BRN 12.3% 25.0¢ brainchip holdings ltd

This topic has been covered many, many times on this forum.Here...

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    This topic has been covered many, many times on this forum.

    Here is a quick reference to some of my previous posts (but others have posted on this topic as well).

    https://hotcopper.com.au/threads/2024-brainchip-discussion.7750287/page-3798?post_id=72992954

    https://hotcopper.com.au/threads/brainchip-short-discussion.7541386/page-561?post_id=72471741

    Many have refuted these arguments (that technology takes a long time to commercialize AND BRN is hiding behind NDA's) - but, boredom and impatience aren't counter arguments to facts.

    Many companies are working on AI applications (server based and at the edge), there is no shortage of hardware and new hardware is being launched all the time (some amazing stuff recently by NVIDIA, Intel and IBM for example), but getting AI applications that run on this hardware to work is a whole other thing.

    In the case of BRN, until their clients complete product development, and launch their products into the market, BRN clients will not earn revenue and they won't be paying license fees to BRN until they do. We are waiting for this to play out.

    Could see an uptick in revenue in the next 4C (due end of APRIL) or we might see nothing for years - NOBODY KNOWS.

    All we can use to better guess where this will end-up are these observations...
    1. Looks like AI is the next BIG thing. Probably going through a big hype-cycle at the moment, but we know its coming.
    2. BRN has a product that works (well) nobody has said it's a dud - quite the opposite.
    3. BRN was first into the market with a viable Edge AI processor - it's been out there for a couple of years.
    4. We know plenty of large tech companies and universities are working with it. FACT FINDER has listed at least 60 of them.

    Does this guarantee success? No of course not, no guarantees in this world.

    Good luck with your deliberations - not easy I know.

    IMHO
    DYOR
 
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