뮤즈 에이전트 써봤는데 잘만든 오픈클로 같은 느낌
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Channel
@aetherjapanresearch
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Stars · Posts · Posts edited after publishing · Citations · Handles named that no longer answer · Telegram's recommendations · Cite this entry
34,469subscribers
+882 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 31,623–100,000.
| Telegram ID | -1001909745040 |
|---|---|
| Type | Channel |
| Username | @aetherjapanresearch |
| Description | 일본, 미국을 중심으로 관심있는 정보를 저장하는 곳입니다. 한국에서 잘 보지 못하는 일본의 경제상황, 다양한 회사들을 찾아 볼 수 있는 채널이에요. 본 채널은 단순히 저의 의견을 적고, 이를 기록하는 용도입니다. 제가 언급하는 종목들은 매수-매도 등 투자권유를 의미하는게 아닙니다. 해당 게시물의 내용은 부정확할 수 있으며 매매에 따른 손실은 거래 당사자의 책임입니다. 해당 게시물의 내용은 어떤 경우에도 법적 근거로 사용될 수 없습니다. |
| Created | 5 May 2023 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 19 September 2026 |
| Measurements held | 34 |
| Confirmed unchanged | 1 time, most recently 19 September 2026 |
| On Telegram | t.me/aetherjapanresearch |
Technology — 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 9 September 2026 and assigned it the closest of 31 fixed categories, at 57% 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 19 Sept 2026, 13:41 | 34,469 | +15 |
| 17 Sept 2026, 02:56 | 34,454 | +11 |
| 15 Sept 2026, 03:20 | 34,443 | +20 |
| 13 Sept 2026, 11:38 | 34,423 | +15 |
| 11 Sept 2026, 12:41 | 34,408 | +47 |
| 8 Sept 2026, 17:20 | 34,361 | +50 |
| 5 Sept 2026, 08:57 | 34,311 | +4 |
| 3 Sept 2026, 09:15 | 34,307 | +9 |
| 2 Sept 2026, 04:12 | 34,298 | +14 |
| 1 Sept 2026, 05:36 | 34,284 | +17 |
| 31 Aug 2026, 07:02 | 34,267 | +17 |
| 30 Aug 2026, 08:43 | 34,250 | +55 |
| 29 Aug 2026, 06:17 | 34,195 | +12 |
| 28 Aug 2026, 04:42 | 34,183 | -2 |
| 27 Aug 2026, 01:06 | 34,185 | +10 |
| 25 Aug 2026, 23:24 | 34,175 | -10 |
| 24 Aug 2026, 22:25 | 34,185 | +19 |
| 23 Aug 2026, 09:33 | 34,166 | +44 |
| 21 Aug 2026, 18:56 | 34,122 | +27 |
| 20 Aug 2026, 17:27 | 34,095 | first reading |
708 posts held, back to 5 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 77 pages of Telegram’s post history, 20 posts per page.
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. It is computed over the 440 of 444 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 22 September 2026 |
|---|---|
| Posts held | 708 (5 August 2026 – 22 September 2026) |
| Views total | 1,777,713 |
| Reactions total | 5,528 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 22 Sept 2026, 04:41 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.
Lifetime counters from Telegram’s own channel header, read 22 September 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.
Measured directly from 20 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
10,570 reactions across 683 posts, in 63 distinct kinds. The most used accounts for 31.4% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 3,322 | 31.4% | |
| 👍 | 1,026 | 9.71% | |
| 😁 | 945 | 8.94% | |
| 🤮 | 866 | 8.19% | |
| 🖕 | 829 | 7.84% | |
| 🤣 | 738 | 6.98% | |
| 😱 | 542 | 5.13% | |
| 🤬 | 325 | 3.07% | |
| 🔥 | 256 | 2.42% | |
| 👏 | 240 | 2.27% | |
| 🦄 | 204 | 1.93% | |
| 🥰 | 154 | 1.46% | |
| 😭 | 147 | 1.39% | |
| 🤯 | 138 | 1.31% | |
| 🤔 | 128 | 1.21% | |
| 😢 | 117 | 1.11% | |
| 🤷♂ | 72 | 0.681% | |
| 🐳 | 56 | 0.53% | |
| 🤡 | 45 | 0.426% | |
| 🤪 | 29 | 0.274% | |
| 43 further kinds | 391 | 3.70% |
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 704 of the 708 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 10,730 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 708 most recent posts we hold, published 5 August 2026 to 22 September 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.
