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.

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Power Deal – 150% YTD, Rally Set to Continue?

Stock Price & Recent Performance Navitas’s stock has seen an explosive run in late 2025. After closing around $8–9 in early October, NVTS leapt to $9.97 on Oct 13finviz.com. The 21.1% jump on Oct 13 came on unusually heavy volume (~124 million shares) – about 5× the normal daily volumemarketbeat.com – fueled by news and short-covering. Finviz data show NVTS trading well above its 50-day (~$6.67) and 200-day (~$5.34) moving averagesmarketbeat.com, reflecting strong upward momentum. The relative strength index (RSI) is around 70–77ts2.techfinviz.com, indicating an overbought condition in the short term. The stock’s beta (~3.0)marketbeat.com and high short interest (~28%
14 October 2025
Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Company Background & Business Model Power Integrations is a fabless semiconductor firm specializing in high-voltage power conversion chips. It pioneered the use of gallium nitride (GaN) in power ICs (marketed as PowiGaN™) and its EcoSmart™ PWM controllers. The company’s products enable efficient AC-DC and DC-DC conversion across applications, from cloud data centers and industrial drives to EV chargers and consumer electronicsreuters.cominvestors.power.com. In fact, Reuters notes POWI “supplies chips that handle power for cars and major appliances” and makes them out of GaNreuters.com. This positions POWI in the clean-energy ecosystem: its chips are used in renewable generation, efficient power grids, metering,
13 October 2025
GE Vernova (GEV) Stock Skyrockets on SMR Nuclear Alliance – Bullish Forecasts Unleashed

GE Vernova (GEV) Stock Skyrockets on SMR Nuclear Alliance – Bullish Forecasts Unleashed

Background: Formation and Core Businesses GE Vernova began trading April 2, 2024, after GE split into three companiespowermag.com. It has ~75–80K employees worldwide and a broad customer base in utilities, developers and governmentspowermag.comgevernova.com. The company is organized into three key segmentspowermag.com: The company emphasizes a mission to lead the energy transition by electrifying grids and decarbonizing generationgevernova.com. CEO Scott Strazik and his team target growth from rising power demand (data centers, AI) and government decarbonization goalspowermag.com. Recent Stock Performance GE Vernova’s stock has run up sharply in 2025. It traded around $603 on Oct. 6 and closed at $646.61 on
13 October 2025
Eos Energy (EOSE) Stock Soars to New Highs – Clean-Energy Boom or Bubble?

Eos Energy (EOSE) Stock Soars to New Highs – Clean-Energy Boom or Bubble?

Company Overview Eos Energy is a U.S.-based energy storage company focused on long-duration grid batteries. Founded in 2008, Eos’s mission is “to accelerate the shift to clean energy with positively ingenious zinc-powered battery energy storage solutions”eose.com. Its core technology is the Znyth™ aqueous zinc battery, which uses non-precious materials (five common commodities) and is designed to be safe (non-flammable) and scalableglobenewswire.comeose.com. The company manufactures its battery modules in the U.S. and integrates them into modular systems (branded Eos Cube, Eos Hangar, Eos Stack) for multi-hour storage. Eos also develops an advanced software and controls suite called DawnOS (introduced in Oct.
13 October 2025
ASML Stock Skyrockets on €1.3B AI Bet – What Investors Must Know Next

ASML Stock Skyrockets on €1.3B AI Bet – What Investors Must Know Next

Stock Price and Recent Movements ASML’s ADS (NASDAQ:ASML) has rallied strongly into mid‐October 2025. On Oct 13 it was trading near $983 (up ~5% that day)stockanalysis.com, having opened around $936.19marketbeat.com. For context, the stock’s 52-week range is roughly $578–1,059, and it closed Q2 2025 around $930. Its intraday surge reflects renewed bullishness: over the prior week, analysts had been raising targets (see below). On the European side (Euronext Amsterdam), the ordinary shares closed near €844 on Oct 13 (up from ~€813 on Oct 10). ASML’s market cap is roughly $375–$380 billion (≈€270B)stockanalysis.comreuters.com. Technical signals are positive – the stock is
13 October 2025
UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

