Beyond Cosine Similarity: Zero-Initialized Residual Complex Projection for Aspect-Based Sentiment Analysis

Aspect-Based Sentiment Analysis (ABSA) is fundamentally challenged by representation entanglement, where aspect semantics and sentiment polarities are often conflated in real-valued embedding spaces. Furthermore, standard contrastive learning suffers from false-negative collisions, severely degrading performance on high-frequency aspects. In this paper, we propose a novel framework featuring a Zero-Initialized Residual Complex Projection (ZRCP) and an Anti-collision Masked Angle Loss,inspired by quantum projection and entanglement ideas. Our approach projects textual features into a complex semantic space, systematically utilizing the phase to disentangle sentiment polarities while allowing the amplitude to encode the semantic intensity and lexical richness of subjective descriptions. To tackle the collision bottleneck, we introduce an anti-collision mask that elegantly preserves intra-polarity aspect cohesion while expanding the inter-polarity discriminative margin by over 50%. Experimental results demonstrate that our framework achieves a state-of-the-art Macro-F1 score of 0.8851. Deep geometric analyses further reveal that explicitly penalizing the complex amplitude catastrophically over-regularizes subjective representations, proving that our unconstrained-amplitude and phase-driven objective is crucial for robust, fine-grained sentiment disentanglement.

AffectSpeech: A Large-Scale Emotional Speech Dataset with Fine-Grained Textual Descriptions for Speech Emotion Captioning and Synthesis

Emotion is essential in spoken communication, yet most existing frameworks in speech emotion modeling rely on predefined categories or low-dimensional continuous attributes, which offer limited expressive capacity. Recent advances in speech emotion captioning and synthesis have shown that textual descriptions provide a more flexible and interpretable alternative for representing affective characteristics in speech. However, progress in this direction is hindered by the lack of an emotional speech dataset aligned with reliable and fine-grained natural language annotations. To tackle this, we introduce AffectSpeech, a large-scale corpus of human-recorded speech enriched with structured descriptions for fine-grained emotion analysis and generation. Each utterance is characterized across six complementary dimensions, including sentiment polarity, open-vocabulary emotion captions, intensity level, prosodic attributes, prominent segments, and semantic content, enabling multi-granular modeling of vocal expression. To balance annotation quality and scalability, we adopt a human-LLM collaborative annotation pipeline that integrates algorithmic pre-labeling, multi-LLM description generation, and human-in-the-loop verification. Furthermore, these annotations are reformulated into diverse descriptive styles to enhance linguistic diversity and reduce stylistic bias in downstream modeling. Experimental results on speech emotion captioning and synthesis demonstrate that models trained on AffectSpeech consistently achieve superior performance across multiple evaluation settings.

Budget-Xfer: Budget-Constrained Source Language Selection for Cross-Lingual Transfer to African Languages

Cross-lingual transfer learning enables NLP for low-resource languages by leveraging labeled data from higher-resource sources, yet existing comparisons of source language selection strategies do not control for total training data, confounding language selection effects with data quantity effects. We introduce Budget-Xfer, a framework that formulates multi-source cross-lingual transfer as a budget-constrained resource allocation problem. Given a fixed annotation budget B, our framework jointly optimizes which source languages to include and how much data to allocate from each. We evaluate four allocation strategies across named entity recognition and sentiment analysis for three African target languages (Hausa, Yoruba, Swahili) using two multilingual models, conducting 288 experiments. Our results show that (1) multi-source transfer significantly outperforms single-source transfer (Cohen's d = 0.80 to 1.98), driven by a structural budget underutilization bottleneck; (2) among multi-source strategies, differences are modest and non-significant; and (3) the value of embedding similarity as a selection proxy is task-dependent, with random selection outperforming similarity-based selection for NER but not sentiment analysis.

LogSigma at SemEval-2026 Task 3: Uncertainty-Weighted Multitask Learning for Dimensional Aspect-Based Sentiment Analysis

This paper describes LogSigma, our system for SemEval-2026 Task 3: Dimensional Aspect-Based Sentiment Analysis (DimABSA). Unlike traditional Aspect-Based Sentiment Analysis (ABSA), which predicts discrete sentiment labels, DimABSA requires predicting continuous Valence and Arousal (VA) scores on a 1-9 scale. A central challenge is that Valence and Arousal differ in prediction difficulty across languages and domains. We address this using learned homoscedastic uncertainty, where the model learns task-specific log-variance parameters to automatically balance each regression objective during training. Combined with language-specific encoders and multi-seed ensembling, LogSigma achieves 1st place on five datasets across both tracks. The learned variance weights vary substantially across languages due to differing Valence-Arousal difficulty profiles-from 0.66x for German to 2.18x for English-demonstrating that optimal task balancing is language-dependent and cannot be determined a priori.

SenseAI: A Human-in-the-Loop Dataset for RLHF-Aligned Financial Sentiment Reasoning

We introduce SenseAI, a human-in-the-loop (HITL) validated financial sentiment dataset designed to capture not only model outputs but the full reasoning process behind them. Unlike existing resources, SenseAI incorporates reasoning chains, confidence scores, human correction signals, and real-world market outcomes, providing a structure aligned with Reinforcement Learning from Human Feedback (RLHF) paradigms. The dataset consists of 1,439 labelled data points across 40 US-listed equities and 13 financial data categories, enabling direct integration into modern LLM fine-tuning pipelines. Through analysis, we identify several systematic patterns in model behavior, including a novel failure mode we term Latent Reasoning Drift, where models introduce information not grounded in the input, as well as consistent confidence miscalibration and forward projection tendencies. These findings suggest that LLM errors in financial reasoning are not random but occur within a predictable and correctable regime, supporting the use of structured HITL data for targeted model improvement. We discuss implications for financial AI systems and highlight opportunities for applying SenseAI in model evaluation and alignment.