A paid reaction is a reader spending Telegram Stars — bought with money — on a post by @aetherjapanresearch. Telegram publishes the count on the public post preview alongside ordinary reactions, and this register reads it there. It is the only figure on this site that measures money moving rather than attention.
Stars are not reactions, and the two are never added. They are rendered in the same strip on Telegram and counted in the same shape, but one is a tap and the other is a purchase. The reaction totals and the engagement rate elsewhere on this page exclude every figure in this section, and no rate here is computed against a reaction count.
This is not revenue, and we publish no currency figure. What a Star costs a reader and what it pays a channel are different numbers, Telegram takes a share we cannot observe, and the terms have changed. Converting a Star count into money would be an estimate dressed as a measurement, so the count is where we stop.
Counted over the 708 most recent posts we hold for this entry, published 5 August 2026 to 22 September 2026. Star counts above 1,000 reach us in Telegram’s short form and carry the same three-significant-figure rounding as everything else on this page.
뮤즈 에이전트 써봤는데 잘만든 오픈클로 같은 느낌
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모건스탠리) Racking Up the Power Shortfall; AI는 더 저렴해지지만, 전력 부족은 더 심해집니다. (26.09.21) 모건스탠리는 차세대 AI 인프라의 핵심을 ‘연산 효율 개선과 전력 부족의 동시 심화’로 정리합니다. 루빈 이후 랙 단위 시스템은 같은 전력으로 훨씬 많은 토큰을 생산하지만, 낮아진 비용이 AI 도입과 사용량을 확대하면서 전체 전력 수요는 오히려 증가한다는 분석입니다. 따라서 투자 기회는 GPU 성능 향상뿐 아니라, 그 성능을 실제로 활용할 수 있도록 전력과 데이터센터를 제때 공급하는 기업으로 확장됩니다. 2026~2028년 미국 데이터센터의 누적 추가 전력 수요는 기존 68GW에서 97GW로 상향됐습니다. 건설 중인 데이터센터 21GW와 추가로 확보 가능한 전력망 용량 19GW를 제외해도 부족분은 …
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[Truist] 메타(META): 챗봇에서 에이전트로, 개인 AI 비서 선점 경쟁과 Muse의 승부 전략 (투자의견 Buy, 목표주가 $763 유지) Truist는 2026년 9월 8일 출시된 Muse를 2023년 글래스 출시 이후 메타의 가장 중요한 소비자 제품으로 평가했습니다. Muse는 대화형 챗봇이 아니라 과제 수행형 에이전트로, 목표가 주어지면 스스로 계획을 세워 제품 조사, 양식 작성, 이메일 발송, 일정 정리, 여행 예약 등을 여러 단계에 걸쳐 실행하며, 사용자가 앱을 떠난 뒤에도 백그라운드에서 작업을 이어갑니다. 우선 미국 성인을 대상으로 iOS, 안드로이드, muse.ai 웹, 왓츠앱에서 출시되었고 AI 글래스는 곧 지원될 예정입니다. 무료 티어는 주당 최대 1억 토큰으로 매우 넉넉하며, 유료 요금제는 월 $20의 Power…
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Stifel) 마이크론 F4Q(8월) 프리뷰 – 상향 폭은 둔화될 수 있으나 성장 기간은 길어질 것; 매수 유지 요약: 당사는 마이크론이 F4Q(8월)/F1Q(11월)에 대해 당사 및 컨센서스 추정치를 상회하는 실적 및 가이던스를 발표할 것으로 예상하지만, 최근 분기들보다는 상향 폭이 더 완만할 것으로 예상합니다. 이는 공급 계약(상당수가 칼라(collar) 기반 가격 구조)에서 발생하는 매출 비중이 점진적으로 확대되고, 단기적으로 비트 출하가 제약되는 점을 반영한 것입니다. 그러나 당사는 이번 메모리 업사이클의 지속성이 여전히 과소평가되고 있다고 봅니다. 최근 현장 점검에 따르면, CY27 DRAM 비트 출하는 둔화될 것으로 예상됩니다(비트 성장률 +15~20%, CY26의 +20%대 중후반 대비). 이는 신규 클린룸 가동 시점과 함께,…
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1. 메모리 및 HDD 당사는 샌디스크, 씨게이트, 웨스턴디지털의 경영진/IR과 미팅을 가졌으며, 이 외에도 다수의 모듈 제조사, 부품 공급업체, 구매자 및 비미국 업체들과도 만났습니다. 여러 업체들이 가격 및 LTA(장기공급계약)에 대해 서로 다른 접근 방식을 취하고 있다는 점을 짚고 넘어가고자 합니다. 일부는 더 공격적(SCA 체결 강요 또는 가격 인상 측면에서)인 반면, 다른 업체들은 덜 밀어붙이고 있습니다. 두 경우 모두, 당사의 견해로는 장기 계약이 적을수록 단기적으로는 더 나은 ASP를 얻을 가능성이 높지만(현 시점에서 어느 업체가 가격 인상을 얼마나 공격적으로 추진하는지와 관계없이), 공급 과잉이 발생할 경우(SCA/LTA가 실제로 지속 가능한 것으로 판명된다면) 향후 더 큰 리스크를 초래할 수 있습니다. 어떤 팹도 2028년 …
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Wedbush) 실리콘밸리에서 반도체 공급망 동향 체크 지난 한 주 동안 실리콘밸리를 방문하며 아시아에서 시작된 2주간의 출장을 마무리했습니다. 캘리포니아 공급망에서 얻은 정보는 아시아에서 들은 것만큼이나 전반적으로 긍정적이었습니다. 아래는 출장 중 주요 시사점에 대한 간략한 요약입니다. 메모리 - NAND 및 DRAM - 청신호: 4분기에도 또 한 번 두 자릿수 가격 인상이 이루어질 것으로 보이며, NAND와 DRAM 모두 계약가가 10~20% 상승할 가능성이 높습니다. 다만 NAND는 해당 범위의 하단, DRAM은 10%대 중후반 상승이 예상됩니다. 또한 당사는 타이트한 수급 상황이 2027년까지 지속될 것으로 보고 있습니다(그리고 내년 가격 하락을 예상하는 일부 업계 애널리스트들의 전망 근거를 이해하기 어렵습니다). 아울러 이러한 환…
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Citi) 시에나 (CIEN.K); ECOC 2026 주요 시사점 - 긍정적 씨티의 견해 오늘 ECOC에서 데이비드 로텐스타인 최고전략책임자(CSO) 및 브로디 게이지 공급망 담당 수석부사장(SVP)과 만났으며, 주요 시사점을 정리합니다. 공급 전략: 레이저 수급이 빠듯한 상황에서 시에나가 어떻게 공급을 확보하고 있는지 묻자, 경영진은 네 가지 수단을 설명했습니다. 첫째, 생산능력 투자입니다. 설비투자(capex)는 통상적인 연간 수준의 약 5배로 집행되고 있으며, 자체 보유 테스트 자산 및 위탁생산업체(CM)도 함께 활용하고 있습니다. 둘째, 펌프 레이저와 실리콘 포토닉스 웨이퍼 등의 품목을 대상으로 기존 공급업체들과 장기 계약을 체결했습니다. 셋째, R&D 팀을 통해 공급업체를 추가하고 있으며, 그 예로 메모리가 언급되었습니다. 넷째,…
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앤스로픽이 20~30MW급 소규모 데이터센터 구축을 모색한다는 소식에 엣지 컴퓨팅 센터를 운영하는 클라우드플레어(NET), 아카아미(AKAM) 주가가 올랐습니다 NET, AKAM는 분산네트워크(CDN) 사업자로서 인터넷 트래픽 보안도 하고 있는데, 피어그룹인 F5(FFIV)가 LLM 공격을 엣지 네트워크에서 차단하는 AI 보안 신제품을 공개하며 섹터 수급이 몰린 영향도 있습니다 - NET +9% - AKAM +12% - FFIV +4%
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메타의 〈뮤즈 에이전트〉가 기대 이상의 실적이 나오면서 에이전트 운영의 핵심 연산장치인 CPU 관련주가 급등했습니다. 특히 뮤즈 에이전트가 모바일 앱으로도 출시되다보니 모바일 프로세서에 특화된 퀄컴 주가도 함께 올랐습니다. - AMD +10% - INTC +12% - ARM +17% - QCOM +9%
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메타 $META의 Muse, 여러 지표에서 ChatGPT의 초기 모바일 출시 속도를 앞서고 있음 Muse는 출시 후 첫 12일 동안 양대 앱스토어에서 총 280만 다운로드를 기록했습니다. 좀 더 직접 비교가 가능한 미국 + 캐나다 iOS 기준으로 보면: - Muse: 첫 12일간 180만 다운로드 - ChatGPT: 130만 다운로드 Muse는 또한 9월 19일 미국 일일 다운로드 26만4,000건을 기록하며 새로운 최고치를 세웠습니다. 이는 3일 연속 일일 다운로드 20만 건을 넘어선 것입니다. ChatGPT는 출시 이후 미국 일일 다운로드가 20만 건을 돌파하기까지 약 1년이 걸렸습니다. 사용자 참여도(Engagement) 역시 Muse가 더 빠른 속도를 보이고 있습니다. - Muse는 출시 10일 만에 미국 일간활성이용자(D…
