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
 
Add one more opportunity, right? And on the SPP side, while they haven't been as outspoken and probably aren't as long as the process, as Ben mentioned earlier, that region of the country is renewables rich, has the opportunity to be an energy exporter to the country, and that's going to need transmission investment. So we think the MISO studies will provide some, I'll call it, no regrets projects early. But MISO and SPP also are going to have a lot more longer-dated capital projects to enable the resource-rich regions of this country to export to either the East or the West Coast. And we have a lot of ROFRs in place. So that's the other thing. We really -- we have right of first refusals, as you probably know, in some of our key states. So excited about it. 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
 
Courtney, I would just say that, the fleet productivity driven by absorption was really more about the baseline, right? So we were just we had so much extra capacity coming out of COVID that the first, it was the obvious mathematically greatest opportunity. But the dynamics for driving all parts of fleet productivity to positive were there this year. It was just math. That's why you may be skewed toward one or the other. And I think that, that will remedy next year and the balance will be a little bit different. One of the reasons why we talk about it in a consolidated way is because it's an interplay of the three factors that really matter. And I think to categorize, there may be a shift from absorption to other opportunities next year is an appropriate way to look at.

    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 wouldn't go so far as to predict if there may or may not be charges. If we do, there was a charge, we would take it. But we are absolutely continuing to look at inventory. I think there continues to be opportunity, particularly -- we've looked at seasonal but as we go more into some of our core categories, there's opportunity to be more efficient with our inventory.
And we're going through that process of analyzing it and figuring out what that might look like going forward. At the very least, without a doubt, we are committed to turning our inventory quicker, having more newness, and ensuring that we have what it is that she's looking for on our shelves, and it's easily shoppable.

    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
 
Hey Jennifer, it's BJ. Likely not. I think day one CECL would have been around 110 basis points for us I think on a combined basis. So it's hard for me to think about it going much lower than that. It certainly could, but I don't think that we would get there for a while. But with that said, if you exclude PPP and loans to mortgage companies which carry very, very little, we've got 60 basis points or 70 basis points from where we're at today to get down to those levels. So again, we do believe that the macro environment will continue to improve. Credit quality is excellent. The way we've managed both portfolios, both legacy portfolios are really starting to shine now. So we do believe there is very healthy reserve releases to come over the next several 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
 
Yeah. We'll be having people in the engineering team, in production areas, and support staff, and that's all of those areas in that 10 to 12 people per core.

    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
 
Without the forward equity, we are going to be at low 5 times. I think with the forward equity, we will be below.

    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. Happy to answer that. So what we said specifically is that as expected, we are getting back into a better in-stock position on the majority of our products in Q2, but there are three products, Arc, Amp and Move, which will likely continue to be out of stock into Q3. That's because we continue to see really excellent demand for those products in our booking to keep up there.
That is really sort of a challenge that we've had ongoing for the last couple of quarters as we've been chasing supply. And we have and continue to be very pleasantly surprised by how willing our customers have been to wait for their products to come in. I think you can probably see it. We're getting back in stock now, so it's a little bit less obvious, but the shipping times and the lead times on some of those products and then the fact that we are still absolutely beating revenue forecast, I think, combine to paint a picture of just how willing people have been to wait for our products.
And that's really because they are fantastic products. And when you are part of the Sonos system, it's worth waiting for a product that works inside your Sonos system. So you're seeing the loyalty of our customers and the benefit of that system and that's what Patrick talks about.

    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
 
So as I mentioned, we stood that machine up really under budget and faster than we anticipated. And we're running at greater than kind of business case OEEs far in advance of what the expectation was. And it's why I have the confidence that I do in our execution here on the second and third line.

    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 would imagine that's certainly part of it. I think the overall dimension of the value add in terms of the IP relationship as we try to outserve to give our customers the best overall value prop in terms of both the performance of the products we supply them, the service we delivered put around those, and it's not just the delivery service, it's service those businesses where we have service positions like food equipment. And so I think in all of that, I think all of our customers are well aware of their raw material environment. So I think from the standpoint of overall value delivery, our value to them, to the environment that we're in and the fact that we're just trying to recover on a dollar for dollar, we're not trying to get the margin back. I think, as we said before, because we're interested in and expanding our relationships with those customers, I think all of that speaks to the fact that we've been able to recover dollar for dollar.

    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
 
Hi, good morning, guys.

    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
 
We're in growth mode, right. So we have retained all of the originations 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
 
Hey, good morning everybody. George, maybe from a high level perspective, wanted to start with you. Obviously, the reason to sell the assets is to pay off the debt. But from a strategic perspective, I'm curious about selling as we talked last quarter, maybe a lack of a commitment in the future to Minneapolis, which is a core market, selling down quite a bit in Atlanta. So how do you balance selling what you think is achieve fair value with also selling your strategic assets that you guys have laid out is kind of a five-market strategy. How do you balance that and how do you kind of backfill that 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
 
Yeah. Obviously, it's a great business already. I think we're three or four years of consecutive acceleration in that business. We have Alberto Mas on the line. Maybe, Alberto, if you could just comment on when do we start seeing some of that capacity benefit to business and where that stand?

