slides · global inventory
Expose Contradiction
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Matching slides 14,162
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Slide function
8,851-8,880 of 14,162
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
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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
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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
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257
Uses Q&A transcript format to build credibility for the thesis.Lasertec Corporation (6920) · Scorpion Capital
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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
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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
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262
The slide uses Q&A format to highlight the competitive disadvantage of Lasertec compared to KLA.Lasertec Corporation (6920) · Scorpion Capital
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263
The slide uses a Q&A format to build a case against the company's growth prospects.Lasertec Corporation (6920) · Scorpion Capital
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264
The slide uses expert quotes to undermine the market sizing thesis for Lasertec's ACTIS tools.Lasertec Corporation (6920) · Scorpion Capital
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265
The slide uses a Q&A transcript format to build a case against Lasertec's growth narrative.Lasertec Corporation (6920) · Scorpion Capital
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268
The slide uses a 'CEO/Executive Quote' to preemptively rebut market skepticism regarding KLA's competitive positioning.Lasertec Corporation (6920) · Scorpion Capital
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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
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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
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275
The slide uses expert testimony to frame a competitive threat to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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279
The slide uses direct quotes from industry experts to undermine the incumbent's market position.Lasertec Corporation (6920) · Scorpion Capital
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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
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287
Includes a Q&A transcript excerpt as evidence.Lasertec Corporation (6920) · Scorpion Capital
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288
The slide uses a Q&A format to highlight a technical limitation in TSMC's current process.Lasertec Corporation (6920) · Scorpion Capital
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289
The slide uses a Q&A format to provide primary source evidence for an activist thesis.Lasertec Corporation (6920) · Scorpion Capital
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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
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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
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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
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295
Uses a Q&A transcript format to validate the thesis.Lasertec Corporation (6920) · Scorpion Capital
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296
The slide uses a Q&A format to highlight a competitive threat to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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299
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose potential fraud.Lasertec Corporation (6920) · Scorpion Capital
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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
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301
The slide uses photographic evidence to challenge the company's narrative regarding their facility expansion.Lasertec Corporation (6920) · Scorpion Capital
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303
The slide uses a narrative structure to build suspicion around the existence or status of Fab 4A.Lasertec Corporation (6920) · Scorpion Capital
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304
The slide uses highlighted text to emphasize key admissions from an Investor Relations representative.Lasertec Corporation (6920) · Scorpion Capital
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306
The slide uses a stock chart with a red circle annotation to highlight the specific date of the alleged deceptive press release.Lasertec Corporation (6920) · Scorpion Capital
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