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The Aviation Aftermarket Flywheel
Why an aging fleet and a regulatory clock could quietly transform AerSale.
Mar 5
•
Ridire Research
5
1
Not Your Last NAND Cycle
AI inference, NL-HDD substitution, and disciplined supply are rewriting the earnings path.
Mar 2
•
Ridire Research
5
2
The Quiet AI Trade
A note on long-run inflation and term premium
Feb 6
•
Ridire Research
4
1
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Own the Casino
Sep 8, 2025
•
Ridire Research
10
2
2
The Skeleton Crew
May 9, 2025
•
Ridire Research
7
Megawatt Mutiny
Jun 27, 2025
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Ridire Research
9
2
2
Energy’s Shock Absorber
Dec 29, 2025
•
Ridire Research
10
2
Agents of Change
May 13, 2025
•
Ridire Research
7
The 3Bs of Sovereignty
May 8, 2025
•
Ridire Research
9
1
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Don’t Get Fired Software
Anthropic's Claude can automate the task. It can’t take the blame, and that’s why security and compliance spending never really gets cut.
Feb 6
•
Ridire Research
7
1
The Early Part of the Turn
Where housing improves before it looks healthy
Jan 15
•
Ridire Research
7
1
The Radioactive Renaissance
Therapies, isotopes, and the infrastructure
Jan 9
•
Ridire Research
7
1
Ridire Research: Year in Review
Best Ideas, Worst Ideas, and Biggest Fades
Dec 31, 2025
•
Ridire Research
6
2
The Cost of Downtime
Availability as the hidden driver of value in industrial supply chains.
Dec 30, 2025
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Ridire Research
8
2
2
Energy’s Shock Absorber
Built for Bad Prices. Paid for Normal Ones.
Dec 29, 2025
•
Ridire Research
10
2
Refining the Structure
How Accountability Will Work Going Forward
Dec 22, 2025
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Ridire Research
8
1
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