slides · global inventory
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Matching slides 118,471
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Pages 3,950
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17,851-17,880 of 118,471
96
The slide uses a Q&A format to highlight the aggressive nature of Lasertec's sales approach, suggesting financial strain or inventory pressure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
97
The slide uses a Q&A format to expose a lack of technical validation for a new product (A300) and questionable sales practices by Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
107
The slide uses a bilingual (Japanese/English) format to present technical evidence regarding tin debris damage mechanisms.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
111
The slide presents expert testimony highlighting technical flaws (off-gas contamination, reliability issues) in competitor light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
115
The slide uses a Q&A format to validate claims about equipment instability and the necessity of high-intensity on-site support.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
127
The slide presents qualitative evidence from industry experts to undermine the credibility of the subject company's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
132
The slide uses a Q&A format to highlight the financial and operational strain caused by the product's maintenance requirements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
156
The slide presents a narrative of corporate inconsistency and potential deception regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
170
The slide uses a testimonial/interview approach to undermine the official acquisition narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
186
The slide presents a Q&A format to highlight technical failures and customer frustration.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
217
The slide uses a Q&A format to expose the gap between Lasertec's marketing and TSMC's operational reality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
222
The slide presents a narrative of customer dissatisfaction and technical mismatch between Lasertec's high-end EUV inspection tools and TSMC's production requirements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
228
The slide presents negative feedback from industry experts/former employees regarding Lasertec's A150 equipment, specifically citing uptime issues (60-65% vs expected 80-90%) and UI inferiority.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
230
The slide presents two distinct quotes/excerpts from the same source (GlobalFoundries executive) highlighting the decline in Lasertec's product reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
231
The slide uses a Q&A format to establish that the visit was for technical quality assurance rather than routine procurement or complaints.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
233
The slide presents qualitative evidence (expert testimony) to undermine the credibility of the A300 product offering.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
235
The slide uses a Q&A format to highlight the aggressive and potentially unsustainable nature of Lasertec's sales practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
249
The slide presents a Q&A format to expose potential issues with Lasertec's inventory and customer concentration.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
253
The slide uses a Q&A format with a KLA executive to undermine the growth narrative of Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
258
The slide presents evidence of a breakdown in the business relationship between TSMC and Lasertec, highlighting technical limitations of Lasertec's equipment for high-volume manufacturing.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
261
The slide presents a narrative of TSMC rejecting Lasertec's high-end EUV tools for mass production in favor of older DUV technology, citing productivity and specific light source requirements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
263
The slide presents two distinct Q&A sessions with a former TSMC procurement executive, focusing on the competitive landscape between Lasertec and KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
273
The slide uses a Q&A format to defend KLA's strategic decisions, attributing delays to ASML's roadmap and intentional market positioning rather than technical failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
275
The slide presents a series of Q&A-style expert opinions highlighting technical failures in competitors' technology and predicting KLA's market dominance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
287
The slide presents a Q&A format with an industry expert, exposing a gap between public adoption and actual operational reliance on Lasertec's tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
288
The slide uses a Q&A format to expose a technical limitation in Lasertec's market position by highlighting the continued use of KLA's Teron equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
292
The slide uses a Q&A format to undermine the competitive moat of the target company (Lasertec) by highlighting a substitute product from a competitor (KLA).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
306
The slide uses a stock chart to highlight a 'panic' sell-off and suggests potential accounting fraud or deceptive management practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
313
The slide uses yellow highlighting to emphasize specific claims and evasive answers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
20
The slide uses direct quotes from KOLs to build a narrative of corporate dishonesty and product failure.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal3 hits