BRN Discussion Ongoing

[HopalongPetrovski]

Market generally, and tech stocks in particular, all getting a pummelling today from the wash created by the DeepSeek reveal and our, as expected, lack lustre 4C.
True to form, some would be manipulators will turn up here to try and twist the knife a little, gleefully thinking they have some influence here, and will try and sow some panic to induce others to sell.
Unfortunately, they have stupidly skited about the rinse and repeat process they employ, so much in the past, that now everything they say is viewed as purely transactional and subject to their disingenuous personal interest.

We've all seen these types of volatile market movements before.
Sometimes to the up, sometimes down, like today.
Most of us here have some idea of what's in the pipeline and are much better informed than the average Joe out there, who is easily spooked.
The t&j's and other bad news bears who generally keep to the shadows here would be better suited staying over at the cesspit crapper they infest.

 

[uiux]

Prioritizing Military Excellence and Readiness

By the authority vested in me as President by the Constitution and the laws of the United States of America, and as Commander in Chief of the Armed Forces

www.whitehouse.gov

The Iron Dome for America​

EXECUTIVE ORDER


By the authority vested in me as President by the Constitution and the laws of the United States of America, including my authority as Commander in Chief of the Armed Forces of the United States, it is hereby ordered:
Section 1. Purpose. The threat of attack by ballistic, hypersonic, and cruise missiles, and other advanced aerial attacks, remains the most catastrophic threat facing the United States.

Sec. 2. Policy. To further the goal of peace through strength, it is the policy of the United States that:
(a) The United States will provide for the common defense of its citizens and the Nation by deploying and maintaining a next-generation missile defense shield;
(b) The United States will deter — and defend its citizens and critical infrastructure against — any foreign aerial attack on the Homeland; and
(c) The United States will guarantee its secure second-strike capability.
Sec. 3. Implementation. Within 60 days of the date of this order, the Secretary of Defense shall:
(a) Submit to the President a reference architecture, capabilities-based requirements, and an implementation plan for the next-generation missile defense shield. The architecture shall include, at a minimum, plans for:
(i) Defense of the United States against ballistic, hypersonic, advanced cruise missiles, and other next-generation aerial attacks from peer, near-peer, and rogue adversaries;
(ii) Acceleration of the deployment of the Hypersonic and Ballistic Tracking Space Sensor layer;
(iii) Development and deployment of proliferated space-based interceptors capable of boost-phase intercept;
(iv) Deployment of underlayer and terminal-phase intercept capabilities postured to defeat a countervalue attack;
(v) Development and deployment of a custody layer of the Proliferated Warfighter Space Architecture;
(vi) Development and deployment of capabilities to defeat missile attacks prior to launch and in the boost phase;
(vii) Development and deployment of a secure supply chain for all components with next-generation security and resilience features; and





Pretty sure I covered this in Hypersonic for the Iron Dome architecture:

Hypersonic

https://www.navalnews.com/naval-news/2021/06/u-s-missile-defense-agency-new-concept-to-counter-hypersonic-threats/ U.S. Missile Defense Agency New Concept to Counter Hypersonic Threats The U.S. Missile Defense Agency is developing a concept to protect the US, its deployed forces, and allies...

thestockexchange.com.au

And for the secure supply chain:

Microsoft Azure

''If you invent a breakthrough in artificial intelligence, so machines can learn, that is worth 10 Microsofts.'' - Bill Gates https://d1io3yog0oux5.cloudfront.net/_be8b1457b26d68a15abe405e49d31d23/brainchipinc/db/217/1664/pdf/Quarterly+Update+March+2019.pdf The Company has established early...

thestockexchange.com.au

 

[Humble Genius]

Don't worry folks, it will get back to 38c on close.

 

[Iseki]

Iseki. After working the last few years with IT contractors here in Perth I can tell you the paranoia they have about their competitors finding of what they are working on etc. Knowledge is power and if you know what you competitors are doing in a small fish pond like Perth, you can headhunt the right people to catch you up and possibly poach future work etc. so I have stopped worrying about why things occur or don’t occur according to my ill informed opinion and just pretend I am in Nirvana and wait for the magic to happen Which I am more than ever sure it will and in a bigger way than I originally thought.

