Why now: campaign-01: capital deployment window 2026-09-08

What was noticed?

The issuance lens remains conditional on actual filings and reconciled float, lockup and index dates; rumored calendars do not activate it.

Why might it matter?

The campaign verdict is INTACT, conditional. The unresolved branch cannot be promoted from a price move or a historical model alone.

What evidence is real, and what is still only a pointer?

Receipt selector: C:ai-mega-ipo-liquidity-regime in the campaign thesis review and its accompanying receipts.

Still required: Reconcile issuer float, lockup and passive-demand calendar and measured liquidity transmission.

Which existing research does it update or duplicate?

The registered ai-mega-ipo-liquidity-regime perspective. This question tracks the unresolved branch of the campaign review, not a duplicate completed finding.

What should be written if the evidence clears?

A sourced perspective update adjudicating this exact test: Actual issuer filing and reconciled float, lockup and passive-demand dates.

Reviewed September 6 using September 4 settled prices. September 7 is the U.S. Labor Day holiday; the decision window is September 8.