Rittenhouse Research
@RHouseResearch
AI infrastructure, data centers, neoclouds, software, fintech.
参加 May 2025
734 フォロー中 16.2K ファン
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.
