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.

Quantum Breakthrough: UK Startup Unveils First Quantum Computer Built with Standard Silicon Chips

Quantum Breakthrough: UK Startup Unveils First Quantum Computer Built with Standard Silicon Chips

Quantum Motion’s announcement represents a significant first in quantum computing: a functioning quantum computer built entirely using conventional silicon chips instead of the esoteric hardware typical of quantum labs. The London-based startup – a 2017 spinout of University College London and Oxford University – was founded by professors John Morton and Simon Benjamin specifically to pursue CMOS-based quantum processors datacenterdynamics.com. After several years of research and prototyping, the company unveiled its breakthrough system on September 15, 2025, as part of a UK government-backed initiative to commercialize scalable quantum hardware tomshardware.com.
17 September 2025
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3D-Printed Ghost Guns Won’t Stay Anonymous: How Digital Fingerprints Could Track Every Part

3D-Printed Ghost Guns Won’t Stay Anonymous: How Digital Fingerprints Could Track Every Part

3D printing has opened the door to amazing innovations – custom tools, spare parts, even artistic creations – but it also has a dark side. In recent years, hobbyist 3D printers have been used to produce unregistered, untraceable firearms known as ghost guns. These DIY weapons lack serial numbers and skirt traditional gun regulations, making them appealing to criminals. A chilling example came in late 2024, when a ghost gun was implicated in the murder of a healthcare executive engineering.washu.edu engineering.washu.edu. This incident underscored why law enforcement is anxious about ghost guns: they’re effectively invisible to normal tracing methods.
17 September 2025
Intel Core Ultra 3 205 vs Core i3-14100 & Ryzen 5: Arrow Lake’s Budget Beast Redefines Entry-Level CPUs

Intel Core Ultra 3 205 vs Core i3-14100 & Ryzen 5: Arrow Lake’s Budget Beast Redefines Entry-Level CPUs

Intel’s Core Ultra 3 205 represents a major architectural step up for Intel’s budget tier, introducing the hybrid core design and silicon innovations of the Arrow Lake-S generation into an entry-level CPU. It packs 8 total cores in a 4P + 4E configuration – a first for the “Core i3/Ultra 3” class which was previously limited to 4 cores. The four Performance cores are based on Intel’s latest “Lion Cove” microarchitecture, while the four Efficiency cores use the new “Skymont” design, both fabricated on Intel’s 20A process node Hardforum.
17 September 2025
AMD’s Secret CPU Launch Shakes Up the Market: Four New Ryzen Chips Take Aim at Intel

AMD’s Secret CPU Launch Shakes Up the Market: Four New Ryzen Chips Take Aim at Intel

In summary, AMD’s four new chips include two Zen 5 models aimed at delivering high performance per core at lower cost, one unusual Zen 4 chip that repurposes a partially defective die for entry-level use, and one last gasp of Zen 3 for the ultra-budget segment. This mix shows AMD is leaving no stone unturned in its product lineup – “Zen 3 just won’t die,” as one journalist put it Tomshardware – even as it forges ahead with Zen 5. Next, we’ll see how these CPUs stack up against each other and the competition.
17 September 2025
Nvidia’s Unreleased GTX 2080 Ti Prototype – A More Powerful Turing Flagship That Never Launched

Nvidia’s Unreleased GTX 2080 Ti Prototype – A More Powerful Turing Flagship That Never Launched

Nvidia launched the GeForce RTX 2080 Ti in September 2018 as the flagship of its then-new Turing architecture. Priced around $1,199 at launch, the RTX 2080 Ti was the first consumer GPU to introduce real-time ray tracing and AI DLSS features, marking a major technological leap in graphics. According to Tom’s Hardware, it “was the flagship offering at that moment, bringing ray tracing to the masses for the first time” Tomshardware. The card featured 11 GB of GDDR6 VRAM and delivered the highest gaming performance of its generation, well ahead of any AMD rival at the time. Nvidia also released a lower-tier RTX 2080 as well as a prosumer Titan RTX, but the 2080 Ti remained the top GeForce-branded GPU of the Turing lineup in 2018.
17 September 2025
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Japan’s $300 Million Undersea Cable Gamble: Inside the Global Race to Secure the Internet’s Lifelines

