PLAB → $150.00 by Dec 31, 2026.

TLDR; 3x by next year, ASML makes lasers which go through PLAB masks which lands on a TSMC surface. Currently holding $15k worth of 235d calls since they were at $30 and I expect them to get to $150+ by next year. PLAB is the only US company that makes photomasks which are essentially stencils through which you shoot photonic lasers to make your semi chips. The reason PLAB is small though is because one mask can be recycled 5000+ …