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.

Alibaba’s AI Gold Rush & Trade-War Shocks: Chinese Tech Stocks on a Wild Ride

Alibaba’s AI Gold Rush & Trade-War Shocks: Chinese Tech Stocks on a Wild Ride

This year Alibaba has broken out of its 2020–24 malaise. On Sept 24 the stock jumped as much as 7.8% intraday after it unveiled a major new AI modelts2.tech. By Oct 3 it hit its highest in almost four yearsts2.tech. Key drivers: co-founder Jack Ma has quietly reengaged, and new CEO Eddie Wu has doubled down on AI/cloud. Alibaba’s cloud unit grew 26% in Q2 2025ts2.tech, helping beat guidance even as core e‑commerce slowed. The company still generates fat profits: in the past 12 months it made $20.7B net on $139.7B revenuets2.tech. It finished FY2025 with ~$23B net cash and has been aggressively buying back sharests2.techts2.tech.
12 October 2025
Cameco vs. Oklo: Which Nuclear Stock Will Ignite Your Portfolio?

Cameco vs. Oklo: Which Nuclear Stock Will Ignite Your Portfolio?

After decades of stagnation, nuclear power is enjoying a dramatic comeback. In 2024–2025, dozens of governments have either restarted plants or greenlit new ones to meet climate and energy-security goals. The U.S. Congress funneled record funding into nuclear R&D and fuel as part of a clean-energy spending billenergy.govenergy.gov. Likewise, Congress passed bipartisan laws to speed up licensing of new reactor designsnrc.gov. Globally, countries from France and the UK to China, India, and even some historically anti-nuclear nations are planning reactor projectsnei.orgnei.org. Industry executives credit this shift to both decarbonization and energy securityworld-nuclear-news.orgworld-nuclear-news.org.
Quantum Rivals Clash: D-Wave vs Rigetti – Which Stock Will Skyrocket in 2026?

Quantum Rivals Clash: D-Wave vs Rigetti – Which Stock Will Skyrocket in 2026?

Quantum computing remains an emerging field, and D-Wave and Rigetti represent two very different approaches. D-Wave is a veteran in quantum annealing – a specialized model for optimization problems. In mid-2025 the company rolled out its 6th‑generation Advantage2 annealerdwavequantum.comdwavequantum.com. Its latest results show solid progress: Q2 2025 revenue of $3.1M and broad customer engagements, but still huge losses. CEO Alan Baratz emphasized the quarter’s achievements: “we brought to market our sixth‑generation quantum computer… ended the quarter with a record $819 million in cash,” and said D-Wave is “confident in our ability to continue delivering long‑term value”dwavequantum.com. Much of the cash came from a $400M stock offeringdwavequantum.com, giving D-Wave one of the strongest war chests among pure‑play quantum companies. The company is investing that capital to scale up – for example, a new cryogenic packaging R&D initiative is meant to accelerate both annealing and future gate-based chips toward 100,000-qubit targetsnasdaq.com. D-Wave is also expanding internationally, holding its first user conference in Japan and seeing an 83% jump in Asia-Pacific bookings over the prior yearnasdaq.com. These moves diversify its customer base beyond North America and Europe.
QuantumScape Skyrockets 200% on Solid-State Battery Breakthrough – Revolution or Risk?

QuantumScape Skyrockets 200% on Solid-State Battery Breakthrough – Revolution or Risk?

Solid-state batteries replace the liquid electrolyte of Li-ion cells with a solid ceramic or glass separator, promising big performance gains. They boost energy density and could extend EV range to ~600 milesevmagazine.com. They also enable faster charging and vastly longer lifespans – some developers claim 10–15 minute 10–80% charges and 8,000–10,000 charge cyclesevmagazine.com. Crucially, a solid electrolyte is non-flammable, enhancing safety over liquid batteries. These advantages could “revolutionize” EVs if scaled. However, mass production is a bottleneck: manufacturing solid electrolytes and achieving uniform interfaces at scale has proven difficulttechi.comelectrive.com.
Stock Market Today 12.10.2025

Stock Market Today 12.10.2025

Sorkin warns: Stock market shows 1929-like signs amid AI boom October 12, 2025, 7:53 PM EDT. Financial journalist Andrew Ross Sorkin warns that today’s Wall Street mirrors the 1929 era, where highs preceded a devastating crash. He credits an AI- and technology-driven boom for recent gains but cautions it may be a temporary sugar rush rather than a durable recovery. Valuations, he suggests, could be overpriced and markets may be riding a fragile buoyancy. The piece contrasts today’s surge with the 1920s’ rapid credit expansion, including buying on margin, that helped fuel speculative excess. Sorkin says a crash is likely,
Cryptocurrency Market Update: October 2025 Rally Ends with Tariff-Driven Selloff

