Observations

9 events · latest Jun 28, 2026

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Jun 28 observation Lockup schedule: a secondary-media read of the supply staircase — corroborates the Discord "~20% mid-Aug" but DIVERGES from the on-file S-1 schedule; treat as UNRECONCILED, not primary-verified

Jun 27 observation New forward catalyst: Nasdaq-100 fast-track inclusion (Jul 7) = a mechanical DEMAND leg ahead of the supply tests

Jun 26 observation T+14 EOW: primary scoring window closes; ETF bifurcation confirms C-leg; A-leg inversion final

Jun 26 observation EOW: containment holding, HRL pork pop noted, ELAN quiet strength

Jun 26 observation EOW: ratification gate fired; sector parabolic; positioning reset to "protect, not chase"

Jun 22 observation Rotation refresh — supercycle accelerating MU

Jun 22 observation Rotation refresh — post-IPO repricing fired as space-halo air-out, drain-leg inverted ASTS

Jun 22 observation Rotation refresh — down-stack rotation validates the bottleneck thesis BE

May 23 observation R31-B — AI-capex pricing-in confirmed at chip-IP + AI-networking layers; 3m magnitudes harden the thesis; ChurchillWw grid-stress reinforces generation-side gating