    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, Paul, it's Pierre. I'll start with your first question. I think we'll take some of it off-line with Wayne and the IR team in terms of production from the various basins. Our federal acreage, as you said, in the Permian, is less than 10%.
It went down a little bit through the Noble acquisition. We're not going to disclose the activity for the last year and how much was the mix. I think you can find it's publicly available data, and you can chase that down. In terms of the Gulf of Mexico, I think it's well-known that permits tend to -- you don't -- you have a lower inventory of permits.
So if we have a bigger inventory of permits in the Permian Basin, we and other operators do, that's not the case in the Gulf of Mexico. So those permits tend to be a lower inventory. I will just point out that we have one floating rig on a long-term contract in the Gulf of Mexico that expires at the end of the year. So we'll, again, take your rather detailed questions off-line.
And then, Mike, do you want to answer the energy transition?

    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. Actually, I think you did a pretty good job of summarizing it. Wright will definitely come in and be accretive to our gross margin as those products generally have a higher gross margin than sort of the average of our other business. I also think to as you look at business mix, that will normalize as the year goes forward and so we'll also see kind of those higher-margin orthopaedics products becoming a bigger share of the total. And I think, we'll largely come back to sort of what our view as sort of normalized margins as you look at 2019. Conversely though, just as a reminder, moving down to op-margin, you are going to see that discretionary spending look up as we support growth and so that will likely go the other way and we'll be on a ramp largely as sales ramp throughout the 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
 
Great. And thank you all for joining us 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
 
Yeah. Once that's operational again, that'll flip up the NOI and out will be the miscellaneous income.

    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, no new asset classes in Q3. We alluded to this in our equity offering. We are pursuing some transactions in the life science space, which we think would be a great addition to our portfolio. We're looking at some healthcare assets as well, and which we currently don't have in our portfolio. And then, I would say for the more esoteric assets that you're describing, kind of in the casino space, I think for the right asset and the right location, we would, of course, take a look.

    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
 
We don't have that number yet because we are keeping that flexibilities to make sure that we can adapt our strategy to the current polysilicon price hike. That's why we keep that as a flexible part. But in general, we are still taking module as our main business, but partially of our shipments will be wafer or cell. It depends on the margin, on the spot market.

    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. On your prepared remarks, you mentioned blended lease growth rate was 2.2% in January, you expect improving pricing trends this year. But then effective rental growth of 1.7% for the year. Assuming that these are apples-to-apples numbers, you're pretty close to it. Why will that effective rent growth for the year be higher?

    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
 
Tom, I can't talk about the proportionality because I don't spend time at the other companies. But I don't think the ongoing earnings impacts in the Life Insurance business, I would describe as large. I mean really, for the best of my recollection, the big thing that's changing in the life insurance business is the pattern of how you amortize DAC and unearned revenue, right? We're going from a pattern that is driven by the emergence of profitability to a pattern that is more locked and loaded in terms of being more fixed. So Tom, that's not an area where I spent a lot of time thinking about very large impacts on earnings. There could be some impact, of course, but I don't see it as very large.

    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
 
Hi Faiza.

    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
 
Question I wanted to focus on, utilization. Looking specifically in the Retail segment, we're estimating that maybe the impact of the HIF and the net increase in PYD this year are maybe about the same size. And so if I neutralize those out, your MLR on kind of apples-to-apples basis for the first quarter would have also been up about 100 basis points. Is that right? And then as you think across the balance of the year, how are you thinking about utilization coming back in terms of acuity? And then any permanency in terms of site of service shifts and things like that, that would impact intensity and medical costs as the year progresses. Thanks.

    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
 
David?

    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, Mark. It's Doug Brown here. And we're excited about Inivata, but we're not done. But we're going to integrate this for a little bit here. But things on our mind continue to be pharma and informatics. And I do think the valuations are challenging. And so we really got lucky with striking this deal in May of last year. And so that we continue to balance sort of our prudence and value and how we think about the M&A market with the valuations that are out there. So we're very pleased with what we announced today, but we're going to continue to look at opportunities in M&A.

    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 thank you, Craig. And it's OK, I do not feel like ignored at all. Our gross margin story has definitely been a highlight for us. And it's actually very pleasing to see these numbers playing out given the expectations that we've had for a while. If you recall in the past, we've talked about the growth drivers, right, of LoRa-enabled, the 10-gig PON, the PAM4 CDRs, broad-based protection devices. We talked about all of that coming with much higher gross margins than the corporate average. So it's nice to see that playing out. And that's essentially the story, right? Our gross margin expansion story is pretty simple, it is just that of mix.

    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. I mean, BAE has a global footprint. They already have units through Plug Power. And I think there's a huge -- and they have a huge sales network that not only includes the U.S., but globally.
We think they're a great partner.

    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. Bob is nodding his head. So I'll let Bob answer the second question. The first question is, we've completed the first manufacturing run for 819. We're currently doing product release testing on that batch that we manufactured. Obviously, getting to the point you're making and Bob will discuss, we think there's obviously continued opportunity for process improvements with respect to developing out really high quality alpha beta T cells. And we're working on some of those improvements in parallel in real-time, including under our collaborations with ONO and Janssen. And we have kicked off a second manufacturing run where we've implemented those improvements. And so we're continuing to do a little bit of work assessing the improvements and we've guided that we will enroll the first patient in the middle of this year.

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