Amit Dugh

#Insights #career #business #IOT #DigitalTransformation #AI #Blockchain #5G #ML #DataAnalytics

Father | Hacker | Executive member of #QUTBANDS

[Amit Dugh @AmitDugh]

Career Strategy: Six steps to command higher salaries
https://t.co/i6RMevbmtn
#Careers #transformation #automation #strategy #change #technology #demographics
@TheWaveWhiz @ravidugh @sallyeaves @jamesvgingerich @grattongirl @Nicochan33 @antgrasso @CyrilCoste @evankirstel

[BrainChip @BrainChip_inc]

GPU-based RF classifiers: 50W+. Akida: <1W. One fits a UAV. One doesn't.

https://t.co/8Cqeeczly4

#LowSWaPC #DefenseTech

[BrainChip @BrainChip_inc]

The spectrum is crowded. Contested. And your classifier needs to work where the noise is worst — on-device, sub-millisecond, no cloud.

🔗 https://t.co/8Cqeeczly4

#RFClassification #EdgeAI

[Barchart @Barchart]

JUST IN 🚨: South Korea enters bear market after stocks plunge more than 20% from its June all-time high 📉 🤯 👀

[DuckMan @DuckStockMan]

🚨 Institutional exposure to $BRN $BRCHF is broader than many investors realize.

13 ETFs now hold BrainChip, including:

🧠 $WISE – Themes Generative Artificial Intelligence ETF
• 2.72% portfolio weight
• 8.2M+ BrainChip shares
• ~US$907K invested
• One of the ETF’s meaningful AI positions.

💻 $ATEC – BetaShares Australian Technology ETF
• ~US$1.16M invested
• Technology-focused Australian ETF.

🌍 Global index exposure through:
• $VSS (Vanguard FTSE All-World ex-US Small-Cap ETF) – ~US$977K
• $SCHC (Schwab International Small-Cap Equity ETF) – ~US$476K
• $GWX (SPDR S&P International Small Cap ETF) – ~US$95K
• Plus ZINN, VPL, V3PA, V3PL, VA, ZAUT and other ETFs.

While many of the larger index ETFs hold BrainChip passively, WISE stands out by assigning a 2.72% portfolio weight, reflecting a deliberate AI allocation.

As BrainChip grows, broader ETF inclusion and larger index weightings could increase institutional ownership over time.

[DuckMan @DuckStockMan]

Finally BrainChip’s AKD1500 is now commercially available and shipping 🎉🥳

A major step from R&D to real-world deployment, delivering sub-watt neuromorphic AI for industrial and defense edge applications without cloud dependence.

The Edge AI era is here. $BRN $BRCHF

[Ihtesham Ali @ihtesham2005]

Jeremy Grantham told CNBC the AI buildout will change everyone's life and in the same breath said the hardware running it will be worthless in two years. The thing everyone is spending a trillion dollars on expires faster than the loan to pay for it.

He drew the comparison nobody making these bets wants to hear.

In 2000, companies laid fiber optic cable across the world. The spending ruined them. The bubble burst and the money evaporated.

But the cable stayed in the ground. It lasted long enough that the world eventually grew into it. Years later, every byte of it got used. The asset outlived the bubble.

The AI buildout does not work that way.

The fiber sat there for a decade and held its value. The chips going into data centers today may be redundant in two years. The next generation makes the last one obsolete before it has paid for itself.

That is the part that breaks the comparison. You can survive a bubble if the thing you built keeps working. Hyperscalers are borrowing against hardware that depreciates faster than any infrastructure in history.

Grantham is not betting against AI. He thinks the buildout changes everyone's life.

He is pointing at the balance sheet underneath it.

The fiber waited for the world. The chips will not wait for anyone.

[Spachus Aus @SpachusAus]

Considering that trimmed inflation has increased and unemployment remains low, what will be the next move for the #RBA regarding interest rates?

[Amit Dugh @AmitDugh]

@footballbears2 @grok how legit is this info? What’s the value of this info and how can this be used?

[Trend Serra Capital | Medici @NomisesMedici]

$BRCHF #BrainChip #EdgeAI #AI #Semiconductors
🚨 Trends früh zu erkennen, ist einer der größten Hebel für langfristigen Kapitalaufbau.

Genau darauf liegt ein Schwerpunkt unserer Arbeit bei Trend Serra Capital: Entwicklungen zu identifizieren, bevor sie im breiten Markt vollständig eingepreist sind.

BrainChip könnte ein solcher Kandidat sein.

Während sich der Großteil des Kapitals weiterhin auf Cloud-KI, Rechenzentren und GPUs konzentriert, adressiert BrainChip einen anderen Teil der Wertschöpfungskette:

➡️KI direkt am Gerät.

