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.

Cipher Mining (CIFR) Stock Skyrockets 300%: AI Cloud Deal and Bitcoin Boom Explained

Cipher Mining (CIFR) Stock Skyrockets 300%: AI Cloud Deal and Bitcoin Boom Explained

Cipher Mining Inc. is a large-scale Bitcoin mining company that is rapidly pivoting into AI/high-performance computing hosting. Its model is to build industrial-scale data centers powered by very low-cost electricity. The flagship site is “Black Pearl” near Odessa, Texas – a 150 MW facility designed for both Bitcoin hashing and AI computets2.tech. To maximize efficiency, Cipher sites are often “behind-the-meter” at wind or solar farms, giving near-zero power ratests2.tech.
AST SpaceMobile, Inc. (ASTS) – Key Facts

AST SpaceMobile, Inc. (ASTS) – Key Facts

AST SpaceMobile is an American satellite communications company founded by Abel Avellan, who had previously sold his last venture for $550 M in 2016en.wikipedia.org. The company’s mission is to eliminate terrestrial coverage gaps by deploying the first space-based cellular broadband network accessible by ordinary smartphonesen.wikipedia.org. In practice, AST builds very large low-orbit satellites that unfold into massive antenna arrays. These satellites operate on standard cellular bands and connect directly to unmodified 4G/5G phones. In contrast to legacy satellite-to-phone services, AST aims to offer full voice, messaging and broadband data in real timets2.techts2.tech. This “cell tower in space” approach has attracted major carrier backing and thousands of patents on its technologyts2.tech.
14 October 2025
SoundHound AI Stock Skyrockets 240% on AI Boom – Can It 10X Next?

SoundHound AI Stock Skyrockets 240% on AI Boom – Can It 10X Next?

SoundHound’s shares have exploded higher in late 2025, in sync with the AI stock rally. On Oct 13 the stock spiked ~10% intraday to ~$19.14marketbeat.com on unusually high volume. That rally was triggered in part by a flurry of news: its Q2 earnings and guidance beat estimates, and an IDC report named SoundHound a Conversational AI leadermarketbeat.cominvestors.soundhound.com. Over the past 12 months the stock is up roughly +240%ts2.tech, reflecting a year-long run of positive updates. Market cap is now about $7.8Bmarketbeat.com. Despite the recent rally, the shares remain volatile – for example, they briefly reached ~$25 last springmarketbeat.com before pulling back. The short interest is hights2.tech, suggesting the move may have been amplified by retail momentum and short-covering.
NuScale Power (SMR) Stock Rockets 14% on Historic 6GW Nuclear SMR Deal — Analysts Weigh In

NuScale Power (SMR) Stock Rockets 14% on Historic 6GW Nuclear SMR Deal — Analysts Weigh In

In the week of October 13, 2025 NuScale Power made headlines. On Oct 9, Fluor Corporation announced it sold 15 million SMR Class A shares for ~$605 millionnewsroom.fluor.com. Fluor said it will use proceeds to fund stock buybacks and still holds Class B shares representing ~39% equitynewsroom.fluor.com. This partial divestment drew investor attention and scrutiny. On Oct 12, Simply Wall St reported on these events and NuScale’s record TVA/ENTRA1 6 GW SMR agreementsimplywall.st.
14 October 2025
Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Incredible Rally: Bitfarms (BITF) Stock Jumps 148% YTD Amid Crypto Boom & AI Pivot

Bitfarms stock has exploded higher in 2025, reflecting the crypto rally and its AI pivot. As of Oct 13, 2025 BITF trades in the mid-$4 rangets2.tech. According to TechStock² and MarketBeat, the stock surged ~28% on Oct 13marketbeat.com. This capped a $1 → ~$4.68 move triggered by news of the Macquarie financingts2.tech. YTD the gain is ~148%ts2.tech, and BITF even rose over 440% in the past six monthsts2.tech. The NASDAQ and TSX charts now show BITF at multi-year highsts2.tech.
Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Key Facts: Arista closed at ~$154.51 on October 10, 2025 after climbing ~8% in the prior week. The stock is near its 52‑week high after surging ~540% over five yearsts2.tech, vastly outpacing peers. Recent catalysts include a blowout Q2 and an upbeat Analyst Day, which raised 2025 revenue guidance from +17% to +25%investing.com. Wall Street analysts are bullish: consensus is a Strong Buy with average targets around ~$168–175tipranks.comtrendspider.com. Arista’s strategic focus on AI/cloud networking underpins forecasts of continued ~20% annual growth to 2028simplywall.stinvesting.com. However, competition is heating up: NVIDIA’s new Spectrum-X switches briefly pressured ANET sharesinvesting.comtipranks.com.
14 October 2025
Micron (MU) Stock Rockets on AI Boom – Analysts See More Upside

Micron (MU) Stock Rockets on AI Boom – Analysts See More Upside

Micron crushed expectations in its latest earnings. In Q4 FY2025 Micron posted $11.32 B revenue – a 46% jump year-over-yearts2.tech – and non-GAAP EPS of $3.03ts2.tech. For the full year, revenue topped $37.38 Binvestors.micron.com, with non-GAAP net income $9.47 B versus $1.30 a year agoinvestors.micron.com. CEO Sanjay Mehrotra lauded the results as a “record-breaking fiscal year” and highlighted that Micron is entering FY2026 “with strong momentum and our most competitive portfolio to date”investors.micron.com.
Navitas (NVTS) Stock Skyrockets on NVIDIA AI Power Deal – 150% YTD, Rally Set to Continue?

