Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Biotechnology Stocks Week Ahead (Dec. 22–26, 2025): BioMarin–Amicus Deal, Cytokinetics FDA Win, IPO Filings, and Drug-Price Policy Risks

Biotechnology Stocks Week Ahead (Dec. 22–26, 2025): BioMarin–Amicus Deal, Cytokinetics FDA Win, IPO Filings, and Drug-Price Policy Risks

Biotechnology stocks head into the Christmas-shortened trading week with fresh momentum—and plenty for investors to digest—after a dense run of catalysts between December 19 and December 21, 2025. In the span of 48 hours, the sector saw a major rare-disease
Pharma Stocks Week Ahead (Dec. 22–26, 2025): Drug-Pricing Deals, FDA Catalysts, and M&A to Watch

Pharma Stocks Week Ahead (Dec. 22–26, 2025): Drug-Pricing Deals, FDA Catalysts, and M&A to Watch

Christmas week is usually about thin liquidity and shorter trading hours, not blockbuster headlines. But pharma and biotech stocks head into the final full week of the year with a rare mix of policy shockwaves, deal-making, and FDA-driven volatility—all clustered
Nuclear Stocks Week Ahead (Dec 22–26, 2025): Uranium Near $80, Centrus Fuel-Chain Catalyst, and SMR Volatility in Focus

Nuclear Stocks Week Ahead (Dec 22–26, 2025): Uranium Near $80, Centrus Fuel-Chain Catalyst, and SMR Volatility in Focus

Nuclear stocks head into the Christmas week with two forces pulling in opposite directions: a holiday-thinned trading calendar that can exaggerate moves, and a still-bullish long-term narrative tied to grid reliability, AI data center power demand, and government-backed “reshoring” of
Space & Satellite Tech Stocks Week Ahead: Rocket Lab’s $816M Space Force Win, AST SpaceMobile’s BlueBird 6 Launch, and EchoStar’s Spectrum Spotlight

Space & Satellite Tech Stocks Week Ahead: Rocket Lab’s $816M Space Force Win, AST SpaceMobile’s BlueBird 6 Launch, and EchoStar’s Spectrum Spotlight

Holiday-shortened trading weeks can be deceptively eventful for space and satellite tech stocks: lower liquidity tends to amplify moves, while “hard” catalysts like contract awards, launch milestones, and regulatory headlines still land on the tape. Heading into the week of
Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military Tech Stocks Week Ahead (Dec. 22–26, 2025): Space Force Satellite Awards, Drone Dominance, and Analyst Calls in Focus

Military tech stocks are heading into the Christmas-shortened trading week with fresh catalysts from December 19–21 that reinforce a clear narrative: modern defense spending is tilting toward space-based sensing, low-cost drones, and software-heavy systems—while investors debate how much of that
Data Center Stocks Week Ahead: AI Capex Scrutiny, Power Constraints, and Holiday Trading Put Nvidia, Vertiv, and Data Center REITs in Focus

Data Center Stocks Week Ahead: AI Capex Scrutiny, Power Constraints, and Holiday Trading Put Nvidia, Vertiv, and Data Center REITs in Focus

Data center stocks head into the week of December 22, 2025 at an unusual intersection: the AI infrastructure buildout is still accelerating, but markets are getting far less forgiving about how it’s funded, how quickly it pays back, and whether
21 December 2025
Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Dec. 21, 2025 — Software and platform stocks head into the Christmas week balancing two powerful forces: a thinner, holiday-shortened market that can amplify price swings, and a still-evolving narrative around the AI buildout—specifically, when massive infrastructure spending turns into
Bank Stocks Week Ahead: Fed “Pause” Signals, Holiday-Thin Trading, and Buybacks Put Financials in Focus (Dec. 22–26, 2025)

Bank Stocks Week Ahead: Fed “Pause” Signals, Holiday-Thin Trading, and Buybacks Put Financials in Focus (Dec. 22–26, 2025)

Bank stocks head into Christmas week with a familiar year-end setup: lighter liquidity, a compressed calendar, and just enough macro and policy headlines to move interest rates—and, by extension, the entire financial sector. Over Dec. 19–21, 2025, the storylines that
21 December 2025
Renewable Energy Stocks Week Ahead: Offshore Wind Wins, Grid Spending, and Data‑Center Power Demand in Focus (Dec 22–26, 2025)

Renewable Energy Stocks Week Ahead: Offshore Wind Wins, Grid Spending, and Data‑Center Power Demand in Focus (Dec 22–26, 2025)

Renewable energy stocks head into the Christmas week with a familiar mix of tailwinds and tripwires: supportive long-duration contracts in Europe, rising investment in grids and interconnectors, and a fast-evolving “power race” driven by data centers—set against the usual year-end
Oil and Gas Stocks Week Ahead: Crude Near $60, Venezuela Crackdown Risks, and an EIA Data Delay Reset the Energy Trade

Oil and Gas Stocks Week Ahead: Crude Near $60, Venezuela Crackdown Risks, and an EIA Data Delay Reset the Energy Trade

Oil and gas stocks head into the Christmas week with a familiar tug-of-war: prices are being pulled down by swelling supply and “oil on water” inventory signals, yet pushed up by fast-moving geopolitical headlines—especially around Venezuela—and rising scrutiny of “shadow”
21 December 2025
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