For the past weeks ive been looking into choosing a moment to pick up Chinese tech stocks (Alibaba, Tencent etc) on the rebound. Now Ive found a post where they are keeping track of the Chinese tech narrative and it seems to be improving past few days. Have you ever used similar metrics in confirming or rejecting an investment thesis? And in this specific case?
The original plot ( https://imgur.com/a/y5mX6HR ) and explanation (taken from original post, with permission).
Data
Data consists of (financial related) headlines, tweets, chatter that is collected over time. This is a fairly large dataset (about 2 gb) that is updated daily.
Methodology
Ive trained Neural Networks (Machine Learning) to recognize topics, emotions, sentiment etc in snippets of texts (headlines, tweets etc etc). Each snippet of text in the database gets assigned a score by being processed through these models. From here these scores are converted in to time series in order to see how emotions, narratives or sentiment evolves over time
What are you seeing in the plot?
The plot is an excerpt from a dashboard ive build. It shows (stock market specific) sentiment towards China in financial headlines/tweets etc over time. The legend shows other metrics which are switched off for clarity reasons. (from: https://www.reddit.com/r/AIinvesting/comments/pfsdsb/monitoring_the_china_tech_narrative_in_financial/ )
Submitted September 01, 2021 at 08:28AM by thewatcher_v2 https://ift.tt/3DxSGDX
