July 2026

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

ONDS—Ondas Inc.

Industrials

Then · 31 Jul 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)·Commercial traction (14 Sep 2026)·Catalyst (14 Sep 2026)·Catalyst (14 Sep 2026)

ASPI—ASP Isotopes Inc.

All industries

Then · 31 Jul 2026: Discovery Gap Very high (99/100)·AIR Cautious (45/100)
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)

QXO—QXO, Inc.

All industries

Then · 31 Jul 2026: Discovery Gap Very high (99/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Neutral (52/100)·Left the top 5

Since then: Catalyst (21 Aug 2026)·Management change (21 Aug 2026)·Catalyst (13 Aug 2026)

MGTX—MeiraGTx Holdings plc

Biotech

Then · 31 Jul 2026: Discovery Gap Very high (99/100)·AIR Constructive (62/100)
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)

BMNR—BITMINE IMMERSION TECHNOLOGIES, INC.

Banks

Then · 31 Jul 2026: Discovery Gap Very high (99/100)·AIR Cautious (40/100)
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)