recently did 4 naked $510 mu puts for Jul, got about $17k premium. took $10k of that and did a 670/720 debit spread for my June 2027 expiration. payout is around $25k I think if successful. my thesis is that mu will continue to go up on the next year as ai sector will need even more memory over time. I know mu has been known as cyclical, but i really do think with ai it will become more structural and likely rerated and go up even higher. I don’t think my debit spread is much a moonshot. am I missing something? besides the tail exposure that I need to manage I would like to know if my thesis and trade structure are good or im a retard