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.

Sarepta (SRPT) Stock Collapses 80% on FDA Bombshell – Is a Big Rebound Coming?

Sarepta (SRPT) Stock Collapses 80% on FDA Bombshell – Is a Big Rebound Coming?

Sarepta’s stock has experienced a dramatic collapse in 2025, wiping out years of gains. After starting the year near all-time highs, SRPT shares have plunged by over 80% year-to-datemarketbeat.com. As of early November 2025, the stock trades in the mid-teens, down from about $120–$130 at the start of the year. In fact, the stock’s 52-week range tells the story: it hit a high of $138.81 and a low of just $10.41 over the past yearmarketbeat.com. This implosion has vastly underperformed the biotech sector and the broader market.
4 November 2025
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Founder Group (FGL) Stock Soars in Early November 2025: Price Rally, News & Outlook

Founder Group (FGL) Stock Soars in Early November 2025: Price Rally, News & Outlook

Founder Group’s stock has seen extreme volatility over the past week. After languishing in the low-$0.30s, FGL staged a sudden rally at the end of October. On October 28, 2025, the share price surged intraday by 34%ainvest.com. This spike was tied to excitement around a major project announcement but was tempered by broader market headwinds and even a bearish rating from Weiss Ratings at the timeainvest.com. Following that burst, the stock drifted lower to the mid-$0.30s again.
4 November 2025
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PTL Limited (PTLE) Stock Soars on Surprise Profit Amid Delisting Risks – Key Facts & Outlook

PTL Limited (PTLE) Stock Soars on Surprise Profit Amid Delisting Risks – Key Facts & Outlook

PTL Limited’s latest financial report revealed an unexpected profit, igniting a sharp rally in its beaten-down stock. The Hong Kong–based marine fuel logistics company announced unaudited results for the six months ended June 30, 2025, highlighting a net income of $1.21 million, up from just $0.32 M in the same period a year priorglobenewswire.com. This 277% profit jump came despite revenue falling 13.4% to $43.56 M in H1 2025globenewswire.com. Gross profit was thin at $0.55 M, down from $1.14 M a year agoglobenewswire.com, reflecting razor-thin margins in the bunkering business. Notably, PTL recorded a one-time $2.4 M reversal of a credit loss provision, which boosted operating profit to $1.77 Mtipranks.com. “PTL Limited’s ability to maintain profitability despite a reduction in revenue” is seen as a positive sign for its market positioningtipranks.com.
4 November 2025
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Denny’s Stock Soars on Buyout Bombshell – $620 M Deal, Q3 Misses & What’s Next

Denny’s Stock Soars on Buyout Bombshell – $620 M Deal, Q3 Misses & What’s Next

Denny’s stock was under pressure for most of 2025 before the buyout news. The share price started the year in the mid-single digits and drifted lower amid uninspiring financial results and sector-wide challenges. In fact, DENN hit a 52-week low of $2.85 earlier in the yearmarketbeat.com, reflecting investors’ pessimism about growth prospects. By late October, the stock was trading around the $4 mark, not far from where it stood five years ago, and well off the 52-week high of $7.73marketbeat.com reached in late 2024. In the week heading into earnings, DENN even dipped below $4, as sentiment was subdued.
4 November 2025
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From Bitcoin Miner to AI Cloud Powerhouse: Iris Energy’s Meteoric Rise (IREN Stock Soars on $9.7B Microsoft Deal)

From Bitcoin Miner to AI Cloud Powerhouse: Iris Energy’s Meteoric Rise (IREN Stock Soars on $9.7B Microsoft Deal)

Iris Energy’s stock has been on a remarkable run in 2025, reflecting both the crypto market’s revival and the company’s strategic pivot to new business lines. As of November 4, 2025, IREN trades around the high-$60s per share – roughly five times higher than its price at the start of the yearcompaniesmarketcap.com. The rally accelerated in recent weeks: the stock jumped +11.5% on November 3 alone to $67.75iren.com after a major partnership announcement. Year-to-date, IREN has soared about +480%, vastly outperforming the broader market. For context, IREN had already climbed ~500% in 2023 off of 2022’s crypto bear-market lowscompaniesmarketcap.com, and added another ~44% in 2024, but 2025’s performance eclipses those gains.
4 November 2025
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Walmart Stock Soars on Tech & Holiday Buzz – Key Facts & Bold Predictions (Nov 2025 Update)

Walmart Stock Soars on Tech & Holiday Buzz – Key Facts & Bold Predictions (Nov 2025 Update)

Walmart’s stock price has been on a strong upward trajectory in 2025, recently reaching the low $100s per share after a steady climb. On November 3, 2025, WMT closed at $101.59, up about +0.42% for the daymarketbeat.com. This slight gain followed a period of stability in late October – the stock spent the last week of October fluctuating in a tight range around $102, with modest day-to-day moves. For instance, it closed at $102.10 on Oct 31 and $101.54 on Nov 3stockanalysis.com, indicating minor consolidation ahead of anticipated news.
4 November 2025
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Lenskart IPO Frenzy: 7x Oversubscribed Amid Grey Market Jitters – Is Groww’s IPO the Safer Bet?

