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.

Fed’s First Rate Cut Since 2024 Sparks Market Whiplash – Dow Rallies as Tech Stocks Tumble

Fed’s First Rate Cut Since 2024 Sparks Market Whiplash – Dow Rallies as Tech Stocks Tumble

Wall Street wrapped up September 17 with a split decision. The blue-chip Dow Jones Industrial Average climbed 0.56% to close around 46,013 reuters.com, extending its uptrend thanks in part to strength in financial and industrial stocks. The S&P 500 eased 0.1% to ~6,600 reuters.com, and the tech-heavy Nasdaq Composite fell 0.33% to ~22,261 reuters.com. Earlier in the session, all three indices seesawed between gains and losses as traders reacted in real-time to the Federal Reserve’s latest interest rate decision and Powell’s commentary. Notably, the S&P 500 and Nasdaq had been at record highs just a day or two prior, buoyed by optimism around a potential Fed pivot and booming AI-driven stocks nasdaq.com nasdaq.com. That set the stage for some profit-taking once the news hit.
17 September 2025
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Meta Connect 2025 – Ray-Ban ‘Hypernova’ Glasses, Oakley Smart Shades & Meta’s $800 AI Bet

Meta Connect 2025 – Ray-Ban ‘Hypernova’ Glasses, Oakley Smart Shades & Meta’s $800 AI Bet

At Meta’s annual Connect conference, Mark Zuckerberg pulled back the curtain on Ray-Ban Meta 3, the next generation of smart glasses co-developed with EssilorLuxottica. The biggest reveal was a high-end model internally dubbed “Hypernova”, essentially Ray-Ban Wayfarer-style glasses with a monocular heads-up display built into the right lens reuters.com. Unlike prior Ray-Bans that only captured photos and audio, these new glasses can overlay digital info – maps, messages, translations – onto your view of the real world businessinsider.com. In one demo, directions and text notifications appeared in the wearer’s field of vision, and an AI assistant answered questions on the spot businessinsider.com uploadvr.com. Notably, control is achieved via a neural wristband that reads tiny muscle signals, letting users scroll and select by subtle finger gestures rather than fumbling with a phone uploadvr.com. This combo of a wearable HUD and electromyography controls brings a touch of “sci-fi” to everyday eyewear, fulfilling rumors that Meta would debut such a device at Connect 2025 uploadvr.com.
17 September 2025
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DJI Mini 5 Pro vs DJI Mini 4 Pro: The Ultimate Mini Drone Showdown (1-Inch Camera Upgrade, Battery & More)

DJI Mini 5 Pro vs DJI Mini 4 Pro: The Ultimate Mini Drone Showdown (1-Inch Camera Upgrade, Battery & More)

Both drones shoot impressively high-quality aerial photos and video for their size, but the DJI Mini 5 Pro’s camera is a major upgrade over the Mini 4 Pro. The Mini 5 Pro is equipped with a 1-inch CMOS sensor capable of 50 MP still images Imaging Resource. In comparison, the Mini 4 Pro uses the same 1/1.3-inch 48 MP sensor as the prior Mini 3 Pro Techradar, which was already excellent for a sub-250g drone. The jump to a 1-inch sensor on the Mini 5 Pro promises better low-light performance, higher dynamic range, and more detail, narrowing the gap between the ultra-light Mini series and larger prosumer drones Imaging Resource.
17 September 2025
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From VAR to VR: How High-Tech is Revolutionizing the 2025 Champions League

From VAR to VR: How High-Tech is Revolutionizing the 2025 Champions League

When it comes to refereeing, the Champions League is more high-tech than ever. VAR was first introduced to the competition in 2019 and has since become a fixture of every match Uefa. VAR focuses only on game-changing situations and steps in for “clear and obvious” errors Refrsports. Over the years, UEFA has worked to make VAR quicker and less disruptive – a response to early criticisms that reviews took too long and broke the flow of the game. UEFA President Aleksander Čeferin himself urged that “we have to make [VAR] clearer, faster, less invasive – but it will stay” Reuters. In 2025, that vision is being realized with new tech and refined protocols.
17 September 2025
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Mysterious Comet SWAN R2: New Interstellar Visitor or Oort Cloud Wanderer?

Mysterious Comet SWAN R2: New Interstellar Visitor or Oort Cloud Wanderer?

Comet C/2025 R2 was spotted in early September 2025 in a rather unconventional way – by searching for faint glows in SOHO satellite images. The SOHO spacecraft’s SWAN instrument scans the entire sky in ultraviolet light, primarily to track solar wind interaction with hydrogen. Astrophotographers and amateur astronomers often comb through these SWAN images for telltale moving smudges that betray new comets. On 11 September 2025, Ukrainian amateur Vladimir Bezugly noticed such a moving fuzzball in SWAN’s data Universetoday. Within hours it was confirmed by others and reported, earning the provisional label “SWAN25B” Universetoday. “This is a milestone, the 20th official SWAN comet so far,” Bezugly noted, highlighting the instrument’s unique contribution to comet-hunting Universetoday.
17 September 2025
Apple’s iPhone Air MagSafe Battery Pack: Why Critics Say It Isn’t Worth $99

Apple’s iPhone Air MagSafe Battery Pack: Why Critics Say It Isn’t Worth $99

Apple’s iPhone Air MagSafe Battery Pack is a compact wireless power bank purpose-built for the new iPhone Air. It’s notably thin and lightweight, designed to seamlessly snap onto the back of the iPhone Air via MagSafe magnets apple.com. The accessory effectively becomes an extension of the phone’s chassis – Apple even made it almost the full length of the device. The result is a tall, slim battery slab that magnetically attaches and aligns with the iPhone Air’s shape.
17 September 2025
Apple Watch Ultra 3 vs Series 11 – Shocking Differences You Need to Know

Apple Watch Ultra 3 vs Series 11 – Shocking Differences You Need to Know

For Athletes & Outdoor Adventurers: The Apple Watch Ultra 3 is tailor-made for you. It’s effectively Apple’s “expedition” watch – with its ultra-rugged build, longer battery, and specialty features geared toward endurance athletes, hikers, divers, and anyone who pushes into environments where safety and durability are paramount. Experts have lauded the Ultra 3 as “a powerhouse of a wearable, adding 5G, satellite connectivity and new screen technology to an already-winning formula” appleinsider.com. If you’re the kind of user who considered a Garmin Fenix or Suunto for your adventures but also want the rich smart features of an Apple Watch, the Ultra 3 offers a compelling middle ground. Do keep in mind its size and weight – on a smaller wrist or in formal settings, the Ultra can feel oversized. But for those who value its toughness, it’s a worthy trade-off.
17 September 2025
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Apple’s First Touchscreen MacBook Pro? Ming-Chi Kuo’s OLED Mac Leak Shakes Up Apple’s Playbook

Apple’s First Touchscreen MacBook Pro? Ming-Chi Kuo’s OLED Mac Leak Shakes Up Apple’s Playbook

Apple’s MacBook Pro line could soon get touch-enabled, OLED displays, marking a radical departure from past models 9To5Mac. According to Ming-Chi Kuo’s latest supply chain insights, Apple’s first touchscreen Mac will arrive in the form of an OLED MacBook Pro. Kuo says this model is slated to go into production in late 2026 9To5Mac. That implies a retail launch either late 2026 or very early 2027, although Apple has not confirmed any of this publicly. Notably, this would be the first time Apple puts a touch-sensitive display in a Mac – a milestone in the Mac’s evolution 9To5Mac.
17 September 2025
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Nintendo Resurrects Its Biggest Flop: Virtual Boy Games Headed to Switch Online in 3D Glory

Nintendo Resurrects Its Biggest Flop: Virtual Boy Games Headed to Switch Online in 3D Glory

