Brad Gerstner (Altimeter) 11.03 저녁 All-In 선거 생중계에서 민주당의 중간선거 승리로 '최소 10~15GW의 예정 AI 설비가 가동되지 못할 수 있다'고 말했습니다. 2027년 가동 예정 43GW라는 컨센서스를 근거로 들었습니다. 다만 AI 인프라 투자가 전면 중단될 것이라는 우려는 과장됐고, 추가 규제로 일부 프로젝트가 지연되는 수준이라고 선을 그었습니다. 발언 후 코어위브, 어플라이드 디지털, IREN이 프리마켓에서 하락했습니다. → AI 수요 자체보다 전력·부지 공급 측 제약이 커졌다는 뜻입니다. 이미 가동 중이거나 승인을 받은 설비를 가진 업체의 희소가치가 커질 수 있고, 신규 착공에 의존하는 네오클라우드는 변동성이 커질 수 있습니다.

Channel
BUYagra
@psychotherapy101
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
5,931subscribers
-39 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 | -1001484797204 |
|---|---|
| Type | Channel |
| Username | @psychotherapy101 |
| Description | 시장을 움직일 '패러다임 변화'를 빠르고 심도있게 분석하여 한 발 앞선 투자를 지향합니다. 또한 시장 트렌드를 일찍 캐치하여 Big 수급 Wave에 집중합니다. [Caution] 이 채널의 모든 Feed는 투자 권유사항이 아니며 거래에 대한 모든 책임은 투자자 본인에게 있습니다. 일부 Feed는 작성자의 의견이 포함되어있습니다. |
| Created | 11 March 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 4 November 2026 |
| Measurements held | 24 |
| Confirmed unchanged | 1 time, most recently 4 November 2026 |
| On Telegram | t.me/psychotherapy101 |
Topic
Other / unclassifiable — 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 12 September 2026 and assigned it the closest of 31 fixed categories, at 95% 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 the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 4 Nov 2026, 06:28 | 5,931 | -3 |
| 1 Nov 2026, 05:41 | 5,934 | -1 |
| 28 Oct 2026, 21:57 | 5,935 | -2 |
| 25 Oct 2026, 19:27 | 5,937 | -6 |
| 22 Oct 2026, 14:46 | 5,943 | -1 |
| 19 Oct 2026, 07:16 | 5,944 | -5 |
| 15 Oct 2026, 21:15 | 5,949 | -2 |
| 12 Oct 2026, 17:07 | 5,951 | -5 |
| 6 Oct 2026, 04:41 | 5,956 | -2 |
| 29 Sept 2026, 06:37 | 5,958 | -1 |
| 18 Sept 2026, 20:39 | 5,959 | -1 |
| 14 Sept 2026, 22:01 | 5,960 | -1 |
| 11 Sept 2026, 12:54 | 5,961 | +5 |
| 6 Sept 2026, 12:58 | 5,956 | +4 |
| 1 Sept 2026, 23:15 | 5,952 | -3 |
| 29 Aug 2026, 14:05 | 5,955 | +2 |
| 26 Aug 2026, 14:06 | 5,953 | -5 |
| 23 Aug 2026, 08:02 | 5,958 | -5 |
| 19 Aug 2026, 11:35 | 5,963 | -2 |
| 16 Aug 2026, 22:13 | 5,965 | first reading |
Engagement
111 posts held, back to 6 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 11 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 5.34%
- avg views ÷ 5,931 subscribers
- Avg views / post
- 317
- 21 posts measured
- Reaction rate
- 0.228%
- reactions ÷ views · ER floor
- Posts in window
- 21
- of 111 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 6 of 21 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 5 November 2026 |
|---|---|
| Posts held | 111 (6 August 2026 – 5 November 2026) |
| Views total | 6,650 |
| Reactions total | 4 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 5 Nov 2026, 01:29 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
- Photos
- ≈8,690
- Videos
- ≈97
- Links
- ≈16,800
Lifetime counters from Telegram’s own channel header, read 5 November 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.
