skills/bigdata-post-ipo-day14/assets/report-template.md

# Post-IPO day-14 index inclusion note — report template

Follow this structure. Keep the section order. Where a table or section has no data, write "Not available" rather than dropping it. Add inline citations `[1]`, `[2]` immediately after claims, hyperlinked to the document URL.

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# Report Template — Post-IPO Day 14 NASDAQ-100 Inclusion Note

Seven sections. Target 4–7 pages. Analyst prose; tables for data-dense content. No recommendation, price target, or conviction rating. Cite the index methodology — do not assert eligibility rules from memory.

## 1. Executive Summary (~½ page)

Inclusion snapshot table:

| Field | Value |
|---|---|
| Issuer / Ticker / Exchange | |
| Trading days since listing | |
| Current price (vs offer / vs day-1 close) | |
| Market cap (float-adjusted) | |
| Eligibility read (likely / borderline / unlikely) | |
| Est. NASDAQ-100 weight | |
| Est. implied passive demand (days of ADV) | |

Then 3–4 takeaways: stock status, eligibility read, and the rough size of the index effect. No view.

## 2. Two-Week Trading Status (~1 page)

Price vs offer and vs day-1 close, trend, volatility, ADV, current free float. Is the deal working or fading? Table of key levels and volume.

## 3. Eligibility Assessment (~1 page)

From Nasdaq's current index methodology (cited): minimum trading period, market-cap threshold, liquidity/float requirements, and the effective/reweight date. Compare market cap to the smallest current NASDAQ-100 constituents. Conclude likely / borderline / unlikely, with the source.

## 4. Passive-Demand Estimate (~1 page)

Show the math, label every figure an estimate:

| Input | Value | Source/Assumption |
|---|---|---|
| Float-adjusted index weight | | company float-adj mcap / index float-adj mcap |
| AUM tracking NASDAQ-100 | | cite (QQQ + other trackers) |
| Implied passive buying (shares) | | weight × AUM / price |
| Average daily volume (ADV) | | |
| Days-to-cover | | passive buying / ADV |

## 5. The Index Effect (~½–1 page)

Historical pattern: run-up into the effective date, possible partial reversal after. Cite 1–2 recent NASDAQ-100 fast-track additions and how they traded around the event.

## 6. Sentiment & Risks (~½ page)

Bigdata.com sentiment and positioning. Risks both ways: inclusion not granted/delayed; already priced in; post-event reversal; high float/ADV diluting the effect.

## 7. Watch Points (~½ page)

Effective inclusion/rebalance date, rebalance mechanics, 180- and 366-day lock-up expiries, first earnings. Brief bull/bear read into these dates.

## Style rules

- Inline citations [1], [2] immediately after claims, hyperlinked to the document URL.
- Every number traces to a source or a shown, labeled calculation; "to be confirmed" where missing.
- Neutral analyst tone. Banned: "we recommend", "buy ahead of inclusion", "avoid", any conviction rating.
- Tables for data, prose for analysis. No section may be a bare bullet list.

## Sources

Full list of every source cited inline: source name, title, date, URL. Bigdata.com content branded "Bigdata.com" linked to the URL.

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## Disclaimer

This output is for informational and research-assistance purposes only. It does **not** constitute investment, legal, tax, accounting, or other professional advice, and it is **not** a recommendation to buy, sell, or hold any security or instrument or to pursue any strategy. Information may be incomplete, estimated, delayed, or inaccurate. Past performance does not guarantee future results. Verify material facts independently and consult qualified advisors before making decisions.

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