BRN 2.00% 24.5¢ brainchip holdings ltd

I have no skin here for now but the name interests me as...

  1. 381 Posts.
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    I have no skin here for now but the name interests me as neuromorphic computing at the edge has a big future. Edge compute will proliferate as it is the most sensible approach for IoT world of billions of connected smart gadgets. Relying on cloud doesn't cut in terms of latency although 5G will change that.

    If there is external validation of the tech: compute * power * cost - then it could become a buyout situation. For now all of that is in the future and it depends on how they penetrate the downstream applications if the tech works when put to commercial tests. Let's get some contracts first.

    How much would one pay for this optionality? Nowhere near where it trades at present (1.04b). I'm happy to follow the story from the sidelines waiting for better evidence to emerge,
    together with lower stock price. DYOR
 
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