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
 
Yeah. So did -- as we mentioned China performed very well. Overall in Q4, it's a 19% growth and we've seen continued strength in Q1 to date in APAC overall. And semi is a big piece of that. Now there is a lot of moving pieces to be honest in terms of China. As we've highlighted in the past, we have trade tensions and the restrictions, but then there is also an economic recovery really taking hold in APAC and in China. There is a stimulus that's going on which does affect semiconductor as well. So there is a large investment in new semiconductor companies in China that we think is a tailwind certainly, right now and going forward. And then really proud of the execution of our team. So it's been a dynamic environment and certainly they've had to adjust to a lot of change. And one of the areas in particular is in the semiconductor space the work that we've done to position ourselves with the literally thousands of semiconductor start-ups that have emerged in China that need software connected test equipment and so forth. So I'm really proud of the execution of the teams there as well.

    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
 
So OK. There's a lot of questions, but I'll hit them all. We didn't provide guidance because we don't have confidence in the way the pandemic is going to kind of withdraw, and the economy is going to recover. And that just plays a huge role in it more so even in our markets because when all the stay at home and the moratoriums are off, we think we're going to see a big change.
You saw -- and we said it in our prepared remarks that we're happy with what we're seeing on the leasing. Because as you look at the last three quarters where the impact quarters, you saw 125 new deals. The second quarter, 150, or third. Now, 200 new deals in the fourth quarter.
That's a very good trajectory, and it gives us confidence that when the market loosens up, when the state home orders are off, when people are feeling more confident about going out, we're going to do a lot of leasing. We know we have a strong market here. But the question of when that happens play such a huge role in the way we lease, in what our numbers end up being, that we don't feel confident that we can give you good information and guidance to the way the year is going to roll out, so that's why we didn't give guidance. In terms of the leasing, it depends on that same set of issues.
What was your last question?

    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, we can't break those programs out. That's competitive intelligence. We are bidding. I'm sure we're trying to get visibility to you and everyone else about, hey, what's the -- what are we working on, right? So what can you expect? I got to say I'm pleasantly surprised in a big way of how much progress we've made on grid services. How many contracts we've locked up? I mean, $67 million, I think, is up there, especially the number of contracts at 10. I never thought we'd be in the spot. And then looking ahead, more and more programs are coming our way, and we're seeing a lot more profitability as far as the dollars that are associated with these programs. So I can't break them out and for competitive reasons, but I'm trying to do everything I can to give you a window into what we're working on and what kind of money is associated with that. So -- and hopefully, we'll have big wins.

    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, Lucas

    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 understand you. Our view in general, I can tell you, it is that the rig went down during this period and didn't recover yet. We expect 2021 to be subdued in the Middle East even if the projects that we see in Qatar, the unconventional in Saudi are sustained and substantial. [Indecipherable] very important plant. But we will see this more in 2022 than in 2021.
This is relevant for us because, I mean, we expect our -- probably our sales to be more contained in -- during 2021. This is important because some of our very special products are going in that part of the world. But still, we are very confident in the recovery in 2022.

    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
 
Thanks for the question, Josh. Have a good evening.

    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
 
Thanks for taking the question. Just wanted to go back to sort of the external growth side of things, I know you've emphasized on and adjacent. Just want to get your latest thoughts on sort of maybe widening that a little bit given your cost to capital and maybe just some changing trends you alluded to more off-campus. And is that somewhat -- I know you had sort of indicated that a couple of quarters ago, but just wondering how the mix is over the next year?

