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.

Ericsson Stock Surges on Profit Beat and Mega 5G Deals – What Investors Need to Know

Ericsson Stock Surges on Profit Beat and Mega 5G Deals – What Investors Need to Know

Ericsson’s third-quarter report painted a picture of profitable execution despite a modest sales decline. Net sales eased 9% year-on-year to SEK 56.2 billion, but gross margins surged to ~48% thanks to efficiency gainsericsson.com. Management cited “operational excellence” and cost cuts for this improvement. Importantly, adjusted EBITA leapt to SEK 15.5 billion, nearly 150% above last year, yielding a 28.1% EBITA marginericsson.com. This was bolstered by the August divestiture of iconectiv, which generated a one-time capital gain of SEK 7.6 billionericsson.com. Including that gain, reported net income was SEK 11.3 billionericsson.com.
Trilogy Metals Surges After U.S. Backs Alaskan Copper Project – 200% Rally and Road Permit Reversal

Trilogy Metals Surges After U.S. Backs Alaskan Copper Project – 200% Rally and Road Permit Reversal

Trilogy Metals CEO Tony Giardini described the U.S. investment as “a significant milestone” for domestic critical mineralstrilogymetals.com. The Oct. 6, 2025 deal has the Pentagon buying 8.215 million Trilogy units for $2.17 eachtrilogymetals.com. Along with the funding, President Trump ordered the 211-mile Ambler access road – long debated and previously blocked – to be permittedts2.techreuters.com. Kaleb Froehlich of Ambler Metals said the partnership “represents a strong vote of confidence in the Ambler Mining District” and is “a major step forward for domestic mineral development”reuters.com. In short, the U.S. government move removes major political/regulatory hurdles for Ambler and ties Trilogy directly into a national-security strategy of securing critical metals.trilogymetals.comreuters.com
14 October 2025
Arista Networks Surges on AI Networking Demand, NVIDIA Rivalry Sparks Caution

Arista Networks Surges on AI Networking Demand, NVIDIA Rivalry Sparks Caution

Arista Networks, long known for its data-center Ethernet switches and software, has become one of the highest-flying tech stocks amid the AI boom. Its gear – the “traffic controllers” of cloud computing – is favored by major hyperscalers and enterprises for low-latency, high-speed networking. In its latest report, Arista booked a 30% revenue jump to $2.205B, beating estimates, and boosted 2025 revenue guidance by ~50% relative to prior plansts2.tech. CEO Jayshree Ullal told investors that the surge in AI/cloud investment is a “once-in-a-lifetime” tailwind, and reaffirmed Arista’s goal of hitting roughly $10B in sales by 2026ts2.techfinimize.com.
Bitfarms (BITF) Stock Soars 148% on Bitcoin Boom and AI Pivot – CFO Shake-Up, Data-Center Plans Power Rally

Bitfarms (BITF) Stock Soars 148% on Bitcoin Boom and AI Pivot – CFO Shake-Up, Data-Center Plans Power Rally

Bitfarms’ recent stock surge has coincided with an explosive rally in cryptocurrencies and a strategic shift toward high-performance computing facilities. As of Oct. 14, 2025, Bitfarms shares trade near $4.50 on Nasdaq, up from about $1.00 at the start of 2025ts2.techts2.tech. This +148% YTD move has been fueled by record Bitcoin prices, aggressive share buybacks, and new project announcements. For example, on October 10 the stock jumped ~16% to a new 52-week high after Bitfarms disclosed the conversion of its $300M financing into a project loan for the Panther Creek HPC/AI campusts2.techinvestor.bitfarms.com. By mid-October, heavy trading volumes and expanded technical indicators show a parabolic uptrendts2.techts2.tech. Bitfarms’ beta is high, so its moves have far outpaced the broader market.
Greenwave (GWAV) Stock Skyrockets as Metal Tariffs and Scrap Boom Fuel Rally

Greenwave (GWAV) Stock Skyrockets as Metal Tariffs and Scrap Boom Fuel Rally

Greenwave’s business centers on scrap‑metal recycling. Through its subsidiary Empire, it runs what it calls “the #1 scrap metal chain in Hampton Roads,” located near the world’s largest Naval Baseprnewswire.com. The company processes ferrous and non‑ferrous scrap for U.S. steelmakers and other industrial users. Its CEO Danny Meeks has emphasized that Greenwave supplies “100% domestically-sourced metals” and sees its facilities as crucial for national infrastructure and securityprnewswire.comprnewswire.com.
Hanwha Ocean’s High-Stakes Turnaround: Shares Drop on China Sanctions – But New Submarine & Green Ship Deals Light the Way

Hanwha Ocean’s High-Stakes Turnaround: Shares Drop on China Sanctions – But New Submarine & Green Ship Deals Light the Way

