u/orange-heroin · 31d 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 $28.63-47.9% since postedas of Jun 10, 4:59 PM ET
1d—
3d-5.6%
1w-9.0%
1m-46.2%
3m—
6m—
1y—