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
 
Hi, good morning, guys. Been reading about potential for magnesium shortages, which goes into producing aluminum alloys for auto, aerospace, construction end markets. So are you worried there at all with China still in control and low inventory levels in 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
 
Yes. Hi, Reuben, it's Ophir. It mainly relates to the weakness of the dollar against the Australian dollar and the Israeli shekel. This is -- I mean, assuming that there won't be any major fluctuation in currencies, we don't see that as something that will recur. This is revaluation of some balance sheet item, mainly lease liabilities that created its charge, which is a one-off thing, assuming we will not see a fluctuation. It's, of course, non-cash charge.

    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 think you touched on some of the major points there. The momentum that we are really seeing in some of the ad spend effectiveness and particularly the digital channels is what's, I think, a big improvement in the year that we're in right now. And that's what we expect will even elevate further because we really have just started to test some of the functionality with our new customer data capabilities and allowing us to direct digital awareness and prospecting and also kind of repeat purchase activity much more targeted. And that's just going to continue to grow in 2022.
We also have product innovation and product launches, including rolling out women's in our Alaskan Hardgear line for next year, a relaunch of Best Made. And so we've got some exciting things in the product pipeline that will also support that. So I think those are the two top items.

    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
 
Sure. The FAS 91 is related to PPP with $5.5 million. I'd also point out that we had some technology fees related to PPP. There was about $900,000 and the other kind of material item in the quarter was recorded a $1.5 million provision for unfunded commitments. So to think about each of those and what that looks like going forward as you're modeling out. Also going forward, we tend to have a big lift in site and 401 k contributions in the first quarter, some of which will go away as we head into the second quarter and through the year. The -- in terms of the remaining unearned income related to PPP, that's about just shy of $21 million at March 31.

    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 today the number of single-family homes that are rentals is essentially $17 million. That's a significant increase over the last 10 years, when it was $13 million and $13 million was the number for a significant period of time. Keep in mind, that the majority of those single-family homes that are rentals continue to be in the hands of individuals that own one to 4 96% to 97% of all the homes are in that category. The opportunity for institutional growth is still significant. Couple that with what we talked about on the housing shortage. And the housing shortage of four million homes needs to be resolved. So individuals have a quality place to live and then we are building to help that in a small way. But the other thing that we have seen and we've talked about this for many years is the demographic changes is to a little more preference of not having the current owner or renter group of 30 to 40-year-old. They prefer in a much bigger way today than their predecessors and prior generations did at that same age to rent. Their life events are happening later for them, and they're choosing to rent. So I expect there is no -- I haven't seen any projections, but I would expect the trend that we've seen over the last 10 years going from 13 million to 17 million homes to continue. And I would expect to see that the institutions continue to be a big player in providing that quality housing.

    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
 
Great question, Stan. Yeah. The entire decline from 105% to 100% is directly associated with that in the fourth quarter.

    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
 
Yep, thank you.

    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
 
That's net.

    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 me just say, my philosophy as a business owner has been to continue to execute the strategy and we haven't had any fundamental change in the business or the business prospects. What we are seeing though is that there is a very uneven management of government guidelines and travel restrictions and vaccine related rollouts that do play a role in the ability to transact business in certain of our submarkets and certain segments. CAG gives an example because you have a lot of folks that are cross-border in nature and that is harder to predict.
And so we think it was prudent to not assume that everything is back to a sort of pre-COVID world and we have our normal routine around guidance. We feel that there is still some execution in the way the government is handling the role of the vaccine to allow us to use our typical approach to guidance. So it's really more about that than anything that we're seeing changing in our business.

    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
 
Good morning thanks for taking the question. If you could just help me -- just I'm a little confused on some of the commentary as it pertains to the top line and I was hoping you'd kind of help us walk through these countervailing forces. So we've seen the reiteration obviously of the corporate guide for the top line, and you commented to two different areas of backlog that is accelerating and expected to continue to accelerate here in the back half of the calendar year and not be worked through until we get into early calendar 2022.
So I guess what I'm trying to make sure I fully understand the messaging here about is you're saying that the base business ex those two primary product lines really, you're seeing that type of an acceleration to offset the backlog that you see growing? I just want to make sure I'm getting that messaging right. And then maybe as an adjunct to that, could you help us better understand what's really there that's limiting your ability to get that resolved prior to the first half of -- or I should say, the first quarter of next year?

    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
 
Good morning, Howard. Good morning, Julie.

    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, Arun, this is Vince. A little bit longer look and we want to do at this point in time. There is still a lot of fluidity just in the economies out there. I think we've tried to lay out today some of the positive things we think are in store, not only for us, but the industry, good demand. We do think PPGs specific these acquisitions along with the synergies that come of them. We hope we get to a normal price cost environment, but it's still too early to make that call for what would be supply chain looks like going into 2022 right now. We think it will normalize, but it's just too early to make all these calls at this point in time of the year. We certainly feel very optimistic about next year just given the overall demand outlook. Typically when you have strong demand that parlays into positive results, better cost spread on a bigger sales base, etc.

    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 don't know about this year. So, we just have to -- to see how we evolve as the Kemerton project comes on, and then we accelerate growth and modernize our plans for being a resource. It's a very good quality resource, so it's there. I don't know off the top and I don't want to commit to when we bring that resource on but it would be as we start into these Phase 3 projects when we would need that -- need that resource.

    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. We've been looking carefully at our portfolio throughout the year. We've made a few surgical adjustments in LMR, primarily in North America and also in fixed video. We'll continue to look at that. Another opportunity for us is we have constant new product releases. And oftentimes, as Jack mentioned, APX NEXT, for example, we typically release at the higher part of the portfolio. And with that presents a mix opportunity to offset some of the costs that we discussed earlier. So we'll continue to look at it carefully and, of course, monitoring what is a very competitive market that we're in, in both LMR and fixed video.

