메모리(8) : 신호는 더 강해졌지만 시장은 조용하다 베센트, 워시, 엔비디아, Luna, 허깅페이스, CPX https://m.blog.naver.com/cahier/224399969906

Channel
잠실개미&10X’s N.E.R.D.S
@jake8lee
On this record: Growth · Engagement · What this channel posts · Posts · Citations · Handles named that no longer answer · Telegram's recommendations · Cite this entry
17,300subscribers
+182 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001150586161 |
|---|---|
| Type | Channel |
| Username | @jake8lee |
| Created | 29 June 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 8 September 2026 |
| Measurements held | 26 |
| Confirmed unchanged | 1 time, most recently 8 September 2026 |
| On Telegram | t.me/jake8lee |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Sept 2026, 08:39 | 17,300 | +13 |
| 5 Sept 2026, 02:20 | 17,287 | -8 |
| 3 Sept 2026, 09:36 | 17,295 | -4 |
| 2 Sept 2026, 03:54 | 17,299 | +12 |
| 31 Aug 2026, 04:55 | 17,287 | -3 |
| 30 Aug 2026, 01:18 | 17,290 | -7 |
| 29 Aug 2026, 00:25 | 17,297 | -3 |
| 27 Aug 2026, 22:15 | 17,300 | -5 |
| 25 Aug 2026, 21:28 | 17,305 | -2 |
| 24 Aug 2026, 23:38 | 17,307 | +10 |
| 23 Aug 2026, 10:28 | 17,297 | +2 |
| 21 Aug 2026, 19:54 | 17,295 | -1 |
| 20 Aug 2026, 17:35 | 17,296 | +4 |
| 19 Aug 2026, 15:34 | 17,292 | -9 |
| 17 Aug 2026, 14:05 | 17,301 | +9 |
| 16 Aug 2026, 04:58 | 17,292 | +6 |
| 14 Aug 2026, 13:55 | 17,286 | +1 |
| 13 Aug 2026, 02:23 | 17,285 | +37 |
| 12 Aug 2026, 02:43 | 17,248 | +35 |
| 11 Aug 2026, 03:27 | 17,213 | first reading |
Engagement
308 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 54 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 14.7%
- avg views ÷ 17,300 subscribers
- Avg views / post
- 2,540
- 246 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 246
- of 308 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.
| Window | Rolling 30 days · latest post in window 3 September 2026 |
|---|---|
| Posts held | 308 (5 August 2026 – 3 September 2026) |
| Views total | 624,703 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 09:26 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
- 14s
- Average length
- 14s
Measured directly from 1 video 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.
Recent posts
https://blog.naver.com/doctordk/224399513622
변화가 감지될때가 가장 중요한 순간 https://blog.naver.com/doctordk/224399388163
Photo, posted without a caption
누가보면 국가에서 하이닉스에 전기랑 물 공짜로 대준 줄 알겠네 하고 보는데 오마이뉴스 게다가 오늘은 전기세 5년치를 선납하라고 했다지? ㅋㅋㅋ 나같아도 해외에 공장 짓고 싶을듯 ^^ 근데 또 우덜식 논리에 따르면 중국은 되고 일본과 미국은 안되고 중국에 짓는다 했으면 쌍수들고 환영했을듯, 리더의 품격 이라고 치켜세워주고 ㅎㅎ 더불어 기업이 짊어진 사회적 부채도 잊어선 안 됩니다. 반도체 산업은 막대한 전력과 용수 등 수많은 국가 인프라의 집중적인 투입을 바탕으로 성장했습니다. 특히 숱한 위기를 넘겨온 SK하이닉스의 역사는 정부의 지원과 국민의 세금이 없었다면 불가능했습니다. 해외 정부의 보조금이나 최태원 회장의 개인적 신념을 이유로 국가와 국민의 이익에 반하는 결정을 내려서는 안 됩니다. https://n.news.naver.com…
