BR BRN.AX BrainChip Holdings Ltd Loading... : Bullish and Bearish Analyst Opinions

The author believes the next hype cycle after quantum computing will be neuromorphic computing, and that traditional AI chips' absurd energy consumption could be threatened in this niche. He argues BrainChip Holdings, as practically the only listed company 100% focused on neuromorphic computing, could see significant appreciation, potentially reaching a $20 billion market cap, citing quantum names like Rigetti (which hit ~$60/share and $20B) and IonQ/D-Wave as precedents despite having almost no revenue. The stated catalyst is a global hype narrative, with the main risk being that this is purely narrative-driven with no revenue.