My view on Sivers hasn't changed since I wrote about it two months ago.

High risk, high beta. Plenty of interesting themes and upside potential, but still a company with a lot to prove.

Given the magnitude of today's selloff, I initiated a small tactical position. This isn't a change in my longer-term view — just a short-term trade based on current risk/reward.

If the setup doesn't play out as expected, I'll exit accordingly.