anlak storytelling
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slides · global inventory

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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

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Slide collection

129,661-129,720 of 319,975

filter-aware
160
The slide presents four technical excerpts from ASML to demonstrate the extreme complexity of High-NA EUV systems, implying that Lasertec's claims of capability are unfounded.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights the extreme complexity of manufacturing High-NA EUV mirrors, emphasizing the barrier to entry for competitors.Lasertec Corporation (6920) · Scorpion Capital
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162
The slide presents a Q&A format highlighting technical skepticism regarding Lasertec's high-NA claims.Lasertec Corporation (6920) · Scorpion Capital
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163
The slide contrasts a product announcement with expert skepticism regarding its actual shipment status and technical readiness.Lasertec Corporation (6920) · Scorpion Capital
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164
The slide highlights a discrepancy between Lasertec's marketing claims and the technical depth of their published research.Lasertec Corporation (6920) · Scorpion Capital
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165
レーザーテックの技術的透明性の欠如を批判するアクティビスト資料。Lasertec Corporation (6920) · Scorpion Capital
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166
The slide highlights the frequent use of 'simulation' or 'simulator' in the paper as evidence of a lack of real-world performance data.Lasertec Corporation (6920) · Scorpion Capital
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167
レーザーテックの技術的欠陥を指摘するアクティビスト・デッキの典型的な構成。Lasertec Corporation (6920) · Scorpion Capital
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168
This slide serves as a narrative chapter break in an activist report, specifically attacking the 'Japanese ASML' investment thesis.Lasertec Corporation (6920) · Scorpion Capital
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169
The slide provides context for an upcoming expert testimony, highlighting the relationship between Lasertec, Cymer (ASML), and Isteq.Lasertec Corporation (6920) · Scorpion Capital
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170
The slide uses a testimonial/interview approach to undermine the official acquisition narrative.Lasertec Corporation (6920) · Scorpion Capital
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171
The slide uses expert testimony to contrast Lasertec's claims with the reality of ASML's resource investment in San Diego.Lasertec Corporation (6920) · Scorpion Capital
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172
The slide contrasts the massive R&D investment of ASML with the smaller scale of Lasertec and the very small scale of Isteq B.V.Lasertec Corporation (6920) · Scorpion Capital
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173
The slide uses expert quotes to undermine the viability of Lasertec's light source technology by citing ASML's historical failure with the same supplier.Lasertec Corporation (6920) · Scorpion Capital
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174
The slide presents a series of critical testimonials/quotes from a subject matter expert to undermine the credibility of a specific technology (Isteq's Urashima light source).Lasertec Corporation (6920) · Scorpion Capital
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175
The slide contains repetitive text blocks, likely drafts or variations of the same narrative regarding Lasertec's technical struggles with Energetiq and Ushio light sources.Lasertec Corporation (6920) · Scorpion Capital
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176
Isteqの正体を暴くための証拠提示スライド。Lasertec Corporation (6920) · Scorpion Capital
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177
The slide uses a series of quotes and Q&A snippets to undermine the credibility of Lasertec's 'newly designed' claims.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to expose potential contradictions in Isteq's public statements versus internal technical reality.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to build a case against the reliability of the Urashima light source technology.Lasertec Corporation (6920) · Scorpion Capital
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180
The slide presents negative expert testimony to undermine the credibility of Lasertec's product strategy.Lasertec Corporation (6920) · Scorpion Capital
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181
The slide uses a Q&A format to highlight dissatisfaction with incumbent technology.Lasertec Corporation (6920) · Scorpion Capital
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182
The slide uses historical research papers to undermine the novelty claims of a competitor's product.Lasertec Corporation (6920) · Scorpion Capital
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183
The slide highlights a LinkedIn post by Isteq that claims a technology is 'new' despite a multi-year licensing agreement with Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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184
The slide uses visual evidence (patent document and marketing slide) to expose a contradiction in the company's claims of innovation.Lasertec Corporation (6920) · Scorpion Capital
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185
The text highlights that 77% of Lasertec's revenue comes from three major customers (TSMC, Intel, Samsung) who are dissatisfied with their mask inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
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186
The slide presents a Q&A format to highlight technical failures and customer frustration.Lasertec Corporation (6920) · Scorpion Capital
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187
The slide presents testimony from a former KLA executive to undermine Lasertec's market position by highlighting technical failures and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
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188
The slide uses a Q&A format to expose the failure of Lasertec's equipment to support pellicle-based inspection, leading to yield loss and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