Die Akida-Technologie soll Sensordaten lokal, schnell und mit sehr geringem Energieverbrauch verarbeiten und das ohne permanente Abhängigkeit von der Cloud.

Das potenzielle Einsatzfeld ist groß:
Industrie, Robotik, Automotive, Drohnen, Smart Metering, Wearables, Verteidigung, Luft- und Raumfahrt sowie intelligente Sensoren.

Entscheidend ist jedoch nicht allein die Technologie.

Der eigentliche Werthebel entsteht erst, wenn aus:
Technologie ➡️
Evaluationen ➡️
Design-Wins ➡️
Serienproduktion ➡️
Lizenz- und Royalty-Umsätze
wird.

Genau an diesem Übergang könnte BrainChip heute stehen.

Das macht die Investmentthese interessant aber aktuell auch noch hochspekulativ.

Noch fehlen der breite kommerzielle Durchbruch, größere Serienaufträge und nachhaltig steigende Umsätze. Gelingt jedoch die Skalierung, könnte aus einem technologisch spannenden Unternehmen ein hochskalierbares IP- und Royalty-Modell entstehen.

Wer Trends früh erkennt, kann überproportional profitieren.
Wer zu früh liegt, muss jedoch Geduld, Volatilität und Risiko aushalten können.

BrainChip ist deshalb kein Selbstläufer.

Aber möglicherweise ein Kandidat, den der Markt heute noch unterschätzt.

Early, not proven.

Die Technologie ist vorhanden.
Das Ökosystem wächst.
Jetzt muss die Kommerzialisierung liefern.

Auf geht's 💪

WISSEN IST VERMÖGEN.
TRENDS ERKENNEN.
VORAUSSCHAUEND HANDELN.
TSC | Trend Serra Capital

[DuckMan @DuckStockMan]

BrainChip is going to dominate Edge AI: AI in all devices.
$BRCHF $BCHPY

[DuckMan @DuckStockMan]

Wow this is huge for BrainChip 👀
$IBM senior employee says $BRCHF Akida chips will soon be part of all data centres. Wow just wow

[BrainChip @BrainChip_inc]

Real-time RF signal intelligence. Under 1W. 20+ modulation types.

>85% accuracy. No cloud. Battery-powered. Great coverage from Neetika Walter at @IntEngineering

Read the full release → https://t.co/zRBZ8IYvc0

#AKD1500 #NeuromorphicAI #SIGINT #EdgeAI

[Lisa Abramowicz @lisaabramowicz1]

Microsoft shares are poised for their worst monthly loss since 2008, having plunged nearly 19% so far in June. Oracle is down 30%, Meta down 12%, Google down 8%. And yet the S&P 500 equal weight index is up 1% on the month.

[Cem Karsan 🥐 @jam_croissant]

What happens when the Fed, Treasury, inflation, debt, private credit, and market structure all collide?

I sat down with Danielle DiMartino Booth, @DiMartinoBooth, for a spirited debate on the policy endgame.

New U Got Options: From the Cboe Floor is live. Follow the link in the post below 👇

[BrainChip @BrainChip_inc]

Real-time RF classification at <1W. No cloud. No GPU. Just Akida.

🔗 https://t.co/jd24vDxyiH

#EdgeAI #NeuromorphicAI

[Mohamed A. El-Erian @elerianm]

Having taken the helm at a time when the Federal Reserve has missed its inflation target every month for over five years, the new Fed Chair has emphasized several times this afternoon that the central bank "will deliver price stability"—reinforcing the concluding sentence of the FOMC statement.
#economy @federalreserve #markets #kevinwarsh

[Mohamed A. El-Erian @elerianm]

The SpaceX IPO will go down in history for an eye-popping combination of reasons—from scale, valuation, and fees to investor allocation, price discovery, key-person risk, and fast-tracked index inclusion.
It also triggers an unprecedented wave of wealth creation, all while currently securing an impressive 26% pop in its first trading session and pulling up the rest of the market with it.
(And, no, I did not participate in the IPO.)
#economy #markets @SpaceX #investing #investors #spacexipo

[Mohamed A. El-Erian @elerianm]

While on inflation releases, the most striking takeaway from China’s data released earlier today is the widening gap between CPI and PPI.
Consumer price inflation came in below consensus at just 1.2%, while producer price inflation hit 3.9%.
This growing divergence is likely to reflect a combination of consumer resistance to higher prices and a degree of moral suasion.
#economy #markets #china #inflation

[Financelot @FinanceLancelot]

BREAKING: 🇯🇵 Bank of Japan is set to hike rates to 1.0% from 0.75%.

[Mohamed A. El-Erian @elerianm]

. #economy #federalreserve #centralbanks #markets