Serenity Questions Sivers’ Strategy: Should Shift Focus to US Market

TREE NEWS update: Serenity criticizes Sivers Photonics for focusing too much on the Swedish market, arguing that US investors would better appreciate its growth potential and order economics. The firm highlights that US analysts would focus on wafer capacity, revenue implications, and partnerships, while local concerns bog down management. Serenity warns that continued Swedish focus will trap Sivers’ valuation.