800V 테마 관련 오피니언입니다 - 800V 전 ±400V DC 규격이 먼저 채택 - ±400V는 전압차로 800V 구현 가능 - 기존 AI 서버와 달리 별도 파워랙 요구 - 파워랙 OEM과 전력 테스트 장비사 주목 - 나비타스 등 전력반도체들도 ±400V 대비 https://blog.naver.com/ddeean/224395409613
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Channel
@d_ticker
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
14,897subscribers
+203 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1002559933064 |
|---|---|
| Type | Channel |
| Username | @d_ticker |
| Description | 온갖 시장, 섹터, 종목을 다룹니다 ▶️ 문의 : [email protected] ▶️ 블로그 : blog.naver.com/ddeean ▶️ X : https://x.com/Deansticker ※이 채널의 피드는 증시 관련 소식과 의견을 제시할 뿐 직접적인 매수·매도를 권하지 않습니다. |
| Created | Between 1 March 2025 and 31 July 2025— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 30 August 2026 |
| Measurements held | 22 |
| Confirmed unchanged | 1 time, most recently 30 August 2026 |
| On Telegram | t.me/d_ticker |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 30 Aug 2026, 09:33 | 14,897 | +17 |
| 29 Aug 2026, 07:46 | 14,880 | +34 |
| 28 Aug 2026, 08:34 | 14,846 | +27 |
| 27 Aug 2026, 06:12 | 14,819 | +45 |
| 26 Aug 2026, 05:45 | 14,774 | +8 |
| 25 Aug 2026, 03:09 | 14,766 | +20 |
| 23 Aug 2026, 22:37 | 14,746 | -2 |
| 22 Aug 2026, 03:37 | 14,748 | +8 |
| 20 Aug 2026, 17:26 | 14,740 | +26 |
| 19 Aug 2026, 13:55 | 14,714 | +49 |
| 18 Aug 2026, 15:24 | 14,665 | -3 |
| 17 Aug 2026, 17:07 | 14,668 | +8 |
| 16 Aug 2026, 08:47 | 14,660 | -5 |
| 14 Aug 2026, 21:48 | 14,665 | -2 |
| 13 Aug 2026, 12:26 | 14,667 | -15 |
| 12 Aug 2026, 10:24 | 14,682 | -8 |
| 11 Aug 2026, 09:28 | 14,690 | +10 |
| 10 Aug 2026, 08:26 | 14,680 | -1 |
| 9 Aug 2026, 10:33 | 14,681 | +3 |
| 7 Aug 2026, 11:18 | 14,678 | first reading |
110 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 46 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 | 110 (30 July 2026 – 30 August 2026) |
| Views total | 948,890 |
| Reactions total | 2,150 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 30 Aug 2026, 17:16 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.
2,656 reactions across 105 posts, in 4 distinct kinds. The most used accounts for 52.7% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| custom 5172452792727503753 | 1,400 | 52.7% | |
| custom 5172604821684880420 | 530 | 20.0% | |
| custom 5172398207988139299 | 383 | 14.4% | |
| custom 5172688453288068097 | 343 | 12.9% |
Custom emoji. Every row above is a Telegram custom emoji, which the public preview renders as an element carrying only a numeric id — no character, and no image we can reach. The id is printed as-is rather than substituted with a look-alike glyph, because a stand-in would be our invention showing where a measurement should be. The counts beside them areTelegram’s.
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 110 of the 110 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 2,954reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 110 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.
800V 테마 관련 오피니언입니다 - 800V 전 ±400V DC 규격이 먼저 채택 - ±400V는 전압차로 800V 구현 가능 - 기존 AI 서버와 달리 별도 파워랙 요구 - 파워랙 OEM과 전력 테스트 장비사 주목 - 나비타스 등 전력반도체들도 ±400V 대비 https://blog.naver.com/ddeean/224395409613
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최태원 "청년들, 한·일 오가며 일하게 하자” 최 회장은 30일 일본 센다이 웨스틴호텔에서 열린 ‘제1회 한일 저출산대책 심포지엄’ 개회사에서 “인구가 줄어드는 상황에서는 시장의 크기를 더 키워야 한다”며 “한국과 일본의 연계를 경제공동체 수준으로 강화할 필요가 있다”고 말했다. https://magazine.hankyung.com/business/article/202608301753b
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35주차 글로벌 증시 주간 상승률 - Dean's Ticker US +23%|옥타|사이버보안 +22%|세일즈포스|기업자원관리 SW +16%|엘라스틱|검색엔진 +14%|크라우드스트라이크|사이버보안 +13%|솔스티스|전자소재 +13%|서비스나우|워크플로우 SW +12%|비바 시스템즈|바이오기업용 SW +11%|시놉시스|반도체설계 SW +11%|아틀라시안|IT개발용 SW +9%|다이나트레이스|옵저빌리티 SW US(<$10B) +36%|아베크롬비|의류 +31%|넷리스트|메모리 모듈 +28%|메소드 일렉트로닉스|전장 커넥트 +20%|옵티멈 커뮤니케이션즈|광대역 +19%|스트라이브|비트코인 트레저리 +19%|GAP|의류 +16%|웹툰 엔터테인먼트|웹툰 +16%|콘센트릭스|고객경험 SW +15%|엔에이블|모니터링 SW +15%|스프라우트 소셜|소셜미디…
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마벨이 실적 전에 브로드컴의 구글 TPU 수주 확보 소식이 들리며 밸류를 빠르게 반영한 결과 이번에는 셀온이 나오고 있습니다 구글 TPU는 내후년부터 본격 실적에 기여하기에 당장의 가이던스에는 나올 수 없습니다. 그래서 TPU 기여가 시기적으로 조금 뒤로 밀리면서 실망했던 건 사실이고요 여기에 마진 전망 자체도 예상 하회했습니다. 그럼에도 비용보다 매출 성장이 더 가팔라 운영 레버리지가 발생하고 있어 4Q부터는 마진 우려도 많이 잠식될 것으로 보입니다 결정적으로 MRVL의 핵심 시나리오는 스케일업(칩간 연결) 광통신과 CXL 메모리인데 이 부분에 대해서는 상당히 긍정적인 톤이 나왔습니다. 두 신사업의 매출 비중은 DC 매출 전체의 4~5%에서 내년 8~10% 사이로 커질 것으로 추정하고 있습니다(개인 추정)
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마벨 2Q 어닝콜 요약 광통신 - 내년부터 스케일업(칩) 광통신 매출도 찍힘 - 1Q 스케일업 매출 전망은 M&A 효과로 상향 - 스케일업 광통신은 CPO보단 NPO 중심 준비 실리콘 디자인 - 내년(FY28) 실적은 XPU보다 광통신이 주도 - XPU 사업은 구글 TPU 수주에도 전망 유지 - 내후년부터 TPU가 XPU 매출에 $10B> 기여 CXL 메모리 - CXL 메모리 사업은 생각보다 속도가 붙음 - 메모리 부족에 원격 메모리 자원 확장 추세 - 지난 두 분기 동안 마벨 CXL 채택도 추가 확보 마진 - XPU 수주 급증으로 3Q GPM 하방 압력 - 그럼에도 매출 가팔라 증분 마진 효과 나와 - 4Q부터 장기 OPM 레인지(38~40%) 상단 도달
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마벨 2Q26 실적 지표 2Q FY27 Results = 매출 $2.74B (est. $2.71B) = GPM 58.9% (est. 58.9%) = OPM 36.6% (est. 37.0%) 3Q FY27 Guidance = 매출 $3.15B (est. $3.09B) = GPM 57.5~58.5% (est. 58.3%) = 영업비용 $655M (est. $801M) FY27 Guidance = 매출 $11.5B → $12.0B (est. $12.1B) = 데이터센터 매출 YoY 50% → 60% = 영업비용 $2.45B → $2.55B (est. $2.34B) FY28 Guidance = 매출 $16.5B → $18.0B (est. $18.2B) = 데이터센터 매출 YoY 55% → 60% = OPM 38~40% 상단 (est. 38.3…
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창신메모리 2Q 수치가 믿기지 않는다 해서 재확인했는데 맞음 (반기보고서 1H 결과에서 증권신고서 1Q 지표 제외한 값)
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창신메모리가 반기보고서에 언급한 성장요인 - D램 생산설비 가동률 최상위 수준 유지 - 판매 수량(볼륨)의 대규모 확대와 판가 상승 결합 - 고수익 DDR5/LPDDR5·5X 제품 신속한 전환 - 중국 클라우드/스마트폰 대상 공급 안정적 확대 - 다수의 선도 고객사와 LTA 협의 중
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오늘 공개된 창신메모리 충격적인 2Q 실적 2Q FY26 Results - 매출 995억 (est. 655억) - GPM 92.4% (est. 81.1%) - OPM 82.1% (est. 68.9%) - 순이익 528억 (est. 303억) ※단위 : 위안 ※est는 GS의 추정치(26.08.24)
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고려아연, 반도체 소재 황산 증산 속도전 - 울산 온산제련소 이달 4만t 규모의 생산라인을 추가 가동해 연간 생산능력을 32만t으로 늘려 https://n.news.naver.com/article/015/0005326010?type=journalists
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실트론 지분 터는 최태원 회장, 독자 협상단 꾸린다 - 최태원 실트론 지분 29.4% - 약 9600억 가치 해당 - SK그룹과 별도로 협상단 구축 - 총수익스와프(TRS) 정산 등 수행 - 회계법인보다는 로펌 먼저 낙점 https://n.news.naver.com/article/011/0004656252?sid=101
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최윤범 고려아연 회장 일가와 특수관계인이 메리츠금융그룹 등 금융권에 제공한 주식 담보 비중이 전체 보유 지분량의 60%에 육박했다. 지난달 고려아연 주가가 100만 원 아래로 떨어지면서 추가 담보 요구(마진콜)가 발생한 영향이다. https://n.news.naver.com/article/011/0004656250?sid=101
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Showing the 12 most recent of 110 posts we hold for @d_ticker. 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 — 19,253 of 1,627,068entries 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.
Named by 3 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.
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.
“딘스티커 Dean's Ticker” (@d_ticker), 14,897 subscribers as measured 30 August 2026. Telegram Register, tgregister.com/channel/d_ticker.
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.