Current Stock Price (as of Oct 13, 2025) UAMY’s stock has surged into double digits. It closed around $15.84 on Oct 13 (up ~32% that day) Investing after opening at $14.69 (Monday) on the heels of the recent funding and contract news Marketbeat Investing. Intra-day it briefly spiked above $16; its 52-week range is roughly $0.50–$16.77 Stockanalysis. Trading volumes have skyrocketed (over 30 million shares on Oct 13 Investing), dwarfing its historical average. With ~128M shares outstanding Stockanalysis, the market capitalization is now on the order of $2.1–2.2 billion Stockanalysis Marketbeat. (For context, just a month earlier its market cap
Plug Power Stock Explodes 170% on Analyst Hype & Giant Hydrogen Deal

Plug Power Stock Explodes 170% on Analyst Hype & Giant Hydrogen Deal

Market Rally and Analyst Upgrades Plug Power’s shares have skyrocketed in early Oct. 2025. On Oct 3, 2025 PLUG jumped +34.6% (to ~$3.80)ts2.tech after H.C. Wainwright’s Amit Dayal issued an extremely bullish note. Dayal not only reiterated a Buy rating but more than doubled his 12-month target from $3 to $7ts2.tech. He argues that surging electricity costs (from booming data centers/industrial demand) and fresh policy support (e.g. nuclear power expansion) make green hydrogen “more competitive”ts2.tech. This call was the highest on Wall Street and ignited a feeding frenzy. Plug’s stock went on to new highs: another +18% bump on Oct 6 brought PLUG
13 October 2025
Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Stock Performance and Recent Trends Arm’s share price has been on a rollercoaster. As of Oct 13, 2025, ARM closed around $154.8 Reuters. The stock jumped earlier in October: on Oct 9 it rallied ~5% and on Oct 10 another ~3.7% Intelligentinvestor, fueled by news of new product deals. However, it then fell ~9% on Oct 11 Intelligentinvestor as some investors took profits. Overall, ARM is up roughly 23% in 2025 Reuters, recovering from a swoon in mid-2024. (The 52-week range spans about $80–$183 Reuters.) Notably, Arm’s public float is very small: SoftBank’s 90% stake means only ~10% of shares
Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

Explosive 3000% Rally: What’s Driving D-Wave Quantum (QBTS) Stock and Where It’s Headed?

Current Stock Price & Trend (as of Oct 13, 2025) D-Wave’s stock has exploded in 2025. After trading near $1 a year ago, QBTS hit a record intraday high around $39.55 on October 8, 2025investing.com. By Oct 13 it closed around $40.995investing.com (about +24% that day). The Nasdaq/TradingView data show QBTS surging roughly +325% year-to-date (YTD) and nearly +4,000% over the past 12 monthsts2.techfxleaders.com. Incredibly, a $1,000 investment in QBTS last October would have been worth ~$30,000 by Oct 2025ts2.tech. This spike has made D-Wave extraordinarily volatile. Trading volumes spiked (e.g. 77 million shares traded on Oct 3) and intraday
Electra Battery Materials (ELBM) Stock Skyrockets on $30M Cobalt Refinery Funding – EV Metal Boom Ignites

Electra Battery Materials (ELBM) Stock Skyrockets on $30M Cobalt Refinery Funding – EV Metal Boom Ignites

Company Overview Electra Battery Materials describes itself as “a leader in advancing North America’s critical minerals supply chain” for electric vehicles Electrabmc. Its flagship project is a cobalt sulfate refinery in Temiskaming Shores, Ontario – slated to become the continent’s first battery-grade cobalt plant. Cobalt sulfate is a key input for lithium-ion battery cathodes. Electra’s multi-phase plan is to convert raw minerals into refined battery chemicals and eventually recycle used batteries into fresh materials Electrabmc Electrabmc. To diversify feedstock, Electra is testing domestic cobalt sources: in Q2 it launched metallurgical assays of material from the Iron Creek deposit in Idaho
Quantum Stocks Rip Higher: IonQ Up 700% – Bubble or Breakthrough?

IonQ Stock Skyrockets on Quantum Breakthrough – Bubble or Boon?

