Evert Nerinckx

Financieel journalist @tijd.

[空空丨火币赚币 @btcoindown]

卧槽，黄仁勋就这么坐地上喝上啤酒了，不知道的还以为是流浪汉呢。

[Evert Nerinckx @evnerinc]

Socioloog Ruud Koopmans: ‘De manosfeer is een hype bij journalisten en politici’ https://t.co/SOYwBCV5Es

[Evert Nerinckx @evnerinc]

Maison Pommery (Vranken) overweegt verkoop aan drankendivisie Dr. Oetker https://t.co/evCng31i7F

[De Tijd @tijd]

Maison Pommery, bekend van champagnemerk Vranken, overweegt verkoop aan drankendivisie Dr. Oetker https://t.co/Xaz5sTT5Ht

[Evert Nerinckx @evnerinc]

Diether Lambrechts (KU Leuven/VIB) wint Belgische ‘Nobelprijs’: ‘Kanker zijn we écht aan het oplossen’ https://t.co/u4moRTiTf0 Via @tijd

[Fouad Gandoul @Fgandoul]

Overal hetzelfde verhaal. Van Scheveningen, Oostende tot Parijs...

[Le Figaro @Le_Figaro]

Des CRS chargent des jeunes après la dégradation d'un abribus sur les Champs-Élysées, lors de la deuxième période de la finale de Ligue des champions entre Arsenal et le PSG.

[Patrick @PS6101]

€2, absolutely magical in a chilled glass 🇵🇹

[BXLeration @BXLeleration]

We kennen nu al de miskleun van het jaar. Helaas. Een hitte-eiland te midden van glas en
Beton. Wat een gemiste kans om er EU-waardig plein te maken.

[Evert Nerinckx @evnerinc]

De reden van de koersopstoot bij #XFAB 👇

Mee via https://t.co/jhP0CHbG01

[Serenity @aleabitoreddit]

$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in.

Given EU CHIPS act 2 is today as the catalyst for European photonics players.

> 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI

> Silicon Photonics / CPO exposure with $NVDA as evaluation stage for high volume manufacturing (optical transceivers/switches)

> The only high-volume SiC foundry in the US.

> One of the critical MEMS foundries

> ~1.29 P/B, which was around what $SOI was sitting at when I went long. Depressed valuations due to legacy drag

> ~6.5-8.5 fwd p/e 2028 personal est.

> backstopped by Government:

- EU CHIPS act, $128M Euros
- US CHIPS act $50M PMT (department of commerce).

With likely more coming (just signals critical importance to Western supply chains).

So at a certain point with all the grants, they’re just getting the capex funded by the Governments.

EU CHIPS act 2 is coming out this week, and I’m gonna go ahead and guess $XFAB might get included given they were before, and this package is specifically targeting photonics.

~$1.3B MC seems compelling to me if it can pull a Soitec reversal (low p/b, very high growth segments, auto legacy drag).

As for the $NVDA silicon photonics relationships it’s under “photonixFAB”.

Markets probably missed this silicon photonics relationship (like $TSEM when I went long) with Nvidia since XFab leads this… Just under a different name.

For power semis, XFAB is named for SiC + $NVTS. In PCN-22181, $POWI explicitly names XFAB as its foundry. 

Given its exposure to power semis and photonics as growth, low P/B, gov backstop (of course dyor, just sharing my personal thoughts)

Thought it personally seemed compelling.

[Terzake @terzaketv]

"Een hels vliegtuiglawaai om de 2 minuten boven ons hoofd. Dag en nacht. Het voelt als een autostrade boven ons hoofd."

Dichtstbevolkt deel van Brussel kreunt onder lawaai van nieuwe aanvliegroute #terzaketv

[Mario Nawfal @MarioNawfal]

🇪🇸 Spain's Irene Montero torched EU VP Kaja Kallas:

"Israel has kidnapped European citizens for 24 hours and you're SMILING?

What would you do if it were Iran or Russia?

But since it's Israel, you look away.

Shame on you."

[Tatum Turn Up @tatumturnup]

This is the greatest video I’ve ever seen. No notes. The lifeless clanker carcass just laying there. No crowd reaction, anything. Just Billie Jean. Until its lifeless shell is shamefully dragged off. Purely amazing.

[Evert Nerinckx @evnerinc]

Etienne Davignon (1932-2026), de laatste zoon van het Belgique à papa https://t.co/ZXbtpJjETC

[Sudinfo LaCapitale @LaCapitale_be]

Un homme âgé étranglé, dépouillé, et laissé au sol près d’une plaine de jeux à Bruxelles : « Personne n’a bougé », les images sont glaçantes (vidéo) https://t.co/9wVSzXVWmW

[Evert Nerinckx @evnerinc]

Na overleg Persoons en Crucke: ‘Impact vliegroute blijft nog jaar onveranderd ' https://t.co/XQ45UyItBW

[Mads @europemaxxed]

Belgium has had enough and is protesting against 67

[Evert Nerinckx @evnerinc]

Rechtbank veroordeelt miljoenenstroom van Fernand Huts naar belastingparadijs Jersey https://t.co/XMy7C9ChUH

[More Perfect Union @MorePerfectUS]

If California's billionaire wealth tax passes, Nvidia CEO Jensen Huang would pay $8 billion dollars.

His response: "I don't mind paying taxes."

[Evert Nerinckx @evnerinc]

Recordaantal vliegtuigen boven noorden van Brussel: zeven keer meer nachtvluchten dan in 2017 https://t.co/qVAVHZ1vkI