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This slide details investigative findings regarding Intel's internal struggles with Lasertec equipment, including allegations of falsified data in academic papers and poor equipment performance.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
32
The slide presents qualitative evidence from interviews with industry executives regarding TSMC's reliance on and dissatisfaction with Lasertec's ACTIS series equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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マーベル・テクノロジーの幹部による、レーザーテックの在庫評価や利益操作の疑いに関する告発的証言。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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第11部(297〜334ページ)の要約。タイムラプス撮影、ドローン撮影、IR担当への取材を通じた実地調査報告。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide presents a series of investigative findings questioning the legitimacy of a corporate facility project, highlighting access denial, suspicious timing of capital expenditure announcements relative to stock price, and illogical contract terms.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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This slide is part of a series of investigative research notes exposing potential fraud by Lasertec. It uses a combination of corporate structure analysis and physical surveillance evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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Investigative report style, exposing potential fraud regarding facility capabilities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses anonymous expert/employee testimony to undermine the credibility of the company's CEO and technical progress.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses anonymous expert testimony to undermine the company's credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a 'villain' framing by suggesting the CEO is 'pumping' the stock.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses a screenshot of a CNBC interview to highlight a perceived lie by the CEO regarding lock-up expirations.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses a quote from a 'solid-state expert' to validate the comparison between Sakti3 and Quantumscape.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses a tweet and a news excerpt to undermine the credibility of the investor's portfolio selection process.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses a precedent (INFN) to predict a negative outcome for the target (QS).QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses a 'villain' framing by comparing the CEO to Elizabeth Holmes.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses a quote from a 'leading solid-state battery researcher' to validate the calculation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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Uses a specific industry checklist from CellPress/Joule as a benchmark for credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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The slide uses red annotations to connect the specific chart trick to the checklist criteria.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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Uses a quote from a 'leading solid-state expert' to cast doubt on the validity of the company's technical claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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Uses a Q&A format to frame the expert's critique of the company's data presentation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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The slide uses a Q&A format to highlight a specific technical discrepancy in a battery performance chart.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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Uses yellow highlighting to emphasize key critical phrases from ex-employees.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
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The slide uses a table to demonstrate 'cherry-picking' by showing that key variables like prototype size and temperature are not held constant across tests.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses direct quotes from anonymous sources to build a case of data manipulation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses expert testimony and annotated diagrams from a previous company presentation to highlight technical inconsistencies.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses expert and ex-employee testimony to contradict company claims and highlight risk.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
35
The slide uses a screenshot of a Quantumscape presentation to contrast the 'black box' nature of the company with the public marketing of the VW partnership.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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The slide uses a red box to highlight the source text and an arrow to emphasize the aggressive quote.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
37
Uses a specific example of a headline and a callout box to demonstrate the change in corporate messaging.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
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Uses testimonial quotes to undermine the credibility of the partnership.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit