Marcin Frąckiewicz

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.

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Oracle Corporation built its empire on database software, but it came late to the cloud computing market. Through the 2010s, Oracle struggled for relevance as Amazon Web Services, Microsoft Azure, and Google Cloud grabbed a combined 65%+ share of the cloud market reuters.com. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison famously deriding cloud computing as “gibberish” in its early days qz.com.
20 September 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

Algorithmic bias refers to systematic errors or prejudices in AI systems that result in unfair outcomes. Despite the common myth that algorithms are neutral and objective, they are in fact products of human choices at every step – from the data used to train them to the definition of “success” they optimize. As data scientist Cathy O’Neil famously put it, “Algorithms are opinions embedded in code”. In other words, if an AI is fed historical data that reflects societal biases, or if its design prioritizes certain metrics over fairness, the algorithm can end up perpetuating and even amplifying those biases in its decisions.
20 September 2025
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Apple Watch’s New Blood Pressure Alert Shakes Up the Smartwatch Health Race

Apple Watch’s New Blood Pressure Alert Shakes Up the Smartwatch Health Race

Apple has added a long-awaited hypertension notification to its wearable lineup, marking a significant milestone in consumer health tech. Starting with the new Apple Watch Series 11 – and rolling out to recent models back to Series 9 and the Ultra 2/3 – the watch can passively alert users if they may have high blood pressure reuters.com reuters.com. Unlike a typical blood pressure monitor, the Apple Watch isn’t directly measuring your systolic or diastolic pressure. Instead, Apple’s algorithms analyze subtle signals from the watch’s optical heart rate sensor over time to detect patterns indicative of hypertension reuters.com reuters.com. The system runs in the background, reviewing 30 days of sensor data at a time, and if it consistently sees signs of elevated blood pressure, it triggers a “Possible Hypertension” alert on the watch reuters.com fiercebiotech.com.
20 September 2025
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Meta Connect 2025’s Smart Glasses Demo Fiasco – CTO Reveals the Real Reason (It Wasn’t Wi‑Fi!)

Meta Connect 2025’s Smart Glasses Demo Fiasco – CTO Reveals the Real Reason (It Wasn’t Wi‑Fi!)

Meta’s annual developer conference, Meta Connect 2025, was meant to showcase the company’s latest breakthroughs in augmented and virtual reality. In the keynote, CEO Mark Zuckerberg introduced three new smart glasses products aimed at bringing AI to users’ faces: an upgraded Ray-Ban Meta, a new Meta Ray-Ban Display with a built-in heads-up display and neural wristband controller, and the Oakley Meta Vanguard sports glasses techcrunch.com. These devices, priced up to $799 for the Ray-Ban Display model, promise to overlay digital info in your field of view – showing texts, directions, video calls, and real-time AI assistance on a tiny screen in the lens cybernews.com. Meta touted them as a leap toward “agentic AI” wearables – intelligent assistants that can proactively help you through the day, all built into stylish eyewear foxbusiness.com.
19 September 2025
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Apple Unleashes iPhone 17, Ultra‑Thin iPhone Air, Apple Watch 11 & AirPods 3 – Fans Line Up Worldwide

Apple Unleashes iPhone 17, Ultra‑Thin iPhone Air, Apple Watch 11 & AirPods 3 – Fans Line Up Worldwide

Apple’s 2025 product lineup arrived in stores to fanfare worldwide. On launch morning, excited customers lined up at Apple Stores from London to Sydney to snag the iPhone 17 series, new Apple Watches, and AirPods Pro 3 as soon as doors opened apple.com. Apple’s retail teams greeted crowds with cheers and helped customers set up their new gadgets on the spot apple.com. In China – the world’s second-largest economy – the response was especially notable. Hundreds of people queued at Apple’s Beijing flagship to collect their pre-orders, indicating strong local interest in the iPhone 17 launch macdailynews.com.
19 September 2025
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SpaceX Falcon 9 to Launch Triple “Space Weather” Mission Guarding Earth

