June 2026

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

ONDS—Ondas Inc.

Industrials

Then · 30 Jun 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)

BMNR—BITMINE IMMERSION TECHNOLOGIES, INC.

Banks

Then · 30 Jun 2026: Discovery Gap Very high (99/100)·AIR Cautious (45/100)
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)

KDK—Kodiak AI, Inc.

Software / SaaS

Then · 30 Jun 2026: Discovery Gap Very high (99/100)·AIR Weak (35/100)
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)

RPC—Ridgepost Capital, Inc.

All industries

Then · 30 Jun 2026: Discovery Gap Very high (99/100)·AIR Neutral (52/100)
Now · 7 Oct 2026: Discovery Gap Very high (83/100)·AIR Neutral (55/100)·Left the top 5

Since then: Catalyst (5 Aug 2026)

CDE—Coeur Mining, Inc.

All industries

Then · 30 Jun 2026: Discovery Gap Very high (99/100)·AIR Constructive (61/100)
Now · 7 Oct 2026: Not scored — company no longer in AIR's universe.

Since then: Catalyst (5 Aug 2026)