    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, Stephen, it's Brian. Good morning. As it relates to the staffing challenges, certainly, there's modest differences from park to park, but I would characterize it similar to Richard's earlier comment that that tight labor market is really a nationwide problem, something we're seeing across all our properties here in North America. So certainly, the ones that are a little bit more of a distance from the bigger metropolitan areas may have some incremental challenges, while those that are closer, staffing gets a little bit easier, at least the population base is a little bit deeper.
In terms of our outlook, as I mentioned on -- to an answer to an earlier question, the step functions that we took in rate this year to address the staffing challenges, I think those rates are very relevant still for next year, not necessarily seeing a need for those to increase. And in fact, as we noted in our comments, we're trying to build more flexibility with more runway to plan, we want more flexibility in the labor model going forward. There are certainly some tailwinds that can help us. Seeing the J-1 Visa program come back, we had a modest amount of associates that came through that channel this year, little later in the game, but seeing that continue to get back to its historical levels will definitely benefit us.
And then, as I just mentioned, certainly more runway to plan our staffing models to recruit should benefit us as well, as we look to offset some of the rates pressures we saw this year.

    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
 
Absolutely. That is why I was saying in the initial remarks, that we're expecting a better outlook for the winter. And yes, we have some requests from the airlines. But this request does not mean that they will and we have been used the slot. So they can cancel the slots at the last minute, as they have done during the pandemic levels. But it's clear that we lost in Canada they be in the high season at the third week of January this year.
So we are expecting them to go back and if the winter is strong in the North of Americas. It will be a good season for us. And that is also the case of Europe. In the case of Europe, probably, you can see the news, and we are seeing some recoveries just to give you something or an example, yesterday, we had the first flight from Vienna. And in the case of Vienna, the flight was canceled 14 years ago. So after 14 years, they're coming back to Cancun. So yes, we are seeing also a recovery from the case of Europe.

    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, thanks. Two questions. Roland, you had said at the beginning of the year on the cost side that one mitigating factor would be your ability to hire the talent that you're seeking. So, I guess, my question is, is that starting to ease? And what is your headcount up year-over-year? And then I've got a follow-up.

    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, Ross. This is Dan. So first, on PIF, I think everything is in line with what we have talked about on prior calls. We are encouraged by the growth that we saw in the first quarter.
We're focused on executing our plan for the rest of the year. We're focused on moving into additional states later this year, as I mentioned earlier. And all of that will drive PIF growth and direct written premium growth in line with the guidance that we gave on prior calls. Similarly, our retention rates are in line with prior quarters as well.
As we've talked about, we are deploying multiple strategies focused on enhancing retention, and we expect that you'll see those strategies pay off and show up in the numbers. But it takes time, Ross, as you know, for that to happen. And at the same time, you're seeing -- you're going to see an influx of new writings associated with the growth that, as we have talked about, will impact our loss ratio. So you have these tailwinds and headwinds associated with the loss ratio that we continue to see playing out consistent with what we talked about on the Q4 call that, net-net, over the course of the year will show loss ratio improvement.

    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 morning Rob.

    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 morning. Thanks very much for taking my question. Mark, just on volumes, given that it's more than halfway through the quarter, can you provide any update on just volume trends thus far just relative to what you said about the first half being flat to down? And should we expect a gradual progression upward through the course of the year in terms of the volume numbers, just given the comp last year?

    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
 
What we disclosed last time as our expectation is in line. What we said was mid- to high 30% and markets roughly around 43%. So we're slightly below the rest of the market, still in the mid- to high 30s.

    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
 
It depends on -- it depends, you know, for -- it depends only what one we would do. So, like the one that's the extended regimen would be, you know, a follow-on, and if you will to the Twirla -- Twirla NDA. The progestin-only is a little bit different. Depending on the way -- the way we go with the progesterone-only, we may have found another IND.
So, it really depends on what candidate. But in general, they're generally thought to be line expansions, but the progestin-only may require new IND. It's really that different. So, that's the work we're still doing right now.
But if it's the other two, more than likely, they'll run in the same IND. I'll now --

