January 2026

The five widest Discovery Gaps at the end of January 2026, revisited today from the same public filings. Descriptive, not predictive.

ASPI—ASP Isotopes Inc.

All industries

Then · 31 Jan 2026: Discovery Gap Very high (100/100)·AIR Cautious (41/100)
Now · 7 Oct 2026: Discovery Gap Very high (96/100)·AIR Cautious (40/100)·Left the top 5

Since then: Commercial traction (14 Aug 2026)·Competitive position (14 Aug 2026)·Catalyst (14 Aug 2026)·Catalyst (4 Aug 2026)·Catalyst (16 Jul 2026)·Catalyst (15 Jul 2026)

BMNR—BITMINE IMMERSION TECHNOLOGIES, INC.

Banks

Then · 31 Jan 2026: Discovery Gap Very high (100/100)·AIR Cautious (46/100)
Now · 7 Oct 2026: Discovery Gap Very high (92/100)·AIR Cautious (49/100)·Left the top 5

Since then: Competitive position (4 Sep 2026)·Catalyst (10 Jun 2026)·Commercial traction (4 Jun 2026)·Catalyst (4 Jun 2026)·Catalyst (27 Apr 2026)·Catalyst (6 Apr 2026)

FOUR—Shift4 Payments, Inc.

All industries

Then · 31 Jan 2026: Discovery Gap Very high (99/100)·AIR Neutral (51/100)
Now · 7 Oct 2026: Discovery Gap Very high (80/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)·Catalyst (8 Jul 2026)·Commercial traction (8 Jul 2026)·Catalyst (7 May 2026)·Management change (3 Mar 2026)·Catalyst (26 Feb 2026)

ONDS—Ondas Inc.

Industrials

Then · 31 Jan 2026: Discovery Gap Very high (99/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Cautious (46/100)·Left the top 5

Since then: Catalyst (23 Sep 2026)·Catalyst (23 Sep 2026)·Catalyst (14 Sep 2026)·Catalyst (14 Sep 2026)·Catalyst (14 Sep 2026)·Commercial traction (14 Sep 2026)

METC—Ramaco Resources, Inc.

All industries

Then · 31 Jan 2026: Discovery Gap Very high (99/100)·AIR Neutral (50/100)
Now · 7 Oct 2026: Discovery Gap Very high (62/100)·AIR Cautious (42/100)·Left the top 5

Since then: Catalyst (25 Sep 2026)·Management change (4 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (11 May 2026)·Catalyst (20 Mar 2026)·Catalyst (25 Feb 2026)