SpaceX Falcon 9 to Launch Triple “Space Weather” Mission Guarding Earth

In a single launch, SpaceX’s Falcon 9 will boost a trio of missions that promise to illuminate how the Sun influences our cosmic neighborhood – and help protect Earth from the Sun’s outbursts. NASA’s IMAP, NOAA’s SWFO-L1, and NASA’s Carruthers Geocorona Observatory will all ride into space together, bound for a point about one million miles from Earth in the direction of the Sun science.nasa.gov. There, at the Sun-Earth L1 Lagrange point, the three spacecraft can maintain a stable position and continuously face the Sun, an ideal vantage to monitor solar emissions and their impact on the space around Earth science.nasa.gov. This launch marks one of the most multifaceted science missions yet on a single Falcon 9, combining pure research with operational forecasting to guard our planet nasa.gov sciencesprings.wordpress.com.
19 September 2025
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Satellite Revolution: AD Ports Group’s LEO Connectivity Transforms Global Shipping

Satellite Revolution: AD Ports Group’s LEO Connectivity Transforms Global Shipping

AD Ports Group – the Middle East’s logistics and port powerhouse – is literally reaching for the stars in its latest digital transformation effort. In September 2025, the company began a phased rollout of Low Earth Orbit satellite connectivity across all its operations thearabianpost.com. This bold initiative equips AD Ports Group’s entire fleet of ships and its vast network of seaports with high-speed internet beamed from constellations of satellites orbiting only a few hundred kilometers above the Earth. The goal is simple but game-changing: to create a fully connected maritime ecosystem, where data flows instantly from ship to shore, even in the middle of remote ocean stretches freshplaza.com. By embracing space-based communication, AD Ports Group aims to boost efficiency, safety, and innovation in global trade – and to position the UAE at the forefront of the satellite-enabled logistics revolution.
19 September 2025
Solar System’s Hidden Edge: NASA’s Bold Quest to Map the Invisible Cosmic Boundary

Solar System’s Hidden Edge: NASA’s Bold Quest to Map the Invisible Cosmic Boundary

When we gaze up at the night sky, it’s easy to imagine the solar system simply fading into the depths of space. In reality, our solar system ends at a distinct, albeit invisible, boundary. This boundary is not marked by a wall or a halo of light, but by a balance of forces: it’s where the Sun’s influence ends and interstellar space begins indiatoday.in. Scientists call this frontier the heliopause, and understanding it is key to answering the age-old question: Where does the solar system end?
19 September 2025
SpaceX Rocket to Launch NASA’s Triple Solar Mission to L1 – Unveiling Sun Secrets from Earth’s “Halo” to the Solar System’s Edge

SpaceX Rocket to Launch NASA’s Triple Solar Mission to L1 – Unveiling Sun Secrets from Earth’s “Halo” to the Solar System’s Edge

NASA and NOAA are launching three complementary missions on one rocket – a rare rideshare that underscores how interconnected Sun-Earth science has become nasa.gov space.com. Liftoff is scheduled for 7:32 a.m. EDT on Sept. 23, 2025, from Launch Complex 39A at Kennedy Space Center nasa.gov. SpaceX’s Falcon 9 will boost the trio into an Earth-escape trajectory toward the L1 Lagrange point, about 1.5 million km from Earth toward the Sun space.com.
19 September 2025
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Arctic Radar Revolution: Space Norway & SSTL Join Forces on Game-Changing Satellite Program

Arctic Radar Revolution: Space Norway & SSTL Join Forces on Game-Changing Satellite Program

Space Norway AS is Norway’s national satellite operator, tasked with developing strategic space infrastructure for governmental and societal needs sstl.co.uk. Wholly owned by the Norwegian Ministry of Trade, Industry and Fisheries, Space Norway focuses on “critical connectivity” and Arctic coverage – operating telecommunication satellites, managing fiber links to Svalbard, and overseeing small satellites for maritime tracking sstl.co.uk. In 2019, it formed Space Norway HEOSAT to field two highly-elliptical broadband satellites for the Arctic sstl.co.uk. The new radar initiative marks Space Norway’s expansion into Earth observation, aligning with its mandate to enhance national security and serve remote areas.
19 September 2025
Satellite IoT Boom: Space Networks Poised to Connect the Unconnected by 2029

