bitsofchris/earnings-wiki

earnings-wiki (public dataset + explorer)

A structured, longitudinal corpus of large-cap earnings calls — four quarters (2025-Q4 → 2026-Q3), ~130 companies (Nasdaq-100 + Dow 30 + extras), one analysis note per call, every note answering the same ten standing questions.

⚠️ Everything here is AI-generated analysis of public earnings-call transcripts. It may contain errors. It is not investment advice, and quotes should be verified against primary transcripts before use.

What's here

• —`silver/` — 434 per-call analysis notes (markdown + YAML frontmatter). Each answers: economy · consumer · business · investing · scarcity · forward (beliefs) · acting (commitments) · hedges (what they wouldn't commit to) · contradictions · street (what analysts pressed on). Style: numbers only as deltas, verbatim quotes attributed to executives, honesty about spin.
• —`graph/` — every claim as an atom (10.7k nodes), embedded (OpenAI text-embedding-3-small) and linked to its nearest claims across companies (63k cosine k-NN edges). build_clusters.py rolls atoms into cross-company themes (k-means + LLM-written summaries). index.html is a self-contained 3D explorer (three.js via 3d-force-graph) with a time-replay slider — open it over any static server. Pipeline rules and rebuild steps: docs/graph-pipeline.md.
• —`space/` — a Hugging Face Space app (Gradio) to chat with the corpus using a free hosted LLM: filter extraction (symbols / sector / time / question lens) → scoped local retrieval (query.py, also a CLI) → cited generation via the HF Inference API.

Provenance

Company webcasts → Yahoo Finance transcripts → the open `defeatbeta/yahoo-finance-data` mirror → duckdb → per-call analysis by an isolated LLM session with a fixed question schema. Raw transcripts are not republished here — only derived analysis with brief quotes.

Run the Space

Create a Space (Gradio SDK), upload space/* and graph/, set an HF_TOKEN secret (any free account token) and optionally MODEL_ID. Default model: Qwen/Qwen2.5-7B-Instruct via the serverless Inference API.

Schema, briefly

Partition = calendar quarter of the call date. Silver filenames: SILVER - <TICKER> - <call-date>.md. The ten questions are the fixed frame; answers are free text; themes are meant to be discovered (cluster the graph, or ask the Space) — there is deliberately no tag taxonomy.

License

Analysis notes and code: MIT. Underlying transcript content remains the property of its owners; this repository contains derived commentary only.