Buy PLAB by Aug 25, 2026.

Hey guys - so I've seen some discussions on Photronics in the past but wanted to bring this back up again, especially with the focus on AI/Semis/Data Centers. I believe that PLAB is a great picks & shovel play in the industry, and with them being the only major player in the U.S., strong earnings beats the past quarters, increased capex spend to boost their technology and enable smaller circuit stencils, and strong B/S. PLAB trades at 22x earnings, which …