Satellite IoT Boom: Space Networks Poised to Connect the Unconnected by 2029

Just a few years ago, satellite IoT was a niche segment – but not for long. Analysts project exponential growth through the decade. Berg Insight’s latest report pegs satellite IoT connectivity revenues at €1.58 billion by 2029 techafricanews.com. The subscriber count is expected to quintuple, reaching 32.5 million IoT devices on satellite networks by 2029 techafricanews.com. Another analysis by IoT Analytics finds 7.5 million active satellite IoT connections in 2024, with total market climbing 26% annually to $4.7 billion by 2030 iot-analytics.com. In short, space-based IoT is transitioning from early adopter phase to mainstream deployment.
19 September 2025
Wi-Fi From Space: Kazakhstan’s Bold Pilot Brings Satellite Internet Aboard Trains

Wi-Fi From Space: Kazakhstan’s Bold Pilot Brings Satellite Internet Aboard Trains

Not long ago, the idea of full internet access on Kazakhstani trains felt like science fiction. Today it’s becoming reality, as a new pilot program beams satellite internet to moving trains across Kazakhstan. In an interview with The Times of Central Asia, Anuar Akhmetzhanov – Chairman of the Board of JSC “Passenger Transport,” a division of national railway company Kazakhstan Temir Zholy – explained that onboard Wi-Fi is now a key priority in modernizing passenger transport timesca.com. Starting this year, KTZ teamed up with the official distributor of OneWeb to bring high-speed connectivity to select long-distance routes timesca.com. The first test came on the popular Astana–Almaty line, quickly followed by the Astana–Oskemen route in the spring timesca.com. Riders on these trains can now video chat, stream movies, and browse the web from their seats – a dramatic change for rail journeys that often last 17+ hours across the steppe astanatimes.com.
19 September 2025
SpaceX Starship’s Epic Test Flight Stuns the World – What It Means for Moon, Mars, and Beyond

SpaceX Starship’s Epic Test Flight Stuns the World – What It Means for Moon, Mars, and Beyond

SpaceX’s Starship program notched a dramatic success on August 26, 2025, when the giant Starship rocket aced its 10th flight test from the company’s Starbase facility in Boca Chica, Texas Space. At 7:30 p.m. ET that day, the 40-story vehicle thundered off the pad on 33 Raptor engines, delivering a ground-shaking 16 million pounds of thrust – more than twice the power of NASA’s Saturn V or SLS moon rockets Spaceflightnow. SpaceX employees cheered as the booster propelled the Starship upper stage toward space, marking the first time in over a year of testing that every major objective was met Space. “Splashdown confirmed! Congratulations to the entire SpaceX team on an exciting tenth flight test of Starship!” the company announced moments after both stages had completed their missions Spaceflightnow.
19 September 2025
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SpaceX Launches 28 Starlink Satellites at Dawn – Boosts World’s Largest Satellite Fleet Toward Global Internet

SpaceX Launches 28 Starlink Satellites at Dawn – Boosts World’s Largest Satellite Fleet Toward Global Internet

SpaceX notched another predawn launch on Florida’s Space Coast, sending 28 fresh Starlink satellites into orbit as part of its ongoing mission to blanket the globe in internet coverage. The Falcon 9 rocket lit up the early morning sky at approximately 5:30 a.m. Eastern Time on Sept. 18, 2025, lifting off from Cape Canaveral’s SLC-40 pad space.com. The mission – designated Starlink Group 10-61 – marked yet another routine flight for SpaceX but one that continues to build an unprecedented satellite network overhead.
19 September 2025
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Blue Origin’s New Shepard Roars Back: 40+ Experiments Soar on NS-35 After Delay

