Billy Tran

Former buy-side research analyst | UC Berkeley & UCLA alumnus | Learning to adapt to the AI-powered world.

[Billy Tran @BillyLearnsAI]

@Geiger_Capital I voted in the Republican primary in Collin County and cast my ballot for Talarico. I believe there are many voters like me.

[Billy Tran @BillyLearnsAI]

@kyledcheney Hmm, why don’t they use ChatGPT to write their letters?

[Billy Tran @BillyLearnsAI]

@texasrunnerDFW @JBlunt1018 @texasrunnerDFW you want to make a $100 side bet? The loser donates $100 to a charity of the winner’s choice.

[Billy Tran @BillyLearnsAI]

@MMerrickson @Geiger_Capital They didn’t say who they were voting for and I didn’t feel appropriate to ask!

[Billy Tran @BillyLearnsAI]

@tmaxftw U.S. households hold roughly $200 trillion in assets. In theory, the government could impose a 1% annual wealth tax for 25 years and use the proceeds to pay down the national debt.

[Billy Tran @BillyLearnsAI]

@krassenstein Agreed. I’m a registered Republican, but I’ll be voting for James Talarico. I just hope he stays true to his principles if he makes it to the Senate.

[Billy Tran @BillyLearnsAI]

@kylematthewsceo Based on historical trends, shouldn’t cap rates return to levels seen during the dot-com era, around 7–8%?

[Billy Tran @BillyLearnsAI]

@travisakers @SaraGonzalesTX We need a prediction market where people can bet on the outcomes of these lawsuits.

[Billy Tran @BillyLearnsAI]

@carlwheless @KenPaxtonTX @bofrench @TexasGOP @GOP I’m a registered Republican. I was already planning to vote for James Talarico, and after today, I’ll be voting for Jon Rosenthal as well. As an immigrant myself, I’ve found Texans to be incredibly generous and welcoming. People like Bo French should not hold elected office.

[Billy Tran @BillyLearnsAI]

@MichaelDell Thank you, Mr. and Mrs. Dell, for your incredible generosity. God bless you both!

[Billy Tran @BillyLearnsAI]

@johnarnold And they also ran a pushback campaign accusing Saudi of “sportswashing,” making the Crown Prince believe he was doing the right thing? Was the CIA actually playing 3D chess?

[Billy Tran @BillyLearnsAI]

@firstadopter This is exactly how I feel. Do we have any hope left for fiscal responsibility from our politicians?

[Billy Tran @BillyLearnsAI]

@BillAckman Could you please consider sponsoring a scholarship for Acie?

[Billy Tran @BillyLearnsAI]

@jbulltard1 Maybe she can carry Elon Musk’s baby now?

[Billy Tran @BillyLearnsAI]

@ThinkAppraiser Did it already have 4 units when it was sold as a sfh? Thank you?

[Billy Tran @BillyLearnsAI]

@patefortworth His 13F showed about $13B in disclosed holdings, but he also reportedly has a $5B stake in Anthropic. What makes up the rest of his portfolio? Does he have significant total return swap (TRS) exposure that wouldn’t appear on a 13F, similar to Archegos?

[Billy Tran @BillyLearnsAI]

@ThinkAppraiser 7% mortgage rate is the new normal?

[Billy Tran @BillyLearnsAI]

@GenZMultifamily I think someone can hack your account and turn on new service at hundreds of random addresses?

[Billy Tran @BillyLearnsAI]

@StealthQE4 Hmm where can i get a list of these houses? I’d love to buy these distressed properties at a discount!