Japan’s $300 Million Undersea Cable Gamble: Inside the Global Race to Secure the Internet’s Lifelines

Japan’s decision to bankroll NEC’s purchase of undersea cable vessels signals a major policy shift to protect the nation’s digital lifelines. According to officials, Tokyo is prepared to front hundreds of millions of dollars so that NEC – Asia’s biggest undersea cable installer – can acquire ocean-going cable-laying ships of its own Tomshardware Lightreading. Each such ship is a massive specialized vessel equipped to carry and slowly spool out thousands of kilometers of fiber-optic cable across ocean floors. Until now, NEC has owned zero of these, relying instead on leasing a Norwegian ship and renting smaller domestic vessels for regional projects Tomshardware. This made Japan an outlier; its rivals SubCom, Alcatel Submarine Networks, and HMN Tech each operate fleets of 2–7 cable ships to swiftly serve their needs Tomshardware Lightreading.
17 September 2025
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MediaTek’s 2nm Superchip Breaks Cover – Taking on Apple, Qualcomm & Samsung in the Next-Gen SoC Race

MediaTek’s 2nm Superchip Breaks Cover – Taking on Apple, Qualcomm & Samsung in the Next-Gen SoC Race

MediaTek’s announcement marks a major milestone: its first flagship chip built on TSMC’s new 2nm process has been successfully taped out as of September 2025. This makes MediaTek one of the very first companies to adopt TSMC’s 2nm node, alongside industry giants. The chip is expected to enter volume production by late 2026, aligning with TSMC’s roadmap for 2nm mass production. According to MediaTek, the development highlights the company’s long-term partnership with TSMC and its ability to deploy bleeding-edge semiconductor technology across diverse applications.
16 September 2025
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Helios vs. Tesla: Inside the Solar-Powered EV Charging Platform Shaking Up the Industry

Helios vs. Tesla: Inside the Solar-Powered EV Charging Platform Shaking Up the Industry

Helios Charging is positioning itself as a clean energy disruptor in EV infrastructure, blending renewable power and fintech-like innovation into EV charging. Announced in Denver on Sept. 15, 2025, Helios’s new platform is essentially an online marketplace for funding EV charging stations and solar projects oilprice.com. It connects accredited investors with project opportunities that need capital – for example, installing a bank of EV fast chargers at a shopping center, or building a solar-covered charging hub on a highway. In return for funding these developments, investors receive tax equity benefits and a share of project revenues, yielding “steady, predictable returns” while supporting green infrastructure streetinsider.com.
16 September 2025
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High-Stakes Drone Showdown: Why the U.S. Is Scrambling to Catch Up with Russia in Ukraine’s War

High-Stakes Drone Showdown: Why the U.S. Is Scrambling to Catch Up with Russia in Ukraine’s War

Unmanned aerial vehicles – drones – have become central to the Russia-Ukraine conflict, redefining how wars are fought. What began in 2022 with ad-hoc use of hobby drones to spot artillery has exploded into a full-scale “drone war.” Both Russia and Ukraine now deploy vast fleets of drones on the front lines, from tiny quadcopters to loitering munitions. Analysts note this war is built “not around a few elite systems but around millions of small, cheap, and expendable drones deployed by soldiers at the front”. These drones perform reconnaissance, direct artillery fire, and strike targets directly – even ramming into tanks or trenches.
16 September 2025
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Energy Guzzlers: Ranking Countries by Per Capita Energy Use in 2024

Energy Guzzlers: Ranking Countries by Per Capita Energy Use in 2024

The world’s energy appetite has never been larger. Global primary energy consumption reached an unprecedented level in 2023–2024, driven by post-pandemic economic activity and extreme weather energy needs. According to the Energy Institute’s review, consumption hit about 620 exajoules in 2023 – up 2% from the previous year dieselnet.com. This growth pushed energy-related CO₂ emissions over 40 billion tonnes for the first time dieselnet.com, a troubling milestone for climate observers.
16 September 2025
Solar vs. Coal vs. Nuclear: Lazard’s 2025 Report Reveals the Cheapest Power Source

Solar vs. Coal vs. Nuclear: Lazard’s 2025 Report Reveals the Cheapest Power Source

