Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation. Follow Marcin Frąckiewicz on Google News, Facebook. or Linkedin.
A global equity portfolio selected by TS2 AI models using earnings, valuation, revisions, momentum, catalysts and news risk.
Cloud growth, durable Search cash flow and the post-results pullback create the portfolio’s strongest risk-reward setup.
Strong cloud demand • earnings revisions • improved entry price
Evidence that record AI investment is converting into cash returns.
A high-margin global payments network with resilient transaction growth, strong cash generation and limited balance-sheet risk.
Defensive growth • pricing power • consistent earnings execution
Quarterly results and updated cross-border payment trends.
Better-than-expected sales, improving execution and defensive brands provide diversification away from expensive technology shares.
Earnings beat • improving sentiment • defensive cash flows
Margin progress and confirmation of stronger volume growth.
A fresh earnings beat, raised outlook, pricing power and market-share gains produce one of today’s clearest positive revision signals.
Raised guidance • margin resilience • positive earnings revision
Delivery against the upgraded full-year earnings outlook.
Azure, enterprise software and recurring revenue remain elite assets, but the lower weight reflects near-term earnings-event risk.
Cloud leadership • recurring revenue • long-term AI monetisation
Results, Azure growth and guidance on infrastructure spending.
Selective risk-on. Prioritise quality and earnings visibility.
A heavy earnings calendar, Federal Reserve guidance and renewed semiconductor volatility may produce sharp one-day price moves.