Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Power Deal – 150% YTD, Rally Set to Continue?

Stock Price & Recent Performance Navitas’s stock has seen an explosive run in late 2025. After closing around $8–9 in early October, NVTS leapt to $9.97 on Oct 13finviz.com. The 21.1% jump on Oct 13 came on unusually heavy volume (~124 million shares) – about 5× the normal daily volumemarketbeat.com – fueled by news and short-covering. Finviz data show NVTS trading well above its 50-day (~$6.67) and 200-day (~$5.34) moving averagesmarketbeat.com, reflecting strong upward momentum. The relative strength index (RSI) is around 70–77ts2.techfinviz.com, indicating an overbought condition in the short term. The stock’s beta (~3.0)marketbeat.com and high short interest (~28%
Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Company Background & Business Model Power Integrations is a fabless semiconductor firm specializing in high-voltage power conversion chips. It pioneered the use of gallium nitride (GaN) in power ICs (marketed as PowiGaN™) and its EcoSmart™ PWM controllers. The company’s products enable efficient AC-DC and DC-DC conversion across applications, from cloud data centers and industrial drives to EV chargers and consumer electronicsreuters.cominvestors.power.com. In fact, Reuters notes POWI “supplies chips that handle power for cars and major appliances” and makes them out of GaNreuters.com. This positions POWI in the clean-energy ecosystem: its chips are used in renewable generation, efficient power grids, metering,
GE Vernova (GEV) Stock Skyrockets on SMR Nuclear Alliance – Bullish Forecasts Unleashed

GE Vernova (GEV) Stock Skyrockets on SMR Nuclear Alliance – Bullish Forecasts Unleashed

Background: Formation and Core Businesses GE Vernova began trading April 2, 2024, after GE split into three companiespowermag.com. It has ~75–80K employees worldwide and a broad customer base in utilities, developers and governmentspowermag.comgevernova.com. The company is organized into three key segmentspowermag.com: The company emphasizes a mission to lead the energy transition by electrifying grids and decarbonizing generationgevernova.com. CEO Scott Strazik and his team target growth from rising power demand (data centers, AI) and government decarbonization goalspowermag.com. Recent Stock Performance GE Vernova’s stock has run up sharply in 2025. It traded around $603 on Oct. 6 and closed at $646.61 on
Eos Energy (EOSE) Stock Soars to New Highs – Clean-Energy Boom or Bubble?

Eos Energy (EOSE) Stock Soars to New Highs – Clean-Energy Boom or Bubble?

Company Overview Eos Energy is a U.S.-based energy storage company focused on long-duration grid batteries. Founded in 2008, Eos’s mission is “to accelerate the shift to clean energy with positively ingenious zinc-powered battery energy storage solutions”eose.com. Its core technology is the Znyth™ aqueous zinc battery, which uses non-precious materials (five common commodities) and is designed to be safe (non-flammable) and scalableglobenewswire.comeose.com. The company manufactures its battery modules in the U.S. and integrates them into modular systems (branded Eos Cube, Eos Hangar, Eos Stack) for multi-hour storage. Eos also develops an advanced software and controls suite called DawnOS (introduced in Oct.
ASML Stock Skyrockets on €1.3B AI Bet – What Investors Must Know Next

ASML Stock Skyrockets on €1.3B AI Bet – What Investors Must Know Next

Stock Price and Recent Movements ASML’s ADS (NASDAQ:ASML) has rallied strongly into mid‐October 2025. On Oct 13 it was trading near $983 (up ~5% that day)stockanalysis.com, having opened around $936.19marketbeat.com. For context, the stock’s 52-week range is roughly $578–1,059, and it closed Q2 2025 around $930. Its intraday surge reflects renewed bullishness: over the prior week, analysts had been raising targets (see below). On the European side (Euronext Amsterdam), the ordinary shares closed near €844 on Oct 13 (up from ~€813 on Oct 10). ASML’s market cap is roughly $375–$380 billion (≈€270B)stockanalysis.comreuters.com. Technical signals are positive – the stock is
UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

Current Stock Price (as of Oct 13, 2025) UAMY’s stock has surged into double digits. It closed around $15.84 on Oct 13 (up ~32% that day) Investing after opening at $14.69 (Monday) on the heels of the recent funding and contract news Marketbeat Investing. Intra-day it briefly spiked above $16; its 52-week range is roughly $0.50–$16.77 Stockanalysis. Trading volumes have skyrocketed (over 30 million shares on Oct 13 Investing), dwarfing its historical average. With ~128M shares outstanding Stockanalysis, the market capitalization is now on the order of $2.1–2.2 billion Stockanalysis Marketbeat. (For context, just a month earlier its market cap
Plug Power Stock Explodes 170% on Analyst Hype & Giant Hydrogen Deal

Plug Power Stock Explodes 170% on Analyst Hype & Giant Hydrogen Deal

Market Rally and Analyst Upgrades Plug Power’s shares have skyrocketed in early Oct. 2025. On Oct 3, 2025 PLUG jumped +34.6% (to ~$3.80)ts2.tech after H.C. Wainwright’s Amit Dayal issued an extremely bullish note. Dayal not only reiterated a Buy rating but more than doubled his 12-month target from $3 to $7ts2.tech. He argues that surging electricity costs (from booming data centers/industrial demand) and fresh policy support (e.g. nuclear power expansion) make green hydrogen “more competitive”ts2.tech. This call was the highest on Wall Street and ignited a feeding frenzy. Plug’s stock went on to new highs: another +18% bump on Oct 6 brought PLUG
Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Arm Holdings’ AI-Powered Rally: Stock Surges Amid SoftBank’s Big Bet and Tech Partnerships

Stock Performance and Recent Trends Arm’s share price has been on a rollercoaster. As of Oct 13, 2025, ARM closed around $154.8 Reuters. The stock jumped earlier in October: on Oct 9 it rallied ~5% and on Oct 10 another ~3.7% Intelligentinvestor, fueled by news of new product deals. However, it then fell ~9% on Oct 11 Intelligentinvestor as some investors took profits. Overall, ARM is up roughly 23% in 2025 Reuters, recovering from a swoon in mid-2024. (The 52-week range spans about $80–$183 Reuters.) Notably, Arm’s public float is very small: SoftBank’s 90% stake means only ~10% of shares
Quantum Leap: D-Wave (QBTS) Stock Skyrockets 2000% Amid Fed Rate Cuts and AI-Fueled Quantum Breakthroughs

Explosive 3000% Rally: What’s Driving D-Wave Quantum (QBTS) Stock and Where It’s Headed?

Current Stock Price & Trend (as of Oct 13, 2025) D-Wave’s stock has exploded in 2025. After trading near $1 a year ago, QBTS hit a record intraday high around $39.55 on October 8, 2025investing.com. By Oct 13 it closed around $40.995investing.com (about +24% that day). The Nasdaq/TradingView data show QBTS surging roughly +325% year-to-date (YTD) and nearly +4,000% over the past 12 monthsts2.techfxleaders.com. Incredibly, a $1,000 investment in QBTS last October would have been worth ~$30,000 by Oct 2025ts2.tech. This spike has made D-Wave extraordinarily volatile. Trading volumes spiked (e.g. 77 million shares traded on Oct 3) and intraday
Electra Battery Materials (ELBM) Stock Skyrockets on $30M Cobalt Refinery Funding – EV Metal Boom Ignites

Electra Battery Materials (ELBM) Stock Skyrockets on $30M Cobalt Refinery Funding – EV Metal Boom Ignites

Company Overview Electra Battery Materials describes itself as “a leader in advancing North America’s critical minerals supply chain” for electric vehicles Electrabmc. Its flagship project is a cobalt sulfate refinery in Temiskaming Shores, Ontario – slated to become the continent’s first battery-grade cobalt plant. Cobalt sulfate is a key input for lithium-ion battery cathodes. Electra’s multi-phase plan is to convert raw minerals into refined battery chemicals and eventually recycle used batteries into fresh materials Electrabmc Electrabmc. To diversify feedstock, Electra is testing domestic cobalt sources: in Q2 it launched metallurgical assays of material from the Iron Creek deposit in Idaho
Quantum Stocks Rip Higher: IonQ Up 700% – Bubble or Breakthrough?

IonQ Stock Skyrockets on Quantum Breakthrough – Bubble or Boon?

Key Facts: IonQ (NYSE: IONQ) is a pure-play quantum computing company whose stock has surged in 2025. As of October 13, 2025, IONQ closed around $82.59investing.com. This marks roughly +75% YTD and a staggering ~700% gain over the past yearts2.techinvesting.com. The market capitalization is about $20–22 billionmarketbeat.com (up from ~$9 in 2024), reflecting sky-high valuation multiples (~200× expected 2025 revenuets2.tech). IonQ’s Q2 2025 revenue was $20.7M (up ~82% YoY)marketbeat.com, but it reported a net loss of $0.70 per share (yielding a negative 885% profit margin)marketbeat.com. The company has raised enormous capital – roughly $3+ billion this year, including a $1B stock
Critical Metals (CRML) Stock Skyrockets on U.S. Rare-Earth Rumors: Opportunity or Risk?

Critical Metals (CRML) Stock Skyrockets on U.S. Rare-Earth Rumors: Opportunity or Risk?

Stock Price & Volatility Over the past week CRML’s stock (black candlesticks) has swung wildly, reflecting intense buying on catalysts. After trading under $8 at the end of Sept. 2025, CRML surged 75% on Oct. 6 (pre-market) when U.S. stake rumors brokets2.tech. It climbed from ~$10.20 on Oct. 6 to ~$16.60 by Oct. 10stockstotrade.com, and then exploded to a $21.45 intraday high on Oct. 13marketbeat.com. This volatility is on huge volume – e.g. ~20.4M shares on Oct. 13marketbeat.com. StocksToTrade analysis notes CRML traded as low as $10.20 and as high as $16.98 in just one weekstockstotrade.com. Benzinga technical commentary observes
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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