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The newly crowned stock market guru Serenity: Sivers should transition into an American company and make listing on Nasdaq its first step.

The newly crowned stock market guru Serenity: Sivers should transition into an American company and make listing on Nasdaq its first step.

Odaily星球日报Odaily星球日报2026/05/31 07:40
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Odaily reported that the "new stock god" Serenity posted on X, stating that Sivers should fully transform into a US company, with a Nasdaq listing as the first step. The company already has a US capital structure, a significant shareholding, and support from the CHIPS Act. This transformation could bring a higher valuation premium and merger and acquisition opportunities. Meanwhile, negative reports in Swedish local media influenced by short sellers are detrimental to the development of AI photonics. The US market can offer more financing opportunities as well as institutional, fund, and index support.

Serenity also suggested that Sivers maintain its European business as a subsidiary, managed by the US parent company, and that it could ultimately become a major US optical communications enterprise rather than merely explaining its value to the Swedish market. Additionally, Serenity hinted that Sivers' management may have already begun seeking to turn Sivers into the next Lumentum-like US photonics giant.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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