모건스탠리 3분기 디램/낸드 전 부문 ASP 상승률 예상치 상향조정
브로드컴( $AVGO) AI 목표치 발표: 2026 회계연도(FY26): 약 580억 달러 2027 회계연도(FY27): 약 1,150억 달러 (약 2배) 2028 회계연도(FY28): 약 2,300억 달러 (다시 2배) 단 2년 만에 AI 반도체 매출 4배 성장 공급 및 수요 현황: 2027년과 2028년 공급 물량은 이미 모두 확보된 상태이며, 현재 수요는 2027년 전망치를 넘어서는 수준 수익 목표: 2028 회계연도 주당순이익(EPS) 30달러 이상 목표
$AVGO
Photo, posted without a caption
[메리츠증권 전기전자/IT부품 양승수] Broadcom FY3Q26 실적이 발표되었습니다. ▶ Broadcom FY3Q26 실적발표 주요 지표 ■ FY3Q26 Earnings - 매출액: 295.9억달러 (+85.5% YoY / +33.4% QoQ) vs. 컨센서스: 294.4억달러 - 영업이익(Non-GAAP): 200.9억달러 (+226.4% YoY / +83.5% QoQ) vs. 컨센서스: 196.9억달러 - EPS(Non-GAAP): 3.32달러 (+2.4달러 YoY / +1.3달러 QoQ) vs. 컨센서스: 3.23달러 ■ 사업부별 분기 실적 - Semiconductor Solutions: 208.4억달러 (+127.4% YoY / +38.8% QoQ) vs. 컨센서스: 205.1억달러 - Infrastructure …
[기득권 심판] 이라는 대국민 읍소 하나로 지금의 자리까지 간 그의 행보들 자 이제 누가 '기득권'이지? 기본소득당 당헌은 사무총장을 상임대표가 임명하되, 전국운영위원회가 인준하도록 규정하고 있다. 2020년 2월 1일 진행된 두번째 회의에서 남편 박씨의 임명에 대한 인준이 이뤄졌는데 용 후보자 부부가 참석한 가운데 진행됐다. 회의 결과를 보면 당시 참석자는 서울, 경기, 대전, 광주, 전북 등 7개 지역 위원들과 용 후보자 부부 등 총 9명이었다. 박씨는 사무총장에 임명된 지 두 달여 만에 상임대표 권한대행까지 맡았다. 용 후보자가 2020년 3월 비례연합정당 ‘더불어시민당’의 비례대표 후보자 출마를 위해 상임대표직에서 사퇴했기 때문이다. 이후로 박씨는 기본소득당 전략기획실장, 기획조정실장 등 주요 당직을 지냈고 현재 전략기획부총장으로…
[KB증권 음식료] 천고마비의 계절: 가격 인상 · 환율 하락 · 증설 모멘텀의 삼중주 작성: 잠실개미&10X 텔레그램 https://t.me/jake8lee/13898 ✅ 음식료는 역사적으로 환율 하락 수혜 섹터로 분류됐으나 최근에는 해외 사업 확대로 환 변동성이 일부 완화되는 중. 종목별 민감도는 KT&G·삼양식품·오리온 일부 부정적, 그 외 긍정적. 원/달러 10% 상승 시 순이익 영향(2025년 기준)은 KT&G +10.1%, 삼양식품 +4.2%, 롯데칠성 -0.1%, 롯데웰푸드 -4.0%. 즉 환율 하락 최대 수혜는 롯데웰푸드(코코아 직수입)와 롯데칠성(펩시 원액 수입). 다만 삼양식품은 연 누적 평균환율을 사용하기 때문에 환율 하락 영향이 시장 우려 대비 크지 않음 [삼양식품] ✅ 첫 해외 공장인 중국 저장성 자싱 신공장이 …
Showing the 12 most recent of 308 posts we hold for @jake8lee. 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.
@Kyaooo · 17,3773 posts뺀지뤼의 SKLab.(스크랩)
@bbanjil · 10,7552 posts프리라이프
@free_life59 · 12,7292 postsRyu일무이
@ryu1moo2 · 1,1292 posts트리플 아이 - Insight Information Indepth
@triple_stock · 12,8512 posts에테르의 일본&미국 리서치
@aetherjapanresearch · 34,3611 postAI MASTERS
@ai_masters_community · 13,9061 post개미굴 - 햇제 팝업스토어
@ants_village · 1,5341 post밥대장의투자공부방
@babdaejanginvest · 3281 postBrain and Body Research
@Brain_And_Body_Research · 35,1351 postChee's 잡동사니!!
@cheeyn · 3551 post낭랑화의 경제이야기
@economicrypto · 6,4391 post급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,5371 post감자캐기
@gamjaring · 11 post가투방(DCTG) 저장소
@gatubang · 14,6671 post해기사투자자의 무한도전
@haetwo · 4,8491 post[인베스퀴즈]
@invesqz · 5,8321 post김찰저의 관심과 생각 저장소
@kimcharger · 24,8361 post投資, 아레테
@mstaryun · 18,5961 post너쟁이의 성실한 추추생활
@nje2e · 8,4001 post힙한 펭미업의 1인칭 시점
@pengmeup · 9,1351 post용산의 현인
@petrojimmy · 7,1081 post파워포치
@powerporch82 · 6251 postThe Truth_투자스터디
@repeatandrepeat · 5,7661 postYM리서치
@ym_research · 40,0041 post
Republishes
Channels on the register whose posts this channel has forwarded.
