michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Part of it was decision-making across different theaters or regions of the world. Some were ready and prepared to process and negotiate their contracts and place their orders, and some of the other geographies weren't quite ready. I wouldn't tie that to implementation timing. It's just a matter of they independently make their final decisions and final contract negotiations. And you'll notice in the script I mentioned that it was so far. So we're not done.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Nothing makes me more upset than having to capitulate with the government on RINs. But they kind of force you into it, there is really no other option other than to grin and bear it. So, I think the way I'd answer the question on Phase 3 is that if I do the math correctly, I see announced almost 300,000 barrels a day of renewable diesel has been announced. How much of it gets built? I don't know, but probably if I go down the list, it looks like 80% of it will probably happen to me. And some of it's already in construction. Some of it will not get permits. Some of it will have other problems that won't happen, but 300,000 is a whole lot of RINs, number one, but is also a whole lot of low carbon fuel standard credits. And that market has to move -- everything has to move with it, of course, not to mention feedstock tightness is already occurring and probably will get even tighter.
So I think our view, or at least mine, of the -- and I think our Board views it the same way as we want to get in here early and get the Wynnewood up, then we want to watch the market for a little while. It will take us some time to develop the project anyway, so I don't think we're delaying it a lot by doing that, but we're going to, in another year, another two years, we're going to know a whole lot more about the renewable diesel.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks for taking the question, team. I wanted to ask about Dosh and maybe the impact, if any, on the long-term vision in terms of maybe where you can be from a MAU perspective, you know, as we think out five years because it seems like you were really focused on obviously the core banking community and their users seems to open up users that might not necessarily have been included in that population. So, I'm just curious to -- to hear your thoughts there.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, this is Raj. Let me answer that question. The supply chain constraints we're seeing today are two-fold. One is because of the lack of supply of critical components like semiconductors and the second is because of the congestions we're seeing in the port. Now as you know, FedEx gets out traffic a few miles downstream from the port and that supply chain is actually flowing pretty good through the United States. Of course, we are also flying over the top and delivering high-value goods from the global economy through the system.
We expect the supply chain constraints to stay for some time. The air cargo capacity is going to be constrained for some more time and we are very well positioned for success here. Let me also add this point that we have the network flexibility to scale up and down. The size and scale of our network is massive for us to be able to manage the cost accordingly as well. But for the foreseeable future, I think there is strong demand for our services internationally.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Both -- I'd say both.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
In the whole history of money funds going back into the '70s, to me the way to look at it is, people will always need to have their cash managed. And there are various things that occur in the marketplace that incent them more. Yes, higher rates would be more helpful. But on the other hand, if you go back into a standard-issue wealth management sequence, about 20% of that money is always in cash in any event, whether they're long the market, whether there are bets on, bets off, it's just the ebb and flow of life. And you couple that with the increase in money supply, the overall increase in markets, and portfolios being a percentage of those increases in value, there is always constant demand for the cash.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, sure, Brett. Let me take the first part. So look, we continue to be extremely excited about the momentum and go-forward potential of our organic strategy as we leverage the assets of ViacomCBS to create value overall. And certainly, with respect to streaming, the Q2 metrics clearly point to this strength and the ongoing potential of our organic approach.
Now the fact is the merger of Viacom and CBS was a transformative transaction, and we continue to successfully create value from it. We believe organic execution continues to be the right path for ViacomCBS and our shareholders. But of course, we will always evaluate any opportunities through our shareholder value creation lens.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, thanks guys for taking my question. Hi, my question is sort of related to the NAV, but maybe if you could touch upon 16% of your assets still have Marriott management. How are you incorporating that in your NAV? What is the upside potential? What's the timing of that -- of those contracts when they can become independent or non-Marriott managed maybe? And also if you can talk about the -- how are you capturing things like Paradise Point potentially switching to a Margaritaville? Is that captured in your NAV or not? And curator and the Z Collection, are those those presumably are not part of your NAV calculation as well? If you can maybe just touch upon some of those things. I know it's a multifaceted question, but just curious to get your thoughts.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Michael, thanks for the question. So I want to be really clear here. We have rolled the beat from Q1 into our guidance, and we have held our expectations for the balance of the year.
I think it's really important early in this reopening to not get ahead of our skis. What I would say is one quarter doesn't make a trend. I think there's a lot of volatility potential in Q2. As you know, Q2 is the low point or the sort of peak of the pandemic a year ago.
We have strong momentum in April, but I think we need to see Q2 play out before we feel good about giving you a new full-year outlook for 2021. So we've rolled in the beat. We're bullish on 2021 overall. We think things are trending in the right direction.
And we want to stay focused, deliberate, and resolute as we finish out the second quarter.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Great. Well, let me try to take both of those, and Leeny may chime in as well. On your first question, Bonvoy penetration continues to recover. In Q2, we were almost 50%, 49.5% to be precise. That was a significant increase. We went as low as about 43% at the bottom of the pandemic, but it's still a couple of points shy of where we were pre-pandemic at about 52%. But the pace of penetration recovery, I think, is quite encouraging. And then on your second question, I think we continue to look for opportunities to make the program stickier to engage with our customers even as they start to get back into travel, and we tried to give you a few examples. I think the new travel insurance program is an example. The Uber partnership, I think, is a terrific example. The new branded credit cards are a good example. And then just the number of app downloads that we're seeing with the Marriott Bonvoy app, I think all of those point to our efforts and the success of those efforts in trying to grow engagement among our Bonvoy members.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. That makes sense. And then, obviously, we spent a lot of time talking about the ramp-up in infrastructure and manufacturing capacity. But just curious as you're thinking of 2021, how are you thinking about ramping up the spend in terms of customer support, customer engagement, building out a team to support, obviously, all of this increased demand that you're seeing? And then maybe, Kevin, to the extent you can help put any numbers around that, that might be helpful, too.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, I cannot simply give you an average because it really changed from market to market. When the price goes up, you have some regions, some markets, we will have to face more difficulties, while some other markets, they actually feel less. And even within the same market, you have different type of projects will have -- they will have to take a different level of hit.
So I think there's still a potential for module price to go up, while the demand remains strong. So there are many reasons. Reason number one is there's a big weakness. The project is supposed to be built in Q1 and Q2, they're waiting, but a lot of them -- a majority of them cannot move into next year. So some will, but I would say a lot of the moves have to be built this year, in particular, in some markets, as I said, in U.S., in China, in Japan; and also, I already gave you one example, right? 20% of module increase in China in the average province, it caused -- it reduced the project return by 100 basis points. So it's still like even today, still like a 7% of return. So there's still room for module price to go up.
I can't give you exact number, but I think my expectations module -- in the second half, I think our customers -- more customers are willing to accept a module price increase because they're running out of time. And the volume, I would say, demand level in second half will be strong.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So, we saw this coming. I think last quarter, we projected that we felt that as kind of projects opened up around the world, largely, these are international. I think they've been moving forward in North America, but internationally, COVID shutdowns of construction sites and COVID related delays in terms of decisions around new construction sites for what we are seeing for the past 24 months. That did start to -- we saw that in the first quarter. Those decisions made, sites opening up and product moving and completing those projects. We anticipate a similar quarter in the third. I guess the only caveat is, again, COVID related shutdowns outside the United States is our primary concern, largely in Southeast Asia right now. So right now, we look for a similar quarter going into the third, but little hesitancy there to make sure that that keeps going with COVID variants.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, I mean we look constantly at all always wish to deploy capital. Certainly, buybacks are one of the areas that we do continue to look at, but we will evaluate that as we go forward and see whether that's the best way and which to deploy capital.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think we're one of the higher mission-driven business people, and a lot of it had to do with our small balance lending in our workforce housing. I think we're one of the top five Fannie Mae mission-driven business lenders. That's pretty consistent with what we've done. I'd have to check the numbers to see if it's migrated at all, but we've usually been a top deliverer to Fannie and Freddie on the mission-driven business. 

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No, it's more of a function of the outgoing operator, the outgoing owner of the assets would -- there's a catch-up feature to the -- directly to our operator. Just depending on how quickly the recovery takes place with the new incoming operator, getting the building or buildings back to, call it, pre-COVID levels.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So I think we've already been thinking about all those things as hard and well as we could. But I think knowing that there's another sharp pair of eyes and an active largest shareholder who's focused on all the numbers and all the details and cares a lot about it, and we'll be communicating actively. It probably adds energy into the system, and sharpness to the conversation. Do we get up a few minutes earlier and look a little harder? I don't know that I could prove that scientifically. But probably, it had that sort of energy into the system. But really substantively, all the issues that we're thinking about, we have been thinking about. We were doing our best and are still doing our best, and we were open to ideas, not made here, and we still are open to ideas not made within these four walls. When I say it, I really mean it, we don't care. We just want to win. So we're happy to collect good ideas and advice from our owners as we always have been. And certainly, trying is a place that can have really good ideas and offer good advice.
So that's another good place to go to listen to ideas that we're happy to go there. But it really doesn't change fundamentally how we think about running our business. I think we've laid out what we think is the best path for driving that with our best abilities. With that, I think we're -- we've taken our last question. So I just want to thank everyone for your time and attention today. I hope the presentation has been useful to you. As always, we'll be available to you after the call to collect ideas on how we can do better in the future. Be safe and be well. We'll talk to you next quarter.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you Suresh for asking.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Matt. Next question, please, Francesca.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Michael.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Tom.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you. Also single question on my end. When we look at the building up side, revenue up that you printed, can you impact for us the mix between new logos and the current installed base? Any qualitative color and discussion will be appreciated?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, good morning, guys. I wanted to talk about your order book and how widebodies will fit into the portfolio with longer-term. We've spent some time, I guess, talking about the shift from owning to leasing. And when I look at your current order book, it's primarily weighted toward the narrowbodies. I just wanted to get a sense of where on the next cycle, you kind of see the widebodies coming back into favor? Just seems like there's a large number of widebodies parked in 2020. And most of the lessor capital seems to be focused on investing in the narrowbody space. So just wanted to see if there comes a point where the economics begin to look attractive and, maybe what are some of the factors that would cause you to look to place an order?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. When we think about the incremental piece, it's really across all of the functions in go-to-market. It's heads, it's quota carriers, but definitely also related to overlays and channel managers and the likes, but really around the go-to-market engine.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Of course. Thanks, Shaun. As we mentioned in the prepared remarks, we are increasingly confident in our ability to deliver at the top end of our range in 2021. I think, when we look at factors like the number of rooms we have under construction, more than 200,000 rooms, the lowest fallout we've seen from the pipeline in about three years, the accelerated pace of conversions, we're increasingly optimistic that we can get back to a mid-single-digit net unit growth pace. But as you've seen with some of the data coming out of STR around the slowdown in US construction starts, the reality is the impact of those reduced construction starts will make it challenging for us to get back to that mid-single-digit level over the next year or two.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Unfortunately, we are not able -- we are not allowed to give too much detail, and that's why we are not adjusting the cost. Or you could do the math in a different way, but we are -- what I can tell you, we are in the process to continue, and next year would be more or less, I would say, a kind of important year for the arbitration. But it's going to take more two years, I think.

    Prediction (one of UP, DOWN, SAME): SAME