Reaction mix
43 reactions across 20 posts, in 4 distinct kinds. The most used accounts for 55.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 24 | 55.8% | |
| 👍 | 12 | 27.9% | |
| 👎 | 5 | 11.6% | |
| 😱 | 2 | 4.65% |
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 25 of the 111 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 43 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 111 most recent posts we hold, published 6 August 2026 to 5 November 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
Telegram’s own ‘edited’ marker: 1 of 21 posts held from the last 30 days (4.76%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
올해가 진행됨에 따라 주문 가시성은 높아지고 있지만, 시장은 AI 자금 조달 위험과 전력 병목 현상으로 인한 메모리 다운사이클이 2027년 상반기 초에 발생할 것으로 예상하고 있습니다. 이로 인해 투자자들은 "너무 저평가되어 무시할 수 없다"와 "저평가된 데에는 이유가 있다" 사이에서 논쟁을 벌이며 메모리 시장을 어려운 상황에 놓이게 하고 있습니다. 메모리 SD 격차가 단기간에 좁혀지기에는 너무 크고, 장기 계약(LTA)과 선지급금으로 메모리 수익이 완충될 것으로 예상되므로 향후 6개월 동안 주당순이익(EPS) 하향 조정은 없을 것으로 보입니다. 중장기적으로는 위험 대비 수익률이 매력적이라고 판단하여 모든 분석 기업에 대해 '중립' 의견을 유지하고 있으며, 향후 3개월간 주주 수익률 정책 상승 가능성을 기준으로 선호도 순위를 매기자면 S…
2026.11.04 17:12:40 기업명: 프로티나(시가총액: 4,692억) A468530 보고서명: 주요사항보고서(전환사채권발행결정) 발행금액 : 292억(전체대비 : 5.19%) 발행방법 : 사모 전환가액 : 48,061원(현재가 : 42,250원) 최저조정 : 33,643원 표면이율 : 0.0% 만기이율 : 1.0% 납입일자 : 2026-11-12 청구시작 : 2027-11-12 청구종료 : 2031-10-12 * 투자자 수성국민성장코스닥벤처 일반 사모투자신탁(수익차등) 수성코스닥벤처H8 일반 사모투자신탁 마르스 코스닥벤처 일반사모증권투자신탁 제3호 트러스톤국민성장첨단전략산업일반사모투자신탁제1호 하나 국민성장 코스닥벤처 일반사모투자신탁 제1호 ... 공시링크: https://dart.fss.or.kr/dsaf001/main.do…
중국 반도체 지수 과창50 +8.4% 민주당의 압도적인 승리는 중국 주식에 긍정적으로 작용 민주당이 장악한 의회는 트럼프의 변덕스러운 행동을 억제할 가능성이 높아, 중국이 대응책을 준비할 충분한 시간을 벌어주기 때문이라고 판단하기 때문 특히 기술 봉쇄에 대한 낙관전 기대론이 금일 시장에 반영 중
민주당, 미국 상원 과반 의석 확보 — DDHQ 전망 미국 민주당이 공화당이 차지하고 있던 다수의 상원 의석을 탈환하면서 상원 다수당 지위를 확보했다고 선거 분석기관 디시전데스크HQ(DDHQ)가 전망했다. 이번 결과는 도널드 트럼프 대통령에 대한 극적인 중간선거 심판을 완성한 것으로 평가된다. 민주당은 워싱턴 정치를 수세대에 걸쳐 어느 지도자보다 강력하게 지배해 온 트럼프 대통령을 견제할 수 있는 의회 권력을 확보하게 됐다. 민주당, 공화당 강세 지역에서도 승리 민주당은 선거 당일 전통적인 공화당 강세 지역에서 상원 선거 승리를 거두며 공화당을 충격에 빠뜨렸다. - 텍사스: 민주당 승리 - 캔자스: 민주당 승리 - 사우스캐롤라이나: 민주당 승리 - 오하이오: 민주당 승리 민주당이 상원 다수당을 차지하기 위해서는 공화당 의석 4석을 탈…
뉴욕타임즈에 따르면 트럼프 대통령이 화요일 밤 중간선거 결과를 수용하고 민주당과 협력할 준비가 돼 있다는 입장을 표명. 트럼프 대통령은 뉴욕타임즈와의 인터뷰에서 “저는 그 결과를 전적으로 받아들일 의향이 있습니다”라고 발언. 이어 “우리는 민주당과 협력할 것이며, 그들과 함께 일하기를 기대하고 있습니다. 아마도 어떤 합의점을 찾을 수 있을 것입니다”라고 언급. 트럼프 대통령은 공화당의 선거 패배 원인으로 자신이 투표용지에 이름을 올리지 않았다는 점을 지목. 또한 사우스캐롤라이나주 공화당 상원의원 달린 그레이엄과 텍사스주 공화당 법무장관 켄 팩스턴 등 후보들을 지지한 데 후회가 없다는 입장 유지. 당시 민주당은 하원과 상원 모두에서 다수당 지위를 확보할 가능성이 높아지고 있었으며, 달린 그레이엄은 선거에서 패배하고 켄 팩스턴은 상원의원 …
미국 텍사스주 연방 상원의원 선거에서 민주당 제임스 탈라리코 후보가 트럼프 대통령의 지지를 받은 공화당 켄 팩스턴 후보를 꺾고 승리하며 민주당이 의석 탈환에 성공했다는 보도. 텍사스주에서 민주당 후보가 연방 상원의원에 당선된 것은 1988년 로이드 벤슨 민주당 상원의원의 재선 이후 처음.
