Campaign 1: INTACT, conditional

Update

Campaign 1: INTACT, conditional

  • Type: refresh
  • event_id: 2026-09-06-campaign-01-ai-mega-ipo-liquidity-regime-review
  • Source: Campaign thesis review; receipt selector C:ai-mega-ipo-liquidity-regime. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: The issuance lens remains conditional on actual filings and reconciled float, lockup and index dates; rumored calendars do not activate it.
  • Effect on thesis: Actual issuer filing and reconciled float, lockup and passive-demand dates.
3 events
DateTypeEvent
Sep 2 tweetIPO Newsroom - Nscale now touts $103B in contracted revenue ahead of its IPO Aug 27 tweetAnthropic could be public within weeks — prospectus after Labor Day, secondary sales included Aug 22 tweetIPO Newsroom — Anthropic bankers floated a $100B+ raise at a $2T valuation, per NYT (early discussions)

No direct external sources are attached to this read.