On Oct. 14, Chinese authorities banned Chinese entities from working with five Hanwha Ocean subsidiaries in the U.S.reuters.com. Beijing accused these affiliates of “assisting… U.S. investigative activities” that threatened China’s securityreuters.com. The move was widely seen as retaliation in the broader U.S.–China maritime trade dispute. Hanwha Ocean’s share price in Seoul instantly slid about 9% intraday, closing roughly 6% lower on Oct. 14apnews.com.
14 October 2025
Citigroup Earnings Soar, Shares Rally – But Mexico Unit and Data-Governance Woes Linger

Citigroup Earnings Soar, Shares Rally – But Mexico Unit and Data-Governance Woes Linger

Citigroup delivered a blowout third-quarter 2025 report. The bank said net income climbed 16% from a year ago, to $3.8 billionreuters.com. Citi specifically noted “record revenue” across all five business segmentsreuters.com. Banking division revenue jumped 31.3% to $2.1 billionreuters.com, and markets revenue rose 16.7% on strong fixed-income tradingreuters.com. These gains offset a $726 million charge for the Banamex salereuters.com.
Aqua Metals (AQMS) Rockets on Battery-Recycling Breakthroughs and Strategic Deals

Aqua Metals (AQMS) Rockets on Battery-Recycling Breakthroughs and Strategic Deals

Aqua Metals is a pre-revenue “moonshot”-type company that has been known for recycling lead-acid batteries with its AquaRefining™ technology, and is now pivoting to lithium-ion batteries.ts2.tech Its patented process shreds spent Li-ion batteries into “black mass” and uses only water and electricity to extract lithium, cobalt, nickel, manganese and copper. The result, the company says, is very pure battery materials with far lower emissions than traditional smeltingts2.techts2.tech. For example, Aqua Metals recently reported it produced lithium carbonate with under 30 ppm fluorine – meeting stringent battery-grade specifications – and over a metric ton of NMC hydroxide for industry partnersir.aquametals.comnasdaq.com. These breakthroughs reinforce Aqua Metals’ claim of a “commercially proven sustainable, closed-loop” recycling processts2.techts2.tech.
14 October 2025
BlackRock Soars: Crypto ETFs, AI Funds and Mega M&A Propel Assets to Record $13.5T

BlackRock Soars: Crypto ETFs, AI Funds and Mega M&A Propel Assets to Record $13.5T

BlackRock’s latest earnings and moves underscore its market heft and broad strategy. CEO Larry Fink observed that “record demand” across the firm’s businesses — from technology-driven funds to private credit and ETFs — powered the quarterreuters.com. In particular, strong flows into lower-cost index and cash products drove the fee bump. An analyst noted that all of BlackRock’s new private-market businesses “made healthy contributions” to Q3 resultsreuters.com, validating BlackRock’s aggressive M&A in 2025. Larry Fink said the unified public-private platform positions BlackRock well for what he expects will be a strong Q4reuters.com.
Wells Fargo Soars: Q3 Earnings Beat Estimates and Asset Cap Lift Fuels Rally

Wells Fargo Soars: Q3 Earnings Beat Estimates and Asset Cap Lift Fuels Rally

Wells Fargo’s third-quarter results, released Oct. 14, topped forecasts and energized its outlook. The bank reported $5.59 billion net income on revenue of about $21.4 billionreuters.com. Earnings per share of $1.66 handily beat analysts’ $1.53 forecastreuters.com. CEO Charlie Scharf highlighted that Wells saw the highest quarterly loan growth in over three years, saying “we grew our balance sheet… Credit performance was strong”reuters.com. With strong results, Wells raised its target for return on tangible common equity to 17–18%, up from a previous ~15% goalreuters.comreuters.com.
QuantumScape (QS) Stock SKYROCKETS After Groundbreaking Solid-State Battery Deals

QuantumScape (QS) Stock SKYROCKETS After Groundbreaking Solid-State Battery Deals

QuantumScape is a Silicon Valley startup developing solid-state lithium-metal batteries for electric vehicles. Unlike conventional Li-ion packs with liquid electrolytes, QS’s batteries use a solid ceramic separator and a pure lithium-metal anode. This design boosts energy density and charging speed while reducing fire riskquantumscape.commarketscreener.com. Investors bet that QS’s tech could give EVs longer range and simpler packaging.
14 October 2025
TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Applebloomberg.comreuters.com. Q3 sales beat estimates, and management expects ~30% growth for all of 2025ts2.tech. “We have fully booked production lines in the U.S. for the next three years,” CEO C.C. Wei told reporters, even as he vowed to keep investing heavily at home. Industry analysts note TSMC’s unique position: IDC’s Mario Morales says “TSMC will continue to outperform… given the ongoing exponential growth of AI infrastructure investments.”reuters.com That AI-driven tailwind is pushing TSMC’s share price to new heights and underpinning record-high valuationsts2.techbloomberg.com.
Quantum Gold Rush: D-Wave (QBTS) Stock Skyrockets on Breakthroughs, Partnerships & Hype

Quantum Gold Rush: D-Wave (QBTS) Stock Skyrockets on Breakthroughs, Partnerships & Hype

