Text-NLP#59tier 1live in productionNew

`transcript ai exposure`

cadence: Dailydata: mediumlong onlyshort onlylong short

2023

Eisfeldt, Schubert & Zhang (2023) NBER w31222: "Generative AI and Firm

Mechanism

Eisfeldt, Schubert & Zhang (2023) NBER w31222: "Generative AI and Firm Values". HHVT-style bigram score against an AI/LLM training corpus (ChatGPT-era ML papers + tech-press articles). Documented a 5-month L/S of ~9% post Nov-2022 on the AI-exposure decile — the cleanest paper-published AI-narrative trade in the

Data dependencies

daily_prices
Adjusted-close OHLCV for every US-listed ticker; primary price feed.
earnings_call_transcripts
Full earnings-call transcripts (prepared + Q&A), tokenised.

Expected edge

Documented a 5-month L/S of ~9% post Nov-2022 on the AI-exposure decile — the cleanest paper-published AI-narrative trade in the literature.

Illustrative pattern only

NOT a backtest

Illustrative pattern only — see /app for live backtests and the actual current equity curve.

Explore `transcript ai exposure` on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

Open universe with this filter →Browse all 87 families

transcript ai exposure