미국 상원 선거 이제 미시시피와 알라스카만 남았는데 미시시피(deep deep red state)는 후보자간 득표 차이 43표에 불과. 남은 투표 수는 2000개 정도라고. 알라스카도 박빙인데, 여기는 과반 후보자가 없으면 탈락한 후보자의 표를 나눠주는 선호 투표제를 실시(유권자의 선호도를 왜곡없이 반영하는 제도)한다고 함.
Channel
삼성리서치 매크로 정성태
@samsung_macro
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry
8,383subscribers
+826 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 | -1001425475418 |
|---|---|
| Type | Channel |
| Username | @samsung_macro |
| Description | I’m back |
| Created | 21 October 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 3 November 2026 |
| Measurements held | 24 |
| Confirmed unchanged | 1 time, most recently 3 November 2026 |
| On Telegram | t.me/samsung_macro |
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 90% 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 |
|---|---|---|
| 3 Nov 2026, 00:25 | 8,383 | +11 |
| 31 Oct 2026, 03:15 | 8,372 | +59 |
| 27 Oct 2026, 21:10 | 8,313 | +3 |
| 24 Oct 2026, 22:46 | 8,310 | +23 |
| 21 Oct 2026, 15:27 | 8,287 | +33 |
| 18 Oct 2026, 10:16 | 8,254 | +36 |
| 15 Oct 2026, 00:21 | 8,218 | +12 |
| 11 Oct 2026, 19:20 | 8,206 | +14 |
| 5 Oct 2026, 05:35 | 8,192 | +77 |
| 26 Sept 2026, 15:17 | 8,115 | +66 |
| 17 Sept 2026, 14:17 | 8,049 | +83 |
| 13 Sept 2026, 20:17 | 7,966 | +97 |
| 9 Sept 2026, 21:18 | 7,869 | +12 |
| 4 Sept 2026, 21:59 | 7,857 | +28 |
| 1 Sept 2026, 09:35 | 7,829 | +18 |
| 29 Aug 2026, 06:04 | 7,811 | +1 |
| 26 Aug 2026, 06:11 | 7,810 | +19 |
| 23 Aug 2026, 05:46 | 7,791 | +86 |
| 19 Aug 2026, 07:05 | 7,705 | +36 |
| 16 Aug 2026, 01:56 | 7,669 | first reading |
Engagement
111 posts held, back to 31 July 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 22 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 56.2%
- avg views ÷ 8,383 subscribers
- Avg views / post
- 4,710
- 21 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- 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.
| Window | Rolling 30 days · latest post in window 4 November 2026 |
|---|---|
| Posts held | 111 (31 July 2026 – 4 November 2026) |
| Views total | 98,880 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 4 Nov 2026, 23:03 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
- ≈1,280
- Links
- ≈27
Lifetime counters from Telegram’s own channel header, read 4 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.
Recent posts
Telegram’s own ‘edited’ marker: 8 of 21 posts held from the last 30 days (38.1%) 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).
28년과 30년 상원의원 선거는 민주당 우세 지역이 많음. 이번 선거 deep red 주에서 민주당 승리로, 상원에서 32년까지 민주당 우위가 지속될 것(상원 임기 6년)
1932년 대공황 이후 처음으로 캔사스에서 민주당 상원의원 당선 유력 비료와 디젤 가격 폭등에 분노한 캔사스 농부들이 도로시가 아니라 트럼프를, 오즈가 아니라 레임덕으로 날려 버렸네요.
공화당 강세지역인 플로리다에서 공화당 우위 1.5%. 24년 대선 격차는 13.1%.
27년에도 capex 투자는 좋겠지만 28-29년은 자신이 없다는 BCA 아직 26년인데 27년이 아니라 28년이 문제라니…
중간 선거 이후 불확실성 해소? 52년 이후 중간선거날부터 연말까지 높은 확률로 주식시장 수익률이 높았다는 주장이 있는데, 엄밀하게 보자면, 52년 이후 중간선거 없는 해에도 그만큼은 올랐기 때문에 단순한 기대 정도로 보임.
TSL의 Dario AI의 commodity화가 초래할 위험을 경고. 신났네요 ㅋ
1. 데이터센터는 인프라이다. 대체로 인프라의 수익률은 높지 않다. 그렇지만 현재 데이터센터 1GW 건설비는 400-500억 달러이다. 결코 싸다고 볼 수 없다. 2. 그렇지만, AI 서비스는 날이 갈수록 정교해지고 가격은 내려가고 있다. 경쟁의 강도가 높아지고 있기 때문이다. 높은 경쟁 강도로 GPU 임대비용은 치솟고, 인프라 투자는 확대된다. 3. 최근 연구에 따르면, 소비자들은 AI 서비스 가격에 민감하다. 가격이 낮은 서비스로 언제든지 이동할 준비가 되어 있다. 경쟁 강도가 낮아질 여지가 낮다는 의미이다. 4. 여전히 코딩과 금융을 제외한 분야에서 AI 덕분에 AI로 인해 높아졌다는 증거는 없다. 측정의 문제일 수 있다. 아마도 AI 활용을 늘리면서 삶의 질은 높아졌을 개연성이 높다. 주위에서 비슷한 사례를 목격하고 있다(팬데믹 …
1년 전에도 비슷한 고민 또는 우려가 있었네요.
”투자자들이 던져야 할 질문은 이러한 투자에 대해 매력적인 수익률을 안겨줄 만큼 충분한 사업 규모와 이익이 창출될 수 있는가 하는 점“ 그는 ’제 생각에 그에 대한 답은 아무도 모른다는 것입니다‘라며, 그렇다면 ’우리는 결정을 내릴 때 이 점을 반드시 고려해야 합니다‘라고 덧붙였습니다.“ 단, 이러한 질문들은 healthy하다고 덧붙임.
Kalshi에서도 민주당 상원 승리 베팅이 상승.
NY Times/Siena 조사 텍사스와 캔사스에서도 민주당이 꽤 앞서 가는 모양새. NYT의 성향을 감안해도 꽤 놀랍네요.
Showing the 12 most recent of 111 posts we hold for @samsung_macro. 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.
Posts edited after publishing
@samsung_macro edited 2 posts after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
- First edit seen
- 10 August 2026
- Most recent edit
- 18 August 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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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.
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 3 November 2026 — this entry's latest reading, not the date you are reading this.
“삼성리서치 매크로 정성태” (@samsung_macro), 8,383 subscribers as measured 3 November 2026. Telegram Register, tgregister.com/channel/samsung_macro.
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.