제목 : 아리스타, AI 수요 급증에 구매약정 $114억…메모리 장기계약 *연합인포맥스* 아리스타 네트웍스(NYS: ANET)의 제이시리 울랄 CEO는 ‘26년 3분기 실적 발표 컨퍼런스콜에서 “AI 네트워킹 시장이 슈퍼사이클에 진입했으며, 업계 전반의 공급망 제약과 부품 부족이 지속되고 있다. 고객들의 AI 인프라 투자 확대에 대응하기 위해 공급업체들과 긴밀하게 협력하고 있다”고 밝혔다. “현재 이더링크 고객 수는 100곳을 넘어섰으며, ‘27년 말까지 10종 이상의 AI 가속기와 관련해 아리스타 네트워크가 연결하는 AI 컴퓨팅 인프라 규모가 10GW를 초과할 것으로 예상한다. AI 인프라는 기존의 중앙집…
제목 : 슈퍼마이크로, AI 서버 랙 월 8,000대 생산 추진…액체냉각 확대 *연합인포맥스* 슈퍼마이크로 컴퓨터(NAS: SMCI)의 찰스 리앙 CEO는 FY27 1분기(‘26년 7~9월) 실적 발표 컨퍼런스콜에서 “AI 서버 수요 증가에 대응하기 위해 실리콘밸리와 대만의 생산시설을 확대하고 있다. ‘26년 12월까지 월간 8,000대 이상의 고성능 서버 랙 생산능력을 확보할 계획이며, 이가운데 직접액체냉각(DLC) 방식의 서버 랙은 4,000대 이상을 차지할 것이다”고 밝혔다. “엔비디아(NAS: NVDA)의 차세대 베라 루빈 및 VR72 기반 서버 랙을 공급하고 있으며, 관련 CPU 랙도 출하할 준비가 완료…
텍사스 주지사, 민주당의 Gina Hinojosa가 56%의 득표율로 리드중(38%개표됨) 해당 소식에 데이터센터등 추가 건설이 지연될 우려가 급증함에 따라 AI주 급락중이라 판단됨.
Posted without readable text
👍1
속보 : 선거 당일 텍사스·아이오와·미시간·메인주의 판세가 공화당 쪽으로 기울면서, 민주당이 상원 다수당을 차지할 가능성이 낮아지고 있다. https://x.com/Kalshi/status/2117719967332438103
Showing the 12 most recent of 111 posts we hold for @psychotherapy101. 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.
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@athletes_village · 22,1542 posts카이에 de market
@cahier_de_market · 23,0672 posts우주방산AI로봇 아카이브
@defence_24 · 10,1352 posts[하나 Global ETF] 박승진
@globaletfi · 20,5622 posts키움증권 미국주식 톡톡
@kwusa · 36,2532 postsMarket News Feed
@marketfeed · 39,6702 postsYM리서치
@ym_research · 39,8582 postsFinancialJuice
@FinancialJuice · 8,3751 post[삼성 문준호의 반도체를 전하다]
@GlobalTechMoon · 6,9931 postITM. IDEATOMONEY
@ToEllisIsland · 2,0411 post[메리츠 중국 최설화]
@china_kis · 10,6651 post글로벌 테크/기업
@chinaitev · 5,1501 post중국주식반점(饭店)
@chinastockrestaurant8 · 4,8191 post에테르의 AI뉴스
@clawnewssummary · 2,9661 post딘스티커 Dean's Ticker
@d_ticker · 16,1301 post건설/조선/리츠 | 강경태 | 한국투자증권
@enc210406 · 9,4081 post유진투자증권 산업분석실 테크/인프라팀
@eugene2team · 7,0331 post프리라이프
@free_life59 · 12,7101 post💻반도체 소부장💻[그로쓰리서치]
@growth_semi · 8,6581 post습관이 부자를 만든다. 🧘
@habit4117 · 28,2811 post하나증권 미국주식 강재구
@hana_us_stock · 11,6281 post기술적 분석으로 보는 주식시장 (by 소라게아빠)
@hermitcrab41_1 · 21,4831 post실시간 역외 첩보망 PRO
@hyperspect · 4,7121 postIH Research
@ihresearch · 8,8061 post플렉서블 리서치
@ivy77788 · 5,9091 post이지스스트레티지 리서치
@jeilstock · 26,2651 post[삼성리서치] 테크는 역시 삼성증권
@jw_tech · 14,2011 post키움증권 해외선물 톡톡
@kwtok · 9,4371 post[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 24,6961 post[미래에셋 에너지/정유화학] 이진호
@miraeoillee · 7,0791 post머니보틀
@moneybottle · 15,7331 postRafiki research
@rafikiresearch · 20,6741 post[신한 리서치본부] 화장품/의복
@shinhanconsumer · 1,8621 post감단투자
@sim_the_best · 1,9011 postCTRINE
@teamctrine · 8,1431 post테크밸리 Insight
@triple_stock · 13,4171 post지엘리서치_ 독립리서치
@valjuman · 7,2391 postordinary subinium
@web3subin · 9,7531 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 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.
