind blowing FACT which I am struggling with but hopefully most recall the chart where AKD1000 at $US15.00 was compared with a Nvidia GPU at $US30,000.00.

I still have trouble with those numbers but consider this:

1. 1,024 x AKD1000 chips at $US15.00 is $US15,360.00, while

2. 1,024 x Nvidia GPU’s at $US30,000.00 is $US30,720,000.00
that is thirty million seven hundred and twenty thousand US dollars.

This is beyond understanding yet it is FACT.

It is why wombats who come here with there irrational fears and negativity are so pathetic and annoy the living daylights out of me now. It is just this obvious what Brainchip has achieved and we still have to suffer fools, liars and cheats.

This is like Bill Gates announcing he has cracked the Electric Vehicle market and he will be selling Tesla equivalent luxury models for $500.00 plus tax from today.

My opinion only DYOR
FF

AKIDA BALLISTA - the new definition of Science Fiction made real

Maybe there is a case for - if we raise our price the market might appreciate the product better and we reclaim cost quicker also.

 

[Cardpro]

A thought bubble which I think is supported by logic and known facts.

The Thought:

Brainchip AKIDA technology has already cracked automotive.

The facts.

Socionext is presenting AKIDA technology for automotive use.

Renesas is presenting AKIDA technology for automotive use - 3rd largest supplier of MCU’s to automotive in the World.

VVDN is presenting AKIDA technology for automotive use.

ARM presents AKIDA technology for just about everything including automotive.

Nviso presents AKIDA technology for automotive use.

Brainchip AKIDA technology is trusted by Mercedes Benz.

Brainchip AKIDA technology is trusted by Valeo and the original EAP was to explore use cases in ADAS and AV.

FORD continues to be an ASX announced customer for automotive.

EDGE IMPULSE supports AKIDA FOMO which has an in cabin automotive use case for driver fatigue and attention monitoring.

Brainchip has consistently stated in presentations for years now that they are working with automotive OEM’s and vehicle manufacturers.

NASA & DARPA approved firms are working with AKIDA technology for radar guidance, cognitive communications and autonomous vehicle navigation all of which are extreme technology use cases that could scale well into automotive on Earth.

Prophesee event based sensors are enhanced by AKIDA technology and use cases for these sensors are most certainly shown by Prophesee as being in automotive ADAS.

The issue for every Electric Vehicle now and in the future will always be battery life and range. Range is increased the more of the battery life that can be reserved for the driving wheels. AKIDA out competes GPUs on power, and price by factors before you get to its unique one shot learning and real time performance so it presents an overly compelling argument for adoption in ADAS and sensors in automotive described by Edge Impulse as Science Fiction.

If you do not think the above is sufficient to justify the ‘Thought’ then please present the opposing facts for consideration.

My opinion only DYOR
FF

AKIDA BALLISTA

I've been driving the Tesla for a while now and what I've realised is that there are so much data that they are not utilising.

For example, one of the automatic feature folds mirrors based on the saved location. Even though I park on same spot everyday, instead of utilising the images taken by the cameras to double check with gps location and the parking spot, it fails miserably and just folds on the way to the spot or before I park...

With the help of Brainchip, I am sure they can utilse the data more efficiently with faster speed even without cloud connection, right now it doesn't even let me use simple voice commands when there is no connection (e.g. underground car parks).

This is also apparent with the capability of new 3rd Gen Lidar system by Valeo.

Marc Vrecko, President of Valeo’s Comfort & Driving Assistance Systems Business Group, commented: “A new chapter in driving assistance systems is being written with our partners at Stellantis. Level 3 vehicle automation can only be achieved with LiDAR technology. Without it, some objects cannot be detected. Yet at this level of autonomy, the system’s perception capabilities must be extremely precise. Our third-generation Valeo SCALA LiDAR offers a resolution nearly 50 times that of the second-generation device. The technology comes with unique data collection features, allowing Stellantis to pave the way for new vehicle experiences.”

My guess is that Brainchip was a key technology which allowed Valeo to improve resolution by nearly 50 times meaning they would need to analyse the data much much faster & efficently.

Valeo's third generation LiDAR chosen by Stellantis for its level 3 automation capability

Stellantis has chosen Valeo's third-generation LiDAR to equip multiple models of its different automotive brands from 2024. The Valeo SCALA™ 3 LiDAR will enable these vehicles to be certified for level 3 automation, allowing drivers to safely take their hands off the steering wheel and their...

www.valeo.com

 

[HME909]

BRN = volatile

 

[Schnitzel lover]

For anyone worried about Brainchip's share price consider the following headline:


"The Daily Digest
Follow

Elon Musk becomes world's first person to lose $200 billion"​

And that is US dollars by the way.

My opinion only DYOR
FF

AKIDA BALLISTA

My friend asked me the other day how could make a million dollars in the stock market.. I said easy, start with $2million..

 

[Fact Finder]

The other day someone suggested Brainchip only had one product.

I think this is an inappropriate way to look at AKIDA technology.

AKIDA technology is at its heart a neural processing engine (NPE) AKD1000/AKIDA 1.0 whatever name you want to give it is made up of 80 of these Neural Processing Units (NPUs).

AKD1000 is designed to allow for 64 x AKD1000 to be ganged together and this would then be a semiconductor of 5,120 NPU’s

Brainchip has said they could if needed gang 1,024 AKD1000 chips together making a total of 81,920 NPU’s.

Renesas licenced just two nodes or 8 NPE’s.