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

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 – about 5× the normal daily volumemarketbeat.com – fueled by news and short-covering. Finviz data show NVTS trading well above its 50-day and 200-day moving averagesmarketbeat.com, reflecting strong upward momentum. The relative strength index is around 70–77ts2.techfinviz.com, indicating an overbought condition in the short term. The stock’s betamarketbeat.com and high short interest also imply volatile trading and squeeze potential. In short, NVTS is in a powerful uptrend but technically extended, so pullbacks are possible after such steep gainsts2.techmarketbeat.com.
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?

Power Integrations is a fabless semiconductor firm specializing in high-voltage power conversion chips. It pioneered the use of gallium nitride in power ICs 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, and electrified transportationinvestors.power.cominvestors.power.com. Long-time founder Balu Balakrishnan ran POWI for decades until mid-2025, when longtime insider Jennifer A. Lloyd became CEOinvestors.power.com. The company prides itself on a solid balance sheetinvestors.power.com and returns capital via dividends and share buybacks.
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?

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 and is designed to be safe and scalableglobenewswire.comeose.com. The company manufactures its battery modules in the U.S. and integrates them into modular systems for multi-hour storage. Eos also develops an advanced software and controls suite called DawnOS to optimize battery performance and grid integrationstockstotrade.com. The products are pitched as a lower-cost, longer-duration alternative to lithium-ion batteries for utilities, microgrids, and data-center backup power.
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

ASML’s ADS has rallied strongly into mid‐October 2025. On Oct 13 it was trading near $983stockanalysis.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. On the European side, the ordinary shares closed near €844 on Oct 13. ASML’s market cap is roughly $375–$380 billionstockanalysis.comreuters.com. Technical signals are positive – the stock is above its 50‑day MA and 200‑day MAmarketbeat.com – suggesting continued momentum, though it is trading near recent highs and could pull back into support near the 50‑day MA if profit‑taking occurs.
13 October 2025
UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

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

UAMY’s stock has surged into double digits. It closed around $15.84 on Oct 13 Investing after opening at $14.69 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, 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.
Plug Power Stock Explodes 170% on Analyst Hype & Giant Hydrogen Deal

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

Plug Power’s shares have skyrocketed in early Oct. 2025. On Oct 3, 2025 PLUG jumped +34.6%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 and fresh policy support 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 near $4.50ts2.tech. Volume has been very heavy, and with ~40% of shares sold short, each rally forces short sellers to buy back stockts2.tech. Over the past three months PLUG is up about 170%ts2.tech, with +67% in October alonenasdaq.com.
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

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. Notably, Arm’s public float is very small: SoftBank’s 90% stake means only ~10% of shares trade, so any news can cause outsized moves ts2.tech. For example, after Qualcomm’s Oct 1 announcement, ARM stock jumped ~5% intraday Reuters.
Explosive 3000% Rally: What’s Driving D-Wave Quantum (QBTS) Stock and Where It’s Headed?

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

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. The Nasdaq/TradingView data show QBTS surging roughly +325% year-to-date 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.
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

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.
IonQ Stock Skyrockets on Quantum Breakthrough – Bubble or Boon?

IonQ Stock Skyrockets on Quantum Breakthrough – Bubble or Boon?

Key Facts: 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, reflecting sky-high valuation multiples. IonQ’s Q2 2025 revenue was $20.7Mmarketbeat.com, but it reported a net loss of $0.70 per sharemarketbeat.com. The company has raised enormous capital – roughly $3+ billion this year, including a $1B stock sale in mid-2025 and a $2.0B equity offering in Octoberionq.comts2.tech – giving it a very strong cash position to fund R&D and expansion. Recent news includes a new quantum chemistry simulation breakthroughbenzinga.com, inclusion on Fortune’s Future 50 listionq.com, and strategic acquisitions like Vector Atomicionq.com. Analysts are deeply divided: some have raised 12-month price targets to $80–$100marketbeat.commlq.ai, while others caution of a 60%+ downsidemarkets.chroniclejournal.com. Industry forecasts are huge, but many experts warn the current “quantum frenzy” may be a speculative bubblemarkets.chroniclejournal.comts2.tech. In short, IonQ is at the center of the quantum revolution – with a potent mix of exciting technical advances and high financial risk.
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?

Over the past week CRML’s stock has swung wildly, reflecting intense buying on catalysts. After trading under $8 at the end of Sept. 2025, CRML surged 75% on Oct. 6 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 the stock has broken past prior resistance at ~$19.25 and identifies near-term support around $16.95 and resistance ~ $22benzinga.com. The stock’s beta and recent swings underscore that investors should expect large daily moves.
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

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 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 Eletric Vehicles. BYD’s SUV sedans and plug-in hybrids have undercut rivals on price, helping the company triple its European sales in 2025 so far ts2.tech ts2.tech.
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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
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Tapestry

NYSE: TPR 84/100
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