IndoBERT-Relevancy: A Context-Conditioned Relevancy Classifier for Indonesian Text

Determining whether a piece of text is relevant to a given topic is a fundamental task in natural language processing, yet it remains largely unexplored for Bahasa Indonesia. Unlike sentiment analysis or named entity recognition, relevancy classification requires the model to reason about the relationship between two inputs simultaneously: a topical context and a candidate text. We introduce IndoBERT-Relevancy, a context-conditioned relevancy classifier built on IndoBERT Large (335M parameters) and trained on a novel dataset of 31,360 labeled pairs spanning 188 topics. Through an iterative, failure-driven data construction process, we demonstrate that no single data source is sufficient for robust relevancy classification, and that targeted synthetic data can effectively address specific model weaknesses. Our final model achieves an F1 score of 0.948 and an accuracy of 96.5%, handling both formal and informal Indonesian text. The model is publicly available at HuggingFace.

Beyond Correlation: Refutation-Validated Aspect-Based Sentiment Analysis for Explainable Energy Market Returns

This paper proposes a refutation-validated framework for aspect-based sentiment analysis in financial markets, addressing the limitations of correlational studies that cannot distinguish genuine associations from spurious ones. Using X data for the energy sector, we test whether aspect-level sentiment signals show robust, refutation-validated relationships with equity returns. Our pipeline combines net-ratio scoring with z-normalization, OLS with Newey West HAC errors, and refutation tests including placebo, random common cause, subset stability, and bootstrap. Across six energy tickers, only a few associations survive all checks, while renewables show aspect and horizon specific responses. While not establishing causality, the framework provides statistically robust, directionally interpretable signals, with limited sample size (six stocks, one quarter) constraining generalizability and framing this work as a methodological proof of concept.

Approaches to Analysing Historical Newspapers Using LLMs

This study presents a computational analysis of the Slovene historical newspapers \textit{Slovenec} and \textit{Slovenski narod} from the sPeriodika corpus, combining topic modelling, large language model (LLM)-based aspect-level sentiment analysis, entity-graph visualisation, and qualitative discourse analysis to examine how collective identities, political orientations, and national belonging were represented in public discourse at the turn of the twentieth century. Using BERTopic, we identify major thematic patterns and show both shared concerns and clear ideological differences between the two newspapers, reflecting their conservative-Catholic and liberal-progressive orientations. We further evaluate four instruction-following LLMs for targeted sentiment classification in OCR-degraded historical Slovene and select the Slovene-adapted GaMS3-12B-Instruct model as the most suitable for large-scale application, while also documenting important limitations, particularly its stronger performance on neutral sentiment than on positive or negative sentiment. Applied at dataset scale, the model reveals meaningful variation in the portrayal of collective identities, with some groups appearing predominantly in neutral descriptive contexts and others more often in evaluative or conflict-related discourse. We then create NER graphs to explore the relationships between collective identities and places. We apply a mixed methods approach to analyse the named entity graphs, combining quantitative network analysis with critical discourse analysis. The investigation focuses on the emergence and development of intertwined historical political and socionomic identities. Overall, the study demonstrates the value of combining scalable computational methods with critical interpretation to support digital humanities research on noisy historical newspaper data.

Designing Agentic AI-Based Screening for Portfolio Investment

We introduce a new agentic artificial intelligence (AI) platform for portfolio management. Our architecture consists of three layers. First, two large language model (LLM) agents are assigned specialized tasks: one agent screens for firms with desirable fundamentals, while a sentiment analysis agent screens for firms with desirable news. Second, these agents deliberate to generate and agree upon buy and sell signals from a large portfolio, substantially narrowing the pool of candidate assets. Finally, we apply a high-dimensional precision matrix estimation procedure to determine optimal portfolio weights. A defining theoretical feature of our framework is that the number of assets in the portfolio is itself a random variable, realized through the screening process. We introduce the concept of sensible screening and establish that, under mild screening errors, the squared Sharpe ratio of the screened portfolio consistently estimates its target. Empirically, our method achieves superior Sharpe ratios relative to an unscreened baseline portfolio and to conventional screening approaches, evaluated on S&P 500 data over the period 2020--2024.

Real Talk, Virtual Faces: A Formal Concept Analysis of Personality and Sentiment in Influencer Audiences

Virtual influencers~(VIs) -- digitally synthetic social-media personas -- attract audiences whose discourse appears qualitatively different from discourse around human influencers~(HIs). Existing work characterises this difference through surveys or aggregate engagement statistics, which reveal \emph{what} audiences say but not \emph{how} multiple signals co-occur. We propose a two-layer, structure-first framework grounded in Formal Concept Analysis~(FCA) and association rule mining. The first layer applies FCA with support-based iceberg filtering to weekly-aggregated comment data, extracting discourse profiles -- weekly co-occurrence bundles of sentiment, Big Five personality cues, and topic tags. The second layer mines association rules at the comment level, revealing personality--sentiment--topic dependencies invisible to frequency-table analysis. Applied to YouTube comments from three VI--HI influencer pairs, the two-layer analysis reveals a consistent structural divergence: HI discourse concentrates into a single, emotionally regulated (stability-centred) regime (low neuroticism anchoring positivity), while VI discourse supports three structurally distinct discourse modes, including an appearance-discourse cluster absent from HI despite near-equal marginal prevalence. Topic-specific analyses further show that VI contexts exhibit negative sentiment in psychologically sensitive domains (mental health, body image, artificial identity) relative to HI contexts. Our results position FCA as a principled tool for multi-signal discourse analysis and demonstrate that virtuality reshapes not just what audiences say, but the underlying grammar of how signals co-occur in their reactions.