Cryptocurrency Market Update: October 2025 Rally Ends with Tariff-Driven Selloff

In early October 2025 the crypto market began on a strong footing. Record inflows into crypto ETFs and bullish equity markets helped push prices higher. For example, Reuters reported that Bitcoin hit a new all-time high above $125,000 on Oct. 5reuters.com – its eighth straight day of gains – as over $5.95 billion flowed into crypto ETFs in the week to Oct. 4reuters.com. According to CoinShares, investors poured $3.55 billion into Bitcoin and $1.48 billion into Ethereum products during that periodreuters.com. These inflows, along with a weaker U.S. dollar, helped lift Bitcoin’s market cap toward ~$2.48 trillion by Oct. 7coingecko.com, and pushed Ether and other assets sharply higher. In fact, Ether climbed to about $4,879 by Oct. 10binance.com – just above its previous record of ~$4,878 from 2021 – on the back of speculation over ETF demand and Fed monetary policy.
11 October 2025
Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

The Nasdaq Composite Index surged to new highs in early October but slid by week’s end amid tariff fears and shifting investor sentiment. The tech-heavy index finished October 1 at 22,660, up about 0.3% on the day, as healthy corporate earnings and big gains in defense-related biotech names lifted the marketnasdaq.com. By October 2, the Nasdaq added another 0.4% – closing at a fresh record high – powered by broad gains despite worries over a looming government shutdowninvestopedia.cominvestopedia.com. The rally continued into Monday, October 6, when the Nasdaq jumped 0.7% to new closing highs on the heels of blockbuster news in the chip sectorinvestopedia.com.
Gold Prices Rally to New Records in Early October 2025

Gold Prices Rally to New Records in Early October 2025

Gold prices surged in early October 2025, repeatedly hitting new all-time highs above $4,000 per ounce as investors sought safe-haven assets amid mounting global uncertainty. From October 1 to 11, the gold spot price climbed steadily, with U.S. December futures briefly topping the $4,000 mark on October 7 and again on October 10reuters.comreuters.com. After a strong rally in late September, spot gold accelerated into October – for example, futures soared to $4,014.6 on October 7reuters.com and to $4,059.05 on October 8reuters.com. When profit-taking and easing volatility entered on Oct. 9, the price dipped just under $4,000reuters.comreuters.com, but it quickly rebounded above that level by October 10 amid renewed trade-war and policy concernsreuters.comreuters.com. Overall, gold is up roughly 50–54% year-to-date in 2025reuters.comreuters.com. This rapid ascent makes 2025 the strongest year for gold since the late 1970s, with gold among the best-performing assets globally.
11 October 2025
Trump’s Shutdown Showdown: Troops Promised Pay as Thousands of Feds Face Layoffs

Trump’s Shutdown Showdown: Troops Promised Pay as Thousands of Feds Face Layoffs

Each side blames the other. President Trump accuses Democrats of holding the military “HOSTAGE with their dangerous Government shutdown,” and vows “we will not allow” the troops to go unpaidreuters.com. Senate Minority Leader Chuck Schumer retorts that Republicans are the ones “feeling the heat” for causing the shutdownfederalnewsnetwork.com. Near the Capitol, union leader Randy Erwin put it plainly: “Congress, do your damn job,” he told reportersfederalnewsnetwork.com. Democrats accuse House Republicans of unnecessarily dragging out the funding stalemate, while Republicans say Senate Democrats refuse to fund the government without new policy demands. In the clash of narratives, one veteran GOP lawmaker held up the Dem pay bill and said “all they have to do is pick it up… give us five votes and the military gets paid,” suggesting a fix is simple if Democrats would cooperatewashingtonpost.com.
11 October 2025
Live Like 007: £3M “Skyfall” Mansion Packed with Bond Memorabilia Hits the Market

Live Like 007: £3M “Skyfall” Mansion Packed with Bond Memorabilia Hits the Market

Agents tout Skyfall as “truly breathtaking and completely unique”rightmove.co.uk. Every corner is themed – even a silver Aston Martin-style sculpture adorns the entrance. The six-bed villa was carefully renovated by its owners with attention to Bond lorejamesbondlifestyle.com. The Telegraph noted Skyfall’s turreted, fairy-tale appearancejamesbondlifestyle.com, and local folklore linked it to actor Rowan Atkinson. Now it’s officially on the market for offers above £2,950,000rightmove.co.uk.
11 October 2025
Wall Street Braces as Big Bank Earnings Kick Off: Are Markets in for a Surprise?

