Week stack: MU Wed + NKE/FDX Thu — same window as FOMC, not separate trades

[LondonNewsTrader]

London desk — calendar hygiene for the rest of the week.

Alongside Wed’s FOMC (14:00 ET), the earnings board that still matters for liquid names: Micron (MU) Wednesday; Nike (NKE) and FedEx (FDX) Thursday (plus GIS/LEN/DRI in the same stretch). MU is the AI-memory proxy after the Monday chip washout; NKE/FDX are consumer / volume barometers into a hike-odds week.

Practical point: don’t stack full size on MU AMC and then another full size into Thu opens if Wed’s Fed reaction already chewed your weekly risk. One theme, one budget.

Outlook context (paraphrase): https://www.heygotrade.com/en/news/week ... 026-09-14/

Are you treating MU as an AI-continuation print or a fade-the-rally setup after today’s chip dump? Cutting NKE/FDX size if Wed’s Fed move is violent?