5/21/24 - $plab - interesting, small long punt into EPS5/21/24 - vrockstar - NASDAQ:PLAB - like the setup here, first time reviewing the co. financial bogeys and any guide shoudn't be too negative. stock has beat SPY since covid lows which is impressive/ important for long plays (to me). 13x pe, high single digit FCF yield, MSD growth... all very reas