Wall Street Braces as Big Bank Earnings Kick Off: Are Markets in for a Surprise?

With traditional economic reports on hold due to the U.S. government shutdown, Wall Street is zeroing in on banks’ third-quarter results as a proxy for the economy’s pulse. Reuters notes that “investors will look to major banks’ quarterly earnings” to gauge growth, since other data have been interruptedreuters.com. Indeed, JPMorgan, Goldman Sachs, Wells Fargo and Citigroup are scheduled to unveil results this Tuesday, followed by Bank of America and Morgan Stanley on Wednesdayreuters.com. This cluster of big-bank reports effectively kicks off earnings season. Jim Cramer and other analysts have highlighted these financial results as especially important given the lack of fresh jobs or inflation data this month.
Rolex Price “Crash”? Experts Say It’s Just a Healthy Correction

Rolex Price “Crash”? Experts Say It’s Just a Healthy Correction

During the COVID lockdown and recovery, Rolex prices on the secondary market soared to unprecedented highs. Super-rare models were trading at multiples of retail. This “mania” phase saw average Rolex values nearly double in just two yearsquillandpad.com. However, that bubble has now burst. By late 2023 and into 2024, dealers saw more and more unsold inventory and declining bids. As the IBTimes report explains, as soon as sellers started undercutting each other, prices for common models fell up to 30% from their peaksinkl.com.
11 October 2025
Strive’s Bitcoin Bonanza: $1.3B Merger, 11K BTC and a Wild Stock Ride

Strive’s Bitcoin Bonanza: $1.3B Merger, 11K BTC and a Wild Stock Ride

Overview of Strive and Its Role: Strive Asset Management began as an ETF issuer and anti-ESG investment firmetf.comglobenewswire.com. In 2025 it transformed into a dedicated Bitcoin-treasury company. Strive’s business is to raise capital and convert it into Bitcoin holdings. The company uses a “preferred equity only” leverage model to accumulate cryptoglobenewswire.com. By merger and acquisitions, Strive aims to become a large public company that simply hoards Bitcoin. Its own COO calls this building a “scaled, innovative and accretive Bitcoin acquisition platform”globenewswire.com. In practice, Strive is effectively a corporatized Bitcoin ETF: shareholders buy Strive stock to get indirect exposure to Bitcoin’s price and the company’s management of that bitcoin hoard.
Visa (V) Stock Poised for a Surge? Crypto Pilot and Travel Deals Fuel Optimism

Visa (V) Stock Poised for a Surge? Crypto Pilot and Travel Deals Fuel Optimism

Visa trades under the ticker V on the NYSE. After markets closed on Friday, Oct 10, 2025, Visa was about $343.65investor.visa.com per share, down ~$3 on the day. Earlier in the week, the stock dipped to a new 2025 low when the DOJ antitrust news brokeainvest.com. Year-to-date, Visa’s stock is up on the order of 10–12%. For context, Reuters reported that by late July Visa was up ~13% for the year, versus +8% for Mastercard and –10% for AmExreuters.com. By late July, Visa’s price gains had outperformed both MasterCard and AmEx, thanks to strong spending momentum. With Visa’s 52-week high near $375 and low near $275investor.visa.com, the stock sits comfortably above its lows but below its mid-2024 highs. Over the past few days, trading has been choppy on the regulatory news – investors are watching carefully to see if Visa’s fundamental growth story can overcome legal headwinds.
AbbVie Stock Skyrocketing? Analysts Say This $230 Biotech Giant Is Just Getting Started

AbbVie Stock Skyrocketing? Analysts Say This $230 Biotech Giant Is Just Getting Started

AbbVie’s stock closed at $230.88 on Oct. 10, 2025marketbeat.com. Over the prior five trading days it moved modestly: Oct. 7: $232.83; Oct. 8: $231.24; Oct. 9: $230.69; Oct. 10: $230.50investing.com. Notably, on Sept. 30 ABBV hit a 52-week high around $244.8, buoyed by regulatory filings and a sector-wide rally. From that late-September peak it has pulled back into the low-$230s as investors digest upcoming FDA news. On Oct. 1 the entire pharma sector rallied after Pfizer announced a U.S. drug-pricing dealreuters.com; AbbVie’s shares jumped ~6–8% that day as well. Technicals remain bullish, and the stock trades above bothmarketbeat.com, though momentum indicators suggest it could be oversold.
AstraZeneca (AZN) Stock Skyrockets: $50B U.S. Gamble, Trump Pricing Deal & Analyst Forecasts

