SPY 420 C
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PLAB

Photronics Inc

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PLAB holy moly.
PLAB and MKSI are my babies right now. I chose calls on PLAB last week because of their unique market share position and signals showing the short sellers would get squeezed and drive the price up today post earnings call. As always, do your own due diligence.
Well. All these chips (as in every chip on a PCB) that the AI monsters want have to be produced with various machines and consumable materials. One of the most integral components is the photo mask. It is the template for the design and simply put, it is used to “print” the silicon. They wear out, and they are especially vulnerable to dirt and wear in the EUV process that makes the highest of the high end chips. Companies like Hoya, Asahi Glass, Photronics (PLAB) make the masks.
PLAB is having a nice day
PLAB & USAR GOOD MORNING
PLAB 🚀
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