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.
@SmallCap · 23,020
Telegram ranks this channel #4 of 96 here — alongside 95 others — read 19 September 2026
@jeilstock · 26,265
Telegram ranks this channel #8 of 93 here — alongside 92 others — read 12 September 2026
@Jstockclass · 26,522
Telegram ranks this channel #12 of 90 here — alongside 89 others — read 13 September 2026
@huhpharm · 24,266
Telegram ranks this channel #14 of 93 here — alongside 92 others — read 16 September 2026
@TNBfolio · 25,129
Telegram ranks this channel #16 of 93 here — alongside 92 others — read 15 September 2026
@kkkontemp · 21,111
Telegram ranks this channel #19 of 84 here — alongside 83 others — read 30 September 2026
@pharmbiohana · 29,781
Telegram ranks this channel #19 of 89 here — alongside 88 others — read 7 September 2026
@sunstudy1111 · 55,125
Telegram ranks this channel #19 of 89 here — alongside 88 others — read 2 September 2026
@globaletfi · 20,562
Telegram ranks this channel #21 of 86 here — alongside 85 others — read 28 September 2026
@kimcharger · 25,226
Telegram ranks this channel #22 of 88 here — alongside 87 others — read 15 September 2026
@realtime_stock_news · 36,989
Telegram ranks this channel #22 of 93 here — alongside 92 others — read 2 September 2026
@gaoshoukorea · 41,224
Telegram ranks this channel #22 of 90 here — alongside 89 others — read 2 September 2026
@mistergray_11 · 19,767
Telegram ranks this channel #24 of 78 here — alongside 77 others — read 1 October 2026
@bornlupin · 49,195
Telegram ranks this channel #25 of 91 here — alongside 90 others — read 2 September 2026
@corevalue · 67,128
Telegram ranks this channel #25 of 93 here — alongside 92 others — read 2 September 2026
@kwusa · 36,253
Telegram ranks this channel #26 of 92 here — alongside 91 others — read 2 September 2026
@easobi · 23,370
Telegram ranks this channel #27 of 87 here — alongside 86 others — read 18 September 2026
@survival_DoPB · 22,092
Telegram ranks this channel #28 of 90 here — alongside 89 others — read 21 September 2026
@merITz_tech · 24,696
Telegram ranks this channel #28 of 92 here — alongside 91 others — read 17 September 2026
@Yeouido_Lab · 43,469
Telegram ranks this channel #30 of 90 here — alongside 89 others — read 2 September 2026
@FastStockNewsUSA · 40,990
Telegram ranks this channel #31 of 89 here — alongside 88 others — read 2 September 2026
@growthresearch · 40,111
Telegram ranks this channel #32 of 90 here — alongside 89 others — read 2 September 2026
@awake_realtimeCheck · 22,881
Telegram ranks this channel #34 of 92 here — alongside 91 others — read 20 September 2026
@tazastock · 40,946
Telegram ranks this channel #34 of 89 here — alongside 88 others — read 2 September 2026
This channel appears in 49 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. 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 4 November 2026 — this entry's latest reading, not the date you are reading this.
“BUYagra” (@psychotherapy101), 5,931 subscribers as measured 4 November 2026. Telegram Register, tgregister.com/channel/psychotherapy101.
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.