@bornlupin · 47,72024 posts카이에 de market
@cahier_de_market · 22,33822 posts[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 23,92617 posts에테르의 일본&미국 리서치
@aetherjapanresearch · 34,36114 postsKK Kontemporaries
@kkkontemp · 19,31614 postsYM리서치
@ym_research · 40,00412 posts꿈을 담는 단지
@dykim0210 · 3,3646 posts교보 음식료/화장품 권우정
@kyobofnbcosmetic · 5,7585 posts프리라이프
@free_life59 · 12,7294 posts벨루가의 주식 헤엄치기
@beluga_investment · 7,4903 posts[인베스퀴즈]
@invesqz · 5,8323 posts[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 11,4693 posts시장 이야기 by 제이슨
@bumgore · 35,2802 postsD의 테크 투자
@DrDtech · 2,8452 posts가투방(DCTG) 저장소
@gatubang · 14,6672 posts엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 25,9352 postsKOREA DAILY INSIGHT - KIS GREG KIM
@KISGregKim · 6,3732 postsMacro Jungle | micro lens
@Macrojunglemicrolens · 23,5612 posts대왕밀크티의 능동적 세상읽기
@milkteaking42 · 1,0452 posts投資, 아레테
@mstaryun · 18,5962 posts[ IT는 SK ]
@skitteam · 18,0022 posts선수촌
@athletes_village · 21,6311 post재테크야간자율학습🌗
@capitalmosquito · 4,2531 post[메리츠 중국 최설화]
@china_kis · 10,3451 post전종현의 인사이트
@chunjonghyun · 9,8921 post반붐온? 방붐온?
@cpshelter · 5,3791 postDAJU - 기업 공시
@daju_dart · 4,3651 postAWAKE - 실시간 주식 공시 정리채널
@darthacking · 65,0621 post부자고양이
@DorisDD2033 · 4,4291 postDS Tech 이수림
@dssemicon · 5,2531 post한투증권 미국/중국전략 정정영
@G2strategy · 15,9431 post최선생네 반지하
@guroguru · 15,3501 post한라산유기농백수
@hallasanorganicfire · 3,6171 post하나증권 미국주식 강재구
@hana_us_stock · 10,8961 post유안타 손현정 [유틸리티(전력기기)/음식료]
@HJS_YSK · 4,1311 post(촉수엄금) 프랍트레이더 전용 터미널
@hyperspect · 3,8551 post인포마켓 infomarket
@infomarketopen · 8,5961 post미국 주식 인사이더 🇺🇸 (US Stocks Insider)
@insidertracking · 70,7171 post투자의 빅 픽처를 위한 퍼즐 한 조각
@investment_puzzle · 14,3941 post플렉서블 리서치
@ivy77788 · 5,9651 post주식창고X투자버튼
@JCxTB · 6,3231 post이지스스트레티지 리서치
@jeilstock · 26,5721 post[삼성리서치] 테크는 역시 삼성증권
@jw_tech · 13,9031 post스탁이지 - AI 투자 어시스턴트
@maddingStock · 20,4181 post메리츠증권 리서치
@meritz_research · 27,2491 postRafiki research
@rafikiresearch · 20,5911 post레드버드 기업분석
@redbirdstock · 9,9421 post주식클라쓰_하창봉👍
@sharpha · 9,1431 postMZ실버만의 메모장
@silver_mansachs · 8,0571 post해결
@solve_liberate · 1,5601 postCTRINE
@teamctrine · 7,3501 postTNBfolio
@TNBfolio · 24,6681 postW리서치
@Wave_Research · 1,7531 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 8 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.
@Brain_And_Body_Research · 35,1353 posts프리라이프
@free_life59 · 12,7292 posts가투방(DCTG) 저장소
@gatubang · 14,6672 posts뺀지뤼의 SKLab.(스크랩)
@bbanjil · 10,7551 post급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,5371 post해기사투자자의 무한도전
@haetwo · 4,8491 post힙한 펭미업의 1인칭 시점
@pengmeup · 9,1351 post트리플 아이 - Insight Information Indepth
@triple_stock · 12,8511 post
Names
Channels on the register whose handles appear in this channel's posts.
