slides · global inventory
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Matching slides 118,471
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81,211-81,240 of 118,471
188
Includes a transcript of a consultation call with a former KLA executive.Lasertec Corporation (6920) · Scorpion Capital
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191
The slide uses expert testimony to frame Lasertec's market position as a 'forced choice' rather than a preferred solution.Lasertec Corporation (6920) · Scorpion Capital
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192
The slide uses a narrative approach to expose a contradiction between public PR and private sentiment regarding a specific supplier relationship.Lasertec Corporation (6920) · Scorpion Capital
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194
The slide uses Q&A transcripts and expert summaries to establish a narrative of Intel's 'founding customer' status and influence on Lasertec's pricing/margins.Lasertec Corporation (6920) · Scorpion Capital
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195
Uses Q&A transcript format to build credibility and expose hidden industry sentiment.Lasertec Corporation (6920) · Scorpion Capital
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197
The slide uses a specific example of a technical presentation to cast doubt on the credibility of Intel's mask inspection tool performance claims.Lasertec Corporation (6920) · Scorpion Capital
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199
The slide uses direct excerpts from a technical paper to validate the critique of the company's technology.Lasertec Corporation (6920) · Scorpion Capital
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201
The slide uses a Q&A transcript format to build credibility and expose internal corporate dysfunction.Lasertec Corporation (6920) · Scorpion Capital
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203
The slide uses Q&A transcripts and expert quotes to frame the narrative of a 'grudge' against KLA.Lasertec Corporation (6920) · Scorpion Capital
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204
Lasertec Corporation (6920)Lasertec Corporation (6920) · Scorpion Capital
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207
The slide uses a Q&A transcript to build a narrative of corporate cover-up.Lasertec Corporation (6920) · Scorpion Capital
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209
The slide uses a Q&A transcript format to undermine the company's revenue quality and operational success.Lasertec Corporation (6920) · Scorpion Capital
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210
The slide presents a Q&A transcript excerpt as evidence of product unreliability.Lasertec Corporation (6920) · Scorpion Capital
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211
The slide uses a Q&A format to highlight negative expert sentiment regarding product reliability.Lasertec Corporation (6920) · Scorpion Capital
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212
The slide uses direct quotes from a former TSMC procurement executive to frame Lasertec as a secondary, low-priority vendor used primarily for price negotiation.Lasertec Corporation (6920) · Scorpion Capital
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213
The slide uses a Q&A format to validate the thesis that KLA is displacing Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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215
The slide uses a Q&A format to highlight the expert's negative assessment of the product's production viability.Lasertec Corporation (6920) · Scorpion Capital
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216
The slide uses a Q&A format to validate the claim that the TAM for these machines is limited.Lasertec Corporation (6920) · Scorpion Capital
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218
The slide presents a Q&A transcript format to build credibility for the argument that Lasertec is not economically viable for production.Lasertec Corporation (6920) · Scorpion Capital
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220
The slide uses a Q&A transcript format to validate the thesis of product failure.Lasertec Corporation (6920) · Scorpion Capital
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221
The slide uses a Q&A transcript format to validate the thesis that Lasertec's product is failing and losing customer trust.Lasertec Corporation (6920) · Scorpion Capital
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222
Uses expert testimony to contradict the market narrative regarding the necessity of EUV inspection tools.Lasertec Corporation (6920) · Scorpion Capital
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223
The slide uses a Q&A format to highlight specific technical failures of Lasertec equipment, contrasting the company's claims with field experience.Lasertec Corporation (6920) · Scorpion Capital
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224
The slide uses a Q&A transcript format to validate the claims made in the summary paragraph.Lasertec Corporation (6920) · Scorpion Capital
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225
The slide uses a Q&A format to validate the claim of product failure.Lasertec Corporation (6920) · Scorpion Capital
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227
The slide uses expert consultation quotes to validate a short thesis against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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228
The slide uses direct quotes from a consultation call to undermine the credibility of Lasertec's product.Lasertec Corporation (6920) · Scorpion Capital
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229
The slide uses a Q&A format to validate the thesis that the product is not suitable for high-volume manufacturing.Lasertec Corporation (6920) · Scorpion Capital
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230
The slide uses direct quotes to build a narrative of reputational damage and product failure.Lasertec Corporation (6920) · Scorpion Capital
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231
The slide uses a Q&A transcript format to validate claims of product failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit