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Channel

해기사투자자의 무한도전

@haetwo

On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry

4,843subscribers

+137 since we began measuring on 7 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001839490666
TypeChannel
Username@haetwo
CreatedBetween 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded7 August 2026
Last confirmed live16 September 2026
Measurements held13
Confirmed unchanged1 time, most recently 16 September 2026
On Telegramt.me/haetwo

Topic

Crypto & trading — 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 77% 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.

Growth

4,7064,8514,778.57 August 2026 — 4,706 subscribers7 August 2026 — 4,706 subscribers11 August 2026 — 4,718 subscribers15 August 2026 — 4,811 subscribers18 August 2026 — 4,809 subscribers21 August 2026 — 4,825 subscribers24 August 2026 — 4,851 subscribers27 August 2026 — 4,844 subscribers30 August 2026 — 4,843 subscribers3 September 2026 — 4,842 subscribers8 September 2026 — 4,849 subscribers12 September 2026 — 4,847 subscribers16 September 2026 — 4,843 subscribers4,8437 August 202616 September 2026
13 measurements spanning 40 days, net +137. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 4,684–4,873 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
16 Sept 2026, 01:414,843-4
12 Sept 2026, 07:194,847-2
8 Sept 2026, 08:594,849+7
3 Sept 2026, 09:564,842-1
30 Aug 2026, 20:574,843-1
27 Aug 2026, 22:484,844-7
24 Aug 2026, 22:064,851+26
21 Aug 2026, 08:234,825+16
18 Aug 2026, 03:024,809-2
15 Aug 2026, 02:254,811+93
11 Aug 2026, 12:054,718+12
7 Aug 2026, 13:174,706no change
7 Aug 2026, 13:094,706first reading

Engagement

44 posts held, back to 6 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 6 pages 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 44 posts for this entry, the most recent from 12 August 2026. An engagement rate over an empty window would be a number about nothing.

Reaction mix

25 reactions across 9 posts, in 4 distinct kinds. The most used accounts for 60.0% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
1560.0%
👀416.0%
🗿416.0%
💯28.00%

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 10 of the 44 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 25 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 44 most recent posts we hold, published 6 August 2026 to 12 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.

Recent posts

12 Aug 2026, 04:03 UTC84 viewsread 12 August 2026
Forwarded from @cahier_de_marketPhoto

번스타인 AI 단계별, 메모리 카테고리별 수요강도

12 Aug 2026, 03:40 UTC457 viewsread 12 August 2026

거래량은 안터져서 일단 찐반등일지는 모르겠음

12 Aug 2026, 03:36 UTC483 views2 reactionsread 12 August 2026
Forwarded from @ChosunCrypto1

나 조선코인은 악의 세력이 창궐하는것이 느껴집니다 악의 세력은 현재 멋대로 주주환원 컨센 세운 뒤 추후 발표될 주주환원정책에 따라 민첩하고 똑똑하게 메모리 주식 향후 움직임 예견하며 대응하기 를 하고 있는 것으로 보이는데요 어떤 놈이 퍼뜨린 건지 모르겠는데 아주 쓰잘데기 없는 행동이죠 삼성전자 하이닉스가 내린 것은 주주환원정책이 미흡해서 내린 것도 아니고 앞으로 오를 때도 주주환원정책 기대감으로 오르는 것이 아닙니다 그냥 충분히 올라서 잠시 내려가고 싶었던 것 뿐이며 이제는 올라가고 싶은 마음이 들어 오르는 것이죠 오르고 내리는 것에 이유가 필요하다고 느껴지신다면 그것은 저주에 걸린 상태라고 할 수 있습니다 겉보기에만 그럴듯한 똑똑 분석 이유를 읽으며 공허한 지적 허영심을 채워서는 결코 진리에 도달할 수 없습니다 맑은 마음가짐

1💯1

12 Aug 2026, 03:35 UTC478 viewsread 12 August 2026

AI병목을 원래는 데이터센터 구축 자체로만 생각했는데, 이제는 사람의 뇌와 반도체 칩 사이 모든커넥션부분에서 데이터가 움직이면서 생기는 병목을 해결하는 것들이 나올것임. 이런 관점으로 봐야 투자기회를 많이 찾을수있을거라고 생각.

12 Aug 2026, 03:32 UTC481 viewsread 12 August 2026

전닉 롱으로 보고있지만 그거와는 별개로 2분기 기업들 컨콜 통해서, 이제 B2B AI 시장이 개화했다고 판단. 데이터는 쉴새없이 뿜어져나올거고 이제야 플라이휠이 돌아간다고 생각. 2국면 진입 으로 보고 있음

12 Aug 2026, 03:28 UTC507 viewsread 12 August 2026

전닉 둘다 오를거지만 닉스를 좋게보는이유 현재 메모리의 피크아웃을 뒤집어줄 빅 재료는 장기계약. 그것이 트리거가 될것이기에, 어떻게?누구랑?얼마나?무엇을? 할지에 따라 전닉마 밸류가 차이가 날거라고 생각. 지금은 전방산업의 낙수를 받는 기존 메모리 사이클을 넘어 전방산업 수요를 이용해서 진짜 "사업"을 하는 구간임. 그래서 전닉마의 각 비즈니스방향성은 다를거라고 봄. 자동차업체나 소비재쪽 장기계약 비중이 높으면 멀티플하향 요소고, 빅테크 직접계약이면 상향 요소. 그리고 현재 GPU뿐만 아니라 클라우드자체가 쇼티지로 D램 P가 너무 높아서 고객입장에서는 HBM 공급에 대한 불확실성이 많다고 생각. 그러므로 HBM은 Next제품이 들어가냐마냐 따지는건 지났다고 봄. 미래물량을 어떤p에 얼마나 계약하는지가 중요해질듯 그리고 이제 엔비디아가

12 Aug 2026, 03:23 UTC171 viewsread 12 August 2026
Forwarded from @cahier_de_market

* 매우 중요한 내용이 많이 나온 Cantor의 FMS 리뷰 - "비트 수요가 공급을 5~10%포인트 상회하며 이 격차가 이번 10년 내내 지속될 것"이라는 언급 - 컨센서스는 향후 2개 분기 내 메모리 가격 정점을 예상하고 있지만, 업계 관계자들과의 펀더멘털 논의는 전혀 다른 이야기를 전하고 있음 - (루빈울트라의 HBM) 디스펙과 관련해서는 투자자들이 원인을 잘못 해석하고 있음. 이는 전적으로 공급 가용성의 문제이지 수요 파괴가 아님 - HBM4 가격계약 : SK하이닉스가 엔비디아에 GB당 32달러, 브로드컴에 36달러, AMD에 40달러로 계약을 확정한 것으로 파악 - 트렌드포스는 낸드에 대해 27년 하반기부터 가격하락을 예상했는데, 그러나 Cantor의 대화는 상당히 긍정적이었고 부정적 데이터 포인트는 어디에서도 찾을 수

12 Aug 2026, 03:04 UTC401 viewsread 12 August 2026
Forwarded from @OnionfarmerPhoto

세상이 너무 좋아졌다 진짜

12 Aug 2026, 02:45 UTC296 viewsread 12 August 2026

1.삼성전자의 롤링 계약 매년 협상 테이블에 다시 앉아서 "잔여 기간 5년으로 또 늘릴까?" 하고 합의하는 구조입니다. 2. 마이크론의 에버그린(Evergreen) 반면 에버그린은 기한 내에 "계약 취소"를 때리지 않으면 기존 조건 그대로 자동 결제(Auto-renewal) 되어버리는 방식입니다. 삼성전자는 26~30년(5개년) 계약 기준 27년 재계약시 31년까지 연장 27년 재계약X 30년으로 고정 28년 재계약시 32년까지 연장 28년 재계약X 31년으로 고정 장점: 그해 년도에 여전히 쇼티지일시 고객들이 계약안하면 불안함 그대로 +5년으로 넘어가는 구조 단점: 재계약 시점에 공급 과잉되는거같으면 계약구조 변경 가능 마이크론은 26~30년(5개년) 계약 기준 계약 취소 안할시 31~35년 자동 연장 장점: 30년까지는 계약

12 Aug 2026, 00:27 UTC675 viewsread 12 August 2026
Forwarded from @ChosunCrypto1

이거... 흐름이 심상치 않아요 오늘부터 공격의 시작이죠 나 조선코인 8월 12일을 메모리 광복절로 선언합니다 불법 공매도 세력으로부터 여러분을 광복시키겠습니다

Showing the 12 most recent of 44 posts we hold for @haetwo. 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

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

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.

Appears in Telegram’s recommendations for other channels

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.

피카츄 아저씨⚡️
@pikachu_aje · 25,242
Telegram ranks this channel #15 of 91 here — alongside 90 others — read 14 September 2026
카이에 de market
@cahier_de_market · 22,483
Telegram ranks this channel #31 of 85 here — alongside 84 others — read 20 September 2026
조기주식회 공부방
@EarlyStock1 · 24,432
Telegram ranks this channel #52 of 91 here — alongside 90 others — read 16 September 2026
김찰저의 관심과 생각 저장소
@kimcharger · 24,877
Telegram ranks this channel #82 of 88 here — alongside 87 others — read 15 September 2026

This channel appears in 4 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.

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 16 September 2026 — this entry's latest reading, not the date you are reading this.

“해기사투자자의 무한도전” (@haetwo), 4,843 subscribers as measured 16 September 2026. Telegram Register, tgregister.com/channel/haetwo.

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.