Ridire Research

The Customer Concentration Pipeline

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

Aug 7 • Ridire Research

7

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

8

2

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

1

AI Turns IP Into Yield

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

Jul 13 • Ridire Research

13

2

3

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

11

2

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

1

1

The Point-Solution Trap

The Derating of Cybersecurity’s Middle Class

May 11 • Ridire Research

5

2

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

18

1

4

April 2026

From Royalties to Reinvention

A Royalty Stock Becomes a Capital Allocator

Apr 28 • Ridire Research

9

1

The Industrial REIT With Embedded Convexity

LXP’s land bank could quietly convert into years of new NOI and NAV growth the market isn’t modeling.

Apr 15 • Ridire Research

10

2

March 2026

The Aviation Aftermarket Flywheel

Why an aging fleet and a regulatory clock could quietly transform AerSale.

Mar 5 • Ridire Research

9

4

1

Not Your Last NAND Cycle

AI inference, NL-HDD substitution, and disciplined supply are rewriting the earnings path.

Mar 2 • Ridire Research

8

4