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.

Palantir’s Shocking Reinvention: From Secretive Spy Tech to $400B Cult Lifestyle Brand

Palantir’s AI-Fueled Surge Faces Army Security Scare – October 2025 Stock Report

Stock Performance and Momentum (2024–2025) Palantir’s stock has been on a phenomenal two-year run, minting early investors hefty gains. After surging 373% in 2024, PLTR continued its ascent in 2025, rising roughly 140% year-to-date as of October 6 ts2.tech. This rally has made Palantir one of the S&P 500’s top performers and lifted its market capitalization into the hundreds of…
Cavco Industries’ Rollercoaster: Record Highs, Big Acquisition & Housing Market Headwinds (Oct 2025 Update)

Cavco Industries’ Rollercoaster: Record Highs, Big Acquisition & Housing Market Headwinds (Oct 2025 Update)

Stock Performance Snapshot (Oct 2025) Cavco’s stock went on a rollercoaster ride in late 2025. After a steady rally through the year (+30% YTD by early October Tipranks), CVCO surged to an all-time high around $574 per share Marketbeat. This run-up coincided with strong earnings and optimism around affordable housing. However, on October 6, the stock sharply reversed, dropping from…
Champion Homes (SKY) – Booming Modular Home Titan Defies Housing Headwinds

Champion Homes (SKY) – Booming Modular Home Titan Defies Housing Headwinds

Company Overview and Background Champion Homes (formerly Skyline Champion) is a leading producer of factory-built housing (manufactured and modular homes, park models, and ADUs) in the U.S. and Canada Businesswire. The company’s lineage dates back to the 1950s, and through mergers (the 2018 Skyline–Champion combination) it now encompasses famous brands like Skyline Homes, Genesis, Champion Home Builders, and others Businesswire.…
7 October 2025
Quantum Computing Inc. (QUBT): 2025’s Wild 3,200% Quantum Stock Surge – Boom or Bubble?

Quantum Computing Inc (QUBT) Skyrockets 2,500%: $750 M Windfall, Quantum Breakthroughs & Bubble Fears

QUBT’s Spectacular Stock Surge in 2025 Quantum Computing Inc.’s share price has been on a meteoric rise throughout 2025, turning a little-known small-cap into one of the year’s most explosive tech stocks. Over the past 12 months, QUBT surged by over 2,500%, far outpacing even high-flying peers in the quantum computing space ts2.tech. The stock climbed from mere cents to…
Opendoor’s Wild 2025 Ride: 1600% Stock Surge, Crypto Moves, and a Real Estate Rebound – What’s Next for OPEN?

Opendoor’s Wild 2025 Ride: 1600% Stock Surge, Crypto Moves, and a Real Estate Rebound – What’s Next for OPEN?

Stock Performance & Financial Snapshot (Early October 2025) Opendoor’s stock has experienced a remarkable whipsaw in 2025. After languishing below $1 per share as recently as late June, OPEN exploded into one of the year’s top gainers by the fall. The rally was so rapid – peaking at +1600% off the lows – that Opendoor went from near-penny-stock status (and…
Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

Forward Industries’ Wild Crypto Pivot: $4B Solana Bet, 500% Stock Surge & Wall Street Skepticism

Stock Price & Recent Performance (October 2025) Forward Industries’ stock has experienced an extraordinary run-up in 2025. As of the close on October 6, 2025, FORD traded around $25–26 per share Stockanalysis, up dramatically from under $5 at the start of the year. This over 400% year-to-date surge far outpaces the broader market ts2.tech. In mid-September, shares briefly spiked to…
Eightco Holdings (ORBS) Rides Wild Worldcoin Wave – 34% Stock Spike Caps Frenzied Month

Eightco Holdings (ORBS) Rides Wild Worldcoin Wave – 34% Stock Spike Caps Frenzied Month

Wild Stock Swings: ORBS’s Latest Spike in Context Eightco’s 34% surge on Oct 6 stands out even in a market accustomed to big moves. The stock jumped from about $8.24 (its Oct 3 close) to $11.07 by Monday’s close Stockanalysis, on trading volume nearly quadruple the prior session. This rebound followed a rough week where ORBS drifted down into the…
AppLovin (APP) Stock Report: S&P 500 Boost to SEC Scrutiny

AppLovin (APP) Stock Report: S&P 500 Boost to SEC Scrutiny

AppLovin’s stock has surged sharply in 2025, fueled by strong growth and its recent inclusion in the S&P 500. From year-ago lows near $120, APP climbed about 520% YTD by late September, hitting intraday highs around $703 (closing $710) ts2.tech. The 52-week range is roughly $127–$720 ts2.tech. Trading volumes have spiked alongside these moves – for example, 935K shares traded…
Oscar Health (OSCR) Stock Surges on Expansion Plans – What Analysts Are Saying

Oscar Health (OSCR) Stock Skyrockets on ACA Hopes and Tech-Driven Growth – Can the Insurtech Finally Turn a Profit?

Financial Performance & Q2 2025 Results Oscar Health’s Q2 2025 results showed rapidly growing revenue but steep losses. Revenue was $2.86 billion, up ~29% from $2.22 billion a year earlier Beckerspayer. This growth stemmed largely from higher membership – Oscar served over 2.0 million members by mid-2025 (28% growth YoY) Beckerspayer. However, costs ballooned: Oscar’s medical loss ratio (MLR) jumped to 91.1% in…
AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500,…
Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Nuclear Renaissance: How Oklo’s DOE Contracts and Fuel‑Recycling Ambitions Triggered a 1,200 % Rally – But Can the 2025 Hype Last?

Overview: Why Oklo Matters Oklo Inc., headquartered in Santa Clara, California, is a high‑profile entrant in the advanced nuclear space. The company went public via SPAC in 2024 and designs micro‑reactors that promise steady, carbon‑free baseload power for data centers, industry and remote communities. Oklo’s reactors are intended to close the fuel cycle by recycling spent nuclear fuel, and the company…
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Stock Market Today

  • Bentley Systems (BSY) Stock Valuation Amid Recent Weakness
    January 25, 2026, 4:34 PM EST. Bentley Systems (BSY) shares closed at $38.84, showing a mild decline over 7 and 30 days and a 15.2% drop over one year. The infrastructure-focused software company faces market scrutiny as investors reassess its growth potential tied to infrastructure and construction sectors. A Discounted Cash Flow (DCF) analysis, which estimates the present value of projected future cash flows, pegs Bentley's intrinsic value slightly lower at $37.47. This suggests the stock is about 3.7% overvalued, considered roughly fair value. The firm's free cash flow is forecasted to grow from $457.4 million to $583.6 million by 2027, climbing further to $882.2 million by 2035. Bentley scores 2 out of 6 on valuation metrics, indicating limited undervaluation. Investors should monitor ongoing valuation updates for shifts in market pricing.
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