Serenity Advocates for Sivers' Transition to U.S. Company

Serenity, known as the "new stock god," has suggested on the X platform that Sivers should fully transition into a U.S. company, with a Nasdaq listing as the initial step. According to Odaily, the company already has a U.S. capital structure, significant equity, and support from the CHIPS Act. This transition could lead to higher valuation premiums and acquisition opportunities. Serenity noted that negative reports from Swedish local media, influenced by short sellers, are detrimental to AI photonics development. The U.S. market, on the other hand, offers more financing opportunities and support from institutions, funds, and indices. Serenity also recommended that Sivers retain its European operations as a subsidiary, managed by the U.S. parent company. This strategy could position Sivers as a major optical communication enterprise in the U.S., rather than just explaining its value in the Swedish market. Additionally, Serenity hinted that Sivers' management might already be working towards transforming the company into a U.S. photonics giant similar to Lumentum.