Tech ETF 자금 유입은 사상 두 번째 규모, 지난 금요일 저가매수로 사상 최대 일간 순유입 기록

Channel
엄브렐라리서치 Jay의 주식투자교실
@Jstockclass
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Citations · Telegram's recommendations · Cite this entry
26,332subscribers
+677 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001514595150 |
|---|---|
| Type | Channel |
| Username | @Jstockclass |
| Created | 11 July 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 21 October 2026 |
| Measurements held | 45 |
| Confirmed unchanged | 1 time, most recently 21 October 2026 |
| On Telegram | t.me/Jstockclass |
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 10 September 2026 and assigned it the closest of 31 fixed categories, at 81% 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 why it has no browse page of its own yet.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 21 Oct 2026, 20:35 | 26,332 | +1 |
| 20 Oct 2026, 14:51 | 26,331 | +8 |
| 19 Oct 2026, 15:50 | 26,323 | +14 |
| 18 Oct 2026, 14:05 | 26,309 | +28 |
| 17 Oct 2026, 15:00 | 26,281 | +9 |
| 16 Oct 2026, 15:56 | 26,272 | -1 |
| 15 Oct 2026, 16:55 | 26,273 | +4 |
| 14 Oct 2026, 15:01 | 26,269 | +5 |
| 13 Oct 2026, 07:35 | 26,264 | +31 |
| 9 Oct 2026, 05:59 | 26,233 | +45 |
| 4 Oct 2026, 18:15 | 26,188 | +121 |
| 26 Sept 2026, 22:17 | 26,067 | +120 |
| 17 Sept 2026, 10:18 | 25,947 | +26 |
| 15 Sept 2026, 11:57 | 25,921 | -11 |
| 13 Sept 2026, 21:40 | 25,932 | +13 |
| 12 Sept 2026, 04:40 | 25,919 | -10 |
| 9 Sept 2026, 21:59 | 25,929 | -6 |
| 4 Sept 2026, 04:41 | 25,935 | -9 |
| 2 Sept 2026, 18:17 | 25,944 | +5 |
| 1 Sept 2026, 14:54 | 25,939 | first reading |
Engagement
259 posts held, back to 2 August 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 109 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 21.5%
- avg views ÷ 26,332 subscribers
- Avg views / post
- 5,670
- 150 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 150
- of 259 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.
| Window | Rolling 30 days · latest post in window 22 October 2026 |
|---|---|
| Posts held | 259 (2 August 2026 – 22 October 2026) |
| Views total | 850,830 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 22 Oct 2026, 12:51 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
- ≈8,630
- Videos
- ≈2
- Links
- ≈4,550
Lifetime counters from Telegram’s own channel header, read 22 October 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Recent posts
Tech 외에서는 활동이 전반적으로 미미, 2024년 이후 이어진 Tech 편중은 구조적으로 유지
개별주 테크 매수는 언와인딩 이후 최고 수준. 반도체 중심
모멘텀 팩터 내 'Crowding'은 25년 저점 수준까지 하락
Retail Radar: 하이퍼스케일러 실적이 센티먼트를 (일시적으로) 끌어올리다 (JPM) 1. 주간 센티먼트 및 수급 개요 • AI 테마를 둘러싼 투자자 고민이 깊어진 한 주. ASML·TSM의 호실적에도 전주부터 시작된 센티먼트 악화를 막지 못함 • 반도체는 S&P 500 최대 하락 기여 업종, 모멘텀 팩터 내 크라우딩은 2025년 저점 수준으로 되돌림 (2025년 2~3월 언와인드 이후) • 첫 하이퍼스케일러 실적(SPCX, META)이 취약한 AI 센티먼트를 일부 방어 • 주간 리테일 순매수 흐름은 16%ile로 부진 (ETF 14%ile, 개별주 25%ile) 2. Mag 7에서 Tech ex-Mag 7으로의 로테이션 • 7월 말 하이퍼스케일러 실적 이후 선호하던 Mag 7 트레이드에서 이탈 (Mag 7 매수 -1.4z…
