Rittenhouse Research
@RHouseResearch
AI infrastructure, data centers, neoclouds, software.
Joined May 2025
805 Following 18.4K Followers
Seems pretty relevant / important that the talks about OpenAI doing another pre-IPO round at a $1.2T valuation were “initiated by investors rather than the company”..
$ORCL $CRWV $NVDA
