$PLAB

3 theses

bullish 33%neutral 0%bearish 67%

Avg return (3m)

-40.6%

Win rate (3m)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 18, 4:30 PM ET

$PLABSEC Form 4bearish

Lee Kang Jyh · PHOTRONICS INC · 15h agono track record yet

Sold 10,000 @ $30.75 avg · $307,500 · 2026-09-29

Form 4: Lee Kang Jyh sold PLAB

Lee Kang Jyh (Director at PHOTRONICS INC) reported an open-market sale of 10,000 shares of PLAB at an average $30.75, roughly $307,500, in a Form 4 filed 2026-10-01.

At post $30.83Now $29.11-5.6% since postedas of Sep 18, 4:30 PM ET

View filing on SEC.gov →

$PLABSEC Form 4bearish

Park Han Kyung · SVP & GM of FPD Ops at PHOTRONICS INC · 3d agono track record yet

Sold 9,500 @ $30.37 avg · $288,515 · 2026-09-25

Form 4: Park Han Kyung sold PLAB

Park Han Kyung (SVP & GM of FPD Ops at PHOTRONICS INC) reported an open-market sale of 9,500 shares of PLAB at an average $30.37, roughly $288,515, in a Form 4 filed 2026-09-29.

At post $31.07Now $29.11-6.3% since postedas of Sep 18, 4:30 PM ET

View filing on SEC.gov →

$PLABr/wallstreetbetsDDbullish

u/orange-heroin · 145d agono track record yet

“$15k worth of 235d calls since they were at $30”

$PLAB DD: easy to understand TSMC supplier chip tools trade - expecting 3x by the end of the year

PLAB is the only US photomask supplier to TSMC and Intel fabs, benefiting from chip complexity growth, new US fab capacity, and onshoring trends. The company trades at a 20x P/E with 15-20% EPS growth, strong cash position, and pricing power as customers need faster mask cycle times for advanced designs.

At post $54.96Now $29.11-47.0% since postedas of Sep 18, 4:30 PM ET

1d—

3d-5.6%

1w-9.0%

1m-46.2%

3m-40.6%

6m—

1y—

original post →

End of results.