Marcin Frąckiewicz

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company working with customers worldwide. His experience spans satellite communications, telecommunications and technology ventures. He graduated from the Warsaw School of Economics (SGH) and writes about space technology, artificial intelligence, stocks and the technology companies and industries he follows. Follow Marcin Frąckiewicz on Google News, Facebook or LinkedIn.

NASA’s Interstellar Visitor 3I/ATLAS on Nov. 5: Fresh Post‑Sun Images, JWST Chemistry—and How to See It Next

NASA’s Interstellar Visitor 3I/ATLAS on Nov. 5: Fresh Post‑Sun Images, JWST Chemistry—and How to See It Next

After weeks hidden in the Sun’s glare, 3I/ATLAS is being picked up again by ground telescopes. The Virtual Telescope Project published a clean, post‑conjunction image captured this morning, marking the start of a new observing window as the comet climbs into darker, pre‑dawn skies. The team plans additional public sessions as conditions improve. The Virtual Telescope Project 2.0
5 November 2025
Beaver Moon 2025 Tonight: See the Year’s Biggest Supermoon on Nov. 5 — Peak Time, How to Watch, Names & Live Streams

Beaver Moon 2025 Tonight: See the Year’s Biggest Supermoon on Nov. 5 — Peak Time, How to Watch, Names & Live Streams

The November Beaver Moon rises tonight as 2025’s largest and brightest full supermoon, a perigee‑side spectacle that will glow impressively both this evening and tomorrow evening. Below is your complete, up‑to‑the‑minute guide—timings, why it’s “super,” why this full moon has two popular names this year, how to watch from anywhere, tide notes, plus a roundup of what major outlets are reporting today.
5 November 2025
Shell’s Surprise Hedge Deal Supercharges Bulgaria’s Battery Boom — and Sends a Big Signal to Europe’s Power Markets

Shell’s Surprise Hedge Deal Supercharges Bulgaria’s Battery Boom — and Sends a Big Signal to Europe’s Power Markets

Sunotec signed a five‑year, cross‑border spread hedge with Shell Energy Europe B.V. covering 600+ MWh of Bulgarian BESS now under development. The hedge locks in price spreads across borders and underwrites merchant revenue for the assets, which are planned to reach COD by Q2 2026. Enery Portfolio Optimisation helped arrange the deal. Sunotec calls it “among the first of its kind in Central Eastern Europe.” SeeNews+1
SpaceX’s Surprise Doubleheader: 29 New Starlinks Tonight — and a Blistering Launch Cadence That’s Reshaping Satellite Internet (and Rival Stocks)

SpaceX’s Surprise Doubleheader: 29 New Starlinks Tonight — and a Blistering Launch Cadence That’s Reshaping Satellite Internet (and Rival Stocks)

SpaceX’s Starlink 6‑81 adds 29 “V2 Mini” satellites to the world’s largest active constellation. The flight is set for 6:48 p.m. EST out of SLC‑40 at Cape Canaveral, with the 45th Weather Squadron calling the odds over 95% favorable. As Spaceflight Now summarized ahead of liftoff, SpaceX has “at least eight [Starlink] missions planned [in November] before the Thanksgiving Day holiday.” Spaceflight Now
5 November 2025
Hong Kong’s Big Crypto Reset: HashKey’s IPO Rumors, “CaaS” Launch & SFC’s New Rules Could Redraw the Map (Nov 5, 2025)

Hong Kong’s Big Crypto Reset: HashKey’s IPO Rumors, “CaaS” Launch & SFC’s New Rules Could Redraw the Map (Nov 5, 2025)

At Hong Kong FinTech Week, the SFC said licensed virtual‑asset trading platforms can tap global liquidity by sharing order books with overseas affiliates. It also relaxed the one‑year track‑record requirement for distributing certain tokens and HK‑regulated stablecoins to professional investors—measures aimed at deepening liquidity and broadening institutional access. Reuters+1
QQQ’s Next 30% Boom—or Dot‑Com Déjà Vu? What Today’s Tech Rout Means for the Nasdaq‑100 and Your Portfolio

QQQ’s Next 30% Boom—or Dot‑Com Déjà Vu? What Today’s Tech Rout Means for the Nasdaq‑100 and Your Portfolio

Invesco QQQ tracks the Nasdaq‑100, a market‑cap‑weighted index of the largest non‑financial companies listed on Nasdaq—meaning the fund is inherently tilted toward megacap tech and communication‑services platforms. That tilt has been a tailwind during AI‑led surges, but it also concentrates risk when investors question valuations. Invesco
Germany’s €1B ‘AI Factory’ Revealed: Nvidia & Deutsche Telekom Just Redrew Europe’s Tech Map — Here’s What Changes Now

Germany’s €1B ‘AI Factory’ Revealed: Nvidia & Deutsche Telekom Just Redrew Europe’s Tech Map — Here’s What Changes Now

Deutsche Telekom and Nvidia say the Industrial AI Cloud is designed as a “sovereign AI” platform—compute, networking and software kept in Germany, with industry‑grade security and compliance. Nvidia’s blog frames it as the “world’s first AI factory for industry,” blending Nvidia AI Enterprise, Omniverse and DGX‑class systems with Telekom’s cloud and network operations. NVIDIA Blog
‘Yeast Survives Mars’ & ESA’s ‘Protein Out of Thin Air’: How Biology Is Rewriting the Mars Menu — and What It Means for Investors

