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Rittenhouse Research
@RHouseResearch
AI infrastructure, data centers, neoclouds, software, fintech.
Joined May 2025
734 Following    16.2K Followers
Polymarket and Kalshi say they’re prediction markets platforms and not sports betting apps if you take out the 50%+ of their total revenue coming from wagers on sporting events.
JUST IN: Anthropic says they’re highly profitable if you take out some of their biggest expenses.