Blue Origin’s New Shepard Roars Back: 40+ Experiments Soar on NS-35 After Delay

Blue Origin’s NS-35 mission finally blasted off on September 18, 2025, after weeks of anticipation and troubleshooting. The New Shepard suborbital rocket lifted off from Launch Site One in West Texas at 9:01 a.m. Eastern Daylight Time space.com. This launch came after a “stand down” period of nearly four weeks – the company had attempted to fly the mission in late August but scrubbed the Aug. 23 and Aug. 26 launch attempts when an issue arose with the booster’s avionics system space.com. Engineers worked to resolve the technical glitch, and the third scheduled date proved the charm. By mid-September, all systems were go, clearing the way for New Shepard’s return to the skies.
19 September 2025
Uber’s Drone Delivery Takeoff: Inside the High-Flying Deal with Flytrex That Could Drop Uber Eats at Your Door

Uber’s Drone Delivery Takeoff: Inside the High-Flying Deal with Flytrex That Could Drop Uber Eats at Your Door

Uber’s latest delivery is headed skyward. In a press release titled “Uber Partners with Flytrex to Launch Drone Delivery”, the San Francisco tech giant announced a strategic alliance with Flytrex – an Israeli-founded drone delivery startup – to begin testing food deliveries by drone through Uber Eats techcrunch.com. This move marks Uber’s first investment in drone technology and a major step into autonomous aerial logistics investor.uber.com restaurantdive.com. According to Uber, pilot programs will roll out in “Uber Eats’ pilot markets in the U.S. by the end of the year” 2025 investor.uber.com, indicating that some customers could start receiving drones at their doorsteps within months.
19 September 2025
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Russian Drones Breach Polish Airspace, NATO Scrambles Jets Amid Article 5 Jitters

Russian Drones Breach Polish Airspace, NATO Scrambles Jets Amid Article 5 Jitters

Polish security forces inspect debris of a downed Russian drone in eastern Poland’s Lublin province after multiple UAVs violated Polish airspace on September 10, 2025. Overnight Drone Swarm: On the night of September 10, 2025, waves of Russian drones penetrated Polish airspace during a broader Russian barrage against Ukraine apnews.com. The incursions stretched roughly 11:30 PM to 6:30 AM, with Poland’s military later confirming 19 drone violations across a wide area apnews.com apnews.com. Polish air defenses, aided by NATO aircraft, scrambled repeatedly to track and destroy the unmanned intruders. In an unprecedented development, NATO fighter jets were deployed alongside Polish F‑16s, engaging and neutralizing the drones within Polish territory apnews.com apnews.com. A NATO spokesman confirmed this was “the first time NATO planes have engaged potential threats in Allied airspace” since the war began apnews.com.
19 September 2025
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Swarm of Drones Near Poland’s Border Spurs NATO Alarm – Is the Eastern Flank Under Siege?

Swarm of Drones Near Poland’s Border Spurs NATO Alarm – Is the Eastern Flank Under Siege?

Poland’s quiet frontier with Belarus has become an unlikely flashpoint, as waves of drones have been buzzing the border and testing Polish defenses. Overnight on September 17–18, Polish border guards detected an unusual spike in drone activity near the Belarusian frontier reuters.com. According to Poland’s Interior Ministry, multiple unmanned aerial vehicles originating from the Belarus side were observed attempting to cross into Polish airspace. Although details remain scarce, officials described the drones as coming from “Belarusian and Russian” sources – underscoring suspicions that Belarus is directly or indirectly involved reuters.com.
19 September 2025
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TS2 TECH • DAILY MODEL PORTFOLIO

Stocks to Buy Today

Five stocks stand out, supported by recent earnings or more attractive entry points. Today's selection highlights companies raising their outlooks and reporting firm orders, rather than focusing on heavily traded chipmakers.

Today’s market stance Selective • earnings-led
#1 • HIGHEST CONVICTION 24% weight

Xylem

NYSE: XYL
STRONG BUY
Model score 92 / 100
★★★★★

A 12-cent earnings beat and raised 2026 profit outlook highlight the results, while quarterly revenue matched expectations. The water treatment segment offers AI infrastructure exposure without increasing semiconductor holdings.

Why today

Earnings per share surpassed expectations; the company raised its guidance, citing increased water demand from data centers.

