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"Newly crowned stock god" Serenity: Sivers should transition into an American company and go public on NASDAQ as the first step
Odaily Planet Daily reports that the "new stock god" Serenity posted on the X platform stating that Sivers should fully transform into an American company, with NASDAQ listing as the first step. The company already has the American capital structure, a large proportion of equity, and support from the CHIPS Act; this transformation could bring higher valuation premiums and acquisition opportunities. Negative reports from Swedish local media influenced by short sellers are unfavorable for the development of AI photonics. The U.S. market can offer more financing opportunities, as well as institutional, fund, and index support.
Serenity also recommends that Sivers retain its European operations as a subsidiary, managed by the U.S. parent company, ultimately becoming a leading U.S. optical communications enterprise rather than just explaining its value in the Swedish market. Additionally, it hints that Sivers' management may have already begun seeking to turn Sivers into the next American photonics giant similar to Lumentum.