What part of losing 20% of your investment in one day because we couldn't give away $800K of AFRL's money to a defense contractor whose annual RnD budget exceeds $7Bil annually, tells you that you are in Nirvana?

You might as well say it doesn't matter that Sean will be shown the door in May, because the magic will happen what ever.

 

[FJ-215]

Hi all,
Was expecting a better number from the 4C. This is from our last 4C.....

"In August, the Company signed two agreements totaling €190,000 for projects with Frontgrade
Gaisler and Airbus Defence and Space, to provide customers with AI capabilities for space
applications using Akida 1.0 technology."

Sean may need to send "the boys" around to some of our customers to help them find their cheque books..

 

[HopalongPetrovski]

What part of losing 20% of your investment in one day because we couldn't give away $800K of AFRL's money to a defense contractor whose annual RnD budget exceeds $7Bil annually, tells you that you are in Nirvana?

You might as well say it doesn't matter that Sean will be shown the door in May, because the magic will happen what ever.

The stock price is back where it was last Tuesday.
Hardly worth catastrophising over.
Unless you were forced to sell today you have lost nothing.
If so, that sucks, but is part of the risk of the market.

 

[Iseki]

The stock price is back where it was last Tuesday.
Hardly worth catastrophising over.
Unless you were forced to sell today you have lost nothing.
If so, that sucks, but is part of the risk of the market.

The rise since the doldrums of last Tuesday was keeping Sean in his job, which I assume you would prefer.

But shareholders will now feel duped. No, we have not been able to sign a subcontacting deal to give away $800K of someone else's money.

Maybe micro-doppler is on no use in hypersonic detection, but for whatever reason, negotiations to date have not been successful.

It just hilights the paucity of our deal-making. Some community radio stations with 5000 listeners ask for more.

 

[manny100]

The stock price is back where it was last Tuesday.
Hardly worth catastrophising over.
Unless you were forced to sell today you have lost nothing.
If so, that sucks, but is part of the risk of the market.

Agree, it's just market noise for long term holders. Just another step in wiping off the overbought price before the next leg up. Gives long termers a top up opportunity.
No big deal.

 

[Tothemoon24]

Just an idea

If management would possibly consider doing a Bunnings Style sausage sizzle out the front of 23041 Avenida De La Carlota, Suite 250. Laguna Hills , every Friday & Saturday just to get the till rattling .

I’m thinking of sending this thought to Tony Dawe , I’m not sure if I have the courage due to him having his funny bone removed at birth .

 

[HopalongPetrovski]

The rise since the doldrums of last Tuesday was keeping Sean in his job, which I assume you would prefer.

But shareholders will now feel duped. No, we have not been able to sign a subcontacting deal to give away $800K of someone else's money.

Maybe micro-doppler is on no use in hypersonic detection, but for whatever reason, negotiations to date have not been successful.

It just hilights the paucity of our deal-making. Some community radio stations with 5000 listeners ask for more.

Hi Iseki.
I don't know the ins and outs of this particular deal, nor what the hold up in signing off on it, might be.
But I also don't consider it dead just yet.
And if there was a material change that made it non-viable I expect we would have been notified.

Your speculation is fine however. We all need to vent from time to time.
I understand your frustration and also wish we were further along, but it is what it is.

The Company is very tight lipped regarding its negotiations and announcements, and whilst this is difficult for us to accomodate, I understand it is also necessary in the space within which we operate.
We are potentially dealing within intensely sensitive artefacts and environments, both commercially and from a security perspective, in regards the various space agencies and defence organisations we are known to be involved with.

All this, slows our apparent progress, but allows for a much more formidable growth and longevity.

But hey, no advise.
We each have our personal circumstances and thresholds that influence our Buy, Hold, Sell decisions.
GLTAH

 

[Dolci]

This will close 45c today. Just watch!
Fantastic 4C btw. Happy as Larry

.......still waiting, have another go tomorrow..........

 

[Pom down under]

.......still waiting, have another go tomorrow..........

