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
 
Darrin, this is Brad. I'll take that. And you're exactly right. I mean the 50 number we talked about last time is certainly a floor.
What we're seeing is certainly a mix across the board, across the spectrum of merchants. So while we are adding some of these large merchants in those 50 ranges, we are certainly adding -- we continue to add restaurants, we continue to add specialty retail merchants in the 80 to 100 basis point range. So it will be going back down to a book rate.

    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 are seeing inflation. One of the things about 3M is we buy so many diverse products. There's not one product that's greater than 200 to 300 million that has a big impact.
But we are seeing, I would say, inflation in three areas: Area No. 1 is just raw material and feed. A couple of them we look at is polypropylene, wood pulp, ethylene are areas that we look at and say all of them are showing inflation. The second is, as you're seeing also from different industrials, is logistics cost is higher.
Whether it's air or truck, the logistics costs are higher, so we're seeing inflation there. And the third piece, even though the economies still are not that very strong from a labor shortage perspective, that's an other area where we are seeing inflation in manpower costs. So those are the three areas that we are seeing. We have a great sourcing team that's working to minimize that as much as they can.
And then also, your specific question on pricing, our aim is to have prices that will go up on a year over year to take into account the inflation that we are seeing.

    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
 
Well, obviously, we cannot name customer names, as you understand. But this customer we've been working with for the last almost two years. And the category of materials we're working with them are indium phosphide material. And they have an interest in three and four-inch, and they also have a future interest in six-inch indium phosphide as well.
So they are a true Tier One customer in the United States and supply into major consumer demands.

    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, I have been surprised by how robust some of these markets are in IMAX. In China this weekend, we released a movie called White Snake, and we did 9% of the box office and it was a fairly successful film in China. So I'm continuing surprise.
And I think overtime, you will see these local language films keep edging up until they eventually have the same kind of indexing that the Hollywood films are. But it is a strategic initiative of ours and we are working closely in different markets.
Megan, do you want to give some specific examples?

    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
 
$90, 85?

    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
 
FRE is 40% year-over-year. That didn't feel light. Yeah, G&A. Look G&A is usually -- if I look at the average of the last four quarters, it runs on average around $42 million a quarter. This Q1 is a little lighter usually. Q4 usually runs a little heavier. I will say, it's a combination of there are some benefits and I'd say it's a couple of million still from reduced travel related to COVID. But at the same time, we're benefiting from scale. I think our team has done a great job on expense management. I know in the past, we've talked about how we opened up kind of an operational center of excellence in Mumbai year and half ago. That's given us some great operational synergies and cost leverage.
But there was nothing unusual this quarter in G&A. It was more a matter of there was no kind of one-time or larger expenses on anything else on the capital raise front or whatever. But this quarter was -- it was just kind of a clean run rate G&A number, again with a little bit of benefit from reduced travel.

    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
 
I would say generally, therefore, where we're starting in solid tumors, is building off of the FT538 backbone, which already has three edits and includes the CD16 receptor.

    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. Perhaps, I'd just go back to the last two cases that we had filed. Three years ago, we had a full settlement of the GRC. And then case prior to that, we fully litigated the capital budget. So those are kind of two ends of the spectrum, I guess. Yes, if we're not able to get a full settlement, it's possible we could get a partial settlement and just sort of focus on those issues that were quite a distance apart that we take to the evidentiary hearings

    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. No problem. Thank you.

    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. There's nothing that we see that's problematic for Howmet at all. We scanned our supply base last year. The one area of concern had basically disappeared by the late fall. And currently, we don't see any supply constraint for metal input to any of our plants. And we are securing supply as best as we know for -- what we believe end market demand as we go in the turn of the year because it's important to start thinking more about lead times. We're encouraging our customers to be forthcoming in trying to give greater visibility for their schedules for those parts, which I expect, while there's been a significant amount of, say, metal availability in the system, the last, say 12 months, that is tightening.
And clearly, I think for some of our product range that we will see those lead times go out to beyond six months to nine and 12 months but certainly as we move into 2022, so we really have to plan for those. But that only covers part of the products that we make where we have those really extended lead times.

    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 guys, thanks for taking my call. So maybe just to stay on Brazil. Curious if the options for the DHS 1 has any step up on the freight [Phonetic]? And then also in terms of discussions with other customers potentially for longer-term contract, are there cost escalators built into like these contracts if they go for multi-terms? Just -- just wanted kind of an opinion on what you guys said about customers potentially taking advantage of just the low spot -- or contract pricing given that there might be a visibility to higher costs over time?

    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, Julian and team, congratulations on all the progress, and thanks for taking my question. Julian, just in regards to the module that -- just wanted to confirm, I believe you mentioned that the clinical module will be completed, submitted shortly, as well as the manufacturing by end of the year. Just curious if you can maybe characterize or quantify just the level of analytical and critical comparability that is necessary from omidubicel with extensions, not disclosing the patients now but just curious if there is a data set of patient number that the FDA would like to see for their comfort there? And then, just in terms of the preparations, great to hear all the color from Michele. I'm just curious, what has -- the extended timeline for rolling 4Q 2020 start BLA end of this year, and what does that afford you as far as that preparation and getting that launch right? And maybe just the final question there for Michele.
Where are the gaps or the skeptical areas that are most likely to get in the way of realizing the omidubicel vision ultimately? Thank you very much.

    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, Blaine. I touched on a couple of the larger ones in my comments, the one in Austin earlier. So -- but the good news is we don't have any -- any larger ones that we're not looking forward to. And I think we're starting to make some really good traction on the rest of our expirations. But we really like and that's a fairly normal exploration schedule for us, as you well know. So what we like is our ability to capture improving rents and improving markets over the next year or two or even three as we mark-to-market these expirations that you talked about. So we really like -- these expirations are hitting us over the next year or two and looking forward to capturing rent growth as those deals come to us. And as you can tell from our retention stats, we're seeing pretty good interest in our existing customers that want to stay with us as their business solidifies. They've made it through the pandemic. So -- and with higher retention, as you know, becomes lower transaction costs. So we kind of like the way it's shaping for us here in the next year or 2.

    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 correct. That's correct. Yes.

    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 the question, Linda. It's interesting. We do regularly, at least, annually, ask ourselves the question, is the opportunity set in our current footprint, Canada, U.S. and Mexico, sufficiently large and does it intersect with our core competencies well enough that we have an opportunity set that's sizable enough not to cause us to want to look further appeal geographically. To this point, in the last several years, when we've asked ourselves that question, we've said that we believe there's plenty of opportunity for us in our existing footprint to grow the business in a manner that we want to. Our experience has been that where you have commercial relationships, you have political relationships with state governors or with members of parliament or members of provincial parliament, where you have relationships with the regulators with commercial organizations, it's just much easier to manage what we all know is an increasingly demanding standard from our stakeholders in how we develop energy infrastructure. So any time you think about going further afield, you're flying a bit blind in terms of your ability to assess how well you can manage some of those stakeholders. So for the time being, again, as we look at our opportunities, we are opportunity rich. We are very confident in our ability to originate $5 billion to $6 billion a year of opportunity in North America with the set of core competencies and capabilities where we can manage risk and earn a reasonable return. So it's not to say that we won't contemplate expanding further afield in the future. But those issues, particularly around having key stakeholder relationships in those new geographies is something that's bearing more and more weight in our assessments.

    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
 
There is about $41 million of CARES Act grant income to the -- CARES Act that will be recognized as grant income in the first quarter of this year. So we expect that that will then be fully utilized after the first quarter. So it won't be an issue as we head into the second quarter, and then you'll see sort of more normalized unallocated expenses.