오픈웨이트 확산에도 AI 인프라 투자는 계속된다, 토큰은 싸지고 모델은 커지고 실리콘 수요는 늘어난다 (Bofa) 1. 핵심 결론 • 오픈웨이트(특히 중국계) 모델 확산이 AI 설비투자를 제약한다는 시각에 반대 • 오픈 모델 점유율 상승은 마진을 모델·API 업체로부터 빼앗을 뿐, 실리콘 수요를 줄이지 않음 • 리스크는 반도체가 아닌 모델/API 사업 경제성에 존재 • AI 시스템 수요는 2030년까지 약 4배, 2조 달러 이상으로 전망 유지 • 선호 종목: NVDA, INTC, MRVL, MU, LRCX, SNPS 2. 오픈 모델은 토큰을 더할 뿐, 대체하지 않는다 • OpenRouter 내 오픈웨이트 비중: 25년 약 27% → 26년 YTD 약 71% (무료 제외 시 약 69%) • 같은 기간 클라우드 CAPEX: 약 5…
엔비디아, GTC 베를린 키노트 (GS) 1. 투자 포인트 • 고객사 단위 경제성: 하이퍼스케일러와 네오클라우드가 현재 데이터센터 투자에서 강한 단위 경제성을 실현 중 • 엔비디아의 역할: 파트너사의 배치(Deployment) 기간을 단축하고 운영 효율을 높이도록 지원 • 에이전틱 AI 보안: 특히 기업(Enterprise) 시장에서 AI 에이전트의 무단 사용을 차단하는 HW/SW 솔루션 제공 • 매출 다변화: 피지컬 AI로 매출원을 지속 확대하며, FY27 상반기 매출 $110억으로 FY26 전체를 크게 상회 • 공급망 대비와 안전·보안 도구 제공으로 AI 투자가 당분간 순항한다는 기존 관점을 재확인 2. 공급망 캐파 확대 (파트너사 동반) • 수년에 걸친 대규모 공급망 캐파 확대를 파트너사와 함께 발표 • 기판: Ibide…
“실적이 기대보다 낮다 or 실적이 기대보다 좋다” 이렇게 명확한 기준으로 주가가 움직이면 대부분의 투자자들이 동의할텐데, 지금은 기준도 없이 막 움직이니... 우려우려우려, 내러티브 그만하고,, 실적 모드로 빨리 들어갔으면 좋겠습니다. 오늘이 그 계기가 되었으면.
10/21 미 증시 마감 후: 스페이스X, 넷플릭스, 슈퍼마이크로컴퓨터 슈퍼마이크로컴퓨터가 실적 발표 앞두고 분기 매출 전망을 기존 149.4억 달러에서 185~195억 달러로 큰 폭으로 상향 조정한 점을 발표. 이에 시간 외로 13% 급등하고 있으며 HP엔터, 델 등도 4% 내외 상승. 더 나아가 네오 클라우드 기업들, 반도체 기업들 대부분 0.5% 내오 ㅣ시간 외 상승을 보이고 있음. 스페이스X는 분기 실적이 예상(129억 달러)을 상회한 145.8억 달러를 기록했으며 EPS는 0.15달러를 크게 상회한 0.35달러를 기록. AI 산업에 대한 매출은 예상(63억 달러)를 상회한 75.6억 달러, 통신 부문도 견조. 우주개발또한 양호. 특히 우주개발은 3억 달러 손실 예상했는데 700만 달러 수익을 보인 점도 특징. 다만 로켓발사 횟수는…
Memory market update : 주가는 다운사이클을 선반영, 펀더멘털은 아직 견조 (JPM) 1. 주가 현황: 고점 대비 -42% • 삼성전자·SK하이닉스·마이크론 3사 평균 9월 고점 대비 -42% 하락 • 원인: 프런티어 AI 연 매출 런레이트 둔화, 네오클라우드 CDS 스프레드 확대, AI 설비투자 지속가능성 우려 • AI 트레이드 이후 세 번째 중간 조정 (2024년 7월 엔캐리 청산, 2025년 중반 HBM ASP 우려에 이어) • 시장이 2027년 Q/Q 메모리 가격 하락 전환을 선반영 중이라고 해석 2. 탑다운 vs 바텀업 괴리 • 바텀업 지표는 견조: 현물가 상승, HBM ASP 협상 상방, LTA 주문 가시성 확대 • 핵심 괴리 요인: AI 설비투자가 2027년 1.5조 달러 미만으로 둔화될 가능성, 심…
프랑스 – 예산안 연내 통과 가능성 높아져 (GS) 1. 시위: 또 하나의 성장 부담 • 10/17 학교 예산 부족·생활비 압박 시위에 최소 55만 명 참가, 2018년 노란조끼 이후 최대 규모 동원 (2019·2023 연금개혁 파업과 비교 대상) • 시위가 주로 학교 주변이나 주말에 집중돼 직접적 경제 영향은 제한적, 인프라 피해 추정치는 GDP의 0.1% 미만 • 다만 추가 혼란 가능성이 긴축적 금융여건·정치 불확실성·긴축 재정에 짓눌린 경제에 부담 • GS 성장률 전망 유지: 2026년 0.4%, 2027년 0.6% 2. 예산안: 연내 통과 가능성 상향 • 르코르뉘 대신 아닌 레스퀴르(Lescure) 재무장관이 필요시 의회를 우회하는 행정명령 카드도 배제하지 않겠다고 시사 (헌법 제47조, 70일 의회 논의 후 가능) • …
고요한 미증시.. AI 우려와 매크로 부담은 왜 한국만.. 프랑스 증시만도 못한 요즘의 한국 ㅠ
Showing the 12 most recent of 259 posts we hold for @Jstockclass. 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
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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Republishes
Channels on the register whose posts this channel has forwarded.
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@HANAchina · 35,3331 post선수촌
@athletes_village · 22,0491 post루팡
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@ehdwl · 31,9791 post[대신증권 류형근/김진형] 반도체
