Ridire Research

The Hard-Drive Profit Reset

The storage cycle has improved. Now the question is who keeps the economics.

Sep 16 • Ridire Research

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The Offshore Supercycle Is Here. Now Show Me the Cash!

The offshore turn we flagged over a year ago is now visible. This stock offers exposure to the next leg, where utilization and earnings need to become…

Sep 11 • Ridire Research

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August 2026

The Pentagon Doesn’t Want a Satellite. It Wants a Factory.

A basket for the shift from bespoke spacecraft to repeatable national-security space infrastructure.

Aug 27 • Ridire Research

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The Customer Concentration Pipeline

What looks like dependence may actually create better visibility, denser infrastructure and more disciplined capital deployment.

Aug 7 • Ridire Research

9

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July 2026

The Toll Road Inside the Refinery

Why acid regeneration is less like commodity chemicals and more like critical infrastructure.

Jul 22 • Ridire Research

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The Payments Spin Nobody Believes In

A deeply discounted payments platform where modest execution could drive an outsized re-rating.

Jul 16 • Ridire Research

5

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AI Turns IP Into Yield

The biggest AI winners may not be AI companies at all.

Jul 13 • Ridire Research

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June 2026

Parking Lots for Robots

The market is chasing who builds the humanoid. The better question may be who owns the places they get sold, serviced, charged, and deployed.

Jun 4 • Ridire Research

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May 2026

The Grid Doesn’t Run on Venture Capital

Natural gas may remain strategically important longer than the market expects.

May 14 • Ridire Research

4

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The Point-Solution Trap

The Derating of Cybersecurity’s Middle Class

May 11 • Ridire Research

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The Stock the AI Tourists Won’t Find

AI investors are chasing chips. Healthcare investors are chasing drugs. This company sells the overlooked materials and tools underneath both.

May 1 • Ridire Research

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April 2026

From Royalties to Reinvention

A Royalty Stock Becomes a Capital Allocator

Apr 28 • Ridire Research

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