$PLAB mention timeline

Photronics. Every tracked FinTwit mention of $PLAB, newest first. 28 mentions since the first on Dec 10, 2025. See the price chart.

June 2026 · 7 mentions

Jun 15
Cobra — HIGH CONFIDENCE $PLAB 45 CALL 7/17 @ .55 🚨↗
Jun 15
Cobra — $PLAB 45 CALL 7/17 @ .55 🐍🚨🐍↗
Jun 15
Cobra — $PLAB 45 CALL 7/17 @ .55 🐍🚨↗
Jun 15
Cobra — I’m in $PLAB 45 CALL 7/17 @ .50 🐍🚨↗
Jun 15
Cobra — $PLAB 45 CALL 7/17 @ .50 🐍🚨↗
Jun 8
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch $AMBA $CEVA $OSS $SKM $HPE $INOD $AOSL $PENG $MCHP $MXL $VSH $AXTI $GFS $PLAB $LASR $AEHR From Edge AI and photonics to AI da…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know $AMBA Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative $CEVA IP Licensing Machine Beats Expectatio…↗

May 28
Ben Pouladian — @Srasgon Those photo mask tourists into $PLAB↗
May 11
Cobra — $PLAB 70 CALL 6/18 @ 1.80 🐍🚨↗
May 10
TheValueist — $PLAB Photronics: Scaling Infrastructure, Strategic Capital Expansion, and Investment Thesis. Photronics occupies a specialized and structurally important position in the semicond…↗
May 10
Michael | Hypermarkets — $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 mask…↗

Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch $AMKR — Advanced packaging $GFS — Mature-node foundry $LSCC — Low-power FPGAs $AEHR — Wafer-level burn-in test equipment…↗
Apr 20
Tradable Astronaut — $PLAB https://t.co/IMqpZMhr1h↗
Apr 14
InvestmentGuru — $PLAB is the most under-the-radar, fundamentally sound name in the photonics/semiconductor supply chain. It’s not a momentum screamer like $AAOI or $AXTI — it’s a steady, cash-gene…↗
Apr 11
Serenity — Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4…

Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes Strong risk appetite returned today as multiple high-growth themes moved higher together across the market. Crypto & Blockchain $GEMI +…↗

Feb 2
KawzInvests 🦑 — Two ways to play the AI infrastructure buildout that nobody is talking about. $PLAB makes the photomasks. Every chip ever made needs one. They are #1 globally with 30% market shar…↗
Feb 2
KawzInvests 🦑 — My watchlist. Photonics caught a bid across the board today. $AXTI +16% $OPTX +14% $LITE +11% $AAOI +10% $COHR +7% $PLAB +4% This sector is just getting started.↗
Feb 2
KawzInvests 🦑 — @crux_capital_ This is literally my watchlist. Photonics sector is waking up across the board. $AAOI $PLAB $LITE $COHR $OPTX $POET all moving together. Earnings season is going to…↗

Jan 22
Serenity — Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $…↗
Jan 18
Serenity — Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Va…↗

Dec 10
Leveraged Cat — Also on $PLAB, their strong ER provides an incrementally positive read-through on $Q and on $SOLS' semis segment, but the algos probably are not tuned to that yet given the immatur…↗
Dec 10
Leveraged Cat — $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 trusti…↗

Jul 1
Leveraged Cat — $PLAB the less fintwit talks about your stock the better +5% today↗

Jun 27
Leveraged Cat — 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 growt…↗
Jun 27
Leveraged Cat — In line with my posts from today, $PLAB looks like a great buy here. Exposure to AI and cyclical semis, at a very generous valuation↗