    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
 
Rich may step in here in a minute or two. Quarter four is our seasonally strongest one for SBA loans so naturally it could be a little higher. We think about it also in combination with the Navitas loan sales. I would expect a small amount of Navitas loan sales again. We're trying to balance, because we have a lot of cash, we have -- we want to put some of this to work. We've been having strong fundamental momentum already. And so we really want to keep some of these assets, if we can, but also, the gain of sale market is strong too and it is our seasonally strongest quarter. So, I would expect similar to this quarter, but it is a seasonally stronger quarter, and we would have the opportunity to sell more if we want to.

    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, thanks very much. I wanted to ask about some of the long-term agreements you're signing. And what sort of commitment, wafer commitment guarantees are being negotiated? And how enforceable these agreements are, particularly if we see industry conditions start to normalize after this unusual period of supply challenges? Anything you can share with us around the enforceability of any sort of wafer commitments that your customers are making here long term? Thank you!

    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
 
That was -- give me just a second here. About $75 million, Tim.

    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, I think one of the key changes, and I'll let Gustavo weigh in on some of the more specifics. But one of the big changes in the back end of the third quarter is really readdressing our drivers toward key traffic. And really engaging the right amount of customers again in our key venues like circular and email in the right way, which we recognize was a self-inflicted wound. So that's completely different in its approach from what we're seeing in Q2.
Gustavo?

    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. So obviously, we're very pleased with the acceleration that we're seeing. When we talk about the $500 million, we'll leave a little bit room for inorganic work as well. So you had 15% where we are today, there's $30 million of acquired ARR that would get us to the $500 million.
But that's exactly how we're looking at it, building momentum, continuing to look for tuck-in technologies that can further accelerate that rate and accelerate this through it.

    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, clearly, the demand side has changed since we talked about it in Q2, Q3 of last year. And I think that there is still a number of variables there on the NOI, because I think the biggest variable is on the most impacted categories and how they're going to weather through these next few quarters. Entertainment, restaurants, fitness services; those are really where there is a pretty wide spread of scenarios that could play out. We feel good about pent-up demand. We do feel like there's going to be a lot of revenge shopping and revenge spending. I can't tell you how many conversations I've had about what restaurants people are going to go to or what fitness club they're going to go back to or what trip they're going to take. So I think if we think that the vaccine plays out and there is not a variant of the virus that doesn't have another sort of wave of infections, we clearly have some visibility now that there are some green shoots on the horizon that we're cautiously optimistic about.

    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, great. Yes. What we're seeing is kind of a -- we saw this quarter the beginning of what I think is a classic mid-cycle recovery. So we're mainly mid-cycle and long-cycle businesses, and we're seeing the beginning of a mid-cycle recovery. And what we saw in our businesses are our Automation & Engineered Solutions business, this is our classic mid-cycle, that picked up earlier in the year and it's staying strong. But we saw during the quarter our Power business really picked up. And the organic growth of our Power business was a strong mid-30% organic growth. So that's -- I think the cycle is kind of falling along. We think our automation businesses would kind of lead us in. And then we have the Process and Power businesses. And then down the road, maybe even a year or two, we have our commercial aerospace business. So the cycle is kind of following what we think. It's a little bit difficult to bifurcate the classic cycle from customers trying to get in the queue and reacting to supply chain issues and the COVID rebound that we're all seeing, but I'm feeling really confident. And the underlying demand strength can have a longer tail as part of a broader cycle because I think the industrial world has not invested a lot over the last five years, and we're well positioned to benefit from that investment. So I'm kind of seeing beneath this COVID recovery the -- a classic cyclical recovery, and it's really hitting our businesses at the part of the cycle where we think it would be. That's -- does that help you out a little bit?

    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, Irene. We'll take the next question from Chris Kuplent at Bank of America. Chris?

    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
 
They are not pushing to the right, because of -- thus far because of COVID or travel, OK. However on two large hypersonic programs, we are on that are publicly out there, OK. We were scheduled to do several launches for our customers this year. Those help move into Q1 or Q2 of '22 for reasons not related to COVID.

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