 

[IloveLamp]

.......still waiting, have another go tomorrow..........

But your statement of "25c is on the cards" worked out so well too huh....

 

[Pom down under]

But "25c is on the cards" worked out so well too huh....

View attachment 76863

Well I’ll be buying at either in the 20s or 30s as soon as my super is cleared as I know it will be worth x100 by the time I retire in 6 years

 

[Taproot]

Happy that BrainChip have finally acknowledged Bascom Hunter,
Even happier to know that BH have signed a contract and whipped out the Cheque Book.
Seems AKD 1000 chips did the business and now it's AKD 1500's turn.
Could turn into big dollars if DOD, Airforce etc, are happy with the end products.

In late December, BrainChip signed a US$100,000 contract with U.S. defence contractor Bascom Hunter, for the sale and support of AKD1500 chips for full scale evaluation of commercial products, which will provide significant improvements over traditional CPU, GPU, and TPU processors and are considered optimal for low Size, Weight, and Power (SWaP) Machine Learning (ML) applications. Bascom Hunter works collaboratively with 3rd party technology vendors, such as BrainChip to integrate their technology for Defense and Intelligence applications.

3U VPX SNAP Card

bascomhunter.com

 

[Townyj]

Man i love going over and reading all the FUD being spread around. Bunch of circle jerkers who feed on toxic negativity. Soap box competition.. for the loudest voice. Definitely a few Sociopath's amongst them.

Anyway.. holding long holding strong. F the haters.

 

[Pom down under]

Nvidia and Microsoft shares steady after DeepSeek AI app shock

DeepSeek's claim that its model was made at a fraction of the cost of its rivals has rocked the AI industry.

www.bbc.com

US President Donald Trump has called the rise of Chinese company DeepSeek "a wake-up call" for the US tech industry, after the emergence of its artificial intelligence (AI) model triggered shockwaves on Wall Street.

Shares in major tech firms such as Nvidia fell sharply, with the chip giant losing almost $600bn (£482bn) in market value.

What has shaken up the industry is DeepSeek's claim that its R1 model was made at a fraction of the cost of its rivals - raising questions about the future of America's AI dominance and the scale of investments US firms are planning.



There is only one way and that’s the BRN way, so If Nvidia brought us for even half at what they lost on the market today, they would probably earn x10

 

[Deadpool]

I'm up at Bundy at the moment and just watched BRN get a mention on channel Ten news -"dropped 20% on DeepSeek craze"
Oh well you know what they say “There's no such thing as bad publicity” lol

 

[Diogenese]

Posted this on the Hypersonic thread, but meant for the general thread.

It might be useful for BRN to put out a compare-and-contrast between Akida and DeepSeek.

Maybe something along these lines:

A. DS is a web-based system, while Akida starts from the edge with lots of SWaP advantages: top-down v bottom-up.

B. DS's forte is the model-building process. Akida's forte is inference which is refinable by one-shot learning.

C. DS models are apparently have a high degree of sparsity (a good thing if done properly). Akida already uses exterme sparsity in its models.

D. DS use a lot of GPUs to build their models. Akida has an automated synergistic model-building process with Edge Impulse which incorporates ML.

E. DS is software-based. Akida performs inference and ML in silicon.

Edit:
F. Mixture-of-experts (MoE)* v RAG (Retrieval-augmented-generation)

G. ... and then there's TENNs ...

* MoE = copied from other LLMs

 

[Galaxycar]

I have never read so many positive comments on Tony Dawe and our CEO and board of management on hotcrapper as today,oh management are listening to shareholders, Yeah rightI like to donate $100.00 to the old bloke who abused them at the last AGM, Just so he goes to the next AGM, They will probably move it to the USA so as not to cop a earful. LISTEN THERE NOT LISTENING,Pigs in the trough that’s all they are. What the financials yep we are watchin Sean where the fk are they???? Are you happy clappers still clapping??
And the best part of the 4c was of course, the same old bullshit of a Defence contractor contract imminent to be signed just to string the happy clappers along some more. Shareholder ain’t listen to bullshit no more look forward to AGM to vote these furs out.