📈 NEW ENTRY — TSM (Taiwan Semiconductor) Bull Call Vertical Spread - Buy the 370 Call / Sell the 380 Call - Expiration: June 18, 2026 - Debit paid: $4.80 ($480 per spread) - Breakeven: $374.80 - Max profit: $520 per spread - Max loss: $480 per spread (your debit) - Stop loss: 50% of debit ($240) - The play: TSM is at $402 — already trading above both strikes. We're paying $4.80 for a structure that becomes worth $10 at expiration if TSM simply closes above $380. That's a ~7% cushion before we lose the thesis. We're not paying for direction here — we're paying for time. Semis still leading the tape and TSM is the tollbooth the whole industry has to pay. 📈 NEW ENTRY — MU (Micron Technology) Bull Call Vertical Spread - Buy the 450 Call / Sell the 460 Call - Expiration: June 18, 2026 - Debit paid: $4.80 ($480 per spread) - Breakeven: $454.80 - Max profit: $520 per spread - Max loss: $480 per spread (your debit) - Stop loss: 50% of debit ($240) The play: MU is at $496 — both legs deep in the money. Same logic as TSM: $4.80 in for a structure worth $10 at expiration if MU stays above $460. ~7% cushion. Memory demand is real and MU is the cleanest expression of it. ⚠️ Read this before you click: - These are spreads, not single calls. Profit is capped at $520 per contract — but so is your loss. - The most you can lose is what you put up. Period. - Cut at 50% of debit if the thesis breaks. Protect your powder. - Position size with discipline. Never bet more on one play than you're willing to learn from. - Don't copy the play if you don't understand the structure. Ask in the chat first. Trade wisely. Stay sharp. — Aziz