Who mentions $PLAB most on Surfaced?

@cobraalerts (Cobra) mentions $PLAB most — 6 mentions in the past 12 months.

When was $PLAB first mentioned on Surfaced?

The earliest tracked mention of $PLAB in the Surfaced archive was on Dec 10, 2025.

How many voices track $PLAB?

9 FinTwit voices have mentioned $PLAB 25 times in the past 12 months.

What kind of voices mention $PLAB most?

$PLAB is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$PLAB

Photronics Inc

$PLAB

Photronics Inc

Past 12mo:25mentions9voices

All voices6 calls past 12moshow all

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About this stock

$PLAB has generated 25 mentions across 9 distinct FinTwit voices over the past 12 months, with discussion beginning on 2025-12-10. The most active voice discussing the semiconductor equipment maker is @cobraalerts (Cobra) with 6 mentions, followed by @investmentguru_ (InvestmentGuru) and @leveraged_cat (Leveraged Cat), each with 5 mentions. Additional commentary comes from @aleabitoreddit (Serenity) with 4 mentions and @kawzinvests (KawzInvests 🦑) with 3 mentions. The conversation category most frequently associated with $PLAB is long research.

AI-generated from tracked posts · updated Jul 2, 2026

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Recent calls

6 calls

@cobraalertsJun 15, 2026 · 2:56 PM

HIGH CONFIDENCE $PLAB 45 CALL 7/17 @ .55 🚨

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@cobraalertsMay 11, 2026 · 6:31 PM

$PLAB 70 CALL 6/18 @ 1.80 🐍🚨

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@thevalueistMay 10, 2026 · 11:01 PM

$PLAB Photronics: Scaling Infrastructure, Strategic Capital Expansion, and Investment Thesis. Photronics occupies a specialized and structurally important position in the semiconductor supply chain — photomasks are a non-negotiable input for both chip and display production, and the company's technical capabilities at the high end of the market create real barriers to entry. That positioning has supported strong margins and a clean balance sheet, which are the foundations the current expansion is being built on. 2026 is a heavy capex year. The investment cycle is targeting high-end integrated circuits, regionalized manufacturing capacity, and advanced AMOLED display production — all segments with credible long-term demand drivers. The regionalization angle is particularly relevant given ongoing supply chain restructuring among major chipmakers, who are actively seeking to diversify geographic exposure. Photronics is positioned to benefit from that structural shift, but only if the new capacity comes online on schedule and customer qualifications convert into volume orders. That conversion is the central execution risk. Capacity is not revenue — qualification cycles for photomask suppliers at advanced nodes are lengthy, and near-term order visibility is limited by the project-based nature of the business. The earnings inflection from this capex cycle is real in potential but not yet visible in the numbers, which makes the current period a trust-the-process setup rather than a show-me story. Leadership transition adds a layer of uncertainty on top of the operational complexity. Managing a large-scale capacity expansion while simultaneously transitioning executive leadership is a difficult combination, and governance complexity — however it manifests — introduces friction at a moment when execution focus is critical. The balance sheet provides genuine optionality. A company with strong margins and financial flexibility can absorb execution delays better than a leveraged operator, and that durability is an underappreciated aspect of the current setup. The risk is not existential — it's timing. The question is how quickly new capacity converts into earnings, and whether the market is patient enough to wait for that inflection to arrive.

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@itsmichaelluuMay 10, 2026 · 1:31 PM

$PLAB is the next $INTC and here's why: 1. The "Pure-Play" Stencil Maker: makes the chips and the masks; Photronics is the only independent US giant that focuses 100% on the masks. As AI designs get more complex, every chipmaker needs these masks, making PLAB the "neutral" winner. 2. Massive US Expansion: PLAB is doubling down on American soil, nearly doubling its 2026 investment to $330 million for new US and Korea facilities. Just like Intel is the face of US chip making, PLAB is becoming the face of the US "blueprint" supply chain. 3. Record Revenue from AI: While other sectors fluctuate, PLAB just hit record-breaking sales for the high-end masks used specifically for AI chips. They aren't just making masks; they are making the most expensive masks required for the AI boom. 4. The "Silent Partner" to Giants: PLAB is a direct beneficiary of massive AI deals, such as Tesla's $16.5 billion chip contract with Samsung (PLAB's second-largest customer). When the biggest companies build AI in Texas, they rely on PLAB's tech to get it done. My price target for PLAB is first $100+ from here then if thesis plays out $400+

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@leveraged_catDec 10, 2025 · 2:50 PM

$PLAB I should've stuck with this one hot damn Finding my biggest problem is I'm a little too early to my long ideas, but the more I see this pattern emerging the more I am trusting myself

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@leveraged_catJun 27, 2025 · 11:43 AM

You want to be buying sectors when they exhibiting capital discipline and caution Photomasking isn’t going anywhere in the semis supply chain, there is potential for revenue growth acceleration, and all 5 major players are left dead in the water Long $PLAB

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