🧭 S&P500 EPS 추정치 변화 (~8/28) - 26년 EPS : $361.24▲ (7/24 $342.52 ← 6/26 $340.91 ← 5/21 $334.73) - 27년 EPS : $414.75 ▲ (7/24 $400.97 ← 6/26 $397.42 ← 5/21 $385.23)
❤3

Channel
@allbareun
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
12,204subscribers
-22 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001867624760 |
|---|---|
| Type | Channel |
| Username | @allbareun |
| Description | 네프콘 : https://naver.me/xg7czSNA 유튜브 : https://youtube.com/@Allbareun X : https://x.com/allbareunkr 해당 채널의 게시물은 단순 의견 및 기록용도이고 매수/매도 등 투자권유를 의미하지 않습니다. 해당 게시물의 내용은 부정확할 수 있으며 매매에 따른 손실은 거래 당사자의 책임입니다. 해당 게시물의 내용은 어떤 경우에도 법적 근거로 사용될 수 없습니다. |
| Created | 27 June 2023 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 30 August 2026 |
| Measurements held | 21 |
| Confirmed unchanged | 1 time, most recently 30 August 2026 |
| On Telegram | t.me/allbareun |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 30 Aug 2026, 01:25 | 12,204 | -5 |
| 28 Aug 2026, 21:45 | 12,209 | -3 |
| 27 Aug 2026, 23:12 | 12,212 | +7 |
| 27 Aug 2026, 00:46 | 12,205 | +2 |
| 26 Aug 2026, 01:02 | 12,203 | -3 |
| 24 Aug 2026, 23:19 | 12,206 | -8 |
| 23 Aug 2026, 07:23 | 12,214 | +3 |
| 20 Aug 2026, 14:25 | 12,211 | +5 |
| 19 Aug 2026, 16:52 | 12,206 | -7 |
| 18 Aug 2026, 20:06 | 12,213 | -1 |
| 17 Aug 2026, 20:06 | 12,214 | -3 |
| 16 Aug 2026, 16:43 | 12,217 | -3 |
| 14 Aug 2026, 21:47 | 12,220 | +8 |
| 13 Aug 2026, 13:48 | 12,212 | +2 |
| 11 Aug 2026, 12:44 | 12,210 | -6 |
| 10 Aug 2026, 13:54 | 12,216 | -1 |
| 9 Aug 2026, 15:17 | 12,217 | +1 |
| 8 Aug 2026, 11:53 | 12,216 | -6 |
| 7 Aug 2026, 09:41 | 12,222 | -4 |
| 6 Aug 2026, 13:01 | 12,226 | first reading |
64 posts held, back to 30 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 42 pagesof 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.
| Window | Rolling 30 days · latest post in window 30 August 2026 |
|---|---|
| Posts held | 64 (30 July 2026 – 30 August 2026) |
| Views total | 124,098 |
| Reactions total | 317 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 30 Aug 2026, 09:22 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 30 August 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.
355 reactions across 64 posts, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 355 | 100.0% |
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 64 of the 64 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 355reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 64 most recent posts we hold, published 30 July 2026 to 30 August 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.
🧭 S&P500 EPS 추정치 변화 (~8/28) - 26년 EPS : $361.24▲ (7/24 $342.52 ← 6/26 $340.91 ← 5/21 $334.73) - 27년 EPS : $414.75 ▲ (7/24 $400.97 ← 6/26 $397.42 ← 5/21 $385.23)
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🧭 주간 캘린더 (8월 31일~9월 4일) 👨💻 → 2Q26 실적발표 8주차 > 경기/물가 : ISM 제조업 PMI (화) ISM 서비스업 PMI (목) > 고용/실업 : 노동부 JOLTS (화) ADP 비농 (수) 신규실업수당청구건수 (목) NFP 비농 (금) > 실적발표 : PANW, CRDO, DELL, GTLB, MDB, MDT (화) AVGO, SNOW, HPE, AGX, FCEL (수) CIEN, ZS (목) > 이벤트 : CRWD Fal.Con (월) 존 터너스 체제 시작 (화) APH 2대 1 주식분할 (수) 테슬라 사이버캡 출시 행사 (목)
❤3
트럼프 행정부, 중국의 해외 데이터센터 통한 AI 칩 우회 접근 차단 추진 : 미 상무부 산업안보국(BIS)이 바이든 행정부의 ‘AI Diffusion Rule‘을 축소한 신규 AI 칩 수출 규제 마련 중. 이르면 9월 AI 기업 및 업계 단체에 초안을 공유해 의견 수렴 : 핵심은 중국 AI 기업들이 해외 데이터센터를 통해 첨단 엔비디아 GPU를 원격으로 사용하는 우회로를 차단하는 것. 중국 AI 기업의 기술 발전 억제 목적 : 기존 규제는 첨단 AI 칩의 중국 직접 수출을 제한하지만, 해외 데이터센터에 설치된 GPU를 중국 기업이 클라우드 방식으로 원격 사용하는 것은 통제하지 못하는 상황. 5월 중국 기업의 해외 자회사에 대한 첨단 칩 라이선스 요건을 강화했지만 원격 접근 문제는 잔존 : 다만 상무부가 ‘원격 접근’ 자체를 수출 통제…
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✅ 일간보고 : 투자의 생각 (260828) : https://naver.me/x4lUSdlD - 2026년 8월 28일 금요일, 데일리 전해드립니다! - IT 12M Forward EPS 닷컴과 비교, Wolfe TPU, Codex M/S, GLM-5.3-Flash, Meta-Anthropic $10B, MRVL 2Q26, CW Laser LTA, LITE DB Conf., NVHBM, SNDK Japan fab, CRWD 2Q26, OKTA 2Q26, RBRK 2Q26, 사이버보안 기업 이닛, IREN 2Q26, EPA 대기오염 정보공개 의무 면제, FSLR, RDDT DAU에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (260827) - 일간보고 : 투자의 생각 (260826) - 일간보고 : …
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✅ 엔비디아 2Q26 실적발표 : 반창고를 떼고 얻은 두 가지 - CY27 매출성장률 70% vs GPM 72~73% : https://naver.me/FRoivJWo - 엔비디아의 2Q26 실적을 요약하면 "반창고를 떼다"입니다. 엔비디아가 메모리 가격상승을 고객에게 완전히 전가하지 않기를 택했습니다. AI Boom 이후 상징적인 일입니다. - 반창고를 뗀 분기입니다. 지금까지 투자자들은 앞으로 GPM이 얼마나 나빠질까를 추측했는데 → 이제는 GPM 72~73%로 가정해도 EPS가 얼마나 증가하는지를 계산하는 단계로 접어들었습니다. - 실적발표 이후 70% 성장 * GPM 72~73%를 기준으로 엔비디아의 CY27 EPS를 업데이트했습니다. 그리고 젠슨황이 생각하는 Nemotron 4에 대해서 정리해본 자료입니다. 🌴 투자의 생각 …
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✅ 일간보고 : 투자의 생각 (260827) : https://naver.me/GRDgwvwk - 2026년 8월 27일 목요일, 데일리 전해드립니다! - Dylan Patel 인터뷰, GitHub Commits, Meta, NVDA 2Q26 Review ⓐCY27 70%, ⓑGPM 72~73%, ⓒVera Rubin ⓓCustom ASIC, SMTC GF EPS 추정, Susquehanna Networking, Nscale, FIGR Weekly CLMV에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (260826) - 일간보고 : 투자의 생각 (260825) - 주간전략보고 : 투자의 생각 (8월 24일~8월 28일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!
❤4
엔비디아 2Q26 #3 하이퍼스케일러향 가속
❤5
엔비디아 2Q26 #2 데이터센터 주도 성장
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엔비디아 2Q26 #1 엄청난 이익률
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✅ 셈텍 2Q26 실적발표 : 생각보다 더 빨리 온 1.6T 변곡점, 한 분기 사이 생산능력 완판 : https://naver.me/5mvQQvEf - 셈텍의 2Q26 실적을 요약하면 "생각보다 빨리 온 1.6T의 시대"입니다. 변곡점이 생각보다 더 빨리 왔습니다. 1.6T FiberEdge 주도의 매출성장률 가속화입니다. - 데이터센터가 견인 중입니다. 매출비중은 1Q 24.6% → 2Q 29.2%로 올라왔고, 데이터센터향 매출성장률은 1Q26 YoY 39% → 2Q26 YoY 91% → 3Q26(G) YoY 160% → 4Q(G)는 더 높아집니다. - 1.6T/3.2T로 갈수록 구리와 광학 모두 DSP/리타이머를 걷으려는 시도가 늘고, 그 자리를 메우는 아날로그 부품의 가치가 커집니다. 벌써 셈텍 CopperEdge/FiberEdg…
❤5
✅ 일간보고 : 투자의 생각 (260826) : https://naver.me/xqbB0iGx - 2026년 8월 26일 수요일, 데일리 전해드립니다! - Codex Lead Tibo 인터뷰, 유발 하라리의 AI에 대한 생각, SMTC 2Q26 Review, MU HBM, Mizuho HBM, 오픈AI 할라페뇨, WULF DC Cost, NBIS, U, DASH 레스토랑 지출, TikTok Shops와 J&T Express에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (260825) - 주간전략보고 : 투자의 생각 (8월 24일~8월 28일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!
❤7
유가, 금리 하락 중
❤5
Showing the 12 most recent of 64 posts we hold for @allbareun. 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.
Citation-graph rank — 264,359 of 1,626,935entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
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.
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 30 August 2026 — this entry's latest reading, not the date you are reading this.
“올바른” (@allbareun), 12,204 subscribers as measured 30 August 2026. Telegram Register, tgregister.com/channel/allbareun.
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.