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[@MarcusMilione](/creator/twitter/MarcusMilione)
"some great points below. I think that people should also have a general understand of the TYPE of risk they are taking Asymmetric vs. Symmetric Systemic vs. Idiosyncratic Calculated vs. Emotional"  
[X Link](https://x.com/MarcusMilione/status/1977063420798419103) [@MarcusMilione](/creator/x/MarcusMilione) 2025-10-11T17:27Z 20.5K followers, 20.3K engagements


"Here is the original risk assessment and variant perception that informed the thesis"  
[X Link](https://x.com/MarcusMilione/status/1977830157332398523) [@MarcusMilione](/creator/x/MarcusMilione) 2025-10-13T20:13Z 20.4K followers, 19.6K engagements


"just keep hunting them down"  
[X Link](https://x.com/MarcusMilione/status/1980284305340346804) [@MarcusMilione](/creator/x/MarcusMilione) 2025-10-20T14:45Z 20.5K followers, 84.9K engagements


"When every AI company knows the true cost per million tokens across chips and inference stacks what happens to cloud pricing power"  
[X Link](https://x.com/MarcusMilione/status/1976424434199408985) [@MarcusMilione](/creator/x/MarcusMilione) 2025-10-09T23:07Z 20.1K followers, 9815 engagements


"@nondualhobo USD/MXN forward short that strips out FX noise"  
[X Link](https://x.com/MarcusMilione/status/1980341358436155779) [@MarcusMilione](/creator/x/MarcusMilione) 2025-10-20T18:32Z 20.4K followers, XX engagements