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

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

129,601-129,660 of 319,975

filter-aware
100
The slide argues that Lasertec's inventory inflation masks a massive potential impairment that would wipe out a significant portion of historical profits and retained earnings, comparing the scale to the Toshiba accounting scandal.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
101
The slide acts as a technical appendix to a previous slide that introduced the first two methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
102
The text claims the company has a market cap of $23B despite having no functional product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
103
The slide uses a Q&A format to highlight technical flaws in the light source technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
104
The slide contrasts LDP (Laser-assisted Discharge Plasma) used by Lasertec with LPP (Laser Produced Plasma) used by ASML, citing a specific academic paper to validate the critique of LDP's contamination issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
105
The slide uses a technical diagram to argue that the specific mechanism described in a patent/paper inevitably leads to equipment contamination.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
106
The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
108
The slide uses visual evidence to support a technical critique of the equipment's reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses KLA's own presentation to point out the technical challenge of contamination from tin-based plasma sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
110
The slide presents a critical testimonial from an industry expert to undermine the technical competence of the subject company.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
112
The slide uses a Q&A format to highlight technical failures and high replacement costs (millions of dollars) for optical components.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
113
The slide is a Q&A transcript format. It highlights the technical barriers to entry (Die-to-Database) that sustain KLA's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
114
The slide presents a Q&A format highlighting a technical failure in Lasertec's product that creates operational inefficiency for customers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
116
The slide presents qualitative evidence of product reliability issues through field engineer interviews.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
117
The slide uses a Q&A format and direct quotes from former field engineers to substantiate claims of equipment failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
118
The slide presents a Q&A style interview excerpt highlighting product reliability issues and the scale of support staff required.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
119
The slide presents qualitative evidence of product failure and operational difficulty, framed as a 'battle' for maintenance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
120
The slide uses a Q&A format to highlight technical limitations and performance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
121
The slide uses red boxes to highlight specific phrases in the LinkedIn job descriptions that point to systemic maintenance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
122
The slide presents testimony from an industry expert to undermine the credibility of Ushio's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
123
The slide consists of two distinct blocks of text, each attributed to an expert in extreme ultraviolet lithography, detailing Intel's shifting narrative on supplier quality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses a series of Q&A excerpts from former employees and industry experts to build a case against the reliability of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide uses ASML's own conference presentation to contrast their high performance (96% availability, >1 year lifetime) against Lasertec's reported low performance (60% availability, few weeks lifetime).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide uses a KLA presentation to critique the reliability of plasma-based EUV light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
128
The slide uses direct quotes to frame Lasertec as unreliable and unsuitable for production, positioning KLA as the desired alternative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
129
The slide uses a Q&A format to highlight reliability issues (specifically the 95% uptime requirement) as a barrier to entry for in-line fab usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
130
The slide presents negative expert testimony regarding Lasertec's product reliability, specifically citing TSMC's lack of adoption.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
131
The slide uses a Q&A format to validate claims about the unreliability and high maintenance costs of the light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
133
The slide presents a Q&A format to highlight a recurring technical and financial burden (contamination leading to $1M+ annual replacement costs).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
134
The slide uses a Q&A format to expose the gap between Lasertec's market position and the actual operational performance of their equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
135
The slide presents anecdotal evidence from an industry insider to support a thesis about customer dissatisfaction and technical failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
136
The slide uses visual callouts (red circles) to point out specific components in technical diagrams.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
137
The slide uses a technical diagram of an ASML machine with annotations pointing to specific components (mask/reticle stage and wafer stage).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
138
The slide uses a quote from a former KLA executive to frame the technical and strategic failure of Lasertec's stage procurement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
139
The slide uses a Q&A format with a former KLA executive to highlight technical failures (particle generation) and high costs of the Sumitomo product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
140
The slide uses direct quotes from a former KLA executive to validate the thesis regarding the inherent contamination risks in EUV inspection systems.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
141
The text claims Lasertec rebranded an Isteq light source as 'Urashima' to falsely claim internal development.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
142
The slide uses red boxes and arrows to highlight key technical improvements (Urashima light source and High-NA support) within the original English press release text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
143
Uses visual evidence (product photos) to prove a rebranding deception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
144
The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
145
The slide uses historical evidence (2013 presentation, 2016 paper) to debunk a claim of innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
146
The slide uses a screenshot of a LinkedIn post to expose the contradiction between the company's public marketing and the historical reality of their licensing agreement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
147
The slide uses a side-by-side comparison of a patent document and a marketing brochure to expose a contradiction in product originality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
148
Q&A形式の対話による告発。特定の企業(Lasertec, Urashima, Isteq)に対する批判的分析。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
149
The slide presents a Q&A transcript as evidence of a corporate deception regarding product origins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
150
The slide presents a Q&A format to highlight a discrepancy between public corporate announcements and internal/field-level knowledge regarding the origin of the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
151
The slide uses a Q&A format to highlight evasive answers from a consultant regarding Lasertec's product timeline.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
152
The slide uses a Q&A format to document insider testimony regarding equipment performance and maintenance practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
153
The slide presents a Q&A format to highlight internal dissatisfaction among field engineers regarding design compromises made by Lasertec management.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
154
The slide presents a Q&A format to highlight technical failures in a competitor's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
155
The slide uses a Q&A format to expose that both competing technologies fail to provide consistent illumination for mask inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
156
The slide presents a narrative of corporate inconsistency and potential deception regarding technical performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
157
The slide presents a Q&A format to highlight potential technical failures and lack of transparency regarding Lasertec's supply chain choices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
158
The slide uses a Q&A format to highlight technical failures in Ushio's light source, specifically mentioning particle and gas contamination issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
159
The slide highlights the transition from 0.33 NA to 0.55 NA optics, detailing the resulting improvements in transistor density and resolution.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit