March 2026

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

ONDS—Ondas Inc.

Industrials

Then · 31 Mar 2026: Discovery Gap Very high (100/100)·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)

CIFR—Cipher Digital Inc.

Banks

Then · 31 Mar 2026: Discovery Gap Very high (100/100)·AIR Weak (38/100)
Now · 7 Oct 2026: Discovery Gap Very high (69/100)·AIR Weak (34/100)·Left the top 5

Since then: Catalyst (24 Sep 2026)·Catalyst (4 Aug 2026)·Commercial traction (15 Jun 2026)·Catalyst (15 Jun 2026)·Catalyst (8 Jun 2026)·Catalyst (8 Jun 2026)

ASPI—ASP Isotopes Inc.

All industries

Then · 31 Mar 2026: Discovery Gap Very high (99/100)·AIR Weak (38/100)
Now · 7 Oct 2026: Discovery Gap Very high (96/100)·AIR Cautious (40/100)·Left the top 5

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

EVEX—Eve Holding, Inc.

Industrials

Then · 31 Mar 2026: Discovery Gap Very high (99/100)·AIR Cautious (42/100)
Now · 7 Oct 2026: Discovery Gap Very high (79/100)·AIR Weak (39/100)·Left the top 5

Since then: Catalyst (4 Aug 2026)·Catalyst (5 May 2026)

LYTS—LSI INDUSTRIES INC

Industrials

Then · 31 Mar 2026: Discovery Gap Very high (99/100)·AIR Neutral (60/100)
Now · 7 Oct 2026: Discovery Gap Very high (81/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (20 Aug 2026)·Management change (19 Aug 2026)·Management change (19 Aug 2026)·Catalyst (23 Apr 2026)