An AI Chip Stock Everyone's Ignoring
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- Опубликовано: 17 фев 2024
- Brainchip stock is full of promise, but lacks execution. The company has achieved roughly $10 million in total revenue over the past decade. That's how much revenue we expect a company to make in a single year before we'd even begin to take a look at it. On top of that, Brainchip exhibits all the red flags we look out for, including press release overload and extensive "customers" that don't account for any meaningful revenue. So, why did we make this video? We're not shorting Brainchip stock. Our premium subscribers tend to like the occasional video where we call out companies with a lack of execution. Plus, Brainchip and other AI stocks are quite popular, and we enjoy watching the cheerleaders come around to our comments section. Have at it!
RESEARCH PIECES USED IN THIS VIDEO:
1. Why Brainchip Stock Should Be Avoided
www.nanalyze.com/2020/09/brai...
2. Neuromorphic Computing Rethinks AI Chip Design
www.nanalyze.com/2019/08/neur...
3. Avoid Brainchip Stock?
• Why BrainChip Stock Sh...
CHAPTERS:
00:38 SNAP technology
01:28 Brainchip stock
02:29 Spikenet acquisition
04:44 Where's the revenue?
06:50 Red flags
08:43 Press release overload
09:11 A glimmer of hope
10:04 Brainchip's last decade
11:06 Key takeaways
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DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our RUclips videos or on our website, whether for the purpose of making an investment or otherwise.
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Thank you for this educational video.
Some months ago, you published a somewhat similar piece on NNOX.
It was a news recently about the investment of NVDA in NNOX. Did you have a chance to nanalyze this information?
All the best.
You're very welcome. The recent "NVIDIA news" isn't what people think and Bloomberg did a piece on this. "Nvidia did not consciously choose to buy Nano-X stock." That article by Bloomberg explains things quite well. When NNOX can start growing revenues then maybe we'll take another look at it.
Furthermore, to that brave cheerleader😂 show me the money!
You have to wonder what the motivation is for these people to obsessively cram a stock down everyone's throats. Why could it be that some people do that so predictably? It is a massive red flag from where we sit and hints at something more than just a naive retail investor with not the slightest bit of investing acumen.
Yes, perhaps there is some method to their madness. Or maybe a Chinese./Korean disinformation bot 😂😂 either way he/she/it protests too much!🤪
Good point about these forever next year breakthrough companies. If one wants to see what the SNN (spiking neural nets) impact is, it's enough to check the Intel Loihi chip sales. In the meantime Nvidia and AMD are selling billions of their old-school boring GPUs.
Thank you for that added info on the Loihi chip. The ground truth is always revenues followed closely by positive gross margins. It shows that whatever was built can be sold at a price that has the potential to generate profits in the future.
@@Nanalyze I like the idea, even worked on software for it briefly. But the progress made in classical DNN algorithms and chips in the meantime, makes SNNs at best a niche application, and mostly unsuitable for edge computing workloads, and much more relevant for some IoT applications, where margins are tiny. Don't see it driving any booming sector anytime soon.
@@shefudgrupa Very cool! You've had some hands-on experience. The tech certainly sounds cool, but doesn't seemed to have gained traction. A lot of cool technologies are like that. Carbon nanotubes anyone?
@@Nanalyze SNNs are to DNNs what eagles are to 737s. Elegant, efficient and sophisticated flying creature, the other carries millions of passengers from A to B.
@@shefudgrupa Quality analogy
Great content sir!
Thank you very much for the kind words!
SCIENCE FICTION IS. HERE. ALL THE MINDLESS. "GET YOUR BRAIN SPIKED". Ha ha
Errbody in the club gettin spiked
Thx for this nice video. ❤
You're most welcome!
There's always room at the bottom.
Companies with no revenues should be avoided like the plague
Enjoy the occasional roast? The whole reason I joined this channel is because you roasted every 'good idea' I ever had... Thanks and keep it up! Btw, you ever bringing out a travel video or smth, cause you sure seem to get around a lot off the beaten track. Digital nomad?
Hah! Well put Stephan. Really glad you're enjoying the show ;) Too many people traveling these days with a camera always recording. It's not the destination, it's the journey. Just doing some exploration and meeting our customers wherever I can. Joe P.
Thanks again Joe! Great content! ❤
Really glad you enjoyed it, thank you!
Great video
Thank you!
You should do a video on the rise and fall of Ebix.
Not sure that would generate enough interest tbh. There are a lot of failed company stories out there - too many! Joe P.
