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slides · global inventory

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Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 58,039
Current window 17,671-17,700
Pages 1,935
Rows per page 30
Slide function: Analyze Dataclear collectionreset all
18 30 60

Slide function

17,671-17,700 of 58,039

filter-aware
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 · Agitate1 hit
11
Includes a table detailing market share and localization rates across various semiconductor manufacturing segments.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
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 · Agitate1 hit
15
The slide provides qualitative and quantitative status updates on ACMR's product portfolio expansion.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
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 · Solution1 hit
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 Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
18
Includes a visual example of a 'Day Pass' user interface and a detailed financial table.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
20
Contains three charts sourced from Cox Automotive.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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 Inaction1 hit
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 1 hit
10
Includes a quote from an industry expert regarding the nature of autonomous driving development.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
23
The chart shows a 12-year range of the Intermodal Savings Index with specific lines for 2022, 2023, 2024, and 2025.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
26
Includes a footnote detailing the factors influencing drayage costs (wait times, terminal fees).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
28
The chart illustrates the cost crossover point between manned and autonomous delivery models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
29
The chart shows a dual-axis representation of autonomous fee per mile vs. trip length and autonomous driver proportion of total cost.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes detailed debt breakdown and pro-forma adjustments for the Custom Networks division.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide uses a bridge-like calculation to derive the implied prepayment amount from changes in EBITDA, interest, and Capex guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide argues that the long-term recurring cash benefit is negligible relative to Lumen's current EBITDA.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
15
Includes a callout box explaining the specific adjustments to EBITDA and CFO guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
17
Includes WACC assumptions and derivation of estimated fair value per share.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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 1 hit
10
The slide is a dense text-based research note analyzing the financial implications of the SRR contract for Red Cat.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
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 Contradiction1 hit
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)1 hit
15
The slide contains two distinct charts: a stacked bar chart for capacity growth and a line chart for price correlation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
17
This slide is a continuation of a narrative argument regarding Riot's capital allocation strategy.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit