#가비아 #UQ 님 https://blog.naver.com/anordinarydad/224352549224

Channel
둥지새
@doongsae
On this record: Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry
1subscribers
+0 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1003123260743 |
|---|---|
| Type | Channel |
| Username | @doongsae |
| Description | 나 둥새 너 누구 |
| Created | Between 1 September 2025 and 30 November 2025 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 14 August 2026 |
| Last confirmed live | 17 September 2026 |
| Measurements held | 2 |
| On Telegram | t.me/doongsae |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 21:31 | 1 | no change |
| 7 Aug 2026, 19:41 | 1 | first reading |
Engagement
20 posts held, back to 6 June 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 1 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 22 July 2026. An engagement rate over an empty window would be a number about nothing.
What this channel posts
- Photos
- 40
- Links
- 46
Lifetime counters from Telegram’s own channel header, read 14 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.
Recent posts
🤩드러켄밀러 인터뷰_모건스탠리 하드레슨 "제가 그(조지 소로스)에게서 배운 것은 '사이징(sizing, 포지션 규모 설정)'이었습니다. 당신이 맞았느냐 틀렸느냐가 중요한 것이 아니라, 당신이 맞았을 때 얼마나 많이 벌고 틀렸을 때 얼마나 많이 잃느냐가 중요하다는 것입니다. "제가 흉터가 너무 많아서 당신은 믿지 못할 정도라는 점을 먼저 말씀드리겠습니다. 제가 99년 나스닥 멜트업(폭등장)에서 어떻게 플레이했는지 모두가 알고 있습니다. 1월에 완벽하게 팔아치웠다가, 그러고 나서 정확히 꼭대기 상단에서 다시 사들였죠. 누군가 '그것으로부터 무엇을 배웠습니까?'라고 묻기에 저는 '아무것도 안 배웠다'고 했습니다." "저는 그걸하지 말아야 한다는 것을 이미 20년 전에 배웠었습니다. 하지만 저는 감정적으로 변했고, 그것과 매일 싸우고 있습니다.…
https://finviz.com/map
정보) 6월달 한달 내내 사이드카들과 써킷브레이커로 염병떤거같은데 지수 월간 수익률은 0%이다
주식을 팔까 말까 고민할 때 우리가 던져야 할 질문은 단 하나입니다. '아이디어가 소진됐는가?' <주식하는 마음> 홍진채
https://blog.naver.com/kk_kontemp/224329458014
섹터뿌시기 >> 빠르게 끝내라 1달에 1개씩이든
P사이클 종료후 Q사이클 가면서 주가조정 그 후 PER 리레이팅으로 다시 주가상승
Photo, posted without a caption
받)
제가 생각하는 한국 반도체 생태계의 가장 이상적인 시나리오는 결국 대만의 OSAT 생태계처럼 크는 방향인데요 TSMC 풀캐파에 따른 빅테크 물량 낙수효과 발생 ↓ 삼성 파운드리가 이 물량을 먹음(테슬라 AI5·6, 엔비디아 그록 등) ↓ 첨단 패키징 캐파 증설 필요 ↓ 국내 OSAT(엠코, 두산테스나, 네패스, SFA반도체 등)에 낙수효과 ↓ 반도체 후공정 장비 생태계도 동반 성장 뭐 대략 이런 구조가 그려질텐데요. 대만에서 TSMC와 ASE가 보여준 그림입니다. 결국 이게 되려면 두 번째 과정인 삼성 파운드리의 역할이 중요합니다. 지금 빅테크 레퍼런스의 수율을 잡음으로써 반드시 신뢰성을 입증해야 할테고요. 삼성 파운드리가 최선단 공정을 HBM 베이스다이에 먼저 적용하고 성숙화하는 구조가 나오고 있어, 이전보다는 확실히 실력이 올라온 …
외인의 전닉 지분율이 거의 '빈집' 수준이어서 향후 수급의 다크호스가 될 가능성에 대해서 언급했던 블로그 캡쳐화면 참조 https://t.me/cahier_de_market/9484
Showing the 12 most recent of 20 posts we hold for @doongsae. 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
Republishes
Channels on the register whose posts this channel has forwarded.
@cahier_de_market · 22,4832 posts한투증권 미국/중국전략 정정영
@G2strategy · 16,1531 post캬오의 공부방
@Kyaooo · 17,3971 post양파농장
@Onionfarmer · 15,9861 postYeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,3091 post독서하는 투자자
@areadinginvestor · 8151 postBZCF | 비즈까페
@bzcftel · 10,0881 post딘스티커 Dean's Ticker
@d_ticker · 15,5511 postDART Story - Core Journal
@dartstory · 4,1461 post돈타쿠
@dontak00 · 14,2711 post서화백의 그림놀이 🚀
@easobi · 23,6321 post점프
@jump0000 · 3,1711 post김찰저의 관심과 생각 저장소
@kimcharger · 24,8771 postKK Kontemporaries
@kkkontemp · 19,8261 post용산의 현인
@petrojimmy · 7,0821 post도PB의 생존투자
@survival_DoPB · 22,2751 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
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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“둥지새” (@doongsae), 1 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/doongsae.
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.