slides · global inventory
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The slide details specific technical failures (light source degradation, stage contamination) and their economic impact on customers (forced backup purchases, high maintenance costs).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
17
The slide details a corporate scandal involving the rebranding of 'Isteq' technology as 'Urashima' to hide defects in Lasertec's semiconductor inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
18
The slide contains repetitive text blocks (the first and third bullet points are identical).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
26
ページ番号26。第6部（185-191ページ）の要約。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
27
The slide details specific customer complaints regarding Lasertec's equipment reliability, performance, and uptime, leading to a demand for KLA to enter the market.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
28
Focuses on the 'Intel's Dilemma' section of a research report.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
35
Focuses on negative feedback from GlobalFoundries and Marvell regarding Lasertec's A150 and Urashima light source technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
38
The slide contains anecdotal evidence from industry executives regarding Lasertec's inventory levels and accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
39
The slide details allegations of inflated inventory, aggressive discounting (up to 75%), and questionable product lifecycle management (A150 to A300 transition).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
40
The slide presents qualitative evidence of potential accounting manipulation and technical product failures at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
41
第8部として構成された調査レポートの要約。市場の飽和と技術的適合性の欠如を主張。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
42
The slide provides qualitative evidence from former employees and industry contacts to support the thesis that Lasertec's growth in the EUV market is stalling.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
44
Analysis of Samsung's procurement of ASML lithography tools to estimate demand for Lasertec's ACTIS inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
47
This slide is part of a series of research notes focusing on competitive threats to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
48
第9部。業界関係者のインタビューに基づく定性的な市場分析。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
51
The slide discusses the technical limitations of Lasertec's EUV inspection tools and highlights competitive alternatives from KLA and Holon.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
53
第11部（297〜334ページ）の要約。タイムラプス撮影、ドローン撮影、IR担当への取材を通じた実地調査報告。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
05
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
16
Uses a precedent (INFN) to predict a negative outcome for the target (QS).QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
20
Uses the Theranos comparison as a framing device to establish credibility for the skepticism.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
21
Uses a quote from a 'leading solid-state battery researcher' to validate the calculation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
22
Uses a comparison frame to expose a potential valuation bubble.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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The slide uses red annotations to connect the specific chart trick to the checklist criteria.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
25
Uses a quote from a 'leading solid-state expert' to cast doubt on the validity of the company's technical claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
29
The slide uses a table to demonstrate 'cherry-picking' by showing that key variables like prototype size and temperature are not held constant across tests.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
30
Uses direct quotes from anonymous sources to build a case of data manipulation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
33
Uses yellow highlighting to emphasize key negative findings from expert consultations.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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This is a classic 'villain critique' slide used in activist short reports to undermine the credibility of the target company's technology.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
35
The slide uses a screenshot of a Quantumscape presentation to contrast the 'black box' nature of the company with the public marketing of the VW partnership.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
37
Uses a specific example of a headline and a callout box to demonstrate the change in corporate messaging.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit