빌 애크먼 "주가 빠질수록 남은 주주가 더 번다"… 성립 조건 3가지는 자사주 소각·가치보다 싼 가격·버틸 수 있는 자금 2026.11.04 | Six Sigma (YouTube) ➤ 핵심 퍼싱스퀘어의 빌 애크먼은 회사가 정해진 돈으로 자사주를 사서 소각하고 있다면, 주가가 낮을수록 같은 돈으로 더 많은 주식이 없어지기 때문에 남은 주주의 몫이 커진다고 계산함. 넷플릭스와 메타를 예로 들었으며, 이 계산은 ① 실제로 사서 소각하고 있는지 ② 가치보다 싸게 사는지 ③ 내 돈이 버틸 수 있는지 세 조건이 맞아야 성립함. ➤ 주요 내용 • 배경 (10/22 CNBC 인터뷰) • 넷플릭스: 실적 발표 다음 날 -5.3%, 연초 대비 -30% 이상 • 메타: 실적 직후 +5% → 인터뷰 직전 -6.5% • 두 종목 모두 퍼싱스퀘어가 보유 중임 …

Channel
AI 리서치 딥다이브_Seoul to Wall St.
@aicorporateanalysisdeepdive
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
5,724subscribers
+712 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 | -1003692986659 |
|---|---|
| Type | Channel |
| Username | @aicorporateanalysisdeepdive |
| Description | AI가 매일 분석하는 국내 주식정보 채널. 수급·이슈·테마 흐름을 데이터 기반으로 분석합니다. |
| Created | Between 1 December 2025 and 31 May 2026 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 4 November 2026 |
| Measurements held | 24 |
| Confirmed unchanged | 1 time, most recently 4 November 2026 |
| On Telegram | t.me/aicorporateanalysisdeepdive |
Topic
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 13 September 2026 and assigned it the closest of 31 fixed categories, at 73% 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
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 4 Nov 2026, 07:27 | 5,724 | +57 |
| 31 Oct 2026, 21:26 | 5,667 | +4 |
| 29 Oct 2026, 05:40 | 5,663 | +26 |
| 25 Oct 2026, 21:06 | 5,637 | -2 |
| 23 Oct 2026, 03:36 | 5,639 | +39 |
| 20 Oct 2026, 01:28 | 5,600 | +20 |
| 17 Oct 2026, 06:09 | 5,580 | +19 |
| 13 Oct 2026, 22:35 | 5,561 | +76 |
| 8 Oct 2026, 06:39 | 5,485 | +54 |
| 2 Oct 2026, 03:01 | 5,431 | +188 |
| 16 Sept 2026, 14:40 | 5,243 | +48 |
| 12 Sept 2026, 17:56 | 5,195 | +12 |
| 8 Sept 2026, 22:15 | 5,183 | -1 |
| 3 Sept 2026, 19:56 | 5,184 | +32 |
| 31 Aug 2026, 12:44 | 5,152 | +5 |
| 28 Aug 2026, 09:43 | 5,147 | +44 |
| 25 Aug 2026, 04:23 | 5,103 | +3 |
| 22 Aug 2026, 08:38 | 5,100 | +10 |
| 19 Aug 2026, 00:34 | 5,090 | +49 |
| 16 Aug 2026, 08:18 | 5,041 | first reading |
Engagement
85 posts held, back to 6 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 9 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 8.45%
- avg views ÷ 5,724 subscribers
- Avg views / post
- 483
- 20 posts measured
- Reaction rate
- 0.409%
- reactions ÷ views · ER floor
- Posts in window
- 20
- of 85 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. It is computed over the 9 of 20 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 4 November 2026 |
|---|---|
| Posts held | 85 (6 August 2026 – 4 November 2026) |
| Views total | 9,668 |
| Reactions total | 19 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 4 Nov 2026, 19:50 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
- ≈115
- Videos
- ≈2
- Links
- ≈7,550
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. 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.
Reaction mix
71 reactions across 31 posts, in 9 distinct kinds. The most used accounts for 54.9% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 39 | 54.9% | |
| 👍 | 13 | 18.3% | |
| 👎 | 7 | 9.86% | |
| 😭 | 4 | 5.63% | |
| 😁 | 3 | 4.23% | |
| 🤮 | 2 | 2.82% | |
| 💩 | 1 | 1.41% | |
| 😢 | 1 | 1.41% | |
| 🙏 | 1 | 1.41% |
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 32 of the 85 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 71 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 85 most recent posts we hold, published 6 August 2026 to 4 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 20 posts 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).