AstraZeneca (AZN) Stock Skyrockets: $50B U.S. Gamble, Trump Pricing Deal & Analyst Forecasts

AstraZeneca PLC is a leading Anglo-Swedish pharmaceutical giant specializing in oncology, respiratory, cardiovascular/metabolic, and rare disease medicinesmarketbeat.comastrazeneca.com. Headquartered in Cambridge, UK, it maintains primary listings on the London Stock Exchange and Nasdaq Stockholm, with secondary ADR trading in the U.S.astrazeneca.com. The company was formed in 1999 by merging Sweden’s Astra AB and the UK’s Zeneca. Its 2024 revenues were $54.07 billionastrazeneca.com, driven by top-selling drugs like Tagrisso, Lynparza, Farxiga, and Symbicortmarketbeat.com. In its 2024 Annual Report, AZN describes itself as “a global, science-led, patient-focused pharmaceutical business” and targets $80B in sales by 2030 with at least 20 new drugs launchedastrazeneca.comastrazeneca.com. Current Chair Michel Demaré and CEO Sir Pascal Soriot lead a company with roughly 70–80,000 employees worldwide, strategic R&D hubs in the US, UK, Sweden, China and emerging cell/gene therapy centers.
Pinterest Stock Takes on Gen Z: Is PINS the Next AI-Powered Shopping Juggernaut?

Pinterest Stock Takes on Gen Z: Is PINS the Next AI-Powered Shopping Juggernaut?

Pinterest, Inc. is a visual search and discovery platform launched in 2010investor.pinterestinc.com. Users browse and save image-based “Pins” on topics from fashion and home decor to recipes and travel, often linking to products or content. The site’s tagline – “where people discover new ideas, plan and shop” – reflects its e-commerce focus. Pinterest has over half a billion MAUs globallyinvestor.pinterestinc.com; two-thirds of users are women, and more than 50% now are Gen Zinvestor.pinterestinc.com. Crucially, Pinterest is free to users and monetizes almost exclusively through ads. Advertisers buy Promoted Pins, search ads, shopping and video ads targeted to Pinterest’s highly engaged audience. As one analysis notes, Pinterest’s “primary revenue source is advertising, including Promoted Pins and Shopping Ads”iide.co. The company leverages AI and personalization to match products to users’ intent. Pinterest also integrates shopping tools and affiliate links so users can purchase directly from Pins, blending inspiration with e-commerce.
CNQ Stock Skyrocketing? Oil Rally, 25-Year Dividends & Expert Forecasts (Oct 2025)

CNQ Stock Skyrocketing? Oil Rally, 25-Year Dividends & Expert Forecasts (Oct 2025)

CNQ’s stock has climbed in recent weeks. The TSX-listed share reached ~C$45.55 on Oct 9simplywall.st. This is near its 3-year high, though still below the 2023 peak. Over the last week it gained ~3%simplywall.st, driven by a bounce in oil prices and positive sentiment. For context, CNQ is up ~45% over 3 years and nearly +400% over 5 yearssimplywall.st, illustrating its strong long-term return.
11 October 2025
Is Duke Energy (DUK) Poised to Soar? Top 5 Things Investors Need to Know

Is Duke Energy (DUK) Poised to Soar? Top 5 Things Investors Need to Know

As of the Oct 10 close, Duke Energy trades around $127. It has rallied from the mid-$110s over the past few months and hit a 2025 high after the Oct 10 sessionainvest.com. Trading volume has been moderate. Over the last week it is up a few percent, building on solid gains in early October. In the past five years DUK returned ~+62%simplywall.st, handily outperforming the S&P 500 Utilities sector. Duke’s stability and dividend yield have made it attractive: investors “have been leaning into reliable utility stocks amid broader uncertainty,” boosting Duke’s share price as noted by Simply Wall Stsimplywall.st.
11 October 2025
3M Stock Set to Soar! PFAS Settlement and Dividends Spark Rally (Oct 2025)

3M Stock Set to Soar! PFAS Settlement and Dividends Spark Rally (Oct 2025)

3M’s stock has been trading in the low-to-mid $150s this autumn. As of Oct 10, 2025, it closed near $148.75tradingview.com. That day’s drop came amid broad market pullback. Over the past week MMM has slid roughly –6.4%tradingview.com, reversing part of its earlier gains. The 52-week trading range is about $122–$164, with 50-day and 200-day moving averages near $154 and $149 respectivelymarketbeat.com.
11 October 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.