Ridire Research

The Grid Doesn’t Run on Venture Capital

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

May 14 • Ridire Research

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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

14

1

3

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

1

March 2026

The Aviation Aftermarket Flywheel

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

Mar 5 • Ridire Research

9

5

1

Not Your Last NAND Cycle

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

Mar 2 • Ridire Research

8

3

February 2026

The Quiet AI Trade

A note on long-run inflation and term premium

Feb 6 • Ridire Research

4

1

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

January 2026

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

2

December 2025

Ridire Research: Year in Review

Best Ideas, Worst Ideas, and Biggest Fades

Dec 31, 2025 • Ridire Research

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