D-Wave’s stock has gone parabolic in 2025. After languishing near $1/share in late 2024, QBTS jumped to all-time highs above $39 in early Octoberts2.tech. Heavy trading volume and momentum pushed it still higher: on Oct 13 alone the stock climbed almost 24% intraday to about $41ts2.tech. This rally reflects a broader quantum stock frenzy, as pure-play quantum firms like IonQ and Rigetti also soared by hundreds or thousands of percentts2.techts2.tech.
Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil markets this week have been buffeted by the ebb and flow of US-China trade developments. On Oct 10, Trump’s threat of massive new tariffs on Chinese imports sent Brent and WTI tumbling over 4%, to lows not seen since Mayreuters.com. The sell-off reflected a broader shift to “risk-off” sentiment, as UBS’s Giovanni Staunovo noted that Trump’s announcement drove oil downreuters.com. However, reports that a Trump-Xi meeting was back on track sparked a relief rally on Monday. Brent jumped nearly 1% to $63.32 as Washington signaled de-escalationreuters.com.
14 October 2025
Bitcoin Rockets to $125K Then Crashes on Trade-Tariff News – What’s Next?

Bitcoin Rockets to $125K Then Crashes on Trade-Tariff News – What’s Next?

As of mid-morning on October 14, Bitcoin is trading around $112–113K, down roughly 1–3% over the past 24 hourscryptonews.com. This follows a volatile few days: Bitcoin hit a new record high on Oct. 3–5, before reversing course sharply. On Friday Oct. 10, Bitcoin plunged ~8–10% after news of steep U.S. tariffs on Chinese tech exportsreuters.com. By that evening it briefly dipped to about $104,782reuters.com.
U.S. 10-Year Treasury Yield Surges to Highest Since 2007 – What It Means for You

U.S. 10-Year Treasury Yield Surges to Highest Since 2007 – What It Means for You

After spiking at the end of September, the 10-year Treasury yield has eased slightly. It stood around 4.03% on Oct. 13, essentially unchanged from the prior sessionnuveen.com. By Oct. 14 it was roughly 4.02%. This pullback follows a sharp selloff in bonds earlier in the week: 10-year yields had climbed from ~4.23% at end-September to near 4.78% on Oct. 6cashfinancialllc.com. Treasuries rallied into mid-October, however, as investors shifted back into bonds. As one market report noted, yields “ticked down” as gold topped $4,000/oz and other safe havens surgedts2.tech. In short, 10-year yields are now back in the low-4% range – roughly 15–20 basis points below the early-October high, but well above levels of 2023.
14 October 2025
MEA’s Shocking 2-Year Ban on BLS International – Visa Outsourcer’s Future in Doubt

MEA’s Shocking 2-Year Ban on BLS International – Visa Outsourcer’s Future in Doubt

Late on Oct 9 the Indian government quietly issued the order debaring BLS International from new MEA contractsts2.tech. The company disclosed this in an Oct 11 exchange filing. The MEA order cites “complaints and legal proceedings” by visa applicants but gives no specificsts2.techbusinesstoday.in. BLS is banned from bidding on any fresh tenders from the External Affairs Ministry or Indian missions abroad until late 2027businesstoday.inndtvprofit.com. In practice, all existing visa/passport processing centers run by BLS will keep operating normally – they remain governed by their original contractsts2.techbusinesstoday.in.
14 October 2025
Ethereum Surges Past $4K After $19B Tariff Shock – Is $5K Next?

Ethereum Surges Past $4K After $19B Tariff Shock – Is $5K Next?

Ethereum’s technical picture is mixed. In mid-October, ETH sits back within its long-term uptrend, but short-term momentum has faded. On the RSI oscillator, ETH cooled from overbought to neutral after the crash. The MACD indicator also crossed down, reflecting weaker upside energyts2.tech. Still, ETH remains above many moving averages. Chartists note that reclaiming $4,141 and then $4,580 are pivotal. The $4,000–4,100 zone is viewed as crucial support. If $4,000 holds, bulls argue the uptrend is intact – otherwise analysts warn ETH could test the ~$3,400 area next. Above, the big resistance lies near ETH’s recent highs: a move through $4,500–4,800 would turn heads.
Stock Market on Edge: U.S. Futures Slide as US-China Trade War Heats Up

Stock Market on Edge: U.S. Futures Slide as US-China Trade War Heats Up

U.S. stock futures opened sharply lower on Tuesday, Oct. 14, after an overnight escalation in U.S.–China trade tensions. By early trading, CME Dow mini futures were down about 208 points, S&P 500 e-minis off 49.75 points, and Nasdaq 100 futures down 1.2%reuters.comeconomictimes.indiatimes.com. This slide erased much of Monday’s gains. On Oct. 13, Wall Street had rebounded from Friday’s selloff: the Dow jumped +1.29%, the S&P +1.56%, and Nasdaq +2.21%reuters.comts2.tech, fueled by tech and easing trade fears. But fresh news—China’s announcement of retaliatory tariffs and port fees on American imports—soured sentiment.
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Top Stock Picks

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#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
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dLocal

NASDAQ: DLO 86/100
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Tapestry

NYSE: TPR 84/100
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