Paper trail

September 2026

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

USAR—USA Rare Earth, Inc.

All industries

Then · 30 Sep 2026
Discovery Gap Very high (99/100)·AIR Cautious (44/100)
Now · 7 Oct 2026
Discovery Gap Very high (100/100)·AIR Cautious (44/100)·Still in top 5

Since then: no new evidence on file.

TBN—Tamboran Resources Corp

All industries

Then · 30 Sep 2026
Discovery Gap Very high (99/100)·AIR Neutral (59/100)
Now · 7 Oct 2026
Discovery Gap Very high (99/100)·AIR Neutral (59/100)·Still in top 5

Since then: no new evidence on file.

TE—T1 Energy Inc.

Semiconductors

Then · 30 Sep 2026
Discovery Gap Very high (99/100)·AIR Weak (39/100)
Now · 7 Oct 2026
Discovery Gap Very high (99/100)·AIR Weak (39/100)·Still in top 5

Since then: Catalyst (6 Oct 2026)

CTGO—Contango Silver & Gold Inc.

All industries

Then · 8 Sep 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: no new evidence on file.

QXO—QXO, Inc.

All industries

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

Since then: no new evidence on file.