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Scarcity Thinker

by Agisilaos Papadogiannis

Scarcity Thinker

About the Substack

Investing in AI bottlenecks: assets, markets, portfolios.

About Agisilaos Papadogiannis

Investing in AI bottlenecks. Metals, equities, crypto. Engineer turned finance researcher (PhD + MBA). No monocultures, no hype.

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