Bigdata Post-IPO Day 14 — NASDAQ-100 Fast-Track Inclusion
A major IPO can qualify for fast-track inclusion in the NASDAQ-100 after a short minimum trading period, with inclusion effective around day 15. Run this note around day 14 to capture the stock's status and the potential impact before inclusion takes effect. Use Bigdata.com plugin tools plus web search.
Read references/post-ipo-common.md first — scope rules, data foundation, reference math, and the verify checklist apply in full.
Verify the rule, don't assume it. NASDAQ-100 fast-entry eligibility (minimum trading days, the market-cap-rank threshold — historically top ~25% of the index) and the effective date are set by Nasdaq's published index methodology and can change. Confirm the current criteria and the specific effective date via web search before drawing conclusions, and state them as cited facts.
Use this skill when the company listed ~2 weeks ago and index inclusion is the live question. Not this skill when:
What this note answers
- Does the stock plausibly meet the fast-track eligibility criteria (market-cap rank, liquidity, seasoning)?
- If included, how large is the likely index weight and the mechanical passive demand?
- How does that demand compare to average daily volume — the "index effect" magnitude?
- How is the stock trading two weeks in, and what is already priced in?
Plugin tool calls
Required on every call: pass plugin_slug: "bigdata-post-ipo-day14" in the request parameters of every Bigdata.com plugin tool call made while running this skill. The value is always the skill name, bigdata-post-ipo-day14, regardless of the company or query.
Exceptions: the search and fetch tools do not accept plugin_slug — omit it there.
Workflow
Step 1 — Two-week trading status
Price vs the offer and vs the day-1 close, trend and volatility, average daily volume (ADV), and current free float. Summarize whether the deal is working or fading.
Step 2 — Eligibility check (cite the methodology)
From Nasdaq's current index methodology: minimum trading period, market-cap threshold, and liquidity/float requirements. Compare the company's market cap to the smallest current NASDAQ-100 constituents to gauge where it would rank. State eligibility as likely / borderline / unlikely, with the source.
Step 3 — Passive-demand estimate (show the math, label as estimate)
- Float-adjusted index weight = company float-adjusted market cap / total NASDAQ-100 float-adjusted market cap
- Implied passive buying ≈ index weight × AUM tracking the NASDAQ-100 (QQQ plus other trackers — cite the AUM figure) / price = shares passive funds must buy
- Days-to-cover = implied passive buying / ADV — the core index-effect magnitude
Step 4 — The index effect
Additions often drift up into the effective date as funds and front-runners accumulate, sometimes partially reversing afterwards. Cite recent NASDAQ-100 fast-track additions as analogs and how they traded around the event.
Step 5 — Sentiment and risks
Bigdata.com sentiment and positioning. Risks both ways: inclusion not granted or delayed, the move already priced in, post-event reversal, or a high float/ADV diluting the effect.
Step 6 — Watch points
Effective inclusion and rebalance date, rebalance mechanics, the 180- and 366-day lock-up expiries, and first earnings.
Output
Follow assets/report-template.md.
- Length: 4–7 pages — this is a single-catalyst note.
- Cover line: company name, "Post-IPO — NASDAQ-100 Fast-Track Inclusion", date, "Prepared with Claude".
- Inline citations
[1],[2]after every sourced claim, hyperlinked to the document URL. Brand Bigdata.com content exactly "Bigdata.com". - Full Sources section, then the Powered by Bigdata.com line and Disclaimer, verbatim.
- Suggested filename:
Post_IPO_Day14_IndexInclusion_<Company>_<YYYY-MM-DD>in the user's requested format.
Quality bar
Run the verify checklist in references/post-ipo-common.md before delivering. In particular:
- Eligibility rules cited to Nasdaq's current methodology, never asserted from memory
- Every estimate labeled as an estimate, with its inputs and arithmetic shown
- AUM figure sourced, not assumed
- Days-to-cover computed against a stated ADV
- No recommendation language, no price target, no conviction rating
