Svmuu reports: “New stock god” Serenity posted on platform X, stating that Sivers should fully transform into a US company, with a Nasdaq listing as the first step. The company already possesses a US capital structure, a significant equity proportion, and support from the CHIPS Act. This transformation could lead to higher valuation premiums and M&A opportunities. Meanwhile, negative reports from Swedish local media influenced by short-sellers are detrimental to the development of AI photonics. The US market can offer more financing opportunities along with support from institutions, funds, and indices.
Serenity also suggested that Sivers retain its European operations as a subsidiary, managed by a US parent company. Ultimately, this could position Sivers as a major US optical communications company rather than constantly explaining its value within the Swedish market. Additionally, Serenity hinted that Sivers’ management may have already begun seeking to establish the company as the next US photonics giant akin to Lumentum.