트럼프 행정부, 새로운 AI 칩 수출 규정 마련 중 미 상무부는 중국 AI 기업들이 태국과 싱가포르 등 해외 데이터센터에 설치된 미국산 첨단 칩을 원격으로 사용하는 것을 차단하기 위한 정책을 마련하고 있습니다. 해당 규정은 데이터센터 운영사에 고객확인(KYC) 절차 이행을 요구하고, 첨단 칩을 공급받는 조건으로 중국 측의 접근을 제한하도록 할 수 있습니다. 이는 중국 기업들이 칩을 물리적으로 수입하지 않고도 규제 대상 컴퓨팅 자원을 사용할 수 있게 해온 허점을 사실상 겨냥한 조치입니다. https://x.com/wallstengine/status/2093323778944287095?s=20

Channel
메모장
@idea_memo
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
8,829subscribers
+161 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 | -1001936992599 |
|---|---|
| Type | Channel |
| Username | @idea_memo |
| Created | Between 1 April 2023 and 31 October 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 9 September 2026 |
| Measurements held | 12 |
| Confirmed unchanged | 1 time, most recently 9 September 2026 |
| On Telegram | t.me/idea_memo |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 20 August 2026 and assigned it the closest of 31 fixed categories, at 56% 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
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 9 Sept 2026, 18:15 | 8,829 | +17 |
| 4 Sept 2026, 20:16 | 8,812 | +13 |
| 1 Sept 2026, 10:06 | 8,799 | +20 |
| 29 Aug 2026, 20:33 | 8,779 | +27 |
| 26 Aug 2026, 13:04 | 8,752 | +8 |
| 23 Aug 2026, 08:58 | 8,744 | +23 |
| 20 Aug 2026, 05:44 | 8,721 | +7 |
| 17 Aug 2026, 11:38 | 8,714 | +33 |
| 13 Aug 2026, 13:47 | 8,681 | -9 |
| 10 Aug 2026, 03:54 | 8,690 | +21 |
| 7 Aug 2026, 02:00 | 8,669 | +1 |
| 6 Aug 2026, 03:05 | 8,668 | first reading |
Engagement
319 posts held, back to 5 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 28 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 7.98%
- avg views ÷ 8,829 subscribers
- Avg views / post
- 704
- 253 posts measured
- Reaction rate
- 0.268%
- reactions ÷ views · ER floor
- Posts in window
- 253
- of 319 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 84 of 253 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 28 August 2026 |
|---|---|
| Posts held | 319 (5 August 2026 – 28 August 2026) |
| Views total | 178,149 |
| Reactions total | 185 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 28 Aug 2026, 16:17 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
- Video runtime
- 7m 58s
- Average length
- 1m 08s
Measured directly from 7 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
Reaction mix
258 reactions across 90 posts, in 18 distinct kinds. The most used accounts for 43.4% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 112 | 43.4% | |
| 👍 | 56 | 21.7% | |
| 🤬 | 20 | 7.75% | |
| 😁 | 15 | 5.81% | |
| 😭 | 11 | 4.26% | |
| 🤡 | 7 | 2.71% | |
| 👏 | 6 | 2.33% | |
| 🤣 | 6 | 2.33% | |
| 🔥 | 5 | 1.94% | |
| 🙏 | 4 | 1.55% | |
| ❤🔥 | 3 | 1.16% | |
| 🗿 | 3 | 1.16% | |
| 🫡 | 3 | 1.16% | |
| 👌 | 2 | 0.775% | |
| 🤯 | 2 | 0.775% | |
| ⚡ | 1 | 0.388% | |
| ✍ | 1 | 0.388% | |
| 😱 | 1 | 0.388% |
