Year to date, NVDA has gone up 82%, BRN is up 114%.
NVDA has good revenue; BRN has a pittance.
Let's not kid ourselves.
BRN has had partnerships and POC up the wazoo for years, but the market didn't care.
Our YTD ride has been purely on the back of NVDA and AI hype.
I also wish BRN would translate these POC into products but, at this point, it's just a gamble riding on AI hype.
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