Recent content by kenny

GenAI response to recent developments. Long prompt which I won't bore you with :) I do this is supplement my monitoring Archer Materials Limited (ASX:AXE) is a technology company specializing in advanced semiconductor devices, focusing on quantum computing and biochip technologies. Recent...

Interesting and positive policy shift for DRO; https://asiapacificdefencereporter.com/droneshield-welcomes-reforms-to-procurement-rules/

Choosing this for my March pick. There's a big chance shorting will try to suppress the SP to allow insto's to load up but I suspect MSB is widely held enough that this will have limited effect. I'm more interested in the new board member and his networks to bring better attention to the...

MSB Mesoblast thanks Joe

For me a timely and relevant question is how are they handling the impacts of generative AI like ChatGPT, Gemini, Claude and Llama? Whether it's optimising their Cargo One platform functionality to improve customer productivity or streamlining internal processes to improve margins; it would be...

Is the business itself going well, though? Is the sector it plays in requiring its services to improve efficiencies?

No real insights here except the spark of interest at the comments in the recent presentation on the shift towards becoming consistently Cashflow positive and being about to tap into the existing sales pipeline with the expanded manufacturing capacity.

BXN Bioxyne for me thanks, Joe

I want to think this will be the start of positive business development announcements. Cybersecurity edge devices are an excellent use case and a growing market unlikely to disappear. https://finance.yahoo.com/news/brainchip-provides-low-power-neuromorphic-003500927.html

BRN team should walk around CES and address the competition; https://www.livescience.com/technology/electronics/tiny-ai-chip-modeled-on-the-human-brain-set-to-slash-power-consumption-and-boost-battery-life-in-smart-tech

Can someone summarise what these guys do better than other Private Equity that warranted ASX listing?

Whilst there's no end to the information on BRN's website; here's some collated info to get you started on the ARM Partner website; https://www.arm.com/partners/catalog/brainchip BRN is betting success will come from the use of its Akida systems for Edge AI purposes. That is, placing the...

Not yet a holder but interested in the turn around play as management demonstrates the ability to secure multiple smaller contracts and de-risk the previous revenue reliance on larger sales deals. Repeat sales and increased reseller interest will further reassure the market. As of 30/09/2024...

Enjoying the thread but I'm sensing that I'm missing the start of the conversation. IS this the continuation of another thread?