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 115 of the 319 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 267 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 319 most recent posts we hold, published 5 August 2026 to 28 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
Russia's Gasoline output fell to about 70% of domestic consumption at the end of August - Sources (@BreakingMarketNews)
● 잭슨홀, 생각보다 매파적이지만 AI 인프라의 방향은 바뀌지 않았다 1. 케빈 워시 연설의 핵심 워시는 현재 미국 경제를 완전고용에 가까운 견조한 경기로 평가하면서, 연준의 최우선 과제는 여전히 물가라고 강조했습니다. 7월 PCE가 전년 대비 3.7%, 최근 6개월 연율 4.1%에 달하는 만큼 인플레이션이 2%를 향해 충분한 속도로 내려온다는 확신이 없다면 추가적인 정책 대응이 필요하다는 입장입니다. 다만 특정 시점의 금리 인상을 예고하는 포워드 가이던스는 피했습니다. 2. 시장 기대와 비교하면 ‘약한 매파’ 최근 높은 물가와 워시의 성향을 감안해 시장도 어느 정도 매파적 발언을 예상하고 있었습니다. 실제 연설은 기대보다 조금 강했고, 직후 9월 금리 인상 기대가 높아지며 2년물 금리가 상승했습니다. 다만 명확한 추가 인상 신호나 공…
$CRAK 부진정유곤곤래.. ㄷㄷ
$NVDA 엔비디아, 반도체 섹터와 거의 독립적으로 움직여 - 인텔($INTC)은 필반 지수($SOXX)와 가장 상관계수가 높았다더라
외국인의 관점(달러 기준)에서 전닉 주가를 보면 6/18 삼성전자 종가 기준 최고가 362,500원 * $1/1537.56원 = 약 $235.8 7/1 삼성전자 종가 314,500원 * $1/1,551.8원 = 약 $202.7 8/28 삼성전자 종가 257,000원 * $1/1,378.6원 = 약 $186.4 달러로 삼성전자 금일 종가 기준 MDD는 -20.9%인데 $MU 최고가 $1,255 대비 현재 작성시점 기준 주가 $944로 MDD 계산하면 -24.8% 환 효과까지 감안해서 주가 하락률을 보면 국장이 생각보다 잘 버틴, 그러니까 마이크론 대비 전닉 주가가 그렇게 억울할 건 없다는 결론이 될 수도 생각보다 환율을 감안하면 실적 추정치든 주가든 재밌는 현상들이 많음
환율 자체는 본질적인 펀더멘털 요소라고 볼 수는 없을 수 있지만, 실적 추정치에 영향을 주는 걸 감안하면 수출주들의 단기 추정치엔 부정적인 쪽으로, 내수주들엔 긍정적인 쪽으로 작용할 것 그러면 흔히 잘나가는 수출주는 주도주로서 멀티플도 땡겨받기 좋았을 것인데 고멀티플인 상황에서 추정치가 하향 여지가 발생하는 것이고 반대로 내수주는 저멀티플을 받던 상황에서 추정치가 상승할 여지가 발생하는 그림 원화 강세에 따른 반도체 모멘텀 약화는 달러 환율 하락에 따른 전닉 실적 추정치 하향 조정 가능성이 반영되는 걸수도? 그렇다면 개인적으로는 성장하는 내수주가 뭐가 있을지 찾아보는 건 어떨까 싶음
반도체주, 아직 ‘원화 강세’의 영향 끝나지 않았을 수 있다 크레이머는 원화 강세와 반도체 섹터 모멘텀 약화 사이에 강한 기술적 상관관계가 있다고 지적했다. 원화 강세가 코스피 지수(EWY)와 더 광범위한 반도체 거래 모두에 계속 부담을 줄 수 있다는 점도 강조했다.
💥[속보] 워시 “물가 2%로 빠르게 안 내려가면 할 일 있다”
💥[속보]워시 "AI로 슈퍼 무어의 법칙 같은 현상 일어나고 있다"
💥[속보] 케빈 워시 잭슨홀 연설 “AI는 몇년전에 예상보다 훨씬더 빠르게 성장…너무나 많은 자금이 AI 인프라에 들어오고 있다. 혁신의 속도 폭이 달라지고 있다”
💥[속보] 워시 연준의장 "현 금융여건, 긴축적이라 보기 어려워"
Showing the 12 most recent of 319 posts we hold for @idea_memo. 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@marketfeed · 38,29456 posts📰 실시간 속보 단독 뉴스
@news_kor · 15,57915 posts하나 중국/신흥국 전략 김경환
@HANAchina · 35,04013 posts미국 주식 인사이더 🇺🇸 (US Stocks Insider)
@insidertracking · 70,71712 posts루팡
@bornlupin · 47,72010 postsFinancialJuice
@FinancialJuice · 7,3268 postsBlanc Charts
@blanc_charts · 1,4086 posts급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,5376 posts하나증권 미국주식 강재구
@hana_us_stock · 10,8966 posts테크_문송합니다
@tech_Moonsong · 356 posts에테르의 일본&미국 리서치
@aetherjapanresearch · 34,3615 postsBreaking Market News
@breakingmarketnews · 4,6884 posts시장 이야기 by 제이슨
@bumgore · 35,2804 postsemchina
@G2strategy · 124 posts습관이 부자를 만든다. 🧘
@habit4117 · 27,8004 posts김치터미널
@KimchiTerminal · 4,2254 postsLive Squawk
@livesquaw · 7764 posts도태솔로 갤러리
@dotaemale · 2863 posts프리라이프
@free_life59 · 12,7293 posts🌸Crypto Judy🐰🌸
@lovejudylee · 17,7223 posts선수촌
@athletes_village · 21,6312 posts64비트사령부⚡️ 🇰🇷🇺🇸
@BTCpentagon · 6,0332 posts반붐온? 방붐온?
