Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSM Stock Forecast November 2025: Is Taiwan Semiconductor Still a Buy in the AI Chip Boom?

Taiwan Semiconductor Manufacturing Company sits at the center of the global AI hardware build‑out, and November 2025 has delivered a fresh wave of data points: record October sales, a blowout Q3 earnings print, a bigger capex plan, and renewed geopolitical noise around Taiwan’s chip dominance. The key question for investors now is whether TSM stock still offers attractive upside after a 50%+ surge over the last year. Investors.com+2AP News+2
Rigetti’s Quantum Leap: Stock Jumps 5,000% and Then Grinds Back – Bubble or Breakthrough?

Rigetti Computing (RGTI) Stock: Q3 2025 Shock, Insider Selling and a High‑Risk Quantum Bet – Analysis & Forecast (Updated November 16, 2025)

Rigetti Computing has gone from obscure micro‑cap to one of the most talked‑about quantum computing stocks on Wall Street. After a breathtaking rally of well over 1,000% over the last 12 months, the stock has just endured a brutal November selloff following mixed Q3 2025 results, a DARPA program setback, and heavy insider selling headlines. Sharewise+2Barron's+2
16 November 2025
Uber Stock Poised to Soar? Guggenheim’s $140 Price Target Explained

Uber Stock (UBER) Today: Q3 2025 Shock, Robotaxi Mega-Bets and 2026–2027 Forecast (Updated 16 November 2025)

Uber stock is trading around $91.62 as of the latest close, roughly 10% below its 52‑week high of $101.99 and well above its 12‑month low of $59.33. MarketBeat Despite a recent pullback following Q3 earnings, the shares remain up by about mid‑40% year to date and more than 200% over the past three years, reflecting Uber’s transformation from cash-burning disruptor to highly cash-generative platform. Simply Wall St+1
GE Aerospace Stock Rockets to Record Highs on Jet-Engine Boom and Big Contracts

GE Stock Today (Nov 16, 2025): Dubai Airshow catalysts, Turkish Airlines engine win, and raised guidance keep GE Aerospace near record highs — analysis & 12‑month outlook

1) MRO & support footprint in the Gulf just got bigger.On Sunday, GE said it will break ground on a $50 million Dubai On Wing Support facility for CFM LEAP‑1 and GE9X engines at the Mohammed Bin Rashid Aerospace Hub. The 120,000‑sq‑ft site, four times larger than GE’s current Dubai OWS location, targets opening in early 2027 and adds capacity for quick‑turn work, leases and training. It will join OWS sites in Cincinnati, Doha, London and Seoul. Strategically, it positions GE for both the ever‑growing LEAP narrowbody fleets and the planned Middle East build‑up of 777X aircraft. Aviation Week
Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom (AVGO) Stock Today, Nov 16, 2025: November News Round‑Up, AI Tailwinds, VMware Shake‑Up, and a 2026 Outlook

Broadcom closed at $342.46 in the latest session, after an active week that included a brief downdraft on Thursday to the $334 area before bouncing. That move keeps the stock in a consolidating range ahead of the company’s December earnings event and follows year‑to‑date strength noted by several sell‑side desks. MarketBeat
American Airlines (AAL) Stock Takes Off on Travel Demand – Will It Keep Climbing or Hit Turbulence?

AAL Stock Forecast for 2026: American Airlines Debt, Profit Outlook and Price Targets After November 2025 News

American Airlines Group Inc. heads into mid‑November 2025 trading around the mid‑teens, still weighed down by its heavy debt load but supported by improving earnings guidance and a cautiously better industry backdrop. As of the last close on Friday, 14 November 2025, AAL finished at $12.76, with an intraday range between $12.70 and $13.08 and very heavy volume above 32 million shares. StockAnalysis
16 November 2025
Retail Shock: Target Slashes 1,800 Jobs — Is the Economy in Danger?

Target (TGT) Stock Forecast: November 2025 Holiday Strategy, Layoffs and 2026 Outlook

As of the close on November 14, 2025, Target Corporation trades around $89.90, giving it a market cap of about $40.9 billion and a trailing P/E of roughly 10.5x on the last 12 months’ EPS of $8.58. StockAnalysisThat’s a steep discount to its own 10‑year average P/E and comes after a brutal stretch in which the stock is down about 42% over the last year and roughly a third year‑to‑date. StockAnalysis+1
16 November 2025
CoreWeave (CRWV) stock slips after Q3 beat as data‑center delay trims 2025 outlook — What to know today (Nov. 11, 2025)

CoreWeave (CRWV) Stock Plunges 26% in a Week: AI Bubble Fears, Q3 Earnings Shock and 2026 Forecast [Updated 16 November 2025]

CoreWeave has gone from market darling to high‑beta rollercoaster in just a few weeks. After a blockbuster third‑quarter earnings beat but a small cut to 2025 guidance, the Nvidia‑backed AI cloud provider is now at the center of a fierce debate about whether we’re in an AI infrastructure bubble – and whether CRWV is a buy‑the‑dip opportunity or a ticking time bomb.
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Stock Market Today

  • ACM Research (ACMR) rallies 5.6x in 3 years; valuation points to premium pricing
    July 25, 2026, 5:51 AM EDT. ACM Research (ACMR) shares have climbed approximately 5.6x in 3 years and posted a 181.7% gain over the past year, but valuation indicators point to a premium valuation. Using the Discounted Cash Flow (DCF) model, the estimated intrinsic share value comes to $57.94, putting the current trading price at a 45.5% premium. The P/E ratio is 64.0x, higher than the semiconductor industry's 57.9x average, which may signal overvaluation.