slides · global inventory
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Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
128,521-128,580 of 319,975
246
The slide uses a Q&A transcript format to substantiate claims of deceptive sales practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
247
The slide uses a Q&A format to build a case for accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
248
The slide uses a Q&A format to validate claims about product liability and inventory pile-up.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
249
The slide uses a Q&A format to present expert testimony regarding potential accounting or operational irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
250
The slide uses a Q&A transcript format to validate claims about product defects and failed qualifications.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
251
The slide uses a Q&A format to present expert testimony as evidence of operational issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
252
This slide serves as a numbered point in a larger activist presentation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
253
The slide uses a Q&A transcript to validate the thesis that the 5nm transition growth phase is over and future orders are being delayed.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
254
The slide uses a Q&A format to highlight expert testimony regarding the reliability and market viability of Lasertec's EUV inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
255
The slide uses a Q&A format and direct quotes from industry insiders to build a case for slowing demand.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
256
Uses expert interview transcripts to build a bottom-up revenue estimate for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
257
Uses Q&A transcript format to build credibility for the thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
258
The slide uses Q&A formatting to highlight the executive's negative assessment of Lasertec's product viability in a production environment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
259
The slide uses a Q&A format to present expert testimony.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
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 1 hit
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 1 hit
263
The slide uses a Q&A format to build a case against the company's growth prospects.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
264
The slide uses expert quotes to undermine the market sizing thesis for Lasertec's ACTIS tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
265
The slide uses a Q&A transcript format to build a case against Lasertec's growth narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
266
The slide uses a numbered list format (item 9) suggesting it is part of a larger series of arguments.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
267
Image file not available at provided path; could not inspect.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
268
The slide uses a 'CEO/Executive Quote' to preemptively rebut market skepticism regarding KLA's competitive positioning.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
269
The slide uses a historical document (KLA presentation) to validate the thesis that the market for EUV actinic tools is small, countering potential arguments that KLA failed to innovate.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
271
The slide uses a quote to frame KLA's delayed entry as a deliberate strategic choice rather than a failure, contrasting it with Lasertec's lack of High NA capability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
272
The slide uses a Q&A format to provide credibility to the claims made by former KLA executives.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
274
The slide presents two distinct expert testimonials supporting the thesis that KLA is better positioned than Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
275
The slide uses expert testimony to frame a competitive threat to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
276
The slide uses direct quotes from industry experts to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
277
The slide uses direct quotes from industry experts to build a narrative of market opportunity for KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
278
The slide uses a Q&A format to validate the thesis that Lasertec is a 'one-trick pony' vulnerable to competition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
280
The slide uses a Q&A format to validate the thesis that KLA is a credible threat to the incumbent.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
281
The slide uses a Q&A format to validate the thesis that Lasertec is facing a market share collapse and inventory write-down risk.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
282
The slide uses a Q&A format to validate the thesis that KLA is gaining market share over Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
284
The slide uses news headlines to substantiate the claim that major chipmakers are receiving significant US government funding, which creates a structural bias toward US suppliers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
286
Slide 286 of an activist deck.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
287
Includes a Q&A transcript excerpt as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
288
The slide uses a Q&A format to highlight a technical limitation in TSMC's current process.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
289
The slide uses a Q&A format to provide primary source evidence for an activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
290
The slide argues that Lasertec's solution is economically unviable for high-volume fabs like TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
292
The slide uses a Q&A format to highlight expert testimony and provides a screenshot of KLA's website as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
293
The slide uses a Q&A format to build credibility for the claim that customers are working around Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
294
The slide uses an expert quote to highlight a discrepancy between claimed EUV inspection and actual DUV/HHG usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
295
Uses a Q&A transcript format to validate the thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
296
The slide uses a Q&A format to highlight a competitive threat to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
297
The slide uses a numbered list format to present a specific allegation of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
298
Image file not available at provided path; could not inspect.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
299
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose potential fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
300
The slide uses visual evidence (photos) and anecdotal field reports to undermine the credibility of the company's operational claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
301
The slide uses photographic evidence to challenge the company's narrative regarding their facility expansion.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
302
Image file not available at provided path; could not inspect.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
304
The slide uses highlighted text to emphasize key admissions from an Investor Relations representative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
305
The slide uses red arrows to draw attention to the 2023 peak in capital expenditure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit