I think about this a lot. I do thematic research on executive commentary and what execs are saying about business trends and where they are investing. Indeed they are almost always bullish so, in a sense, their commentary could be argued to be not worth much. However, when you read executive commentary every day for years you pick up on when tone changes, when things get popular, when something "new" happens (AI in 2023, zero trust in 2020, humanoids in 2025, etc), and where money is likely going to go. Figuring out where the money is likely to go can provide a huge edge and executives often tell you in plain English. However, there is still a need to protect against "macro" happenings, bubbles bursting, etc. For that, I use trading principle driven quant models (which have priority over the stories - manage risk first). All of this is to say that I think you can factor in what execs say you just need to be mindful of their endless bullishness and manage the downside risk. Thoughts?