‘Yeast Survives Mars’ & ESA’s ‘Protein Out of Thin Air’: How Biology Is Rewriting the Mars Menu — and What It Means for Investors

Europe’s HOBI‑WAN pilot is ESA’s clearest sign yet that microbial food production will be part of living off‑Earth. The agency says the demonstrator feeds a bacterial culture with stored gases to produce Solein, a protein‑rich powder that needs “neither farmland nor sunlight.” The ISS testbed will ride in a standard locker and includes safety‑critical gas‑injection cartridges because hydrogen/oxygen handling in microgravity must be fail‑safe. The first eight months build and validate a ground “science model,” then ESA aims to manufacture, test and launch a flight unit. European Space Agency
IMF WARNING: Europe’s ‘Explosive’ Debt Could Blow by 2040—Calls Grow for New Social Contract and EU‑Wide Borrowing

IMF WARNING: Europe’s ‘Explosive’ Debt Could Blow by 2040—Calls Grow for New Social Contract and EU‑Wide Borrowing

Europe’s debt burden is re‑entering the danger zone—and the IMF says the continent needs to rewrite the policy playbook to avoid a crunch in the 2030s. In a speech at the ECB’s House of the Euro on November 4, 2025, IMF European Department director Alfred Kammer warned that, absent faster growth and fiscal effort, the average public‑debt ratio in Europe would lurch toward ~130% of GDP by 2040—an “explosive” trajectory that would put elements of the European social model at risk. “Doing nothing is not an option,” he said. IMF+1
5 November 2025
Hong Kong Just Opened the Liquidity Floodgates: HashKey’s CaaS launch, Kraken tie‑up and a $500M IPO plan supercharge the city’s crypto reboot

Hong Kong Just Opened the Liquidity Floodgates: HashKey’s CaaS launch, Kraken tie‑up and a $500M IPO plan supercharge the city’s crypto reboot

Hong Kong’s Securities and Futures Commission has taken its most market‑opening step since launching a full licensing regime for virtual‑asset trading platforms: allowing licensed exchanges to link local order books to their overseas affiliates. SFC chief executive Julia Leung framed it as part of a “multi‑pronged” plan to integrate with global liquidity while preserving safeguards—delivery‑versus‑payment, prefunding at overseas VATPs, a Hong Kong reserve fund for compensation, and joint surveillance. sfc.hk
‘I Don’t Know Who He Is’: Trump’s Binance Pardon Explodes Into Washington Firestorm — What It Means for Crypto, COIN, and BNB Prices

‘I Don’t Know Who He Is’: Trump’s Binance Pardon Explodes Into Washington Firestorm — What It Means for Crypto, COIN, and BNB Prices

On Oct. 23, the White House announced a pardon for Binance founder Changpeng “CZ” Zhao, who pleaded guilty in 2023 to failing to maintain an effective anti‑money‑laundering program and served four months in prison. Press Secretary Karoline Leavitt called it part of ending the prior administration’s “war on cryptocurrency.” Zhao, for his part, said he was “deeply grateful” and pledged to help make the U.S. the “Capital of Crypto.” Reuters
Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

Nvidia’s AI accelerators built on Hopper and now Blackwell remain the default choice for training and serving the largest AI models because they pair raw throughput with a full‑stack advantage—CUDA software, NVLink/NVSwitch interconnects, and networking that plugs into hyperscale data centers. Bloomberg’s explainer today makes the point starkly: investors pushed Nvidia past $5 trillion in late October, and the company is “on course to report more net income this year than its two main rivals will chalk up in sales, combined.” Bloomberg
Space Junk Scare: China Delays Shenzhou‑20 Return After Suspected Debris Strike — What It Means for Astronaut Safety, Markets and the Space Race

Space Junk Scare: China Delays Shenzhou‑20 Return After Suspected Debris Strike — What It Means for Astronaut Safety, Markets and the Space Race

China’s Manned Space Agency said Shenzhou‑20’s return, originally scheduled for Wednesday, Nov. 5, is postponed after the spacecraft was “possibly hit by tiny bits of space debris.” An impact analysis and risk assessment are in progress; no revised landing time has been announced. Reuters
China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic AI chips. Officials have told data centers that are less than 30% complete to rip out foreign accelerators or cancel pending procurements. Projects further along will be reviewed case‑by‑case. The directive, described by sources to Reuters, is among China’s most assertive steps to localize critical compute amid on‑off trade tensions and export controls with Washington. Reuters
Regional Banks Roar Back? Q3 Surprises, Mega‑Mergers—and the One Risk Still Haunting 2025

Regional Banks Roar Back? Q3 Surprises, Mega‑Mergers—and the One Risk Still Haunting 2025

After two straight Fed cuts took the policy range down again in late October, the October Senior Loan Officer Opinion Survey painted a nuanced picture: tighter C&I standards on balance, but basically unchanged CRE standards and stronger demand for mortgages and HELOCs. In other words, lending isn’t shutting down, but banks are still protective—especially on business credit. Federal Reserve
‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now

‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now

Nebius — the Amsterdam‑based AI‑infrastructure company created from Yandex’s non‑Russian assets — has become one of 2025’s most closely watched “neocloud” names. Its Nov. 11 Q3 print arrives amid a volatile week for the stock, but also against a backdrop of blockbuster contracts, aggressive capacity additions, and rising questions about how the AI data‑center boom is being financed across the industry. nebius.com+2Reuters+2
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.