@hyungkeunryu · 8,8721 post한투증권 중견중소
@kis_midsmall · 3,4551 post[ IT는 SK ]
@skitteam · 18,1221 post
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.
Channels Telegram recommends alongside this one
Telegram’s own answer, not this register’s. When this register asks Telegram’s API what is similar to this channel, this is the list it returns, in the exact order Telegram returns it — never re-sorted by subscribers or by anything else this register measures. The relationship, and the order, are Telegram’s; we record them and date them, and make no claim of our own about which of these channels actually resemble this one.
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@mk81_koreainvestment · 16,565#21
@hedgehara · 19,391#22
@easobi · 23,470#23
@quantum_ALGO · 7,606#24
@slsyphus · 4,441#25
@bbanjil · 10,717#26
@athletes_village · 22,049#27
@bumgore · 35,389#28
@cpshelter · 5,402#29
@survival_DoPB · 22,125#30
@bornlupin · 48,831#31
@rafikiresearch · 20,551#32
@Yeouido_Lab · 43,209#33
@bufkr · 21,826#34
@yakjangsu · 11,387#35
@EarlyStock1 · 24,313#36
@umbrellaresearch · 12,917#37
@sunstudy1111 · 54,883#38
@triple_stock · 13,311#39
@FastStockNews · 128,795#40
@corevalue · 67,360#41
@gaoshoukorea · 41,225#42
@TNBfolio · 24,961#43
@infomarketopen · 9,662#44
@getfeed · 8,800#45
@cahier_de_market · 22,776#46
@hwalja · 3,493#47
@insangnism · 11,253#48
@anysong_Technon · 4,970#49
@thesis_true · 2,277#50
@Fire_Direction_Center · 5,350#51
@cyber_rangers · 16,906#52
@jake8lee · 17,263#53
@merITz_tech · 24,459#54
@choaz1 · 7,009#55
@stbridgee · 4,654#56
@twomachine · 5,285#57
@Kyaooo · 17,448#58
@pikachu_aje · 25,081#59
@habit4117 · 28,054#60
@awake_schedule · 17,392#61
@kkkontemp · 20,788#62
@econostudy · 8,464#63
@selfstudystock · 3,675#64
@TambangVot · 8,480#65
@stockDaram2 · 5,058#66
@KrystalDopamine · 12,052#67
@HANAchina · 35,333#68
@JgrowthInv · 3,004#69
@kimcharger · 25,069#70
@bbong_tta · 12,790#71
@redbirdstock · 10,686#72
@Ten_level · 17,050#73
@bdragon0808 · 13,470#74
@stockgrandmaster · 11,010#75
@CTTResearch · 6,876#76
@desperatestudycafe · 18,643#77
@pharmbiohana · 29,790#78
@darthacking · 65,234#79
@stockinvcowcow · 13,592#80
@ym_research · 40,039#81
@theelec · 10,826#82
@aptvalueprice · 10,525#83
@hanagae · 4,617#84
@yieldnspread · 22,065#85
@fastest_info1 · 13,434#86
@mztanyong · 6,059#87
@ygamsung · 6,741#88
@YeouidoStory2 · 58,159#89
@jeilstock · 26,314#90
Read from Telegram’s recommendation API, most recently 13 September 2026. Telegram holds a list like this for a small and growing share of the register — how this is measured, and why most channel pages show nothing here.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@sypark_strategy · 29,398
Telegram ranks this channel #9 of 91 here — alongside 90 others — read 8 September 2026
@aetherjapanresearch · 34,807