@aetherjapanresearch · 34,3613 posts최선생네 반지하
@guroguru · 15,3502 postsMacro Jungle | micro lens
@Macrojunglemicrolens · 23,5612 posts[ IT는 SK ]
@skitteam · 18,0022 postsTNBfolio
@TNBfolio · 24,6682 postsAI Post — Artificial Intelligence
@aipost · 712,7301 postcontact for buy this username
@creatoriq · 41 post프리라이프
@free_life59 · 12,7291 post한라산유기농백수
@hallasanorganicfire · 3,6171 post하나증권 미국주식 강재구
@hana_us_stock · 10,8961 postKK Kontemporaries
@kkkontemp · 19,3161 postMarket News Feed
@marketfeed · 38,2941 post[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 23,9261 post[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 11,4691 post해결
@solve_liberate · 1,5601 post메리츠 투자전략 황수욱
@soowook_hwang · 2,4341 postW리서치
@Wave_Research · 1,7531 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.
Handles this channel named that no longer answer
- Dead references
- 1
- handles named in this channel’s posts, vacant today
- Evidenced gone
- 1
- we ourselves saw one of these resolve, at some point
- Never seen alive
- 0
- vacant every time we have ever looked
@jake8lee named 1 handle that resolve to nothing today. That is a fact about the reference, not necessarily a fact about the handle’s history — see the two groups below.
Most of these may never have existed as a live channel at all. A handle a channel names can be a typo, an aspirational name nobody registered, or a channel that was already gone before this one ever mentioned it. Unless a row below is marked evidenced, all we know is that it references a handle that is not a live channel today — not that anything “died”. How this is measured.
Evidenced gone
We ourselves saw each of these resolve to a real page at some point before it went vacant — a genuine, evidenced change, not an inference from absence.
named in 1 post, 12 August 2026 – 12 August 2026 · confirmed gone 23 August 2026 (two independent sightings — see how we confirm a dead handle)evidenced
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.
@gaoshoukorea · 41,201
Telegram ranks this channel #21 of 90 here — alongside 89 others — read 2 September 2026
@HS_academy · 36,203
Telegram ranks this channel #23 of 90 here — alongside 89 others — read 8 September 2026
@HANAchina · 35,040
Telegram ranks this channel #24 of 92 here — alongside 91 others — read 2 September 2026
@ym_research · 40,004
Telegram ranks this channel #24 of 89 here — alongside 88 others — read 2 September 2026
@pharmbiohana · 29,914
Telegram ranks this channel #32 of 89 here — alongside 88 others — read 7 September 2026
@corevalue · 67,711
Telegram ranks this channel #36 of 93 here — alongside 92 others — read 2 September 2026
@shmstory · 38,041
Telegram ranks this channel #38 of 89 here — alongside 88 others — read 2 September 2026
@bornlupin · 47,720
Telegram ranks this channel #39 of 91 here — alongside 90 others — read 2 September 2026
@Yeouido_Lab · 43,265
Telegram ranks this channel #43 of 90 here — alongside 89 others — read 2 September 2026
@growthresearch · 40,119
Telegram ranks this channel #50 of 90 here — alongside 89 others — read 2 September 2026
@kwusa · 36,617
Telegram ranks this channel #54 of 92 here — alongside 91 others — read 2 September 2026
@tazastock · 40,116
Telegram ranks this channel #54 of 89 here — alongside 88 others — read 2 September 2026
@bumgore · 35,280
Telegram ranks this channel #55 of 89 here — alongside 88 others — read 2 September 2026
@YeouidoStory2 · 58,354
Telegram ranks this channel #56 of 92 here — alongside 91 others — read 2 September 2026
@FastStockNews · 128,687
Telegram ranks this channel #63 of 92 here — alongside 91 others — read 2 September 2026
@sunstudy1234 · 54,339
Telegram ranks this channel #64 of 89 here — alongside 88 others — read 2 September 2026
@realtime_stock_news · 37,268
Telegram ranks this channel #70 of 93 here — alongside 92 others — read 2 September 2026
@aetherjapanresearch · 34,361
Telegram ranks this channel #73 of 89 here — alongside 88 others — read 3 September 2026
@darthacking · 65,062
Telegram ranks this channel #74 of 91 here — alongside 90 others — read 2 September 2026
@sypark_strategy · 29,561
Telegram ranks this channel #77 of 91 here — alongside 90 others — read 8 September 2026
This channel appears in 20 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 8 September 2026 — this entry's latest reading, not the date you are reading this.
“잠실개미&10X’s N.E.R.D.S” (@jake8lee), 17,300 subscribers as measured 8 September 2026. Telegram Register, tgregister.com/channel/jake8lee.
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.