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Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

A stronger-than-expected third-quarter report and managements upbeat 2027 outlook have driven CLFs sharp rally, with bullish traders focused on improved steel pricing and possible short covering. Others question whether the outlook can overcome the companys debt and execution concerns, and some view the move as a sell-the-news bounce.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under heavy pressure amid IPO lockup-related selling concerns and a broader AI and semiconductor pullback, with traders also questioning the companys valuation, growth, and ability to scale. Bears expect further downside as more shares become eligible for sale, while bulls view the selloff as excessive and are averaging in.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs upgrade to Buy after a sharp selloff fueled hopes of a rebound, but traders debated whether the upgrade could overcome ongoing financing concerns, especially as the rally faded. Bulls point to AI demand, customer commitments and Nvidias support, while bears remain focused on CoreWeaves heavy debt burden and borrowing costs.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer, alongside long-term data showing durable responses, is driving discussion about a larger patient market and future sales. Traders are puzzled by the share-price decline despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling or options-related pressure.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are under pressure after a prolonged decline, with traders frequently blaming insider share sales and frustration that management has not announced a fresh buyback. Some see the selloff as a buying opportunity given the companys growth and cash position, while others warn the stock may keep falling and question its valuation and management.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention after a sharp selloff alongside other AI neocloud stocks, as traders debate financing costs and whether the sectors growth can justify its heavy capital needs. Some see the rebound and analyst support as a buying opportunity, while others call it a short-lived bounce and expect more pressure.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

Sharp post-IPO selling and volatile trading dominate the discussion, with traders pointing to lockup-related supply, bearish analyst coverage, and weakness across nuclear stocks as possible pressures. Bulls are treating the pullback as an opportunity, citing Amazons backing and X-energys potential role in meeting future data-center power demand, while others stress that reactor commercialization remains years away.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Attention centers on the FDA-cleared expansion of Alpha Taus REGAIN trial for recurrent glioblastoma and anticipated clinical data at the SNO meeting. Traders are bullish on early tumor-control findings and the broader pipeline, though some note the evidence comes from a small initial cohort.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys investor-day webcast is drawing criticism, with traders disappointed by CEO Lewis Blacks presentation and questioning whether it offered meaningful new information. Some speculate that management appeared evasive, but those concerns are unverified; broader weakness in critical-minerals stocks is also part of the discussion.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons advance is drawing attention after Morgan Stanley named it a top pick, citing AWS growth, AI opportunities and warehouse automation as potential catalysts. Traders are broadly bullish on the move, though some remain cautious about heavy AI spending and whether the shares can sustain gains ahead of earnings.

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Silvia Repurchases an Additional 5% of Shares Outstanding, Bringing Total Repurchases to Approximately 20%

Silvia, Inc. (Nasdaq: SVIA) (the Company), formerly ProCap Financial, Inc., the first publicly traded agentic finance firm, today announced that since September 22, 2026 it repurchased an additional 5% of shares of its common stock. Since the start of its share buyback program, the Company has...

Anthony Pompliano-Led Silvia Buys Back Shares After SVIA Stock Falls Below NAV

Equity

ProCap Financial renamed itself as Silvia and started trading with its new name and ticker on Tuesday. 

Silvia Repurchases an Additional 2.3% of Shares Outstanding, Bringing Total Repurchases to Approximately 14.5%

Silvia, Inc. (Nasdaq: SVIA) (the Company), formerly ProCap Financial, Inc., the first publicly traded agentic finance firm, today announced that since September 15, 2026 it repurchased an additional 2.3% of shares of its common stock at a discount to Net Asset Value (NAV). Since the start of its...

Silvia, Inc. Begins Trading on Nasdaq Under New Ticker SVIA

Silvia, Inc. (Nasdaq: SVIA) (the Company), formerly ProCap Financial, Inc., the first publicly traded agentic finance firm, today announced that its corporate name change to Silvia, Inc. is effective and that its common stock and warrants begin trading today on the Nasdaq Global Market under the...

Silvia, Inc. is a bitcoin-native financial services firm offering lending, trading, and investment solutions tailored to institutional clients. It combines traditional finance infrastructure with a bitcoin-focused treasury and service model. The company was founded on June 17, 2025 and is headquartered in New York, NY.

Silvia Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>SVIA shares fell on Wednesday, putting the stock below the value of Silvia's Bitcoin holdings.&nbsp;</li><li>Silvia bought back another 2.3% of its shares, taking total repurchases to about 14.5%.</li><li>Based on 5,130 BTC and 82.9 million shares, the bitcoin-backed NAV was around $4.27 per share, whereas SVIA traded around $3.90, representing an 11% discount to NAV.</li></ul>Shares of Anthony Pompliano-led Silvia, Inc. (SVIA) fell in mid-day trade on Wednesday, pushing the stock further below the value of the company's Bitcoin holdings, after the company renamed itself, and shared that it had bought back around 2.3% of its shares.The Nasdaq-listed firm, formerly ProCap Financial, renamed itself and launched on Tuesday.&nbsp;The firm said in total it has bought back 14.5% of its common stock since last week, according to a statement.&nbsp; The buycack program began in December of last year where it mandated that it will allow buyback of $100 million in stock. The company bought 148,241 shares at about a 35% discount to net asset value (NAV), according to its February press release filed with the Securities and Exchange Commission (SEC). Silvia said it now bought the shares at a discount to NAV.<h2 class="st-heading-2">Buyback Tied To NAV Gap</h2>Silvia said the company will continue repurchasing shares if they trade below NAV. By the end of the trading session on September 22, the company held about 5,130 Bitcoin (BTC) and had 82.9 million shares outstanding, meaning NAV was about $4.27 per share.SVIA’s price fell over 19% in mid-day trade on Wednesday. However, the stock has gained over 22% so far this year.&nbsp;<h2 class="st-heading-2">Zero Value For Agentic Business</h2>Silvia claims to be the first agentic finance firm listed on the stock market. Its net asset value involves only Bitcoin and net assets. The firm emphasizes that it assigns zero value to its agentic finance business, meaning any value from its products can significantly contribute to its NAV.The discount suggests the market sees most of Silvia's value coming from its Bitcoin holdings. Share repurchases at the prevailing NAV increase the claims of the remaining shares, but this only works if the two figures converge.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $83,800, down 3% in the last 24 hours. On Stocktwits, BTC was one of the top trending tickers.Retail sentiment around BTC remained in the ‘bullish’ zone, accompanied by ‘normal’ chatter levels over the past day.Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitwise-ethereum-solana-venture-bets-sell-if-adoption-stalls/cZM4bCARBJz">Bitwise Says Institutions Treat Ethereum, Solana As Venture Bets They Will Sell If Adoption Stalls</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthony Pompliano pictured speaking at conference in Dublin on 12 June 2018. (Photo By Harry Murphy/Sportsfile via Getty Images)

ProCap Financial renamed itself as Silvia and started trading with its new name and ticker on Tuesday.

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$3.69
Prev Close	$3.66
Open	$3.64
Dividend Yield	0.00%
50-Day Moving Average	$3.03
Beta	1.56
Avg. Volume	2.69M
PE Ratio	N/A

52-Week High	$10.57
52-Week Low	$1.31
Market Capitalization	$323.43M
EPS (Annual)	-$0.3932
Price to Book	1.23
Revenue Per Employee	$17,000.00

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