BRN 7.50% 21.5¢ brainchip holdings ltd

Ann: Change of Director's Interest Notice - Van Der Made, page-134

  1. 2,684 Posts.
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    For new readers/investors, the following are more fundamental reasons why the share price is dropping:

    As I have posted previously:

    On the flip side, for those who are brave enough to take a red pill:

    - The reality is BRN is a very high-risk play. It may well succeed (which would be great), but the chances are quite low. If you would not bet the amount of money you have invested in BRN on a horse with a 90% chance of failure, it might be wise to at least reflect on whether you may have invested more than you can afford to lose

    - At this stage we just don’t know whether the Akida technology is mature enough for it to be a commercial success, or whether it will end up as just a hobbyist’s toy. As we speak, Akida is not in a single commercially available product and we don't know whether it ever will be. Only time will tell.

    - There is enormous competition out there from all sorts of architectures. Competition does not just have to come from neuromorphic chips, just as competition to hydrogen fuel cell cars does not just have to come from other hydrogen fuel cell cars

    - much of the information regarding agreements that BRN has previously entered into for deploying Akida IP or chips into commercial products always seems to disappear into the ether, never to be heard of again

    - Many posters here seem to claim Akida will be placed in almost every product that exists and the only reason we have not heard about it is because it is subject to an NDA. Of course, this exact same logic could also be applied to every one of the many competitors to Akida that exist, and similarly it could be argued they have all entered into many agreements subject to an NDA too

    - The reality is 99% of the times posters here have speculated that Akida might be involved in something, it will likely end up having been a competitor. The irony is the excitement generated by this speculation has helped to inflate the share price, where in reality it should actually be lowering it.

    - The fact some posters here like to present BRN as having no competition, and get triggered when anyone mentions the “competitor” word, should be a big red flag that the share price may be overinflated with hot air and posters here are terrified it might pop at any moment
 
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