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.

US Government Buys Stake in Alaska Miner to Unlock Critical Minerals – Sparks “Copper Rush” Controversy

US Government Buys Stake in Alaska Miner to Unlock Critical Minerals – Sparks “Copper Rush” Controversy

In an unprecedented step for U.S. industrial policy, the federal government announced it will become a shareholder in a private mining company to advance a domestic source of critical minerals. Interior Secretary Doug Burgum revealed that the U.S. government is acquiring about 10% of Trilogy Metals Inc., a small Canadian firm, to help fund its mining projects in Alaska’s remote Ambler Mining Districtreuters.com. The deal – a $35.6 million investment – is meant to jump-start exploration of rich copper and cobalt deposits on U.S. soil. “The Department [of] War, the United States government, is making an investment… so we can make sure that we’re securing these critical mineral supplies,” Burgum said at a White House event, emphasizing that an ownership stake will benefit Americanscbsnews.com.
7 October 2025
Palantir’s AI-Fueled Surge Faces Army Security Scare – October 2025 Stock Report

Palantir’s AI-Fueled Surge Faces Army Security Scare – October 2025 Stock Report

Palantir’s stock has been on a phenomenal two-year run, minting early investors hefty gains. After surging 373% in 2024, PLTR continued its ascent in 2025, rising roughly 140% year-to-date as of October 6ts2.tech. This rally has made Palantir one of the S&P 500’s top performers and lifted its market capitalization into the hundreds of billions. In the past year alone, the stock climbed ~363%247wallst.com, vastly outperforming the broader market. For context, since its late-2020 IPO, Palantir’s stock has appreciated nearly 19× over five years247wallst.com – an almost unheard-of trajectory.
Cavco Industries’ Rollercoaster: Record Highs, Big Acquisition & Housing Market Headwinds (Oct 2025 Update)

Cavco Industries’ Rollercoaster: Record Highs, Big Acquisition & Housing Market Headwinds (Oct 2025 Update)

Cavco’s stock went on a rollercoaster ride in late 2025. After a steady rally through the year, CVCO surged to an all-time high around $574 per sharemarketbeat.com. This run-up coincided with strong earnings and optimism around affordable housing. However, on October 6, the stock sharply reversed, dropping from the mid-$570s to the high-$490s in a single sessionmarketbeat.comfinance.yahoo.com.
7 October 2025
Champion Homes (SKY) – Booming Modular Home Titan Defies Housing Headwinds

Champion Homes (SKY) – Booming Modular Home Titan Defies Housing Headwinds

Champion Homes is a leading producer of factory-built housing in the U.S. and Canada Businesswire. The company’s lineage dates back to the 1950s, and through mergers it now encompasses famous brands like Skyline Homes, Genesis, Champion Home Builders, and others Businesswire. Headquartered in Troy, Michigan, Champion employs roughly 9,000 people and operates 46–48 manufacturing plants across North America Championhomes Championhomes. It builds homes for single-family, multi-family, and hospitality markets, and complements manufacturing with services: on-site installation, its Star Fleet trucking arm, and a growing network of factory-direct retail centers Businesswire.
7 October 2025
Quantum Computing Inc (QUBT) Skyrockets 2,500%: $750 M Windfall, Quantum Breakthroughs & Bubble Fears

Quantum Computing Inc (QUBT) Skyrockets 2,500%: $750 M Windfall, Quantum Breakthroughs & Bubble Fears

Quantum Computing Inc.’s share price has been on a meteoric rise throughout 2025, turning a little-known small-cap into one of the year’s most explosive tech stocks. Over the past 12 months, QUBT surged by over 2,500%, far outpacing even high-flying peers in the quantum computing spacets2.tech. The stock climbed from mere cents to the mid-$20s, hitting an intraday high around $27ts2.tech. By early October 2025 its market capitalization swelled into the multi-billion range, a remarkable feat for a company with minimal revenues.
Opendoor’s Wild 2025 Ride: 1600% Stock Surge, Crypto Moves, and a Real Estate Rebound – What’s Next for OPEN?

