"how do YOU know they haven't quietly fixed the (Loihi) issues...

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MarketingMan

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02/06/25

13:49

Post #: 79279687
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Originally posted by Philip1965: ↑

While I appreciate nobody wants to contemplate the "what ifs" pertaining to BrainChip, I have needed to question everything for several reasons. Note I started investing in this company after most of these on this forum. January 2025 was when I started accumulating.

I started buying well ahead of the AGM. Between 01/01/2025 and 06/01/2025 there have been what appears to be significant positive announcements that should make this stock run. As a USA based investor for 40 years, a company like Brainchip listed here, even with its losses, would be a $2.5 - $5.0 billion USD market cap. The retail market alone would run this stock to significantly higher levels, let alone the institutional fund managers.

So I ask the question, what does the industry know that we don`t? I am scratching my head. Given all research suggests that neuromorphic computing is "the next big thing" in computing / edge ai, and Brainchip is touted as the only real game in town (Who would ever want to consider Intel or another major conglomerate), why is the excitement and surety not evidenced by the stock price?

I mean 20-24 cents Australian and a market cap of less than $300m USD?

This brings me to my disputed and vilified GROK query.

What I didn't post were other queries about the potential Intel is actually working with significant manufacturers and the US Military and is now secretly testing their Loihi chop. The queries said "very high probability, YES".

Unless we have an insider working in the Loihi division of Intel, how do YOU know they haven't quietly fixed the issues over the past 2 years (with billions in investment) and sent it out to numerous possible customers (UNDER THE INFAMOUS NDA discussed so many times here).

So the query was a "What if" scenario. What if THIS is the reason our stock is going backwards in light of so many great new announcements and partnerships. Just like INTEL does not know the status of AKIDA 3, TENNS, Pico and other Brainchip advancements inside the secrecy of our laboratory, we don`t know their advancements and relationships (NDA's) and their true timelines.

So instead of completely discounting every word anyone says about the competition, maybe consider the possibilities. Or provide good reasons why this stock is so depressed, other than its on the wrong exchange and domiciled in the wrong country?

In the meantime I continue to buy at what appear to be undervalued prices for some reason that NOBODy has been able to explain. And don't say nascent stage. Quantum stocks are trading in the multiple $USD billions here and they are as nascent or more-so than neuromorphic.

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"how do YOU know they haven't quietly fixed the (Loihi) issues over the past 2 years (with billions in investment)"

Because if they had, they'd be shouting it from the treetops.
God knows they need some good news.

***

BRN Price at posting: 20.5¢ Sentiment: Buy Disclosure: Held
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Last 20.3¢		Change 0.003(1.25%)		Mkt cap ! $415.2M

Open	High	Low	Value	Volume
20.5¢	21.0¢	20.3¢	$684.4K	3.321M

Buyers (Bids)

No.	Vol.	Price($)
43	2247927	20.0¢

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Price($)	Vol.	No.
20.5¢	1026675	7

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No.	Vol.	Price($)
14	41056	0.205
40	2030932	0.200
34	1070509	0.195
44	1580526	0.190
47	1857900	0.185

Price($)	Vol.	No.
0.210	5290843	66
0.215	1292664	31
0.220	1426548	42
0.225	1081823	23
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