Next catalyst

Order conversions are being monitored to confirm that the new margin level is sustainable.

Main risk: Annual revenue guidance moved to about $9.2bn, and project timing can shift.
#2 • BEST CONTRARIAN 22% weight

Alphabet

NASDAQ: GOOGL
BUY ON WEAKNESS
Model score 89 / 100
★★★★½

Google Cloud's revenue surged 82%, with its operating margin hitting 35.6%. However, shares declined as capital expenditures increased. The reset offers a better entry point, but exposure remains limited since quarterly free cash flow moved into negative territory.

Why today

Cloud segment outperformed expectations; company reset guidance following earnings; search operations continue to drive strong cash flow.

Next catalyst

Cloud backlog is being converted more efficiently, leading to improved alignment between expenditures and cash flow.

Main risk: 2026 capex is now $195bn to $205bn, while depreciation is rising.
#3 • DEFENSIVE GROWTH 20% weight

Unilever

LON: ULVR • NYSE: UL
BUY ON PULLBACKS
Model score 87 / 100
★★★★☆

Underlying sales increased by 5.8%, driven by a 5.5% rise in volume—the company's strongest volume growth in over ten years. Guidance has been raised, but after today's significant share price jump, a gradual approach to buying may be more prudent.

Why today

Strong volumes drive results; outlook raised; steady cash flow in low-beta environment

Next catalyst

Second-half pricing trends and updates on the Foods transaction.

Main risk: Commodity inflation, currency moves and a large one-day gap.
#4 • EARNINGS MOMENTUM 18% weight

Sherwin-Williams

NYSE: SHW
ACCUMULATE
Model score 84 / 100
★★★★☆

Sales and adjusted earnings surpassed expectations, prompting management to raise its full-year guidance. The company is benefiting from higher prices and increased market share, but the stock's rapid three-day rally suggests investors may want to hold off on buying at the open.

Why today

The company beat expectations, raised its outlook, demonstrated strong pricing power, and continued to gain market share.

Next catalyst

The company is targeting adjusted EPS between $11.80 and $12.20.

Main risk: Weak housing demand, raw-material inflation and a richer entry.
#5 • TACTICAL UPSIDE 16% weight

PayPal

NASDAQ: PYPL
TACTICAL BUY
Model score 81 / 100
★★★★☆

Adjusted earnings surpassed expectations, prompting an increase in full-year profit guidance. The reported $60.50 per share approach offers added flexibility, though its smaller weighting signals lower margins and uncertainty regarding a potential deal.

Why today

Earnings surpass forecasts; guidance raised; strategic options under review.

Next catalyst

Focus is on the $400 million cost program, margin trends, and any official response to the deal.

Main risk: Operating margin fell to 17.4%, and no sale is assured.
Portfolio structure
Water & infrastructure 24%
Technology & cloud 22%
Consumer staples 20%
Coatings & materials 18%
Payments 16%
Entry rule
Build positions in two or three tranches.

Avoid buying a stock that's trading more than 5% above its previous close. Revisit the list after Wednesday's Fed decision and this week's mega-cap earnings.

Strong companies, weaker entries today
Coca-Cola NYSE: KO
WAIT FOR PULLBACK

Strong quarter with improved guidance, but a nearly 6% rally limits short-term upside.

Visa NYSE: V
WAIT FOR RESULTS

Visa is set to report earnings after the close. The portfolio won’t be taking on new event risk ahead of the results.

Nvidia NASDAQ: NVDA
WATCH

While long-term demand is solid, questions persist around chip momentum and AI financing.

Portfolio heat 6.4 / 10

Moderate. Recent earnings provide solid support, though event risk is still elevated.

Market risk check

The Nasdaq faces continued pressure as chip stocks endure a steep correction. With the Federal Reserve set to announce its decision on Wednesday, investors should brace for increased intraday volatility.

TS2 DAILY MODEL PORTFOLIO 100% allocated

This is an editorial model portfolio and does not constitute personalized investment advice. The scores reflect how today's five holdings compare to the current opportunity set, rather than predicting future returns.