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189
The slide presents a Q&A format with a former KLA executive to discredit Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
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190
The slide uses a Q&A format to highlight specific pain points (performance, uptime, cost) experienced by major semiconductor manufacturers.Lasertec Corporation (6920) · Scorpion Capital
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191
The slide uses a Q&A format to document expert testimony regarding market sentiment toward Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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192
The slide highlights a narrative of corporate failure and cover-up.Lasertec Corporation (6920) · Scorpion Capital
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193
The slide uses a narrative structure to frame Lasertec as a failed project that the company is now attempting to hide.Lasertec Corporation (6920) · Scorpion Capital
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194
The slide highlights a potential discrepancy or strategic dependency between Intel and Lasertec, suggesting Intel secured equipment at a discount through early funding.Lasertec Corporation (6920) · Scorpion Capital
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195
The slide uses a Q&A format to build a narrative of systemic failure in Lasertec's equipment, specifically citing contamination and optical system replacement issues at Intel and TSMC.Lasertec Corporation (6920) · Scorpion Capital
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196
The slide uses a narrative format to discredit the target company's core technology through expert testimony.Lasertec Corporation (6920) · Scorpion Capital
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197
スコーピオン・キャピタルによるレーザーテックへのショートレポートの一部。グラフの信頼性を攻撃する典型的な手法。Lasertec Corporation (6920) · Scorpion Capital
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198
y軸の欠落を指摘する赤枠と矢印が強調されている。Lasertec Corporation (6920) · Scorpion Capital
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199
The slide uses red underlining to emphasize specific technical failures (ion damage, plasma instability) within the English source text, with Japanese annotations explaining the implications.Lasertec Corporation (6920) · Scorpion Capital
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200
The slide presents a Q&A format to expose operational issues and toxic workplace behavior linked to equipment failure.Lasertec Corporation (6920) · Scorpion Capital
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201
The slide uses a Q&A format to highlight the gap between expected (85-90%) and actual (60-65%) equipment uptime, leading to personnel conflict.Lasertec Corporation (6920) · Scorpion Capital
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202
The slide uses a Q&A format to discredit the value of Intel's supplier awards, contrasting Intel's public PR with internal industry sentiment.Lasertec Corporation (6920) · Scorpion Capital
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203
The slide uses a Q&A format and expert testimony to frame KLA as a 'villain' due to their pricing and attitude, justifying Intel's shift to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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204
The text describes TSMC's relationship with Lasertec as a 'nightmare' due to issues with both ACTIS EUV mask inspection equipment and older DUV equipment.Lasertec Corporation (6920) · Scorpion Capital
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205
The slide presents a narrative of failure regarding Lasertec's equipment adoption at TSMC, citing four anonymous industry experts.Lasertec Corporation (6920) · Scorpion Capital
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206
The slide uses a Q&A format to highlight the reluctance of TSMC personnel to discuss equipment problems, implying a cover-up or significant technical failure.Lasertec Corporation (6920) · Scorpion Capital
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207
インタビュー形式で、業界関係者の証言を引用し、論文の背景にある力学を暴露している。Lasertec Corporation (6920) · Scorpion Capital
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208
The slide uses a Q&A format to build a case against the efficacy of Lasertec's products.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to expose that Lasertec's inventory is largely unfinished work-in-progress due to quality issues and lack of customer demand.Lasertec Corporation (6920) · Scorpion Capital
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210
The slide presents a Q&A format documenting industry skepticism regarding Lasertec's technology reliability.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format to highlight negative feedback from an industry insider regarding product reliability.Lasertec Corporation (6920) · Scorpion Capital
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The slide consists of two main blocks of text, both attributed to the same source (a former TSMC procurement executive). The content highlights the 'circular' nature of negotiations and the strategic procurement rationale.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a specific competitive disadvantage for Lasertec regarding light source efficiency and market share loss at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a narrative of product failure and competitive displacement, framed as an investigative report.Lasertec Corporation (6920) · Scorpion Capital
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215
The slide presents a Q&A format to expose a gap in product-market fit for Lasertec's equipment in high-volume production environments.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to highlight a specific expert testimony regarding equipment usage.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to expose the gap between Lasertec's marketing and TSMC's operational reality.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to expose the gap between Lasertec's equipment capacity (5 masks/day) and TSMC's fab requirements (500-550 masks/day).Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to expose that Lasertec's equipment is not used for production at TSMC due to performance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit