May 2026

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

NAKA—Nakamoto Inc.

Banks

Then · 31 May 2026: Discovery Gap Very high (100/100)·AIR Weak (39/100)
Now · 7 Oct 2026: Not scored — company no longer in AIR's universe.

Since then: Catalyst (1 Oct 2026)·Commercial traction (1 Oct 2026)·Catalyst (13 Aug 2026)·Management change (3 Aug 2026)·Catalyst (17 Jun 2026)·Catalyst (5 Jun 2026)

GYRE—GYRE THERAPEUTICS, INC.

Biotech

Then · 31 May 2026: Discovery Gap Very high (99/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (93/100)·AIR Neutral (53/100)·Left the top 5

Since then: Catalyst (7 Aug 2026)·Management change (10 Jul 2026)

KDK—Kodiak AI, Inc.

Software / SaaS

Then · 31 May 2026: Discovery Gap Very high (99/100)·AIR Weak (38/100)
Now · 7 Oct 2026: Discovery Gap Very high (96/100)·AIR Weak (32/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)·Management change (1 Jul 2026)

NNE—Nano Nuclear Energy Inc.

All industries

Then · 31 May 2026: Discovery Gap Very high (99/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap Very high (86/100)·AIR Cautious (43/100)·Left the top 5

Since then: Commercial traction (2 Oct 2026)·Catalyst (2 Oct 2026)·Catalyst (12 Aug 2026)·Catalyst (25 Jun 2026)·Management change (24 Jun 2026)

CTGO—Contango Silver & Gold Inc.

All industries

Then · 31 May 2026: Discovery Gap Very high (99/100)·AIR Cautious (44/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Cautious (42/100)·Left the top 5

Since then: Catalyst (22 Sep 2026)·Catalyst (13 Aug 2026)·Commercial traction (1 Jul 2026)·Catalyst (1 Jul 2026)·Catalyst (24 Jun 2026)·Commercial traction (23 Jun 2026)