Key Facts: IonQ (NYSE: IONQ) is a pure-play quantum computing company whose stock has surged in 2025. As of October 13, 2025, IONQ closed around $82.59investing.com. This marks roughly +75% YTD and a staggering ~700% gain over the past yearts2.techinvesting.com. The market capitalization is about $20–22 billionmarketbeat.com (up from ~$9 in 2024), reflecting sky-high valuation multiples (~200× expected 2025 revenuets2.tech). IonQ’s Q2 2025 revenue was $20.7M (up ~82% YoY)marketbeat.com, but it reported a net loss of $0.70 per share (yielding a negative 885% profit margin)marketbeat.com. The company has raised enormous capital – roughly $3+ billion this year, including a $1B stock
13 October 2025
Critical Metals (CRML) Stock Skyrockets on U.S. Rare-Earth Rumors: Opportunity or Risk?

Critical Metals (CRML) Stock Skyrockets on U.S. Rare-Earth Rumors: Opportunity or Risk?

Stock Price & Volatility Over the past week CRML’s stock (black candlesticks) has swung wildly, reflecting intense buying on catalysts. After trading under $8 at the end of Sept. 2025, CRML surged 75% on Oct. 6 (pre-market) when U.S. stake rumors brokets2.tech. It climbed from ~$10.20 on Oct. 6 to ~$16.60 by Oct. 10stockstotrade.com, and then exploded to a $21.45 intraday high on Oct. 13marketbeat.com. This volatility is on huge volume – e.g. ~20.4M shares on Oct. 13marketbeat.com. StocksToTrade analysis notes CRML traded as low as $10.20 and as high as $16.98 in just one weekstockstotrade.com. Benzinga technical commentary observes
13 October 2025
BYD’s European EV Invasion – Boom in Sales but Stock Takes a Hit

BYD’s European EV Invasion – Boom in Sales but Stock Takes a Hit

BYD’s European Sales Explosion Industry reports confirm that China’s biggest EV maker is tearing up European sales charts. Deutsche Welle’s Welt notes “the world’s largest Chinese e-car maker is celebrating ever greater success in Europe. In Britain sales have recently exploded… and in Germany the figures are also rising significantly” Welt. Indeed, BYD’s September figures were eye-popping: UK registrations jumped from 1,150 (Sept 2024) to 11,271 Eletric Vehicles, propelling the UK to BYD’s largest market outside China. In Germany, BYD sold 3,255 vehicles in Sept 2025, a new high (vs. just 140 a year ago) Eletric Vehicles. BYD’s SUV sedans
Crypto Shockwave: Justin Sun’s SunWukong DEX Takes Chinese Market by Storm

Crypto Shockwave: Justin Sun’s SunWukong DEX Takes Chinese Market by Storm

SunWukong DEX Debut Draws Worldwide Attention On October 9, 2025 at TOKEN2049 Singapore (streamed via X Spaces), TRON founder Justin Sun formally launched SunPerp (Sun Wukong), the first-ever perpetual futures DEX with a dedicated Chinese-language brandglobenewswire.com. The event (titled “Boundless Imagination of Next Gen DEX”) broke records, drawing over 42,000 live listenersglobenewswire.com. Sun dubbed this move a “new era for Chinese-speaking crypto traders”globenewswire.com. In his keynote, Sun explained that SunPerp’s timing leveraged momentum in the market – noting that the recent Chinese National Day holiday had seen “unprecedented momentum across Chinese-language crypto communities” with viral memes and discussionsglobenewswire.com. Industry media
13 October 2025
BLS International Faces Govt Ban: Shares Plunge 18% – Analysts See 100% Upside?

BLS International Faces Govt Ban: Shares Plunge 18% – Analysts See 100% Upside?

Key facts: – India’s Ministry of External Affairs (MEA) on Oct 9, 2025 barred BLS International from bidding on any new visa/passport outsourcing contracts with Indian embassies and missions for the next two yearsreuters.comeconomictimes.indiatimes.com. The MEA order cited unspecified court cases and applicant complaints as the reasonreuters.comeconomictimes.indiatimes.com. Government Ban and Stock Reaction On Oct 9 the MEA quietly issued a directive barring BLS International Services Ltd. from participating in any new tenders issued by the Ministry of External Affairs or India Missions abroadreuters.comeconomictimes.indiatimes.com. The order cited undisclosed court cases and complaints against BLS’s service (such as visa/passport processing delays), but
13 October 2025
Gold & Silver Soar to Stratospheric Highs: What’s Fueling the Rally?

Gold & Silver Soar to Stratospheric Highs: What’s Fueling the Rally?