Lenskart IPO Frenzy: 7x Oversubscribed Amid Grey Market Jitters – Is Groww’s IPO the Safer Bet?

Lenskart’s IPO, open from Oct 31 to Nov 4, has seen enthusiastic participation from all investor categories. By the end of Day 2, the issue was 2.02× subscribedtimesofindia.indiatimes.com. This momentum accelerated on the final day: bids for ~73.8 crore shares were received against 9.97 crore on offer by early afternoon Nov 4 – about 7.4 times oversubscription overallmoney.rediff.com. Notably, high-net-worth/non-institutional investors led the charge at 10.21× subscription, outpacing institutional demand at 6.6× and retail at 5.65× by mid-daymoney.rediff.com. Such figures signal robust appetite for a piece of India’s largest eyewear retailer.
4 November 2025
AI Rally Hits Speed Bump as Futures Fall – Key Facts Before the Nov. 4 Market Open

AI Rally Hits Speed Bump as Futures Fall – Key Facts Before the Nov. 4 Market Open

Stock index futures are firmly in the red before the opening bell, indicating Wall Street will give back some of Monday’s gains. S&P 500 futures are down roughly 0.9% and Nasdaq 100 futures off 1.2%, with Dow futures –0.7%seekingalpha.comseekingalpha.com. This comes after the Nasdaq Composite and S&P 500 ticked higher yesterday, buoyed by excitement over a big Amazon–OpenAI AI partnership, even as the Dow slippedeconomictimes.indiatimes.com. That optimism has proved short-lived; by early Tuesday, futures reversed as investors refocus on stretched valuations in the tech sector and worry that the AI boom may have overshot fundamentalsswissinfo.chswissinfo.ch.
4 November 2025
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Iren S.p.A. Stock Soars in 2025 Rally – Analysts Pump the Brakes Ahead of Big Strategic Reveal

Iren S.p.A. Stock Soars in 2025 Rally – Analysts Pump the Brakes Ahead of Big Strategic Reveal

Iren’s stock is trading near its highs for the year as we enter November. On November 3, 2025, shares closed around €2.54 on the Borsa Italiana, essentially flat on the daystockinvest.us. Midday on Nov. 4, the price hovered about €2.53, keeping the market cap near €3.3 billionreuters.com. This marks a dramatic climb of over 30% year-to-datefinanza.repubblica.it – a sizable outperformance versus the broader Italian market. For context, Iren’s stock began the year around the mid-€1.90s and has rallied amid strengthening financial results and a rebound in utility sector sentiment.
4 November 2025
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Mortgage Rates Hit Yearly Low After Fed’s Cut – Why Experts Say 3% Mortgages Are Gone for Good

Mortgage Rates Hit Yearly Low After Fed’s Cut – Why Experts Say 3% Mortgages Are Gone for Good

After climbing to painful highs earlier in 2025, mortgage rates have finally pulled back in recent weeks – offering a dose of relief to homebuyers and refinancers. The average 30-year fixed-rate mortgage now hovers around 6.2% as of November 4nerdwallet.com. That’s down from the ~7%+ range seen at the start of the year and marks the lowest level for rates in about 14 monthsthemortgagereports.com. Freddie Mac’s weekly survey showed the 30-year average easing to 6.17% at the end of October, the fourth consecutive weekly drop and the lowest since late 2024themortgagereports.comthemortgagereports.com. The 15-year fixed now sits around 5.5–5.7% at many lenders, while popular hybrid adjustable-rate loans are averaging roughly 6.5–6.7% in their initial periodnerdwallet.comnerdwallet.com.
4 November 2025
Palantir’s $500 Billion AI Surge: Record Earnings, Stock Whiplash & What’s Next for PLTR

Palantir’s $500 Billion AI Surge: Record Earnings, Stock Whiplash & What’s Next for PLTR

Palantir Technologies just delivered a record-breaking Q3 2025, extending its meteoric run as one of this year’s hottest AI stocks. The company reported $1.18 billion in revenue and $0.21 in adjusted EPS, comfortably topping analyst forecasts of ~$1.09 B and $0.17 Zerohedge. It was the fourth straight quarter of accelerating growth, fueled by Palantir’s push into enterprise AI. In response, management raised full-year 2025 guidance – now expecting ~$4.40 B in revenue and a hefty $2.15 B in adjusted operating profit Zerohedge Zerohedge.
4 November 2025
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Don’t Miss the Beaver Moon – 2025’s Brightest Supermoon Peaks This Week

Don’t Miss the Beaver Moon – 2025’s Brightest Supermoon Peaks This Week

Skywatchers are in for a treat as the year’s brightest full moon takes to the sky this week. November’s full moon – known as the Beaver Moon – will reach its peak illumination on the morning of November 5, 2025, and it’s no ordinary full moon. It’s a “supermoon”, meaning the moon is near its closest point to Earth in its orbit during its full phase. This makes the lunar disc appear a bit larger and a lot more luminous than usual. In fact, this Beaver Moon supermoon will be so luminous that its glow can even cast faint shadows on the ground at night, a rare effect only seen during the most intense full moonsnationalgeographic.com.
4 November 2025
Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry’s $1.1 Billion Bet: Will the AI Stock Bubble Burst on Nvidia and Palantir?

