slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 2,371-2,400
Pages 619
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Component
2,371-2,400 of 18,554
118
The slide uses direct quotes from industry experts to validate claims about product failure and high maintenance overhead.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
122
The slide uses expert testimony to frame Ushio's technology as fundamentally flawed, contrasting this with an implied narrative of secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
123
The slide uses highlighted text to emphasize the expert's critique of Intel's 'song and dance' narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
127
The slide uses direct quotes from an expert to validate the thesis of low reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
140
The slide uses quotes from a former KLA executive to build a case against the stage's design.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
144
Includes a screenshot of a Lasertec press release with a red circle highlighting the 'In-house' claim.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
174
The slide uses direct quotes from an industry expert to undermine the credibility of Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
175
Contains two distinct expert quotes regarding technical challenges and backlog delivery issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
187
The slide relies heavily on quotes from a former KLA executive to discredit Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
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
Activist deck Short seller 3 hits
205
The slide uses a combination of narrative summary and a direct Q&A transcript to build credibility for the negative thesis regarding Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
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
Activist deck Short seller 3 hits
217
The slide uses a Q&A format to highlight specific criticisms of Lasertec's ACTIS A150 and A300 tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
228
The slide uses direct quotes from a consultation call to undermine the credibility of Lasertec's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
230
The slide uses direct quotes to build a narrative of reputational damage and product failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
260
Uses expert testimony and press citations to build a bearish case against Lasertec's growth prospects related to TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
261
The slide uses a Q&A format to highlight the discrepancy between market expectations for Lasertec's EUV tools and the reality of TSMC's production procurement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
262
The slide uses Q&A format to highlight the competitive disadvantage of Lasertec compared to KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
270
Uses direct quotes from a 2015 earnings call transcript to demonstrate historical lack of conviction in the EUV market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
273
The slide uses expert quotes to frame KLA's absence from the actinic market as a conscious business decision rather than an inability to execute.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
275
The slide uses expert testimony to frame a competitive threat to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
279
The slide uses direct quotes from industry experts to undermine the incumbent's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
283
The slide uses expert testimony to undermine the market position of Lasertec by contrasting it with KLA's perceived improvements.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
285
The slide uses a Q&A format to validate the thesis that political pressure favors US-based suppliers like KLA over Japanese competitors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
291
The slide uses expert testimony to preempt the argument that actinic inspection is strictly required for EUV masks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
303
The slide uses a narrative structure to build suspicion around the existence or status of Fab 4A.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
304
The slide uses highlighted text to emphasize key admissions from an Investor Relations representative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
24
Uses a side-by-side comparison structure to contrast official company announcements with alleged internal realities.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights3 hits
45
The slide uses a Q&A format to validate the difficulty of the instrument and the resulting headcount requirement.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions3 hits
52
The slide highlights the 'status quo bias' and 'loss aversion' among scientists.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions3 hits