August 2026

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

ONDS—Ondas Inc.

Industrials

Then · 1 Aug 2026: Discovery Gap Very high (95/100)·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)

ASPI—ASP Isotopes Inc.

All industries

Then · 1 Aug 2026: Discovery Gap Very high (94/100)·AIR Cautious (44/100)
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 · 1 Aug 2026: Discovery Gap Very high (93/100)·AIR Cautious (47/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Neutral (52/100)·Left the top 5

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

KDK—Kodiak AI, Inc.

Software / SaaS

Then · 1 Aug 2026: Discovery Gap Very high (91/100)·AIR Weak (34/100)
Now · 7 Oct 2026: Discovery Gap Very high (96/100)·AIR Weak (32/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)

TE—T1 Energy Inc.

Semiconductors

Then · 1 Aug 2026: Discovery Gap Very high (91/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Weak (39/100)·Still in top 5

Since then: Catalyst (6 Oct 2026)·Commercial traction (28 Sep 2026)·Catalyst (28 Sep 2026)·Catalyst (28 Sep 2026)·Catalyst (28 Aug 2026)·Catalyst (12 Aug 2026)