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中 YMTC, 상하이 IPO 보류… 상장은 2027년 상반기로 연기 전망 2026.11.04 | 로이터 (단독) ➤ 핵심 중국 최대 낸드 업체 YMTC(양쯔메모리)가 상하이 STAR마켓 IPO를 보류함. 로이터가 입수한 사내 메모와 관계자들에 따르면, 증시 부진 속에 중국 당국이 상장 승인을 깐깐하게 하고 있기 때문임. 상장은 시장 상황에 따라 2027년 상반기에 이뤄질 것으로 보이며, 이번 지연으로 YMTC의 증설 계획에도 차질이 생길 수 있음. ➤ 주요 내용 • IPO 개요 • YMTC의 모회사 CCSH가 8월 STAR마켓에 상장을 신청함 • 공모 목표는 330억위안($4.9B, ≈6.6조원) • 10월 말~11월 초에 전략적 투자자 배정을 시작할 계획이었음 • 보류 배경 • 사내 메모에는 "여러 요인" 때문이라고만 적혀 있음 • …
❤3
[단독] 삼성전자, 기흥에 2·4나노 첨단 파운드리 팹 건설… '카이로스 프로젝트'로 최대 30조원 투입 전망 2026.11.04 | 서울경제 ➤ 핵심 삼성전자가 기흥캠퍼스의 종합기술원(SR5)·공과대학(CDI) 건물을 철거한 자리에 2나노·4나노급 첨단 파운드리 팹을 짓기로 함. 이를 맡은 TF 이름이 '카이로스'임. HBM 베이스 다이 공급능력을 늘리고, 6라인 일부를 첨단 패키징 시설로 바꾸는 계획도 포함됨. 총 투자 규모는 최대 30조원(≈$22.3B)까지 거론됨. ➤ 주요 내용 • 프로젝트 개요 • 기흥 종합기술원·공과대학 부지는 지난달 철거를 마쳤음 • 카이로스 복합동, 그린동, 변전소로 구성되며, 삼성E&A가 설계·조달·시공(EPC)을 맡음 • 평택 신공장처럼 4개 페이즈로 조성할 예정임 • 추진 배경: HBM 베이스 다이…
❤1
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❤2
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❤1
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Showing the 12 most recent of 85 posts we hold for @aicorporateanalysisdeepdive. 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.
@Yeouido_Lab · 43,4699 posts타점 읽어주는 여자(타자)
@tazastock · 40,9469 posts조기주식회 공부방
@EarlyStock1 · 24,3944 posts가치투자클럽
@corevalue · 67,1283 posts범송공자 X 29PER
@bumsong2 · 13,4622 posts호그니엘
@hogniel · 15,3622 posts너쟁이의 성실한 추추생활
@nje2e · 8,9562 postsBUYagra
@psychotherapy101 · 5,9312 posts고인이된 Researchan/디레 😇
@AllroundResearchanCrypto · 1,0961 postBrain and Body Research
@Brain_And_Body_Research · 34,6031 post주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks
@FastStockNews · 128,8851 postTNBfolio
@TNBfolio · 25,1291 post텐렙
@Ten_level · 16,9971 post생각 정리하는 방
@Thoughts_BFox · 15,0531 post카이에 de market
@cahier_de_market · 23,0671 post상장기업 수사대 ☎️
@cyber_rangers · 16,9011 post엘리트강사의 주식 공부방
@elite_instructor · 10,9021 post김기자의 사회과부도
@kijaking · 631 postLattice Research
@latticeresearch · 1,3651 postMZ타뇽 긴축모드 ON
@mztanyong · 6,0721 post레드버드 기업분석
@redbirdstock · 10,7461 post🗽엄브렐라(Umbrella Research) 리서치+ 네프콘 옆집부자형 since 2020
@umbrellaresearch · 13,0051 post인디안 기우제
@zerotoendlessnumbers · 3111 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 5 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.
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 4 November 2026 — this entry's latest reading, not the date you are reading this.
“AI 리서치 딥다이브_Seoul to Wall St.” (@aicorporateanalysisdeepdive), 5,724 subscribers as measured 4 November 2026. Telegram Register, tgregister.com/channel/aicorporateanalysisdeepdive.
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.