Tim Bohen believes a microchip he calls “Inception” is set to single-handedly flip a $7 trillion industry on its head.
This will make the tiny microchip company behind the innovation go down in history as minting the most significant economic disruption since 1908.
The Teaser
Tim admits that this may sound like a lot of hype and that it's not even a blip on the mainstream media’s radar yet, but over the next few minutes, he will lay out all the cold hard facts to prove he's not full of bs.
Tim says he's just a regular guy from a small rural town in central Michigan, where his dad worked 2 jobs and his mom worked nights to make ends meet.
He came up the hard way before starting a tech company after college and eventually selling that company in 2013. Now, he focuses on the markets full-time and produces stock pitches like Elon's “Project X” Stocks and “Trump’s #1 5G Stock.”
The $7 trillion industry Tim refers to is the projected size of the autonomous auto market and the “Inception” microchip has the power to change how everyone will get from point A to point B, just like Henry Ford did in 1908.
Back before the debut of the Model T, passenger vehicles carried a hefty price tag of $1,000, a luxury few could afford at the time, and the underdeveloped road system in America gave people no incentive to purchase automobiles over horse and buggy.
At a price point of only $260, the Model T came in hot and changed the game.
It was cheaper than almost all of its competitors and because it made car ownership attainable, the US government was able to generate enough revenue from gasoline taxes to produce roads all over the United States.
Tim says “Inception” will be just as revolutionary.
Making Autonomous Vehicles a Reality
For the past decade, 250 companies, from Toyota to Tesla and everyone in between, have collectively poured over $75 billion into the holy grail of driving technology – the fully self-driving car.
Despite all this money being thrown at the problem, one huge obstacle has stood in the way…
Mapping and navigating roads as well as other terrains has proven cost-ineffective and inoperable at best in bad weather conditions.
This is about to change with “Inception” as its sonar eyes and “brain” can quickly decipher the right movements and quick actions that replicate a real human's instinct.
Inception has unique AI technology that is far more advanced than anything that’s come before it and one tiny company holds the patents to this disruptive tech.
The Pitch
Tim has prepared an exclusive report revealing all the pertinent details, including the company's name and ticker symbol. It's called Inception: The Tiny Company Holding the Keys to the $7 Trillion Autonomous Vehicle Industry.
The report is delivered to members of Tim's Stocks to Trade Advisory, which costs $49 for the first year, the magic number for investment newsletter publishers.
Included in the offer are a 60-day money-back guarantee, two additional reports, access to a stock watchlist, and Tim's new book – 10 Trading Patterns You Need To Know.
What is “Inception” Anyway?
Tim calls the technology behind Inception “AI on steroids.”
This is because of the microchip's unique intellectual power.
For example, when a vehicle equipped with the “Inception” microchip system detects an object or obstacle on the road such as other cars, pedestrians, animals, or other abstractions, the data from these sensors is then processed by the artificial neurons in the system, which can make instant decisions based on the information available.
This is what really gives it the potential to take Autonomous Driving to the next level – the combination of artificial intelligence and machine learning.
Simply put, its ability to simultaneously store and process information, just like the neurons in the human brain, is something a glorified camera, like LiDar, the current self-driving standard, would never be able to accomplish.
Putting Money Back in our Pockets
Besides Inception's next-level capabilities, it also has the potential to save us a substantial amount of money.
The average American family spends nearly 16% of their budget on transportation, so it's estimated that this could put an extra $5,600 into the average American’s pocket every year.
This is because according to venture investor and serial entrepreneur Tony Seba, once Inception goes mainstream, most people will stop owning cars and instead pay by the ride for on-demand Autonomous Vehicles.
That's a pretty big assumption, but regardless of the ultimate rate of adoption, a leading manufacturer of autonomous vehicles has already begun installing Inception in the concept cars that they plan to roll out within the next year, so it's well beyond the concept stage.
We're informed that this auto manufacturer has a larger market cap than Honda, General Motors, and even Ford, and they are on the record as saying “It's the most efficient car we’ve ever built.”
Revealing Tim Bohen's “Inception” Microchip Company
We get several quality clues about the identity of the tiny company behind Inception:
- The company holds 16 patents that allow them to own their technology within this potential $7 trillion industry.
- They have already closed a deal with one of the top 5 carmakers in the world worth over $80 billion, which makes an average of 1,369 cars every single day.
- The tech-savant CEO has a track record that includes leading the way in growing Fusion-io’s annual revenue to $432.4 million and growing HP Inc.'s revenue by 50% during his tenure there.
After some digging, quite a few companies are working on autonomous car systems, but the one Tim is teasing here is BrainChip Holdings Limited (OTC: BRCHF). Here is why it is the pick:
- BrainChip's patent portfolio stood at 16 issued patents in the second quarter of 2023, which apparently is when Tim made his pick.
- The deal that was closed with a top carmaker refers to Mercedes–Benz engineers developing systems based on BrainChip's Akida Technology.
- The company's CEO, Sean Hehir is a proven technology executive with significant C-Suite experience at Fusion-io, HP, and Compaq.
One of The Greatest Tech Disruptors of All-Time?
BrainChip calls itself the worldwide leader in edge AI on-chip processing and learning.
However, a quick look at its full-year results for 2023 indicates a far different story.
The company's main focus has been the development and marketing of its Akida technology while continuing to strengthen its patent portfolio.
As a result, BrainChip lost $29 million in fiscal year 2023, and despite some early test customers of its edge chips, like Mercedes-Benz, it has yet to achieve broadscale adoption.
The demand for specialized semiconductor chips will indeed continue to grow, as AI gets applied to different industries and sectors, and cloud-independent, on-chip solutions appear to be the future.
However, competition will be stiff and there's no guarantee that BrainChip's processors will become the standard.
At only $17 million in net assets, BrainChip will need to raise capital soon, given its annual cash-burn rate of about $28 million. This means much-dreaded share dilution and a long, tough slog to being cash-flow positive is coming.
If your time horizon is years and not weeks or months, it may be worth putting some money that you can afford to lose on BrainChip. If not, you would be much better off putting your hard-earned money in a semiconductor ETF like the VanEck Semiconductor ETF (Nasdaq: SMH) or the iShares Semiconductor ETF (Nasdaq: SOXX), both of which are up substantially over the past year.
Quick Recap & Conclusion
- Tim Bohen believes a microchip he calls “Inception” is about to single-handedly flip a $7 trillion industry on its head and one tiny company is behind it.
- What makes “Inception” different is its combination of artificial intelligence and machine learning, which gives it the ability to simultaneously store and process information on-chip, instead of in the cloud.
- Tim has prepared an exclusive report revealing all the pertinent details, including the company's name and ticker symbol. It's called Inception: The Tiny Company Holding the Keys to the $7 Trillion Autonomous Vehicle Industry and it's ours with a $49 subscription to the Stocks to Trade Advisory service.
- After some digging, we were able to find the stock Tim is teasing for free. It is BrainChip Holdings Limited (OTC: BRCHF).
- BrainChip is still an early-stage business with not much revenue and plenty of R&D and other expenses. The demand for edge AI chips is growing, but there's no guarantee the company will win the microchip arms race and it will likely be a long time before shareholders are rewarded, if ever.
Are edge AI chips the future? Let us know your thoughts, opinions, and wild guesses in the comments.
Thank you for your research. Very insightful.
Do you have any thing on Marc Chaifin’s Top 10 stocks for 2024?