$PLAB is the next $INTC！
$Photronics(PLAB)$ is the next $Intel(INTC)$ 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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