Opendoor’s Wild 2025 Ride: 1600% Stock Surge, Crypto Moves, and a Real Estate Rebound – What’s Next for OPEN?

Opendoor’s stock has experienced a remarkable whipsaw in 2025. After languishing below $1 per share as recently as late June, OPEN exploded into one of the year’s top gainers by the fall. The rally was so rapid – peaking at +1600% off the lows – that Opendoor went from near-penny-stock status to an $8–$10 stock in a matter of months ts2.tech. By October 6, 2025, shares settled in the high single digits, valuing the company around $6 billion market cap ts2.tech. Even at that level, Opendoor was up over 400% year-to-date, massively outperforming the broader market Watcher. However, it remained about 15% below its mid-September intraday high of $10.52 Watcher, showing that some of the initial euphoria had tempered.
Forward Industries’ Wild Crypto Pivot: $4B Solana Bet, 500% Stock Surge & Wall Street Skepticism

Forward Industries’ Wild Crypto Pivot: $4B Solana Bet, 500% Stock Surge & Wall Street Skepticism

Forward Industries’ stock has experienced an extraordinary run-up in 2025. As of the close on October 6, 2025, FORD traded around $25–26 per sharestockanalysis.com, up dramatically from under $5 at the start of the year. This over 400% year-to-date surge far outpaces the broader marketts2.tech. In mid-September, shares briefly spiked to approximately $46 amid excitement over the company’s crypto transformationts2.tech. Even after cooling off to the $25 range, the stock is roughly 10× higher than a year agots2.tech.
Eightco Holdings (ORBS) Rides Wild Worldcoin Wave – 34% Stock Spike Caps Frenzied Month

Eightco Holdings (ORBS) Rides Wild Worldcoin Wave – 34% Stock Spike Caps Frenzied Month

Eightco’s 34% surge on Oct 6 stands out even in a market accustomed to big moves. The stock jumped from about $8.24 to $11.07 by Monday’s closestockanalysis.com, on trading volume nearly quadruple the prior session. This rebound followed a rough week where ORBS drifted down into the $8 range – a far cry from the dizzying highs seen a month earlier.
AppLovin (APP) Stock Report: S&P 500 Boost to SEC Scrutiny

AppLovin (APP) Stock Report: S&P 500 Boost to SEC Scrutiny

AppLovin’s stock has surged sharply in 2025, fueled by strong growth and its recent inclusion in the S&P 500. From year-ago lows near $120, APP climbed about 520% YTD by late September, hitting intraday highs around $703ts2.tech. The 52-week range is roughly $127–$720ts2.tech. Trading volumes have spiked alongside these moves – for example, 935K shares traded on Sept 29marketbeat.com. At the September peak, AppLovin’s market cap neared $230 billionstockanalysis.com.
6 October 2025
Trilogy Metals (TMQ) Stock Soars After U.S. Govt Deal – Critical Minerals Boom Brewing?

Trilogy Metals (TMQ) Stock Soars After U.S. Govt Deal – Critical Minerals Boom Brewing?

TMQ has traded in a tight range just above $2.00 in recent weeks. On Oct 6, 2025 it closed at about $2.09stockanalysis.com. Trading volume that session was around 613,000 sharesinvesting.com. This modest move belies recent volatility: in after-hours trading on Oct 6 the stock spiked roughly +150% on the U.S. government newsinvesting.combenzinga.com, although the regular market close remained at $2.09. Over the past year TMQ is up several hundred percent off its late-2024 lows, reflecting a dramatic rally since early 2025.
6 October 2025
Oscar Health (OSCR) Stock Skyrockets on ACA Hopes and Tech-Driven Growth – Can the Insurtech Finally Turn a Profit?

Oscar Health (OSCR) Stock Skyrockets on ACA Hopes and Tech-Driven Growth – Can the Insurtech Finally Turn a Profit?