What is the cheapest form of energy today? It’s a complex question fueled by falling renewable costs, volatile fossil fuel prices, and urgent climate concerns. To cut through the noise, analysts often turn to the Levelized Cost of Energy – a metric that compares the all-in lifetime cost of different power sources. LCOE represents the price a generator must receive per unit of electricity to cover its construction, financing, and operating costs over its lifespan cbsnews.com. In essence, it’s a “apples-to-apples” benchmark of what it costs to produce a megawatt-hour of electricity from solar panels, wind turbines, coal plants, nuclear reactors, and more.
16 September 2025
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OpenAI’s Teen ChatGPT Revealed – Safe AI Revolution or Too Little, Too Late?

OpenAI’s Teen ChatGPT Revealed – Safe AI Revolution or Too Little, Too Late?

OpenAI’s teen version of ChatGPT is a tailored, safer mode of the popular AI chatbot designed specifically for users aged 13 to 17. It was unveiled in mid-September 2025 as part of OpenAI’s push to make ChatGPT “meet [teens] where they are” developmentally openai.com. This means the AI will respond differently to a 15-year-old than it would to an adult, with built-in awareness of the user’s age and maturity level.
16 September 2025
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Global Markets on Edge as Fed Rate Decision Nears: Asia Optimistic, West Cautious

Global Markets on Edge as Fed Rate Decision Nears: Asia Optimistic, West Cautious

The world’s financial markets are fixated on the Federal Reserve’s upcoming rate decision, which is shaping up to be one of the most consequential of the year. Investors across Asia, Europe, and the Americas are bracing for the Fed’s policy announcement on Wednesday, widely expected to deliver the first U.S. rate cut of 2025 reuters.com. This anticipated shift in U.S. monetary policy comes amid a complex global economic backdrop – one marked by moderating inflation, signs of slowing growth, and pockets of geopolitical tension. With stock indices recently at or near record highs and bond yields retreating, markets have been positioning for a more accommodative Fed, even as they remain wary of any surprises. Below, we provide a comprehensive overview of the economic landscape and market sentiment around the world, and what might lie ahead depending on how the Fed’s decision unfolds.
16 September 2025
NASA’s “Astronaut Avatars” – Tiny Organ Chips Poised to Protect Artemis II Crew’s Health

NASA’s “Astronaut Avatars” – Tiny Organ Chips Poised to Protect Artemis II Crew’s Health

NASA’s “Avatars for Astronaut Health” is a bold initiative to send small living models of astronauts’ organs into deep space. These “avatars” aren’t robots or holograms – they are organ-on-a-chip devices containing real human cells, designed to mimic the functions of human tissues Nasa. For Artemis II, NASA will load chips with cells donated by the four crew members themselves, essentially creating miniaturized versions of their organ tissue that can be studied in parallel with the crew Nasa Nasa. The goal is to see how these cells respond to deep space conditions – such as heightened cosmic radiation and microgravity – without risking the astronauts’ own bodies Nasa. In essence, the AVATAR project lets NASA “test drive” each astronaut’s biology in lunar orbit, gathering data to help keep the crew safe when they venture farther. It’s part of NASA’s broader strategy to “know before we go” – to anticipate health issues before sending humans back to the Moon and on to Mars Nasa Nasa.
16 September 2025
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Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly’s forthcoming Richmond-area factory is set to be one of the largest and most advanced pharmaceutical manufacturing sites in the world. At a cost of $5 billion, Lilly will construct a high-tech production campus in Goochland County’s West Creek Business Park, a site that had been prepped for a previous project and now deemed “the perfect spot” for fast construction Washingtonpost. The facility’s core mission: make more of the critical drug ingredients that Lilly usually sources overseas, right here on U.S. soil Washingtonpost Washingtonpost.
16 September 2025
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Rivian’s $5 Billion Georgia EV Megaplant: A Bold Gamble to Outdrive Tesla, Ford & More

Rivian’s $5 Billion Georgia EV Megaplant: A Bold Gamble to Outdrive Tesla, Ford & More

Rivian Automotive has broken ground on a long-delayed electric vehicle plant in Georgia – a project deemed essential to the startup’s future in the fiercely competitive EV market rapidcitypost.com. The planned factory, located near Social Circle, will be Rivian’s second U.S. assembly plant after its Illinois facility reuters.com. Envisioned as a state-of-the-art manufacturing campus for the company’s next-generation R2 SUVs and crossovers, the site will initially be capable of 200,000 vehicles per year from 2028, with room to double to 400,000 in a second phase rapidcitypost.com techcrunch.com. This represents a massive leap for Rivian, which delivered just around 50,000 vehicles in 2024 and expects only 40,000–46,000 in 2025 as it gears up for new models rapidcitypost.com rapidcitypost.com.
16 September 2025
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lon Musk’s $1 Billion Tesla Stock Buy – A Game-Changing Bet Shaking Up EV Stocks

lon Musk’s $1 Billion Tesla Stock Buy – A Game-Changing Bet Shaking Up EV Stocks

What Happened: In a surprise move, Elon Musk purchased roughly 2.5 million Tesla shares for about $1 billion on Friday, Sept. 12, 2025 timesofindia.indiatimes.com. A regulatory Form 4 filing on Monday disclosed that Musk’s buying took place through his personal trust, at share prices ranging from ~$372 to $397 foxbusiness.com. This marked Musk’s first open-market buy of Tesla stock in over five years, the last one being in early 2020 foxbusiness.com. The timing and scale of the purchase make it an exceptional event – Musk used his own cash to significantly boost his stake.
16 September 2025
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Space Junk Cleanup Breakthrough: Ion Engine Exhaust Could Blast Debris Out of Orbit

Space Junk Cleanup Breakthrough: Ion Engine Exhaust Could Blast Debris Out of Orbit

In this novel concept, a cleanup satellite approaches a piece of orbital debris and fires a stream of plasma from an ion thruster to gradually slow the object’s orbital speed space.com. Slowing an object causes its orbit to decay; eventually it reenters the atmosphere and burns up harmlessly. The key innovation by Kazunori Takahashi of Tohoku University is a bi-directional plasma thruster that solves a fundamental problem: when you shoot an ion beam one way, Newton’s third law pushes your spacecraft the opposite way space.com. Takahashi’s design mounts two ion thrusters back-to-back, firing plasma in opposite directions. The rear thrust balances out the front thrust, so the satellite remains in place while the forward beam strikes the debris space.com.
16 September 2025
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Baby Black Hole Booted Across Space: First-Ever Measurement of a Cosmic “Natal Kick”

Baby Black Hole Booted Across Space: First-Ever Measurement of a Cosmic “Natal Kick”

On April 12, 2019, two black holes collided 2.4 billion light-years away – an event detected as gravitational-wave signal GW190412. What happened next was extraordinary: the newly merged black hole was launched across space by a “natal kick,” like a cosmic cannonball. Now in 2025, scientists have measured the speed and direction of this recoiling black hole for the first time ever livescience.com igfae.usc.es. The remnant black hole blasted off at over 50 kilometers per second, likely fast enough to escape the cluster of stars it came from igfae.usc.es. In other words, this “black hole baby” didn’t stick around its birth site – it took off on a runaway journey through the cosmos.
16 September 2025
Skyscraper-Size Asteroid Once Feared to Hit Earth Zooms Past This Week – How to Watch Live

Skyscraper-Size Asteroid Once Feared to Hit Earth Zooms Past This Week – How to Watch Live

An asteroid the size of a skyscraper, once briefly feared to pose an impact risk decades from now, is about to make a close flyby of Earth on Thursday, September 18, 2025. This near-Earth asteroid, officially designated 2025 FA22, will whiz by at ~24,000 mph in the early hours of Thursday, coming within about 520,000 miles of our planet – roughly 2.2 times the distance of the Moon livescience.com. Discovered only in March 2025, the giant space rock made headlines when initial calculations suggested a slim chance of an Earth impact in the year 2089, briefly vaulting it to the top of the European Space Agency’s asteroid risk list livescience.com esa.int. Thankfully, further observations ruled out any collision, and 2025 FA22 is now confirmed no threat – but it’s still generating excitement among astronomers and the public. Here’s everything you need to know about this dramatic flyby, from the asteroid’s key facts and history to how scientists are watching it and how you can see it live.
16 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.