Anil Mankar stated at the 2021 Ai Field Day that you could do keyword spotting with just one node if you did not have latency concerns but 1.5 to 2 nodes would likely be desirable and referenced Renesas.

MegaChips licensed an 80 NPU AKD1000 IP.

Edge Impulse is comparing AKD1000 with a GPU.

So my point is Brainchip does not have just one semiconductor it has on its IP shelf 81,920 variants of that semiconductor IP which can be sold for an ultra low powered single purpose MCU right through to a computing task requiring the computing power of 81,920 NPUs or 1,024 AKD1000 chips.

1,024 AKD1000 chips would give you the computing power of 1,024 GPUs for a total cost of $25,600 being 1,024 x $25.00.

As Peter van der Made said in his Pitt Street Research interview in 2021 ‘we are only just getting started.’

Something further occurred to me which if you doubt my proposition may convince you.

If you look up Intel’s Loihi 1 & 2 you will see the actual manifestation of what I am alluding to as they start with two Loihi chips to make their base product USB then gang together in different numbers to create further variants of Loihi with different Hawaiian names right up to their attempt at a full blown neuromorphic server and claim each one as a separate distinct product.

My opinion only DYOR
FF

AKIDA BALLISTA

I have been sort of discussing Nodes, NPUs and NPEs in a private chat with @Diogenese. Well mainly I have been listening and as a result I have amended the above post to meet a better understanding of nodes, NPEs and NPUs.

Well at least I think I have until @Diogenese checks my work.

The numbers do not change but using nodes where I should say NPU or NPE is important.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Easytiger]

For anyone worried about Brainchip's share price consider the following headline:


"The Daily Digest
Follow

Elon Musk becomes world's first person to lose $200 billion"​

And that is US dollars by the way.

My opinion only DYOR
FF

AKIDA BALLISTA

announcement, and an increase in SP to reflect this is what

A small company at the beginning of its journey holding its share price well in the same climate that a large well established company can not hold its share price well is a good point I think.

Brainchip are managing their company better than Elon musk is managing his in my opinion.

EM just needs to stop talking silly, BRN needs to start communicating smart (see Imugen’s ASX announcement today)

 

[mrgds]

My friend asked me the other day how could make a million dollars in the stock market.. I said easy, start with $2million..

Nice, so ur 50% up, .................... but really the same would apply with any amount.
Your friend is blessed to have $2mil to invest.

yes, i did get what you were trying to say, .......................... funny, haha, ........................ just needed to be worded better

AKIDA BALLISTA

 

[Fact Finder]

Not sure I see your point FF. A multibillionaire losing billions and still having multiple billions in net worth, has nothing to do with a company 2 years into commercialisation, with a SP that is struggling to gain traction. It certainly doesn’t put my mind at ease anyway.

Many here have significant portions of their net worth invested in Brainchip, and although the potential seems fantastic, the SP clearly isn’t reflecting this. The past year has been an economic disaster on a global scale, and I know for a a fact that many here expected more by reading the thread about SP expectations at the end of 2022.

Revenue, some more commercialisation announcements, some actual ASX development announcement, and an increase in SP to reflect this is what will put my mind at ease.

That being said, there’s no reward without risk and I think that most understand the potential, so this may be a good opportunity to accumulate.

Well I cannot help the fact that you do not get the point.

I would have thought it stuck out like the proverbial.

So what is the point just for you.

These are unusual times.

Even billionaires are making record losses.

From which you should be able to extrapolate that looking at the share price is not the way to value any company at this point in time.

If you are going to stay in the market, and some investors are not and are sitting on cash, you cannot be here fussing about the share price you need to understand the intrinsic value of the company and that is not going to be found by looking on Commsec or some other share price platform.

In my opinion if you are fussing about the share price in the present market you should like others be in cash and come back when it’s all nice and safe and profits are guaranteed.

What’s that you say Blind Freddie profits are never guaranteed in the markets.

Well when would they come back to the markets?

Don’t walk away I asked a question.

Don’t tell me to do my own research that’s not an answer or is it?

My opinion only DYOR
FF

AKIDA BALLISTA

 

[stuart888]

This CNET woman does a nice/entertaining tour of LG CES Highlights. She goes into all the various display locations.

Seems like the AI smarts went into the Washer/Dryer, rather than the Refrigerator. Nicely done product overview of all sorts of new gadgets.

 

[stuart888]

John Deer overview, with plenty of AI Smarts!

 

[Pappagolla]

Well I cannot help the fact that you do not get the point.

I would have thought it stuck out like the proverbial.

So what is the point just for you.

These are unusual times.

Even billionaires are making record losses.

From which you should be able to extrapolate that looking at the share price is not the way to value any company at this point in time.

If you are going to stay in the market, and some investors are not and are sitting on cash, you cannot be here fussing about the share price you need to understand the intrinsic value of the company and that is not going to be found by looking on Commsec or some other share price platform.

In my opinion if you are fussing about the share price in the present market you should like others be in cash and come back when it’s all nice and safe and profits are guaranteed.

What’s that you say Blind Freddie profits are never guaranteed in the markets.

Well when would they come back to the markets?

Don’t walk away I asked a question.

Don’t tell me to do my own research that’s not an answer or is it?

My opinion only DYOR
FF

AKIDA BALLISTA

I’d go even further and say that the share price is NEVER the way to value a company.

It’s all sentiment. When the sentiment inevitably flips the share price will still not reflect the value of the company but in this hopefully not too distant future no one will be complaining about it haha.