T+25: AI-infra cohort cracks into the T+30 lockup-math window — possible late Hypothesis-A signal, but coincides with sector-wide AI-power weakness
Event
T+25: AI-infra cohort cracks into the T+30 lockup-math window — possible late Hypothesis-A signal, but coincides with sector-wide AI-power weakness
Summary
- Type: monitoring-check (subtype: watch — possible late leg-1 signal, unconfirmed) - event_id: 2026-07-07-spacex-ipo-liquidity-event-t25-ai-infra-crack - Source: perspective data table 2026-07-06 (Phase 0b); cross-reference (AI power/energy cohort — CEG, EOSE, OKLO, SMR all deepening collapse this week, unrelated to SPCX). - Shift: With the T+30 lockup-math ch
Related
4 events DateTypeEvent
Jun 20 ArticleSpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8) Jun 2 AnalysisThread: AI mega-IPO / Fast Entry liquidity regime May 26 InvestigationSpaceX IPO Deep Dive: Separate Trades + the Oxygen Question Jul 6 Investigationthe AI buildout has two physical layers, and the market prices them very differently No direct external sources are attached to this read.