To appreciate why a Virtual Boy comeback is so surprising, it’s important to understand the history of the original 1995 Virtual Boy system – a history marked by ambition, innovation, and rapid failure. The Virtual Boy was conceived by famed Nintendo engineer Gunpei Yokoi as an affordable foray into stereoscopic 3D gaming. Codenamed “VR32” during development, it was meant to “totally immerse players into their own private universe,” according to Nintendo’s early promises en.wikipedia.org.
17 September 2025
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AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI but also for a wave of smart devices and autonomous machines. As a result, nations are treating semiconductor leadership as a strategic priority akin to an arms race. The global AI chip market is already enormous and growing exponentially – valued around $50–$60 billion in the mid-2020s and projected to climb to several hundred billion by 2030 idtechex.com nextmsc.com. This report dives into the current landscape and future outlook of the AI chip market in the U.S., China, and Taiwan, covering market size, key companies, use cases, supply chains, government policies, tech trends, and the geopolitical forces at play.
17 September 2025
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DJI Mini 5 Pro Takes Flight with a Game‑Changing 1‑Inch Sensor – How It Stacks Up Against the Competition

DJI Mini 5 Pro Takes Flight with a Game‑Changing 1‑Inch Sensor – How It Stacks Up Against the Competition

The DJI Mini 5 Pro marks a milestone for compact drones, packing features previously exclusive to larger models into an ultralight package. Announced in mid-September 2025, the Mini 5 Pro is the first Mini-series drone to incorporate truly professional-grade imaging and safety tech. Its headline feature is the 1-inch CMOS sensor – a size previously only seen on much larger drones like the 595 g DJI Air 2S techradar.com techradar.com. Cramming that into a tiny
17 September 2025
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DJI Mini 5 Pro Stuns with Next‑Level Features – A Tiny Drone Poised to Beat Them All

DJI Mini 5 Pro Stuns with Next‑Level Features – A Tiny Drone Poised to Beat Them All

DJI’s Mini series has always aimed to deliver big technology in tiny drones – and the Mini 5 Pro takes that to a whole new level. As the successor to 2023’s Mini 4 Pro, it “packs a punch” by upstaging its predecessor on multiple fronts tomsguide.com. The headline upgrade is the 50MP 1-inch image sensor, a leap from the Mini 4 Pro’s 1/1.3-inch sensor tomsguide.com tomsguide.com. This larger sensor can capture more light, yielding cleaner low-light shots and up to 14 stops of dynamic range for high-contrast scenes tomsguide.com dronedj.com. Photos can be saved at full 50MP resolution, providing ample detail and flexibility for cropping and editing tomsguide.com. In fact, DJI touts that the Mini 5 Pro’s image quality is comparable to what you’d get from the bigger Air series drones dronexl.co – an impressive feat given the Mini’s size.
17 September 2025
Google’s Shocking AI Contractor Purge: The Real Reason 200 ‘Super Raters’ Were Axed

Google’s Shocking AI Contractor Purge: The Real Reason 200 ‘Super Raters’ Were Axed

Late this summer, Google terminated the contracts of over 200 people who had been working to enhance the company’s artificial intelligence products, including the much-anticipated Gemini AI model and Google’s new AI-generated search summaries wired.com wired.com. The cuts were sudden and executed in at least two rounds, with many contractors reporting they were locked out of work accounts without warning ndtv.com. When some workers asked why they were being let go, they were told it was due to a “ramp-down” of the project – a vague explanation that left them frustrated. “I was just cut off… I asked for a reason, and they said ramp-down on the project — whatever that means,” recalls Andrew Lauzon, one of the affected AI raters wired.com wired.com.
17 September 2025
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Engineer Turns Disposable Vape into Blazing-Fast Web Server with Only 24KB Memory

Engineer Turns Disposable Vape into Blazing-Fast Web Server with Only 24KB Memory

Disposable vape pens are usually seen as trash once the nicotine runs out, but inside they often hide surprisingly capable electronics. Bogdan Ionescu – an engineer and hobbyist known as “BogdanTheGeek” – discovered this when he cracked open some “fancier” vape models. Instead of the typical mystery “blob” IC, he found a marked chip from Puya Tomshardware. It turned out to be a Puya PY32F002B microcontroller: a tiny Arm Cortex-M0+ running at 24 MHz with 24 KB of flash storage and 3 KB of RAM Tomshardware. These specs are not stellar – as Ionescu quipped, “a 10-year-old phone can barely load Google, and this is about 100× slower” Tomshardware. In modern terms, such a chip is extremely underpowered; yet it’s now used in throwaway gadgets, which boggles the mind. All of that computing power is literally being tossed out, which gave Ionescu an idea.
17 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.