{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 2161, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 100, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide argues that Lasertec's inventory inflation masks a massive potential impairment that would wipe out a significant portion of historical profits and retained earnings, comparing the scale to the Toshiba accounting scandal.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/100", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-100", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 101, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide acts as a technical appendix to a previous slide that introduced the first two methods.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/101", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-101", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 102, "slideType": "section_divider", "function": "transition", "notes": "The text claims the company has a market cap of $23B despite having no functional product.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/102", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-102", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 103, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight technical flaws in the light source technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/103", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-103", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 104, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide contrasts LDP (Laser-assisted Discharge Plasma) used by Lasertec with LPP (Laser Produced Plasma) used by ASML, citing a specific academic paper to validate the critique of LDP's contamination issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/104", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-104", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 105, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a technical diagram to argue that the specific mechanism described in a patent/paper inevitably leads to equipment contamination.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/105", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-105", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 106, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/106", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-106", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 107, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses a bilingual (Japanese/English) format to present technical evidence regarding tin debris damage mechanisms.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/107", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-107", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 108, "slideType": "appendix_data", "function": "illustrate_case", "notes": "The slide uses visual evidence to support a technical critique of the equipment's reliability.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/108", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-108", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 109, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses KLA's own presentation to point out the technical challenge of contamination from tin-based plasma sources.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/109", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-109", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 110, "slideType": "quote_slide", "function": "expose_contradiction", "notes": "The slide presents a critical testimonial from an industry expert to undermine the technical competence of the subject company.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/110", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-110", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 111, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents expert testimony highlighting technical flaws (off-gas contamination, reliability issues) in competitor light sources.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/111", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-111", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 112, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight technical failures and high replacement costs (millions of dollars) for optical components.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/112", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-112", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 113, "slideType": "other", "function": "summarize", "notes": "The slide is a Q&A transcript format. It highlights the technical barriers to entry (Die-to-Database) that sustain KLA's market position.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/113", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-113", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 114, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a Q&A format highlighting a technical failure in Lasertec's product that creates operational inefficiency for customers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/114", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-114", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 115, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to validate claims about equipment instability and the necessity of high-intensity on-site support.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/115", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-115", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 116, "slideType": "testimonial", "function": "illustrate_case", "notes": "The slide presents qualitative evidence of product reliability issues through field engineer interviews.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/116", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-116", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 117, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format and direct quotes from former field engineers to substantiate claims of equipment failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/117", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-117", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 118, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide presents a Q&A style interview excerpt highlighting product reliability issues and the scale of support staff required.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/118", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-118", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 119, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents qualitative evidence of product failure and operational difficulty, framed as a 'battle' for maintenance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/119", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-119", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 120, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight technical limitations and performance issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/120", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-120", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 121, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses red boxes to highlight specific phrases in the LinkedIn job descriptions that point to systemic maintenance issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/121", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-121", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 122, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents testimony from an industry expert to undermine the credibility of Ushio's product.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/122", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-122", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 123, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide consists of two distinct blocks of text, each attributed to an expert in extreme ultraviolet lithography, detailing Intel's shifting narrative on supplier quality.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/123", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-123", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 124, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a series of Q&A excerpts from former employees and industry experts to build a case against the reliability of the product.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/124", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-124", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 125, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses ASML's own conference presentation to contrast their high performance (96% availability, >1 year lifetime) against Lasertec's reported low performance (60% availability, few weeks lifetime).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/125", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-125", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 126, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a KLA presentation to critique the reliability of plasma-based EUV light sources.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/126", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-126", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 127, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents qualitative evidence from industry experts to undermine the credibility of the subject company's technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/127", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-127", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 128, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses direct quotes to frame Lasertec as unreliable and unsuitable for production, positioning KLA as the desired alternative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/128", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-128", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 129, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide uses a Q&A format to highlight reliability issues (specifically the 95% uptime requirement) as a barrier to entry for in-line fab usage.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/129", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-129", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 130, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents negative expert testimony regarding Lasertec's product reliability, specifically citing TSMC's lack of adoption.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/130", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-130", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 131, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to validate claims about the unreliability and high maintenance costs of the light source.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/131", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-131", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 132, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight the financial and operational strain caused by the product's maintenance requirements.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/132", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-132", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 133, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a Q&A format to highlight a recurring technical and financial burden (contamination leading to $1M+ annual replacement costs).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/133", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-133", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 134, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to expose the gap between Lasertec's market position and the actual operational performance of their equipment.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/134", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-134", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 135, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide presents anecdotal evidence from an industry insider to support a thesis about customer dissatisfaction and technical failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/135", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-135", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 136, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses visual callouts (red circles) to point out specific components in technical diagrams.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/136", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-136", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 137, "slideType": "other", "function": "illustrate_case", "notes": "The slide uses a technical diagram of an ASML machine with annotations pointing to specific components (mask/reticle stage and wafer stage).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/137", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-137", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 138, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a quote from a former KLA executive to frame the technical and strategic failure of Lasertec's stage procurement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/138", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-138", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 139, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format with a former KLA executive to highlight technical failures (particle generation) and high costs of the Sumitomo product.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/139", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-139", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 140, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide uses direct quotes from a former KLA executive to validate the thesis regarding the inherent contamination risks in EUV inspection systems.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/140", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-140", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 141, "slideType": "villain_critique", "function": "name_villain", "notes": "The text claims Lasertec rebranded an Isteq light source as 'Urashima' to falsely claim internal development.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/141", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-141", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 142, "slideType": "cite_precedent", "function": "cite_precedent", "notes": "The slide uses red boxes and arrows to highlight key technical improvements (Urashima light source and High-NA support) within the original English press release text.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/142", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-142", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 143, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses visual evidence (product photos) to prove a rebranding deception.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/143", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-143", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 144, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/144", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-144", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 145, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses historical evidence (2013 presentation, 2016 paper) to debunk a claim of innovation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/145", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-145", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 146, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a screenshot of a LinkedIn post to expose the contradiction between the company's public marketing and the historical reality of their licensing agreement.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/146", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-146", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 147, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a side-by-side comparison of a patent document and a marketing brochure to expose a contradiction in product originality.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/147", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-147", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 148, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Q&A形式の対話による告発。特定の企業（Lasertec, Urashima, Isteq）に対する批判的分析。", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/148", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-148", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 149, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a Q&A transcript as evidence of a corporate deception regarding product origins.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/149", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-149", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 150, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a Q&A format to highlight a discrepancy between public corporate announcements and internal/field-level knowledge regarding the origin of the 'Urashima' light source.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/150", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-150", "loopMatches": [], "arcBeatMatches": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 151, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight evasive answers from a consultant regarding Lasertec's product timeline.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/151", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-151", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 152, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to document insider testimony regarding equipment performance and maintenance practices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/152", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-152", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 153, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a Q&A format to highlight internal dissatisfaction among field engineers regarding design compromises made by Lasertec management.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/153", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-153", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 154, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide presents a Q&A format to highlight technical failures in a competitor's product.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/154", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-154", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 155, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to expose that both competing technologies fail to provide consistent illumination for mask inspection.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/155", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-155", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 156, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a narrative of corporate inconsistency and potential deception regarding technical performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/156", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-156", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 157, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a Q&A format to highlight potential technical failures and lack of transparency regarding Lasertec's supply chain choices.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/157", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-157", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 158, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight technical failures in Ushio's light source, specifically mentioning particle and gas contamination issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/158", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-158", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 159, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The slide highlights the transition from 0.33 NA to 0.55 NA optics, detailing the resulting improvements in transistor density and resolution.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/159", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-159", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }