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
 
Let me answer it this way. Look, we are talking with a couple of tenants about significant expansion at their properties. I'd love to put capital to work in that way, because it would fall under the Master Lease illustratively. But we have said, look, we'd love to see some greenfield opportunity in some of the states that are talking about going to gaming. We need to be there with a partner, whatever fashion we can get there. And I can tell you that, where there is that activity we are engaged. That's all, I'll say about it. But look, the opportunity so long as you don't overspend to develop in a limited license state is about as bulletproof as you can get. You kind of can't go wrong, if you just don't overspend. That's the only discipline. I'd point to the properties the last that, I built well we would have been Plainridge in Massachusetts, and of course the Ohio properties, that I was totally involved with all the design and the building and development, those things were built to tight budgets. They're spectacular in every way and the performance has been astoundingly good. So would we pass up an opportunity like that at GLPI? I don't think so. So, I mean, it's what we do. And yes, we would be 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
 
Thanks, Nate.

    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, so, Tycho. In terms of PPD, it's going well on track. So we are largely complete with the US FTC process and there is no surprises on the remaining couple of filings, including working with the UK government, so those are all anticipated when we announced the transaction side. That's all progress. Well, we feel confident, our ability to have the opportunity to welcome our new colleagues during the fourth quarter to some Fisher Scientific.

    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 to answer the question, the point of load design-ins we have for autonomous driving are in the data center. That's where we're participating today. In terms of the question about 800 volts, John, when I talk about $1,500 content per car, that's what I mean. If you go -- we go from 800 to 48 and 48 to 12. And we do it at many, many kilowatts. So there's lots of dollars there. So yes, we have a customer actually doing that with us. It's a really nice chipset, modular chipset that we're supplying, and they'll be in production in 2023 with that chipset.

    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
 
Sure. So as we mentioned in our 2021 outlook, some of that is going to be driven, we expect, by continued discipline around our discretionary spending. We had expected it to start to ramp up a little sooner in 2021, but as we pointed to the ongoing travel restrictions means that we will likely be able to push that out a little bit further into the year, if not beyond that. We've also said, though, that we don't intend to go back to the level of spending that we were incurring pre-pandemic. We've got all these fantastic collaboration tools. So we know that the need for travel can be addressed through virtual meetings in a large degree. So the direction we've given to people is that when things do open up, we expect cost savings to continue, but certainly not to the level that we've enjoyed in 2020.
Beyond that, we continue to look at our ability to leverage our pruning India operations, which is delivers just excellent delivery for us on both the design side and in our back office. And so we are driving commitments throughout our business for how we can increase our footprint there. We're still currently in that 400-people range. And so there is a lot of opportunity for us to scale that up. And so that is really effective. Beyond cost from just an efficiency standpoint of having that 24-hour clock to be able to use with the times of differences. And beyond that, it's continued focus on discipline, leveraging our Oracle back-end systems that we continue to integrate all of our operations that, again, drive efficiency. And those are really the main things that we'll be focused on.

    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. Thanks, Jonathan. Take care.

    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
 
Hi, Jeff.

    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 mean, yes. We see that -- look, the reason why they are looking at Qualys and why they are leveraging Qualys is because they see that with a single platform, they can get 5, 10, 15 different uses of security information that they need to provide services to their customers. So as we work with them, we get these partnerships onboarded. There's going to be a time that they work through to getting Qualys invested as part of their platform, build services around that. And so today, what we see as we work through with them is that there is definite interest and potential, and we're working with some of these managed service providers that we recently signed up to get us integrated into the stack.
So that way, they can take us much more seamlessly into their customer base and provide additional services around that. And that's kind of where we are right now. And as we move forward, we expect to see that there will be more traction from the managed service providers.

    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, good question. Todd, look, I mean, I think one of the things we do talk about the strategy, warmer, cheaper. And I think what we've tried to always say, look, that's where the majority of our rent is going to come from. I mean, as an example, Florida, Texas, North Carolina, those three states alone or over 50% of our revenue. That said, there is always going to be opportunities in markets that maybe don't fit that technical profile. So we will look at them and we will study them, and good real estate is good real estate, but it isn't going to be our primary focus. Our primary focus is going to continue to be invested -- the majority of our capital invested in what we call those warmer cheaper markets.
But to the second part of that question. Sure, I mean there is possibilities that we could recycle assets in the Northeast as your specific question, but we're not going to do it at below the value of the asset, right. So I think we need the world to firm up a little more, particularly, it would be nice if those markets opened in a major way, and I think that they're beginning to see that they need to and that there is no real data to support being closed. So I think as that evolves Todd, we'll take a closer look at that.

    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
 
Sure. The rebranding went back to its roots, which was sort of real hardcore western. It's focus in a bit more denim-based and apparel-based than Boot Barn. It's skews more male, it's skews a bit older, and there are, of course, some overlaps between the two brands, but less than you might think.
In terms of the pricing, what we like the fact that we have a brand that if we needed to match an irrational competitor, I guess, that seemed critical, matching a competitor's pricing that is lower than our store's pricing, we can chase them down with a different brand i.e. Sheplers, and not change the bootbarn.com pricing, and therefore not have a big disconnect between bootbarn.com and its stores. So, that strategic benefits still exists if we need it. We haven't seen a lot of, that I would call, irrational pricing behavior in the industry in the business, which is great, but we do have Sheplers to try to cover it if it were to come.

    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
 
That's something we'll be considering as the year progresses. I mean a lot will depend on when we bring new leadership in and what his preference will be and if there is, we'll let you know if it's a material amount.

    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. Mike, it's Jamie. Thanks for the question. Really, when you look at our expense outlook for the year, yes, as you mentioned, we do expect the cost of operating leverage in the second half of the year.
The second quarter of 2021 is probably going to be the highest year-over-year growth rate on expenses. And the IT investments will be year over year up double digits. We expect marketing to accelerate in the second quarter. And then we have the investments from the loan servicing costs for some of the loan pool purchases.
So really, when we look out at the expense guide, each quarter should be better and better in terms of expenses. Whereas NII grows, we're at the trough now, NII should grow every quarter. And then as we talked about before, fees from the second quarter trough should then build throughout the rest of the year. So that's how we see the year playing out.
Obviously, we've got some flexibility to change that expense progression, should it not play out and deliver that extra revenue. But that's really how we see the year playing out.

    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
 
Good afternoon. Thanks for taking my question. I wanted to ask a bit more on the 5.0 release. It seems to be one of the important features is you've talked about the ability to have a faster cadence of releases between major releases.
So, could you just flesh out for us what should we be expecting in terms of how do you anticipate priorities and focus on what to release when?

    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
 
I think there will be constant reinvestment in our franchise, but I don't anticipate there being investment in the franchise that's going to change the trajectory of our expense levels, I would expect at this point that there would be not -- nominal increases in certain categories, but nothing materially off the run rate that you've seen.

    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
 
No. You're right. That is the latter. It's more about doing advanced breeding so that we can have the right materials faster for the geographies in which we believe HB4 can be a major contributor to yield.
So we're focalizing ourselves in, for instance, the 10 million acres of the Dakotas, which is an area that is usually affected by water availability. There are also areas in the southern U.S., where there exists a very interesting market for HB4. So we want to use computational science to better predict the performance of varieties and fast-track the breeding process. Now, from a commercial perspective, we're actively looking to structure relationships, initially probably equally to what we do in Argentina with the identity-preserved structure so that we are ramping up inventories and engaging more directly with farmers.
But eventually, with a more business-as-usual approach in seed distribution using the existing players in the U.S., no? And that you will see coming up some announcements regarding this in the next quarters.

    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. The price will be ahead of the input cost. And as mentioned before, so our objective is not just to get there, but it's to get back to the margins in percent that we used to have, and that takes a little bit more time. But so far, things are going really well.

    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
 
A couple of things. So on the cost of goods sold side, the 60 to 80 basis point is a comparison to the first half. So when we think about the normalized level of cost of goods sold around 25%, we could see that from 60 to 80 basis points higher in the back half due to some of the expenses we're offsetting. And again, that would be offset from a dollar perspective from our 3% price increase, but you will see the impact on the margin side.
In terms of labor, a driver of labor has been on the sales lever side. So we're going to continue to see that flow through down on labor margin. We're feeling very encouraged by this. And keep in mind, I did mention that the second quarter, there was a partial offset by incentive sensation relative to our outperformance in the second quarter.
So that's just one area that going into the second half, we would expect to see as a potential opportunity with respect to margin.

    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, it is, is very lucky, I get the exact number out for you. So less than 2% 2%. Got it? Okay, a million a quarter on 120 million in revenue a year ago.

    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
 
No, we do. The good news for the aftermarket is that we actually come in. HVAC services backlog ended the year up about 20%. So we are seeing people get out there, even in Europe, where it's a bit spotty and some markets are more closed than others. Even though they've been distributing the vaccine in England, we still see some pockets have closed down locations there, same with Germany. But by and large, we are getting our field support and our technicians out into building certainly in the United States. So we're looking at double-digit HVAC aftermarket growth in 2020, and it will be fueled by folks getting back into the buildings.

    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
 
Well, let's have Christina talk about the strength we're seeing in our owned brand performance and how we're managing costs in this environment.

    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
 
Yeah, I think it's fair to say that. I wouldn't go so far as to say it's been perfectly linear. I would suggest that of late it's probably at a higher rate of change than it was back in March and April. But yes, I think as soon as we got that inventory number in-line at the end of the first quarter, we saw pretty much an ongoing improvement and it's picking up, bit of ahead of steam.

    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, Dan.

    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
 
Thank you, Jim.

    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
 
Yeah. I think one which you're talking about is just a tremendous performance in the fourth quarter of 2020. I know that fourth quarter 2019 was a good quarter. But Q4 2020, on top of that '19 performance, I think as part of it. And this is typically the smallest quarter for us in the year, historically, you've seen some sort of shift and that's nothing new. And from -- going from Q4 to Q1 and then you start to see the progression thereafter.

    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
 
Sure. So we announced 6,000 earlier in our fourth quarter earnings call. And today, we're updating that up to 12,000. There are some temp controlled equipment in there. Roughly 1,000 temp controlled boxes that will come in that have been in our plan for some time and so that -- those will all flow into the West Coast.
Now the dry boxes, the logistics plan to get those boxes into our system continues to evolve in some ways where we're securing capacity to bring that equipment predominantly to the West Coast and predominantly to Southern California so that it enters our market at the right time. Those boxes began to deliver during Q2 and really are spread throughout the rest of the year with -- and there is -- there is probably a little bit extra during Q3 where you'll be receiving a little bit heavier flow of that equipment in to help us for peak season. Certainly for the longer term life of that equipment, we would expect it to be diversified into the Eastern network. But in 2021, it's really going to help us a lot out West for sure.

    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. Can you talk about the strong growth in group sales? It's now above pre-pandemic 3Q '19 distribution demand driven? Or kind of where is that coming from?

    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
 
It was less than $2 million.

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