    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
 
Jay, let me start. Thanks for the question. And we are really truly excited about Cerebrus. I believe Cerebrus is a fundamental breakthrough using reinforcement learning to basically drive our digital full flow. So, I mean, [Indecipherable] can give great quality of results. But the designers still run them and based on their intuition run them again and do the design that way.
And Cerebrus can do that much more -- in a much more mathematical way to explore the design options and parameters. And we announced that last week, as you said, and some of the results or some of the endorsement, for example, Samsung said they got 8% power improvement and this could be done in days versus months. And Renesas said that they got 10% improvement in frequency. So these are definitely very promising results.
I mean it's still early. We are continuing to work with more -- more and more customers, but so far we are happy with how well Cerebrus is performing. And these are based on fundamental kind of new optimization methods. And one thing I would like to remind you is that we have a lot of expertise in computational software, a lot of it can be applied to AI. So it's still early days. And I think these can be definitely applied to other areas. So, for example, we also announced Allegro X a couple of months ago. And that also has new machine learning technology to try and more automate place and route for PCB. So I think it's still early days, but we are very pleased by what Cerebrus can do and application of AI/ML in general to EDA and to simulation and system design.

    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
 
Okay. I mean, if we can execute and grow loans, we still think that there's pressure on the loan yields. The investment yields, we think, have maybe hit the inflection point. There's still a little bit of headwind on our core NII. But our goal is to continue to generate loans and help offset that. As Allen mentioned earlier, just impacting our overall mix will help. And hopefully, we can -- our customers start using some of that excess deposits that they have.

    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, Alvaro.

    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
 
Adam, do you mean just from a, how it spread out over the year. We typically say...

    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 could come from other areas of the portfolio. I mean, the financing of that asset in the capital markets is pretty efficient at this point. And again, I think Eric asked a good question. Currently, we have 1,400 homes, and we have a little bit under $100 million in equity.
So when you think about our balance sheet expecting to end the quarter in Q3 at $1.3 billion to $1.5 billion of cash and liquidity, depending upon what we -- what our investments look like during the quarter, we think we got plenty of capital to continue to grow without the need of any additional capital. And again, the -- if we think about unsecured debt or the capital markets, to the extent that we need capital and it's a very large portfolio, then we would consider either a debt deal or a preferred deal or something like 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
 
Okay, Jeff. Good question. Your numbers are definitely in the right zone. I would do a couple of catalysts. Keep in mind that in the third quarter, we did execute our -- I'll say, 4.5% to 5% price increase. So we're delighted with that global execution. And as you look forward here with a surcharge, it's in this 5% zone. And then across the globe, the different price increases are in that same range. So that's what we're doing now. As Don noted earlier, the surcharges linked to these cost to serve increases, certainly, it's a dynamic environment as we go through the quarter here, if other things come to bear, we look at doing other price actions in the first quarter as well, where there could be a bit of a plus or minus to your point, if the cost of service environment improves. Right now, our mindset is that's not going to happen.

    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, we -- the big step was to select our engineering and construction partner. We did. That's Worley. So the FEE process is ongoing now, front-end engineering.
So we're working that now. We expect to have FID early next year and start construction by the end of next year. So I don't see that there would be anything, barring some weird macro thing happen to us, that would change our schedule right now. Our teams are -- what they have done, our major projects team led by Ken Dillon, as -- along with Worley, they've put together a sub team that as the front-end engineering is happening, they're looking for ways to -- already ways to optimize the designs as they're in progress.
And so I'm really excited that the first one, I believe, is going to be surprising to some people in terms of its design and how we're going to be able to build it. There are some things already in process around deciding how do you do this on a -- at a faster pace and on a larger scale as we go forward. Some of that work is in place. But I do expect that there's -- that we will begin construction at the end of next year.
And I don't see anything in the way of stopping that right now.

    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 morning, Bryan.

    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 mean you're right that ER volumes have rebounded pretty quickly and to the extent there is an analogy to draw between length of stay management, the low acuity work that comes into the ER, at least in our operations, in our emergency departments is handled in fast track settings, so that we minimize the intra-ER length of stay and costs and you got to -- I mean you have to accommodate that, right. I mean, I think we all knew that low acuity work would come back in the ER and the impact of it is dependent on two things, how much low acuity and what's the payer mix. And as that comes back into the fold and becomes a normal part of 2022, we're just going to have to deal with it and manage it and find offsets. I mean you're right that, that puts pressure on the revenue line, on a relative basis given the cost of staffing today.

    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
 
Thanks, Simeon.

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