slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 33,721-33,750
Pages 3,950
Rows per page 30
Component
33,721-33,750 of 118,471
09
The slide discusses the impact of government policy on domestic WFE consumption in China, specifically referencing ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate2 hits
10
Includes a table comparing revenue growth of Global Big Four vs Chinese Listed Suppliers from 2018-2023.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate2 hits
13
The slide includes a table summarizing SAM expansion by market segment, including Advanced Packaging, ECP, Furnace, Track, and PECVD.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate2 hits
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution2 hits
18
The slide includes a table of customer engagements by region and commentary on ACMR's long-term revenue goals.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution2 hits
20
The slide argues that 'first tool' shipments are currently sitting in inventory and will convert to revenue, providing a buffer for future performance.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
08
The slide highlights significant dilution (77% increase in shares) and a disconnect between share price rally and stagnant revenue estimates.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
09
Includes two expert testimonials from former D-Wave employees criticizing the technology's efficacy.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
11
The slide uses academic citations to undermine the company's technical claims and highlights a significant price premium.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
13
Includes direct quotes from an Airbus manager and an unnamed source, framing D-Wave's customer success stories as 'innovation theater'.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster2 hits
07
The slide provides a financial snapshot of Aurora Innovation and transitions into a technical history of autonomous vehicle software stacks.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
08
The slide uses a process diagram to illustrate the flow from sensors to actuators in autonomous vehicles.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
12
The slide discusses the 'alignment challenge' in autonomous driving and provides a chronological breakdown of Waymo's city-by-city rollout.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
20
Includes a quoted excerpt from Sterling Anderson (Aurora Investor Day 2024) followed by a critical analysis of the company's partnership strategy.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
21
The slide provides context for a critique of Aurora's cost-saving projections by comparing industry-wide ATRI data against specific dry van truck estimates.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
24
Includes detailed footnotes explaining the assumptions behind the autonomous trucking constraints (CVSA inspections and terminal queuing).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
25
The chart illustrates the impact of HOS (Hours of Service) limits on OTR trucking efficiency, showing 'kinks' at 750-mile intervals.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
03
The text highlights discrepancies between management's claims and public Army disclosures, as well as a history of broken promises regarding production capacity.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 2 hits
07
The slide presents a critical view of Red Cat's history, framing their acquisitions as unsuccessful.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 2 hits
08
The slide provides a narrative context for Red Cat's market position by detailing the history of the Army's sUAS procurement programs (Raven, SRR, Blue UAS).Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 2 hits
11
The slide uses a series of quotes from earnings calls to highlight inconsistency in management's communication regarding the SRR program's financial potential.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits
12
The slide uses an official government budget document snippet to contradict company management's public statements about revenue expectations.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits
14
The slide discusses the 'Adaptive Acquisition Framework' and 'Modular Open Systems Approach' (MOSA) as key shifts in defense procurement.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits
17
The slide uses a chronological list of quotes to highlight the gap between management's promises and reality.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits
05
The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap2 hits
10
The slide argues that Riot's participation in ancillary market programs is economically suboptimal compared to their PPA, suggesting operational constraints (substandard infrastructure) are the real reason for their behavior.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)2 hits
12
This is a research note from Kerrisdale Capital, likely part of a short thesis.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)2 hits
13
The slide argues that US miners are losing competitive advantage due to rising power costs from AI demand and international competition.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)2 hits