April 2026

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

ONDS—Ondas Inc.

Industrials

Then · 30 Apr 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)

BMNR—BITMINE IMMERSION TECHNOLOGIES, INC.

Banks

Then · 30 Apr 2026: Discovery Gap Very high (100/100)·AIR Neutral (51/100)
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)·Catalyst (4 Jun 2026)·Commercial traction (4 Jun 2026)

MGTX—MeiraGTx Holdings plc

Biotech

Then · 30 Apr 2026: Discovery Gap Very high (100/100)·AIR Neutral (58/100)
Now · 7 Oct 2026: Discovery Gap Very high (98/100)·AIR Neutral (54/100)·Left the top 5

Since then: Management change (22 Sep 2026)·Catalyst (13 Aug 2026)·Catalyst (30 Jun 2026)·Competitive position (30 Jun 2026)·Commercial traction (30 Jun 2026)·Catalyst (30 Jun 2026)

CIFR—Cipher Digital Inc.

Banks

Then · 30 Apr 2026: Discovery Gap Very high (99/100)·AIR Weak (40/100)
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 · 30 Apr 2026: Discovery Gap Very high (99/100)·AIR Cautious (43/100)
Now · 7 Oct 2026: Discovery Gap Very high (96/100)·AIR Cautious (40/100)·Left the top 5

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