@cpshelter · 5,3792 posts단독 & 속보 뉴스 콜렉터
@dada_news2 · 5,7432 postsAWAKE - 실시간 주식 공시 정리채널
@darthacking · 65,0622 posts해기사투자자의 무한도전
@haetwo · 4,8492 posts이하루의 주식하루
@harulee_1004 · 9542 posts국회 제보핑(싸움핑X)
@jeboping · 3,3072 posts점프
@jump0000 · 3,1542 posts[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 11,4692 postsCTRINE
@teamctrine · 7,3502 postsTNBfolio
@TNBfolio · 24,6682 posts트릴리온
@Trillion_labs · 9,3512 postsYM리서치
@ym_research · 40,0042 postsCHO투자노트
@andyc14note · 2,0471 post돼지바
@bbong_tta · 12,7581 post변창호 코인사관학교 BCH
@BChoSN · 24,9191 post벨루가의 주식 헤엄치기
@beluga_investment · 7,4901 post카이에 de market
@cahier_de_market · 22,3381 post딘스티커 Dean's Ticker
@d_ticker · 14,9391 post💯똥밭에 굴러도 주식판
@daegurr · 23,3371 post다음 카페 인기글
@daumPopular · 8751 postDS Tech 이수림
@dssemicon · 5,2531 post다영의 뉴스공장
@dynewscollecters · 2,7751 post조기주식회 공부방
@EarlyStock1 · 24,4551 postFund Easy
@fundeasy_choi · 10,3171 post스크랩 by 훵키클리닉
@funkyclinic · 3,9231 postGhost Research
@ghostresearch · 4321 postGIVME INVEST🤑
@givme23 · 3,3051 post[하나 Global ETF] 박승진
@globaletfi · 19,9191 post도널드 J. 트럼프 대통령
@goddessTTF · 14,3831 post오를주식 - 뉴스/경제/주식
@GoUpstock · 20,9621 post한국경제
@hankyung_fin · 12,7081 postHarvey's Macro Story
@harveyspecterMike · 12,5141 post기술적 분석으로 보는 주식시장 (by 소라게아빠)
@hermitcrab41_1 · 20,2841 post호그니엘
@hogniel · 15,3201 post여고생 코쨩👉🔕
@jkkospi · 3,6751 post엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 25,9291 postKB 아시아주식 박수현
@KBAsia · 6651 postepic AI - 투자 어시스턴트
@ked_epic_ai · 8,5211 post[한투증권 로보틱스 | 최건]
@kis_robotics · 3,4651 postKK Kontemporaries
@kkkontemp · 19,3161 postKorean Frigate - 해외주식 항해일지
@KoreanFrigate · 5601 postMacro Trader
@MacroAllocation · 7,4361 post스탁이지 - AI 투자 어시스턴트
@maddingStock · 20,4181 post[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 23,9261 post홀로서기 인사이트
@mmstere · 3,9601 post머니보틀
@moneybottle · 15,4731 post묻따방 🐕
@mootda · 19,6251 post1,525 - 1,680 NEWERA
@newera1525_1680 · 2,7271 post힙한 펭미업의 1인칭 시점
@pengmeup · 9,1351 postBUYagra
@psychotherapy101 · 5,9561 post퀀텀 알고리즘
@quantum_ALGO · 7,5081 post삼성리서치 매크로 정성태
@samsung_macro · 7,8691 post산업뉴스 채널_서울경제
@sedaily_industry_company · 3,9241 post국제뉴스 채널_서울경제
@sedaily_worldwide_news · 2,6131 post고봉밥의개똥곳간
@skankinben · 4,0871 post[삼성 박준규] 글로벌 우주항공/방산
@ss_global_aerospace · 4081 post텐렙
@Ten_level · 17,1181 postTree News
@TreeNewsFeed · 34,7381 postTrendSpider
@trendspider · 3,2841 post트리플 아이 - Insight Information Indepth
@triple_stock · 12,8711 post지엘리서치_ 독립리서치
@valjuman · 6,8991 post독립리서치 밸류파인더
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@wallstbearcup · 1,1261 postYeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,2771 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 1 registered channel — 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.
@FinancialJuice · 7,3268 postsBreaking Market News
@breakingmarketnews · 4,6884 postsLive Squawk
@livesquaw · 7764 postsTNBfolio
@TNBfolio · 24,6682 postsHarvey's Macro Story
@harveyspecterMike · 12,5141 post[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 11,4691 postTrendSpider
@trendspider · 3,2841 post
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 9 September 2026 — this entry's latest reading, not the date you are reading this.
“메모장” (@idea_memo), 8,829 subscribers as measured 9 September 2026. Telegram Register, tgregister.com/channel/idea_memo.
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.