    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. So that's a good question, and that's probably -- that could be a much longer discussion. We definitely see an opportunity in frontline. We also see an opportunity in the earlier relapse setting. And as you're aware, there are several standards of care, depending on the genetic makeup of the patients. We'd like to, Peter, provided, again, that the recommended Phase II dose supports it, we'd like to go as aggressively as we can into both of those populations. In terms of strategically and tactically, how you do that, it's important to us that we maintain control of the design of the trial that we maintain control of operational execution of certain of the trials.
That's part of what we've been working on behind the scenes. There will be clearly opportunities for ISTs, but everything is predicated on getting a recommended Phase II dose. So we're doing the work, both the preparatory work and the preclinical work to support the combinations, and we will move with the absolute greatest urgency. We can into those combinations as soon as we have a recommended Phase II dose that will support the submissions to begin the Phase I combination studies.

    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, it's much more of a local philosophy than I think -- Cheesecake Factory because of obviously the size of Cheesecake and its breadth. So, as we move into a new market, we do a lot of local marketing within that geography, whether that's boots on the ground marketing to local businesses, friends and family marketing, some of what you would do in a traditional smaller company. We've even at points in time, done things like rented a billboard, etc.
The good news is we haven't had to do much marketing in those new markets, but there is been good buzz around the restaurants. We certainly use the social platforms aggressively. Instagram is pretty prevalent at all of the FRC concepts. And they also have good email database of guests that are already within their communication channels. So, it's a little bit different strategy at Cheesecake, and thus, far because of the success we've seen in those markets, it seems to be working.

    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
 
Jamie, from a win rate perspective, we did not adjust that upward for our earnings power through the period. I will say, we've talked about these contracting models coming to us favorably, coming more favorably to us in the different businesses. Our pursuits right now, we took a look at it with the Board this week, 85% of our pursuits are now reimbursable contracts with incentives. So really a much better place to be as far as our strategy to go after fair and balanced contract terms and commercial terms. And I think that's telling. And the thing we need to be careful of is as these markets all come back and really pick up that we need to be very disciplined that we don't jump all over the first few and make sure that we keep our margins where they need to be.
So we're just cautioning the teams to be very measured and just follow our processes that we put in place and drive the Fluor value and getting paid for the value that we're bringing to all these projects. So I guess I'd say there's potential upside to what we're looking at as far as win rates because we are differentiated. We bring all that front-end capability that I talked about, for example, in Energy Transition, but you can just stay with us and we can build and design, and build and commission the plans for all of these customers that all are focused on net 0 across our 11 business lines.

    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's hard to tell at this juncture. I think I understand the market participant you're speaking of. They're a very great competitor in our marketplace, and I know the folks that are acquiring them we're also going to be trying to defend their marketplace and all the key people that work for them. With that said, I believe there may be opportunities in our marketplace to see some additional customers and also some personnel may shake free from the institution over the coming months and quarters.
But they are a very great player in the marketplace.

    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, sure. 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
 
Yeah. So let's see. Let -- let me -- let me start with Q1. So as I said in the earlier that we do see the -- the PC market and the console business a bit better than seasonal.
Normally, consoles would be seasonally down quite a bit, double digits. You would expect consoles this quarter will still be let's call it modestly down. We do see sequential increase in the server business, as well as in the graphics business as we ramp new products there. And then as we go into the 2021, I -- I would say we -- we're now at the place where we have let's call it three businesses at scale.
And so the guidance really encompasses very significant growth across our -- our data center business and the server space, growth in PCs, just given the visibility that we have around platforms and platform launches on both the notebook side and the strength of our channel portfolio. And then we do see growth in the console business as well as there's a lot of demand for the new console. So I think those are the three big drivers for the full year. And I would say it's well-balanced between the three.
And then, in addition, we also have growth in our consumer and data center GPU business as a result of some of the new products launched there. So it's a fairly let's call it broad-based set of drivers, particularly around the product launches.

    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. Thank you. Good afternoon. Just some clarification regarding the additional supply.
And with that additional supply coming on, at what point do you expect to be back at the level where you're shipping all your customers' orders? Do you think you get there by the end of the second half? Or is that going to take longer?Just following on from that, we've heard from a lot of others, obviously, with the tight supply conditions, order visibilities stretching out customers, or placing orders for in advance. It sounds like from your prior comments that you're not forcing those customer orders to be noncancelable at this point. Maybe just clarify that a little more and talk about what additional visibility that gives you going forward.

    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, that wouldn't be an issue that came up. The meeting was division, OTAT, was all about the commencement of our pivotal trial Study 301. And that, of course, isn't going to have a natural history cohort. It's a placebo-controlled trial.
So that wasn't an issue that was -- we didn't broach the question and that didn't come up in the meeting.

    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
 
Maybe just dig a little more deeper, as far as the fourth quarter acceleration in Tinder direct revenues. Just maybe talk about like what's driving the confidence for that plus 25%. 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
 
I think, we stick to it in generalities. I mean, obviously, we gave you some indication leading into this quarter that we are going to be down at roughly 1 point based on some of those dynamics we are seeing. We're talking about it being consistent for the first quarter. Generally, as we talk about margins, we generally try to guide toward EBITDA being the better indicator between resi and commercial because the operating dynamics of serving the commercial versus the residential market. So on balance, as that starts to -- as commercial start to come back, we might see some general improvement on it and given the timing J.T talked about, that's not likely to be a significant first quarter impact, but as you go later in the year, we'll start to see a little bit of improvement in the gross margin side, offset by higher operating cost, but still get to a solid and positive EBITDA number overall. So I know those are generalities, but those are some of the dynamics that we're facing.

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