“New Stock God” Serenity: Sivers Should Transition to a US Company with Nasdaq Listing as the First Step

Odaily reported that "New Stock God" Serenity posted on X platform, stating that Sivers should fully transition into a US company, with a Nasdaq listing as the first step. The company already has a US capital structure, a large equity proportion, and support from the CHIPS Act. Such a transition could bring higher valuation premiums and M&A opportunities. Meanwhile, negative reports influenced by short sellers in Swedish local media are detrimental to the development of AI photonics. The US market can provide more financing opportunities and support from institutions, funds, and indices.

Serenity also suggested that Sivers retain its European operations as subsidiaries, with the US parent company overseeing operations. Ultimately, it could become a major US optical communications company, rather than having to justify its value solely in the Swedish market. Additionally, Serenity hinted that Sivers' management may have already begun seeking to build Sivers into the next US photonics giant, similar to Lumentum.