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메타, 해저케이블 혁신기술 상용화 추진 - 메타가 21일 미국과 프랑스를 잇는 7000㎞ 해저케이블 '페탈(Petal)'을 2029년 가동해 기존 케이블보다 2배 빠른 1Pbps 전송 시대를 열겠다고 선언. 페탈은 광섬유 한 가닥 안에 24쌍의 코어 2개를 넣는 멀티코어 구조를 갖고 있음. 파트너 기업으로 일본 NEC(6701), 스미토모전기(5802), 프랑스 오렌지(ORA)가 참여. NEC는 케이블 조립부터 엔지니어링 서비스까지 턴키 시스템 공급자, 스미토모는 2코어 광섬유를 공급, 오렌지는 유럽 내 지상망 연계를 지원한다고 함
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UKMTO: 한 선장이 LPG 운반선이 정체불명의 발사체 파편에 피격됐다고 보고했습니다.
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Showing the 12 most recent of 708 posts we hold for @aetherjapanresearch. 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.
@aetherjapanresearch edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republished by 92 registered channels. The 48 listed are the ones that have forwarded the most posts; the rest are counted here but not each listed.
Republishes
Channels on the register whose posts this channel has forwarded.
Republishes 56 registered channels. The 48 listed are the ones this channel has forwarded most; the rest are counted here but not each listed.
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.
Named by 15 registered channels — 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.
@aetherjapanresearch named 1 handle that resolve to nothing today. That is a fact about the reference, not necessarily a fact about the handle’s history — see the two groups below.
Most of these may never have existed as a live channel at all. A handle a channel names can be a typo, an aspirational name nobody registered, or a channel that was already gone before this one ever mentioned it. Unless a row below is marked evidenced, all we know is that it references a handle that is not a live channel today — not that anything “died”. How this is measured.
References a handle that is not a live channel — we have no record it ever was 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.
Read from Telegram’s recommendation API, most recently 3 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.
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.
This channel appears in 39 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.
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 19 September 2026 — this entry's latest reading, not the date you are reading this.
“에테르의 일본&미국 리서치” (@aetherjapanresearch), 34,469 subscribers as measured 19 September 2026. Telegram Register, tgregister.com/channel/aetherjapanresearch.
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.