Record-Breaking Prices and Market Snapshot The broader precious-metals complex is also rallying: platinum rose ~5% to $1,666/oz, palladium ~6.5% to $1,496 Reuters, as safe-haven demand rippled through commodities. ETFs tracking bullion have seen record inflows – e.g. GLD (Gold) and SLV (Silver) are surging. As of Oct 13, GLD traded around $377 (+2.1%) and SLV around $47.20 (+3.9%) Benzinga. These prices are reflected in tables below: Asset Price (Oct 13) Change (Oct 13) Gold (spot) $4,114.31/oz +2.4% Reuters Silver (spot) $51.82/oz +3.1% Reuters Gold (Dec ’25 futures) $4,133.90/oz +3.3% Reuters Gold ETF (GLD) $376.83 +2.1% Benzinga Silver ETF (SLV) $47.20
13 October 2025
Tata Capital’s ₹15,500-Crore IPO Rocks 2025 Markets – Should You Bet on India’s Biggest Listing?

Tata Capital IPO Debut: Flat Start, But Analysts Say Hold On

IPO Background and Structure Tata Capital Ltd is the financial-services arm of the Tata Group, offering retail loans, SME financing, housing finance (via subsidiary), insurance distribution, etc. It raised about ₹15,512 cr through a combination of fresh issue (₹6,846 cr via ~21 cr new shares) and offer-for-sale (₹8,666 cr via 26.58 cr shares)ts2.tech. Promoter Tata Sons sold 23 cr shares and the IFC (World Bank arm) 3.58 cr shares in the OFSts2.techts2.tech. The IPO was India’s largest of 2025ts2.tech, and complied with an RBI mandate (Tata Capital, being an “upper-layer” NBFC, must list by Sept 2025). The issue price band was set at ₹310–₹326/sharets2.tech. Anchor investors poured
13 October 2025
The Ultimate Windows Version Comparison: From 1985’s Windows 1.0 to Windows 11 and Beyond

Windows 10 Support Ends Oct 14, 2025 – Millions of PCs at Risk, Experts Warn

Microsoft’s support page and tech media agree: Windows 10 won’t “shut down” on Oct 14, 2025, but it will become unsafe to use long-termsupport.microsoft.comindependent.co.uk. After that day, only devices enrolled in ESU or running Windows 11 will get patcheswindowscentral.comsupport.microsoft.com. Users should plan accordingly: if your PC can handle Windows 11, upgrade now via Windows Update. If not, consider replacing it (see WIRED’s laptop guidewired.com) or at least enrolling in Microsoft’s free ESU program to buy a year of breathing room. Security experts emphasize that continuing to run unpatched Win10 is too risky: “in an era of unprecedented cyber risk, one
13 October 2025
Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Stocks Soar: S&P 500 Rallies 1.5% to 6,651 as Trade Fears Ease

Key Facts: As of Oct. 13, 2025 the S&P 500 (SPX) closed around 6,651.03, up about +1.5% on the dayinvesting.com. Trading volume was heavy, reflecting heightened activity (about 24.3 billion shares traded on Oct. 10 versus a 20-day avg of 20.2Breuters.com). Major sectors diverged: technology and AI-related stocks led gains (Broadcom +9%, Nvidia +3%reuters.com) while industrials like Fastenal fell sharply (–6%investopedia.com). Political and economic news – especially President Trump’s conciliatory weekend trade comments – drove sentimentreuters.comnbcrightnow.com. Analysts remain broadly bullish: Goldman Sachs projects roughly +11% upside to ~6,900 in 12 monthsgoldmansachs.com, and Bank of America sees an 8% rally to
13 October 2025
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

Dow Jones Rockets 500 Points as Trump Calms China Tariffs – Market Rally Explained

Market Performance (Oct. 13, 2025) The Dow opened around 45,698 and rallied through the session. By mid-morning it was up ~1.1% (~+517 points at ~45,997)reuters.com. Major tech and financial names were the biggest contributors – Broadcom soared ~9% and topped the indexreuters.com; Nvidia, AMD and other chipmakers also gained as AI-related news buoyed sentimentreuters.com. JPMorgan rose after unveiling a $1.5 trillion plan, and Oracle and Estee Lauder jumped on analyst upgradesreuters.com. Defensive sectors lagged (consumer staples down slightly). Fastenal fell on a profit missreuters.com. Intraday range: The Dow’s intra-day low was near the open (~45,700) and the high approached the mid-46,000s
13 October 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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