anlak storytelling
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slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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

+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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

129,721-129,780 of 319,975

filter-aware
220
The slide uses a Q&A format to expose technical failures and potential misrepresentation of product origins (Urashima/Isteq).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
221
The slide presents a Q&A format to expose operational and technical failures at Lasertec, specifically regarding light source instability and TSMC's subsequent order delays.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
223
The slide uses a Q&A format to highlight specific product failures (unstable light source, software bugs, poor image processing) that contradict potential market expectations of high-end inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
224
The slide uses a Q&A format to expose operational failures and design flaws in Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
225
The slide uses a Q&A format to present anecdotal evidence of technical failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
226
The slide is a text-heavy narrative slide focusing on customer feedback and product criticism.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
227
The slide presents qualitative feedback from an industry expert, highlighting specific technical failures (uptime, debris, UI) and risks associated with the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
229
The slide presents a Q&A format to clarify the limited scope of GlobalFoundries' adoption of Lasertec's actinic inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
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 1 hit
232
The slide presents qualitative evidence of technical dissatisfaction and pricing discrepancies for Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
234
The slide highlights a potential contradiction between official company statements and the reality of inventory management, specifically citing 75% discounts and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
236
The slide highlights a lack of proof-of-concept data for the A300 and suggests Lasertec is attempting to mask product issues by offering trade-ins for the A150.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
237
The text highlights a potential operational or accounting red flag regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
238
The slide presents a Q&A format interview excerpt highlighting concerns about inventory valuation and market demand for 5nm technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
239
The slide presents a Q&A format with an anonymous Marvell Technology senior employee to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
240
The slide presents a Q&A format to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
241
The slide presents a Q&A format to highlight potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
242
The slide is a Q&A format transcript highlighting risks to Lasertec's business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
243
The slide presents a Q&A format interview transcript highlighting potential accounting irregularities regarding inventory valuation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
244
The slide highlights a contradiction between official company messaging and the reality of inventory management, specifically citing a 75% discount and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
245
The slide presents a Q&A format highlighting the 'desperation' of the subject company to offload inventory through heavy concessions.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
246
The slide uses a Q&A format to highlight a lack of proof-of-concept data and questionable discounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
247
The slide highlights potential accounting irregularities regarding inventory valuation and impairment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
248
The slide presents a Q&A format highlighting financial and operational strain caused by technical failures.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
250
The slide presents a Q&A format to expose operational and technical failures (unstable light sources, failed certifications) at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
251
The slide presents a Q&A format to build a case against the company's official narrative regarding its financial performance.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
252
The slide argues that Lasertec's growth drivers are exhausted, citing product defects and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
254
The slide presents a Q&A style dialogue with a former KLA engineering executive to challenge the thesis that Lasertec's equipment is suitable for fab-line inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
255
The slide uses a series of Q&A and expert quotes to build a case for why the company's growth is stalling due to industry-wide investment pullbacks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
256
Contains transcripts of interviews with field service engineers and former Samsung executives regarding Intel's equipment install base and future purchase projections.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
257
The slide uses a Q&A format to build a case that the market's perception of Lasertec's production-line adoption is overstated.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
259
The slide uses a Q&A format to validate specific equipment counts and installation timelines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
260
Contains expert quotes and news headlines as evidence for the bearish thesis on Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
262
The slide presents a Q&A format highlighting the competitive disadvantage of Lasertec compared to KLA in TSMC's production lines.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
264
The slide presents qualitative evidence (expert quotes) to establish a '1 unit per 5 ASML machines' ratio for market sizing.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
265
The slide uses a Q&A format to extract specific procurement data (unit counts and pricing) to challenge the market thesis for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
266
The slide uses expert testimony (KLA, Intel, Samsung, TSMC, GlobalFoundries sources) to build a case for market disruption.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
267
The slide uses KLA's own presentation to validate the threat of a new product (Teron 7XX) that competes directly with Lasertec's core business.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
268
The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
269
The slide highlights that KLA had a 'program ready for full-scale development' in 2016, which contradicts their later strategic decision to abandon or pause the project.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
270
The slide uses a transcript-style format to contrast past management skepticism with the current reality of the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
271
The slide highlights the competitive threat KLA poses to Lasertec by focusing on high-NA EUV readiness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
272
The slide presents Q&A transcripts as evidence of KLA's internal development status and investment of approximately $1 billion.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
274
The slide presents qualitative evidence from industry experts to validate the thesis that KLA has the resources and technical capability to challenge Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
276
The slide presents qualitative evidence from industry experts and former KLA executives to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
277
The slide presents qualitative evidence in the form of Q&A and direct quotes to support the thesis that customers want KLA to compete with Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
278
The slide uses a Q&A format to highlight the fragility of Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
279
The slide presents evidence of customers (Intel, Samsung) actively seeking to break a monopoly by funding/encouraging a competitor (KLA) to enter the market.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit