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BK Tech Insight - 바바리안 리서치

@Barbarian_Global_Tech

On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry

8,869subscribers

-234 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001726007972
TypeChannel
Username@Barbarian_Global_Tech
Description안녕하세요! 바바리안 리서치에서 글로벌 테크를 담당하고 있는 BK라고 합니다. 주식 투자에 있어서 테크 기업들의 중요도가 계속 커지고 있습니다. 국내외 모두 적용될 수 있는 테크 소식들의 맥락을 핵심 위주로 전달드릴 수 있도록 하겠습니다. 조금 긴 분석은 네이버 프리미엄 콘텐츠에서 제공드리고 있습니다. 부족하지만 좋은 분석을 드리도록 노력하겠습니다. 주의) 본 채널은 매수 매도 추천이 아닙니다. 투자 책임은 본인에게 있습니다
Created12 May 2022 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live2 November 2026
Measurements held24
Confirmed unchanged1 time, most recently 2 November 2026
On Telegramt.me/Barbarian_Global_Tech

Topic

Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 59% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.

Growth

8,8699,1068,987.56 August 2026 — 9,103 subscribers6 August 2026 — 9,103 subscribers7 August 2026 — 9,100 subscribers9 August 2026 — 9,106 subscribers12 August 2026 — 9,103 subscribers16 August 2026 — 9,095 subscribers19 August 2026 — 9,097 subscribers23 August 2026 — 9,096 subscribers26 August 2026 — 9,087 subscribers29 August 2026 — 9,079 subscribers1 September 2026 — 9,070 subscribers9 September 2026 — 9,067 subscribers13 September 2026 — 9,063 subscribers17 September 2026 — 9,061 subscribers25 September 2026 — 9,053 subscribers5 October 2026 — 9,029 subscribers11 October 2026 — 9,000 subscribers14 October 2026 — 8,978 subscribers18 October 2026 — 8,959 subscribers20 October 2026 — 8,944 subscribers24 October 2026 — 8,931 subscribers26 October 2026 — 8,909 subscribers30 October 2026 — 8,884 subscribers2 November 2026 — 8,869 subscribers6 August 20262 November 2026
24 measurements spanning 88 days, net -234. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 8,833–9,142 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 24
Measured (UTC)SubscribersChange
2 Nov 2026, 12:218,869-15
30 Oct 2026, 10:218,884-25
26 Oct 2026, 23:408,909-22
24 Oct 2026, 01:408,931-13
20 Oct 2026, 22:188,944-15
18 Oct 2026, 00:418,959-19
14 Oct 2026, 23:408,978-22
11 Oct 2026, 15:389,000-29
5 Oct 2026, 00:019,029-24
25 Sept 2026, 14:559,053-8
17 Sept 2026, 07:569,061-2
13 Sept 2026, 04:429,063-4
9 Sept 2026, 15:199,067-3
1 Sept 2026, 07:379,070-9
29 Aug 2026, 08:169,079-8
26 Aug 2026, 06:049,087-9
23 Aug 2026, 09:339,096-1
19 Aug 2026, 14:439,097+2
16 Aug 2026, 08:249,095-8
12 Aug 2026, 13:339,103first reading

Engagement

48 posts held, back to 10 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 35 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
12.1%
avg views ÷ 8,869 subscribers
Avg views / post
1,070
1 post measured
Reaction rate
0.374%
reactions ÷ views · ER floor
Posts in window
1
of 48 held

ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.

ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.

What these figures were computed from
WindowRolling 30 days · latest post in window 3 November 2026
Posts held48 (10 July 2026 – 3 November 2026)
Views total1,070
Reactions total4
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken4 Nov 2026, 21:50 UTC

Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.

Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.

Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.

What this channel posts

Photos
222
Videos
4
Links
683

Lifetime counters from Telegram’s own channel header, read 4 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.

Reaction mix

289 reactions across 48 posts, in 1 kind.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
❤289100.0%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 48 of the 48 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 289 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 48 most recent posts we hold, published 10 July 2026 to 3 November 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

Telegram’s own ‘edited’ marker: 0 of 1 post held from the last 30 days (0%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).

3 Nov 2026, 13:14 UTC≈1,070 views4 reactionsread 4 November 2026

https://contents.premium.naver.com/barbarian/stockideas/contents/261103202904588cu

❤4

17 Sept 2026, 13:07 UTC≈2,230 views6 reactionsread 4 November 2026
Forwarded from @bornlupinPhoto

네비우스 $NBIS, 10월 1일부로 온디맨드 GPU 가격 인상 네비우스(Nebius)가 주요 엔비디아($NVDA) GPU 가격을 인상합니다 * H100: $3.85 → $4.50 (+17%) * H200: $4.50 → $5.40 (+20%) * B200: $7.15 → $8.50 (+19%) * B300: $7.85 → $9.50 (+21%)

❤6

8 Sept 2026, 14:01 UTC≈2,650 views6 reactionsread 4 November 2026
Forwarded from @KISemicon

[삼성 파운드리 텍사스 테일러 팹, 양산 전 이미 풀 Capa] : 삼성전자 파운드리 텍사스 테일러 팹, 이달 말 시험가동 예정 : 테슬라 AI5·브로드컴 차세대 통신반도체·Arm AI칩 등 2nm 수주로 이미 풀가동 : 2022년 이후 $370억 투자, 초기 생산능력 월 5만 웨이퍼 투입 기준 : 2nm 수율, 연초 60% 수준에서 최근 양산 가능 기준인 80%대 달성 : NVIDIA 추론 전용칩 'Groq3'(4nm 기반·256개 LPU 랙스케일 번들) 지난달부터 양산 개시, 삼성 올해 2nm 수주량 전년 대비 두 배 이상 증가 전망 : 연말 착공 예정인 테일러 2공장(2030년 양산 목표) 준비 가속 : 협력사에 생산장비 안전인증 사전 취득 요청, 일부 파트너사 수십 명 현장 파견 계획 : 경쟁사인 Intel $200억 신…

❤6

8 Sept 2026, 14:00 UTC≈2,100 views2 reactionsread 4 November 2026
Forwarded from @ShinhanUtilityNewEnergy

#Holtec #IPO #SMR #Palisades #미국 <Holtec, 美 IPO서 최대 102억달러 기업가치 목표> - Holtec은 미국 IPO에서 주당 15~18달러에 5,000만주를 공모해 최대 9억달러를 조달하고 기업가치 최대 102억달러를 목표 - 회사는 원자로 부품·열교환 기술, 사용후핵연료 저장, 원전 해체 사업을 영위하며 Palisades 부지에 자체 SMR 2기 배치도 추진 중 - 2026년 상반기 매출은 2.70억달러로 전년 2.87억달러 대비 감소했지만 순이익은 1.39억달러에서 2.06억달러로 증가 - Palisades 800MW 원전 재가동도 추진 중이며 상장 완료 시 Nasdaq 및 Nasdaq Texas에서 ‘HNUC’ 티커로 거래될 예정 https://www.reuters.com/business/e…

❤2

7 Sept 2026, 08:40 UTC≈1,820 views4 reactionsread 4 November 2026

✅ (설명자료)대미투자 관련, 제1호 프로젝트는 확정된 바가 없습니다 https://www.korea.kr/briefing/actuallyView.do?newsId=148971388

❤4

7 Sept 2026, 06:45 UTC≈1,710 views1 reactionsread 4 November 2026
Forwarded from @d_ticker

대미투자 '원전 8기' 포함…이달 18일 최종 사인 여권 핵심 관계자는 "원전 건설과 관련해 구체적 사안까지 명시하기보다는 프레임워크 차원에서 '8기 건설 추진'이라는 큰 틀의 방향성을 양국 투자합의문에 포함시키는 것으로 안다"고 밝혔다. https://www.mt.co.kr/economy/2026/09/07/2026090714365254729

❤1

4 Sept 2026, 14:12 UTC≈2,200 views9 reactionsread 4 November 2026

https://contents.premium.naver.com/barbarian/stockideas/contents/260831234010131fr 안녕하세요 세레브라스가 수요일부터 추세 전환을 시작해 오늘도 8% 넘게 상승하고 있는데요 운 좋게 이번 주 월요일 세미나에서 Cerebras 와 할라피뇨 내용 공유드렸습니다 자세한 내용은 아래 링크 글을 참고해주세요! 그리고 약간 달라진 내용은 세미나에서 할라피뇨가 모래 주머니를 풀면 Cerebras 를 넘는 성능이 2~3세대에서는 가능할 것이라 말씀드렸는데 Cerebras 도 다시 앞서나갈 비장의 카드들을 준비하는 것 같고 이는 기존에 알려진 방법은 아닌거 같아 확인되면 다시 업데이트 드리겠습니다. 즐거운 주말 되세요~!

❤9

4 Sept 2026, 13:29 UTC≈7,050 views5 reactionsread 4 November 2026

[Oracle] Morgan Stanley: GPUaaS 마진 가정 상향, 다만 FCF 리스크는 여전 • 투자의견 Equalweight 유지, 목표주가 $207 → $210 • 핵심은 목표가 상향보다 GPUaaS 수익성 가정 개선 • Morgan Stanley는 CY28 Non-GAAP EPS를 $10.98로 제시 • 기존 FY28 EPS $8.28 대비 실적 추정치는 큰 폭 상향됐지만, 적용 P/E는 25배 → 약 19배로 하향 • 이번 리포트에서 가장 중요한 변화는 Oracle의 GPUaaS 사업에 대한 gross margin trajectory를 이전보다 긍정적으로 보기 시작했다는 점. 기존 Morgan Stanley의 시각은 • AI 수요와 OCI 성장 → 긍정 • GPUaaS earnings power → 개선 • GPUaa…

❤5

3 Sept 2026, 13:43 UTC≈3,430 views7 reactionsread 4 November 2026

[ Cameco, Jefferies 와 TD Cowen 의 Buy 이닛 보고서에 4% 넘게 상승 ] Jefferies Cameco Buy 신규 커버리지 • 우라늄 장기 가격 전망을 $70/lb → $95/lb로 상향 • 신규 광산 개발비와 운영비 상승으로 기존 가격대에서는 필요한 신규 공급 확보가 어렵다고 판단 • 글로벌 1차 우라늄 생산은 2033년경 243Mlb 수준에서 정점 예상 • 향후 원전 설비 증가의 약 74%를 중국이 차지할 것으로 전망 • 주요 우라늄 생산업체의 단위 생산비는 최근 5년간 83~184% 상승 • 2026~35년 예상 신규 공급 가운데 상당 부분이 아직 장기계약 및 자금조달이 필요한 개발 프로젝트 • Cameco는 Tier-1 저원가 자산과 기존 생산능력을 보유해 우라늄 가격 및 장기계약 가격 상승의 직접적인 …

❤7

2 Sept 2026, 13:24 UTC≈1,980 views8 reactionsread 4 November 2026
Photo

카메코 우라늄 장기 가격 지속 상승중

❤8

2 Sept 2026, 08:13 UTC≈5,780 views7 reactionsread 4 November 2026

안녕하세요 바바리안 리서치입니다. AI 가속기 경쟁이 치열해지면서 점점 더 팹리스 간의 초과수익률을 내는 기업들을 골라내는 것이 어려워지고 있습니다 아직 시장이 지켜보고 있는 것은 AI의 빠른 추론 이라고 생각됩니다 지금까지는 GPT 에서 5.3 버전에서만 빠른 추론을 지원하여 흥행이 저조했는데 8월부터 5.6 버전에서도 빠른 추론이 Ultrafast 라는 이름으로 시험 서비스 시작되었습니다. 찾아본 바로는 평가가 나쁘지 않고 추가 지불의사도 있는 것으로 보입니다. 이를 뒷받침하는 하드웨어가 Cerebras 여서 Cerebras 인뎁스 를 작성하였습니다. 그리고 Cerebras 의 최대 경쟁자는 엔비디아 Groq 이 아니라 오픈AI 할라피뇨가 될 것으로 보입니다. 할라피뇨가 어떻게 변화할 수 있을지 수치적으로 계산하였습니다. …

❤7

Showing the 12 most recent of 48 posts we hold for @Barbarian_Global_Tech. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.

Forward network

Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.

Mentions

Named by 1 registered channel — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.

Named by

Channels on the register whose posts name this channel's handle.

Names

Channels on the register whose handles appear in this channel's posts.

A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.

Cite this entry

A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 2 November 2026 — this entry's latest reading, not the date you are reading this.

“BK Tech Insight - 바바리안 리서치” (@Barbarian_Global_Tech), 8,869 subscribers as measured 2 November 2026. Telegram Register, tgregister.com/channel/Barbarian_Global_Tech.

Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.