Great video exposing the fraudsters!!
It's very important that we clarify something here. Not once was that language used. We simply recited facts based on publicly available information from the company itself. Their management team has not been able to live up to their promises so far. That's apparent to everyone. We did not use the "f word" once, nor did we imply that this is the cause of this company's failure to deliver.
Great content! I used to invest in stories, not anymore. The last slide fits CNVS perfectly
Thank you! We've pointed out countless stories over the years that leave investors holding the bag. It's amazing how many there are in the States and the SEC does little to protect investors. You'll find them in every country though, and the ASX has some real bad apples. As I always say, whether or not it's an incompetent management team or an outright scam, in the end it doesn't really matter - investors will be holding the bag. As for the ticker you raised, another rule we abide by is to never ever dabble in small stocks. They're that small for a reason. Joe P.
Palantir?
?
Thank you. A nice hit of realism. It gets me way more stoned than off the hopium. I am so grateful to have found your channel. One of your introductions mention that you’re not here to manage Reible‘s money or make callouts that will give you clout with the long-term but rather to help people become better investors and I definitely set that in your work.. I’ve been speculating on a company that eerily resembles many behaviors you mentioned about brainchip.
I think what I need and search for more than anything else is general guidelines that can be applied across the board. I think one of the biggest takeaways that the video will give me is the idea of looking at consistency of revenue and cheerleader. Vanity metrics that nothing about actual delivery on promise.
We're so grateful you found us too! :) We have a ton of content and plenty that looks at best practices. Do start by checking out our free methodology for tech investing: www.nanalyze.com/nanalyze-premium-articles/
Thank you. Good, honest investment advice.
We're glad you found this video useful!
I see A LOT of promises and vaporware sales going on in the wrappings of AI and brain: digital interface. TBH I don’t even trust we have anything near the capabilities to do either yet. Fast computers…. Yes, smarter programming Yes, some rudimentary controls ( moving a mouse ) by neurological signals Yes. The rest is Syfi fantasy currently. I’d be very timid and extremely cautious investing in either of these thesis right now. I am aware that the search for AI is funding a huge surge in the market right now and I’d also expect in a year or two when there are no major breakthroughs that the fad will fade and markets will reset accordingly. I guess what I’m saying is while everyone seems to be looking for the next nivida I am questioning when the bottom drops out for the current nivida and others. I am speculating that the former will happen before any big new breakthroughs come about. It took 20 years to come up with a blue led after red and green were on the market, sometimes the ideas are around for decades before a product is marketed.
Thank you for sharing your thoughts. You are describing Gartner's hype cycle, and that soon we will be cresting the peak of inflated expectations. Agree with your conclusion that the bottom usually drop out once everything starts to become "the next INSERT GREAT DISRUPTIVE TECHNOLOGY stock."
I am ( promises I know ) going to buy a yearly subscription. Mostly I’m interested in the quantagence side. You guys are very good about letting one see behind the curtain just a little bit. Again for anyone that’s reading comments…. As far as I’ve seen Nanalyze is the best advice for the market you are going to find on RUclips. Hands down.
What a stupid video lol. You guys are bagging Brainchip when global VP’s from Global Foundries, Infineon, ARM, Microchip have partnered with us and said how disruptive and amazing the company is, and Intels former global sales boss just joined the company, along with HP’s former global AI boss, many former ARM global VP’s, 4 actually.
Can’t wait to revisit this video 😍
I’d much rather listen to Silicon Valley global bosses than this crap!
Ladies and gentleman, the first cheerleader arrives from the wild. Notice how this character ignores every fact raised in the video and states (with a straight face) how amazing this company is which has been leading on investors for years now. Mate, your comment just helps prove our points even more. Thank you for that! We were hoping someone would take the bait and you sure did!
Why are people so mentally sick that they'll steal money from people? What kind of human are you that you'll lie and cheat and steal from people. How sad
Love the content exposing the fraudsters. I referenced your video on smci recently to explain to some friends why smci trading at $1000+ was the silliest thing to happen in the market since a bunch of apes bailed out a dying brick and mortar retailer of video games 😂. Keep it up! I Watch everything you guys put out.
We love to hear comments from people who value our work. Thank you! Please note that the "f word" was not used once in this video. We did not make any such claims and that's very important to point out here. Whether management acts maliciously or not isn't worth debating. The only thing that's certain is the dismal outcome so far. We appreciate your support! Joe P.
❤
Thank you for the love!