Phase 0a check, ai-mega-ipo-liquidity-regime: quiet week, triggers unchanged

Thesis

Phase 0a check, ai-mega-ipo-liquidity-regime: quiet week, triggers unchanged

  • Source: 2026-08-13-market-brief.
  • No SPCX-specific, Anthropic/OpenAI S-1, or mega-cap-cohort-dispersion evidence beyond what the 08-13 entry already logged; MSFT/NVDA/AAPL/GOOGL/AMZN traded on their own routine catalysts. Posture unchanged: monitoring, medium priority.
1 event
DateTypeEvent
Jul 26 Redditu/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price

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