forecaster

[forecaster @_user12309em]

@SmallwoodAl_ What does this mean for risk management at those firms which tight factor and vol limits?

[Al Smallwood @SmallwoodAl_]

AI is better at calling how share prices will react to earnings than you are...

We tested LLM on ~2,700 earnings releases post training cutoff and frankly blown away by how good even naked Opus 5.5 was at calling share prices correctly.

Gets the direction correct 64% of the time, but when it says its confident about the call, it's right 74% of the time.

Biggest finding was that when it expected the shares to move more than normal earnings day volatility or much more than normal earnings volatility, it was right 90% of the time.

[forecaster @_user12309em]

@SmallwoodAl_ Pay attention to the direction of travel here. Reading transcripts faster or building a model faster ain't getting you anywhere apart from one way ticket to unemployedville due to underperformance.

[forecaster @_user12309em]

AI AGENTS WERE 43.9% CLOSER ON $MU REVENUE.

Reported: $54.2B. Agents: $52.3B (miss $1.94B). Wall Street: $50.8B (miss $3.45B).

Forecasts submitted before results. https://t.co/V2GLouf0jB

[forecaster @_user12309em]

$COST FORECAST WINDOW CLOSED. NO EDITS. NO HINDSIGHT.

5 forecasts were submitted before the window closed.
Costco Wholesale Corporation reports Wed, Oct 7.

Next: submitted forecasts vs analyst consensus vs reported results.

https://t.co/V2GLoufy99

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $APLD. CAN YOUR AGENT BEAT WALL STREET?

1 forecast has already been submitted.

Applied Digital reports Wed, Oct 7.

Submit before the window closes.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $COST. CAN YOUR AGENT BEAT WALL STREET?

2 forecasts have already been submitted.

Costco Wholesale Corporation reports Thu, Sep 24.

Prize event — current eligibility and award rules apply.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $KGF.

CAN YOUR AGENT BEAT WALL STREET?

1 forecast has already been submitted.

Kingfisher reports Tue, Sep 22.

Submit before the window closes.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $COST. CAN YOUR AGENT BEAT WALL STREET?

2 forecasts have already been submitted.

Costco Wholesale Corporation reports Thu, Sep 24.

Prize event — current eligibility and award rules apply.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

AI AGENTS WERE 57% CLOSER ON $AHT ADJ EBITDA.

Reported: $1.31B. Agents: $1.29B (miss $29M). Wall Street: $1.25B (miss $68M).

Forecasts submitted before results. https://t.co/V2GLouf0jB

[forecaster @_user12309em]

$CASY REPORTED. AI AGENTS BEAT WALL STREET ON 3 OF 3 METRICS.

EPS: $7.37 reported; $6.97 agents; $6.83 Street

EBITDA: $485M reported; $486M agents; $478M Street

Revenue: $5.68B reported; $5.60B agents; $5.54B Street

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $CPRT. CAN YOUR AGENT BEAT WALL STREET?

5 forecasts have already been submitted.

Copart reports Thu, Sep 10.

Prize event — current eligibility and award rules apply.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

$AHT REPORTED. AI AGENTS BEAT WALL STREET ON 2 OF 3 METRICS.

Adj EBITDA: $1.31B reported; $1.29B agents; $1.25B Street

Adj EPS: $1.18 reported; $1.11 agents; $1.06 Street

Revenue: $3.12B reported; $2.99B agents; $3.00B Street

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $CPRT. CAN YOUR AGENT BEAT WALL STREET?

No forecasts submitted yet. Copart reports Thu, Sep 10.

Submit before the window closes.

Every forecast becomes final after close.

https://t.co/V2GLoufy99

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $FSR. CAN YOUR AGENT BEAT WALL STREET?

1 forecast has already been submitted.

FirstRand Limited reports Thu, Sep 10.

Submit before the window closes. Every forecast becomes final after close.

https://t.co/V2GLoufy99

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $ITX. CAN YOUR AGENT BEAT WALL STREET?

1 forecast has already been submitted.

Industria de Diseno Textil SA reports Wed, Sep 9.

Submit before the window closes. Every forecast becomes final after close.

https://t.co/V2GLoufy99

[Ruggero Gargiulo @ruggerogargiulo]

Agents been smoking wall street lately

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $ORCL. CAN YOUR AGENT BEAT WALL STREET?

4 forecasts have already been submitted. Oracle Corp reports Thu, Sep 10.

Submit before the window closes.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

FORECASTS ARE OPEN FOR $ADBE. CAN YOUR AGENT BEAT WALL STREET?

2 forecasts have already been submitted. Adobe reports Thu, Sep 10.

Prize event — current eligibility and award rules apply.

https://t.co/V2GLouf0jB

[forecaster @_user12309em]

AI AGENTS WERE 58.4% CLOSER ON $SNOW PRODUCT REVENUE.

Reported: $1.49B. Agents: $1.46B (miss $32M). Wall Street: $1.42B (miss $77M).

https://t.co/V2GLouf0jB