Telegram ranks this channel #13 of 89 here — alongside 88 others — read 3 September 2026
@SmallCap · 23,093
Telegram ranks this channel #14 of 96 here — alongside 95 others — read 19 September 2026
@pikachu_aje · 25,081
Telegram ranks this channel #14 of 91 here — alongside 90 others — read 14 September 2026
@merITz_tech · 24,459
Telegram ranks this channel #16 of 92 here — alongside 91 others — read 17 September 2026
@cahier_de_market · 22,776
Telegram ranks this channel #20 of 85 here — alongside 84 others — read 20 September 2026
@HS_academy · 36,090
Telegram ranks this channel #20 of 90 here — alongside 89 others — read 8 September 2026
@HANAchina · 35,333
Telegram ranks this channel #20 of 92 here — alongside 91 others — read 2 September 2026
@sunstudy1111 · 54,883
Telegram ranks this channel #21 of 89 here — alongside 88 others — read 2 September 2026
@shmstory · 39,173
Telegram ranks this channel #23 of 89 here — alongside 88 others — read 2 September 2026
@TNBfolio · 24,961
Telegram ranks this channel #26 of 93 here — alongside 92 others — read 15 September 2026
@gaoshoukorea · 41,225
Telegram ranks this channel #27 of 90 here — alongside 89 others — read 2 September 2026
@kwusa · 36,362
Telegram ranks this channel #28 of 92 here — alongside 91 others — read 2 September 2026
@EarlyStock1 · 24,313
Telegram ranks this channel #32 of 91 here — alongside 90 others — read 16 September 2026
@bornlupin · 48,831
Telegram ranks this channel #33 of 91 here — alongside 90 others — read 2 September 2026
@hermitcrab41_1 · 21,411
Telegram ranks this channel #35 of 81 here — alongside 80 others — read 28 September 2026
@globaletfi · 20,498
Telegram ranks this channel #36 of 86 here — alongside 85 others — read 28 September 2026
@rafikiresearch · 20,551
Telegram ranks this channel #36 of 88 here — alongside 87 others — read 26 September 2026
@corevalue · 67,360
Telegram ranks this channel #37 of 93 here — alongside 92 others — read 2 September 2026
@kkkontemp · 20,788
Telegram ranks this channel #39 of 84 here — alongside 83 others — read 30 September 2026
@Yeouido_Lab · 43,209
Telegram ranks this channel #39 of 90 here — alongside 89 others — read 2 September 2026
@maddingStock · 20,588
Telegram ranks this channel #42 of 87 here — alongside 86 others — read 27 September 2026
@athletes_village · 22,049
Telegram ranks this channel #43 of 88 here — alongside 87 others — read 23 September 2026
@FastStockNewsUSA · 40,799
Telegram ranks this channel #43 of 89 here — alongside 88 others — read 2 September 2026
This channel appears in 43 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 21 October 2026 — this entry's latest reading, not the date you are reading this.
“엄브렐라리서치 Jay의 주식투자교실” (@Jstockclass), 26,332 subscribers as measured 21 October 2026. Telegram Register, tgregister.com/channel/Jstockclass.
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.