Oscar Health’s Q2 2025 results showed rapidly growing revenue but steep losses. Revenue was $2.86 billion, up ~29% from $2.22 billion a year earlierbeckerspayer.com. This growth stemmed largely from higher membership – Oscar served over 2.0 million members by mid-2025beckerspayer.com. However, costs ballooned: Oscar’s medical loss ratio jumped to 91.1% in Q2 2025beckerspayer.com. The company attributed this to an increase in average member morbidity and higher-than-expected risk in the ACA population. The operating result was a $230 million loss, translating to a net loss of $228 million or –$0.89 per sharebeckerspayer.com.
6 October 2025
AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500, underline both the stock’s explosive gains and elevated volatility Yahoo. Five‑year returns, however, are a more modest 195.7 % versus the index’s 100.8 % Yahoo, reflecting earlier under‑performance.
Nuclear Renaissance: How Oklo’s DOE Contracts and Fuel‑Recycling Ambitions Triggered a 1,200 % Rally – But Can the 2025 Hype Last?

Nuclear Renaissance: How Oklo’s DOE Contracts and Fuel‑Recycling Ambitions Triggered a 1,200 % Rally – But Can the 2025 Hype Last?

Oklo Inc., headquartered in Santa Clara, California, is a high‑profile entrant in the advanced nuclear space. The company went public via SPAC in 2024 and designs micro‑reactors that promise steady, carbon‑free baseload power for data centers, industry and remote communities. Oklo’s reactors are intended to close the fuel cycle by recycling spent nuclear fuel, and the company intends to build, own and operate its powerhouses while selling electricity through long‑term power‑purchase agreements. Oklo’s innovations have attracted high‑profile backers and partnerships, but the company remains pre‑revenue and is burning cash at a rapid pace. Its 2025 rally has been driven mainly by policy tailwinds and investor enthusiasm rather than fundamentals, making it both a fascinating and risky stock to watch.
Astera Labs Stock Explodes Over 200% — But Is the AI Connectivity Darling Priced for Perfection?

Astera Labs Stock Explodes Over 200% — But Is the AI Connectivity Darling Priced for Perfection?

Astera Labs, a fabless semiconductor firm specializing in high‑speed connectivity chips for AI data‑centers, has been one of Wall Street’s hottest debutants. After pricing its IPO at $36 per share in March 2024, the stock skyrocketed to an intraday high of $262.90 on 18 September 2025, a gain of about 440 %ts2.tech. Recent trading has been volatile. The stock slumped nearly 19 % in late September after Federal Reserve chair Jerome Powell warned that equities looked expensive; the drop reflected valuation concerns rather than company‑specific problemsfool.com. Shares quickly rebounded when Zacks Research highlighted the company as its “Bull of the Day,” sending the stock up 13 % on 8 September and helping extend a six‑month gain to more than 220 %fool.com.
Spruce Biosciences Skyrockets on FDA Breakthrough – Will SPRB’s Rally Last or Fade?

Spruce Biosciences Skyrockets on FDA Breakthrough – Will SPRB’s Rally Last or Fade?

Spruce Biosciences’ stock has been on a wild ride in early October 2025. Heading into this period, SPRB was a little-known micro-cap biotech trading in the high single digits. At the close on Oct 3, 2025, shares stood at $8.82stocktitan.net after a period of relatively low activity. That calm shattered on Oct 6, when news of an FDA breakthrough designation sent the stock skyrocketing. SPRB opened the day with a huge gap up and at one point surged by 250–300% intraday, hitting roughly $31–$32 per sharebenzinga.comstocktwits.com. Benzinga reported Spruce trading around $31.50 by midday on the 6thbenzinga.com, and Stocktwits noted an extreme burst of bullish sentiment as the stock more than quadrupled at one pointstocktwits.com.
Figma Stock’s Post-IPO Rollercoaster: From $68 Billion Debut to Wild Drops – What’s Next for FIG?

