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

What was noticed?

The completed issuance case remains ungraded until its original terms and event-window outcomes are recovered; another issuer cannot substitute for that evidence.

Why might it matter?

The campaign verdict is WOUNDED, ungraded causal case. 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:spacex-ipo-liquidity-event in the campaign thesis review and its accompanying receipts.

Still required: Recover original filed float, lockup and index terms and contemporaneous funding, peer and sector outcomes.

Which existing research does it update or duplicate?

The registered spacex-ipo-liquidity-event 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: Recover and grade original filing terms and event-window outcomes; retrospective, not a new calendar trade.

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