Abstract
Sentiment in social-media threads does not only vary across posts; it shifts as users react to claims, corrections, evidence, and hostility within a branching reply tree. We study why sentiment changes in rumor-centric conversation trees by treating discourse moves (e.g., denial/correction, evidence/link, toxicity/attack) as candidate interventions and asking (i) what sentiment a reply expresses, (ii) whether the sentiment shifts relative to its parent, and (iii) which prior message most plausibly drove the reply's sentiment. To support this setting, we introduce CaSiRe, a causal sentiment reasoning layer over public rumor conversation datasets that adds post-level sentiment labels, induced parent-child shift labels, calibrated multi-label intervention tags, and explicitly annotated causal-source labels. We then propose C$^{3}$T (Counterfactual Causal Conversation Transformer), a thread-structured temporal model that jointly predicts node sentiment and shifts, learns sparse ancestor attribution, and supports counterfactual queries by forcing conversational intervention embeddings on or off to estimate potential outcomes. Under an event-level split, C$^{3}$T improves out-of-event robustness and attribution over text-only, graph-based, and temporal baselines, and yields interpretable model-based effects: denials/corrections and evidence reduce downstream negativity, while toxicity increases it. We also benchmark open-weight LLM prompting baselines and find that added conversational context helps, but attribution remains less reliable, motivating structure-aware counterfactual modeling for social-media analysis.
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URL
https://arxiv.org/abs/2609.02131