Figma Stock’s Post-IPO Rollercoaster: From $68 Billion Debut to Wild Drops – What’s Next for FIG?

Figma’s stock has been on a wild ride since its summer IPO. After pricing at $33/share, FIG opened at $85 and soared to $122 within two trading daysnasdaq.com – a ≈270% jump that briefly valued the UI design software maker near $68 billion. That frothy debut came amid an upbeat tech IPO market, and even U.S. regulators took note: “Figma’s IPO [was] valued at about $68 billion on its first day,” FTC Chair Lina Khan lauded, highlighting it as a victory following the blocked $20 billion Adobe bid for Figmats2.tech. However, gravity hit quickly. FIG gave up those gains in a hurry – plunging 39% in August and another 26.2% in Septembersharewise.com as investors reassessed the lofty valuation. By the end of Q3, Figma was about 60% below its post-IPO high.
6 October 2025
Salesforce’s October 2025 Stock Check: AI Ambitions, New Risks, and What’s Next for CRM Investors

Salesforce’s October 2025 Stock Check: AI Ambitions, New Risks, and What’s Next for CRM Investors

Salesforce’s stock has been on a bumpy ride in recent weeks. After an early September sell-off, CRM shares closed at $235.69 on Oct 1, 2025, hitting multi-month lows ts2.tech. This dip came as investors reacted to cautious revenue guidance. Over the past week, however, the stock showed signs of stability, oscillating in the mid-$230s ts2.tech. By mid-day Oct 6, shares traded around $241, modestly higher than last week’s close. Year-to-date performance stands at roughly -27%, a stark contrast to the broader market, reflecting both company-specific headwinds and sector-wide pressures ts2.tech.
Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

The U.S. government has been in talks to take an equity stake in Critical Metals Corp, the company developing the Tanbreez rare earths mine in Greenlandreuters.com. According to an exclusive Reuters report, Trump administration officials discussed a potential deal that would convert a $50 million Defense Production Act grant into shares of the companyreuters.comreuters.com. At $50 million, an investment would equate to roughly 8% ownership of Critical Metals, though negotiations are preliminary and the stake size could change if a deal advancesreuters.com. Importantly, this stake would be separate from a proposed $120 million loan the U.S. Export-Import Bank is considering to help finance Tanbreez’s developmentreuters.com.
Fifth Third’s $10.9 B Comerica Takeover Shakes Up Banking – Will Comerica Park Get a New Name?

Fifth Third’s $10.9 B Comerica Takeover Shakes Up Banking – Will Comerica Park Get a New Name?

Fifth Third Bancorp, based in Cincinnati, agreed to acquire Comerica Inc. of Dallas in an all-stock transaction valued at $10.9 billionreuters.com. The merger will form the nation’s ninth-largest bank by assets, a financial giant with approximately $288 billion in total assets and a deep footprint across multiple regionsreuters.comts2.tech. Under the deal terms announced October 6, each Comerica share will be exchanged for 1.8663 shares of Fifth Third stockir.53.com. At Fifth Third’s pre-announcement share price, that equates to $82.88 per Comerica share, representing about a 20% premium over Comerica’s recent average trading priceir.53.comts2.tech.
AMD’s Massive OpenAI Deal Shakes Up the AI Chip Race

AMD’s Massive OpenAI Deal Shakes Up the AI Chip Race

On October 6, 2025, OpenAI and AMD unveiled a blockbuster agreement that instantly reshaped the AI hardware landscape. OpenAI committed to purchase 6 gigawatts of AMD’s AI accelerators over multiple chip generationsir.amd.comreuters.com. For perspective, six gigawatts of computing is roughly the output of three Hoover Dams or the electricity used by 5 million U.S. householdsreuters.com. It reflects the sheer scale of compute that OpenAI believes it will need for training future models and serving users.
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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
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dLocal

NASDAQ: DLO 86/100
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Tapestry

NYSE: TPR 84/100
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