slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,991-28,020
Pages 10,126
Rows per page 30
Component
27,991-28,020 of 303,780
01
Visual metaphor of a malfunctioning robot vacuum causing a fire in a living room.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 2 hits
08
The slide combines a valuation discrepancy argument with a macro-thematic section on Chinese semiconductor self-sufficiency.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
21
Includes two tables: one for 2024/2025 revenue analysis and one for multi-year forecast variance vs consensus.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
22
The slide combines financial projections with a qualitative assessment of geopolitical risk.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
24
The slide serves as a transition from addressing historical short-seller concerns to presenting a valuation thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
01
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 2 hits
05
The slide functions as a critical assessment of D-Wave's technical claims and market positioning.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
06
The slide highlights technical limitations of D-Wave's annealing qubits and questions the company's progress in gate-model quantum computing.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · 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
01
The slide serves as a high-level investment thesis summary for a short report.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
16
The map illustrates the limited scope of Aurora's 'Driverless Operations' relative to the total US interstate system.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
31
Includes a direct quote from Aurora CEO Chris Urmson regarding hardware costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
40
This slide is part of a short-seller research report by Kerrisdale Capital, focusing on exposing flaws in Aurora's economic assumptions.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
01
This is a short-seller research note cover page.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
09
The slide includes a detailed table of 111+ emerging Neocloud providers and 20 sovereign Neoclouds, highlighting the fragmented nature of the market.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
11
The slide argues that CoreWeave's accounting assumptions regarding asset depreciation are overly optimistic compared to Amazon and Nebius.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
12
Includes a red dashed annotation highlighting the EBIT margin decline.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
13
The slide argues that apparent diversification is misleading because OpenAI is the true underlying customer.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
15
Includes a quote from a former Nvidia Principal Architect regarding CoreWeave's lack of inference-optimized hardware.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
23
The chart uses a custom waterfall-like structure to show debt, equity, EBITDA, and debt service over 6 years.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
24
The slide presents a highly negative valuation analysis, projecting significant downside (88% to 95%) for the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
01
The slide serves as the cover/introductory summary for a short research report.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 2 hits
10
Includes two testimonial quotes from industry participants criticizing Pure Storage's TCO analysis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
01
This is a classic short-seller research note cover/summary page.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 2 hits