Michael Burry – best known for his prescient “Big Short” against the 2000s housing bubble – is now taking aim at the AI stock frenzy. In a regulatory filing for Q3 2025, Burry’s firm Scion Asset Management revealed huge new put option positions against two of the stock market’s hottest AI names: Nvidia and Palantir Technologiesmarkets.businessinsider.com. Put options are contracts that increase in value when the underlying stock falls, so these represent a high-conviction bet on a price decline. Scion’s disclosure showed put options on ~1,000,000 Nvidia shares and ~5,000,000 Palantir sharesmarkets.businessinsider.com, opened during the third quarter of 2025. Notably, Burry held no positions in either stock in the prior quartermarkets.businessinsider.com, underscoring that this is a fresh, deliberate wager. The combined notional value is enormous – comprising nearly 80% of Scion’s entire portfolio as of the filingx.com – making this one of Burry’s most concentrated bets ever made public.
4 November 2025
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Gold Near $4,000: Inside 2025’s Historic Price Surge and the Road Ahead

Gold Near $4,000: Inside 2025’s Historic Price Surge and the Road Ahead

Gold prices remain just under the historic highs as of early November 2025, capping a year of extraordinary gains. On November 4, spot gold traded around $3,970/oz, with December futures near $3,979/oz. Just weeks earlier, on October 20, gold hit an all-time record of approximately $4,381 per ounce, before pulling back on profit-taking and improving risk sentiment. Even after dipping from the peak, gold is up over 50% since January – a stunning rise that makes 2025 one of gold’s best years on record. For context, this time last year gold was trading in the mid-$2,000s; the metal’s ascent has added roughly $1,300 to its price in 2025 alone.
4 November 2025
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Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon Web Services and OpenAI unveiled a multi-year cloud computing deal that ranks among the largest ever in tech. Under the agreement – valued at $38 billion over seven years – OpenAI will run and scale its advanced AI workloads on AWS’s “world-class infrastructure” starting immediatelyaboutamazon.com. In practical terms, AWS is provisioning OpenAI with vast computing capacity: on day one, OpenAI gains access to hundreds of thousands of NVIDIA GPU-based processors in AWS data centers, with the option to scale up to tens of millions of CPU cores for future growtharabianbusiness.com. AWS has deep experience operating clusters of over 500,000 chips securely at scalearabianbusiness.com, which will be leveraged to support OpenAI’s needs from model training to running popular services like ChatGPT.
4 November 2025
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North Korea’s ‘HttpTroy’ Backdoor Exposed – Inside the Stealth Hack Shaking Cybersecurity and Stocks

North Korea’s ‘HttpTroy’ Backdoor Exposed – Inside the Stealth Hack Shaking Cybersecurity and Stocks

A new threat actor playbook has emerged from North Korea’s shadowy cyber-espionage operations. In early November 2025, researchers revealed that the DPRK-linked group Kimsuky deployed a previously unknown malware dubbed “HttpTroy.” The twist? Kimsuky’s hackers delivered this backdoor under the guise of an innocuous VPN invoice emailwebpronews.com. The phishing emails were crafted to look like legitimate billing notices for a VPN service – a lure likely to trick busy professionals, especially in South Korean government and defense circles, which Kimsuky often targetswebpronews.com.
4 November 2025
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Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant – one of the world’s largest IT consulting and services firms – announced a broad partnership with Anthropic, the San Francisco AI company behind the Claude chatbot. On November 4, 2025, Cognizant revealed it has begun deploying Anthropic’s Claude large language model across its client-facing platforms and will extend access to up to 350,000 of its employees worldwidemoneycontrol.com. This sweeping internal rollout makes Cognizant one of Anthropic’s biggest customers to datex.com. The professional-services giant will use Claude not only to enhance its own workforce productivity but also as a core offering to help clients “modernize and scale AI adoption” in their businessesfinviz.comfinviz.com.
4 November 2025
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Bitcoin’s $100K Rollercoaster: Wild Swings, Big News, and Bold 2025 Crypto Forecasts

Bitcoin’s $100K Rollercoaster: Wild Swings, Big News, and Bold 2025 Crypto Forecasts

Bitcoin enters November 2025 on a shaky footing yet remarkable footing: prices are holding around $106,000–$107,000 as of November 4, after a volatile start to the month that saw BTC briefly plunge under $105Kcrypto.news. Just days ago, Bitcoin was changing hands above $110K; the swift drop has erased roughly 14% from its recent local highcryptorank.iobusiness-standard.com. This volatility comes on the heels of an explosive October: Bitcoin rallied to a record ~$126,000 on Oct. 6 during a late-year surge, before a sharp reversal set incrypto.news. In fact, BTC has now lost ~17% from that peakbusiness-standard.com, snapping what had been a seven-year pattern of price gains every Octobercryptorank.io. Instead, October 2025 closed down ~4%, the first negative October since 2018cryptorank.io.
4 November 2025
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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.