https://m.blog.naver.com/jongsukbaek/224372193468

Channel
๐ ํํ ๋ฐฑ์ idea for Tech ๐
@trendinvestment
On this record: Topic ยท Growth ยท Engagement ยท Posts ยท Citations ยท Cite this entry
290subscribers
+2 since we began measuring on 7 August 2026
Risers and fallers across the register ยท movement among entries of Under 1,000.
Register entry
| Telegram ID | -1001751489816 |
|---|---|
| Type | Channel |
| Username | @trendinvestment |
| Created | Between 1 December 2021 and 30 April 2023 โ estimated from Telegramโs id allocation, not measured. How this range is calculated. |
| First recorded | 8 August 2026 |
| Last confirmed live | 24 September 2026 |
| Measurements held | 6 |
| Confirmed unchanged | 1 time, most recently 24 September 2026 |
| On Telegram | t.me/trendinvestment |
Topic
Technology โ a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channelโs own recent posts on 23 September 2026 and assigned it the closest of 31 fixed categories, at 76% confidence. This is a modelโs 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 โ 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 |
|---|---|---|
| 24 Sept 2026, 20:36 | 290 | +1 |
| 13 Sept 2026, 01:55 | 289 | +1 |
| 5 Sept 2026, 03:36 | 288 | +1 |
| 28 Aug 2026, 01:04 | 287 | -1 |
| 8 Aug 2026, 08:18 | 288 | no change |
| 7 Aug 2026, 18:13 | 288 | first reading |
Engagement
20 posts held, back to 4 August 2026 โ the reader has not yet reached the start of this channelโs public history, so older posts may sit further back, unread. Read across 1 page of Telegramโs 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 โ we hold 20 posts for this entry, the most recent from 8 August 2026. An engagement rate over an empty window would be a number about nothing.
Recent posts
https://n.news.naver.com/article/014/0005558778
7์ ๋ฏธ๊ตญ ๊ณ ์ฉ: ์์์น ํํํ์ต๋๋ค
#๋ฉ๋ชจ๋ฆฌ #ms 1. ์ต๊ทผ ๋ฉ๋ชจ๋ฆฌ ์ฃผ๊ฐ์ ๊ฐํ๋ฅธ ์กฐ์ ์ ์ฌ์ดํด ์ข ๋ฃ๊ฐ ์๋ ๋ ธํ ๊ตญ๋ฉด์์ ๋ฐ์ํ๋ ์ผ์์ '์์ ์ฃผ๋ฆ(Small Wrinkle)'์ผ๋ก ๊ท์ ํจ. 2. 2026๋ 4๋ถ๊ธฐ ํ๊ธฐ ์ฌ์ดํด ์ง์ ์ ๋ฐ๋ฅธ ๊ฐ๊ฒฉ ์์น์ธ ๋ํ ์ฐ๋ ค๋ณด๋ค AI ์ธํ๋ผ์ ๊ฐ๋ ฅํ ์์์ ์ฃผ์ฃผํ์ ํ๋ ๊ฐ๋ฅ์ฑ์ ์ฃผ๋ชฉํจ. 3. ์ผ์ฑ์ ์์ SKํ์ด๋์ค ๋ฑ ์ฃผ์ ๊ณต๊ธ์ฌ๋ค์ด ์ฅ๊ธฐ๊ณต๊ธ๊ณ์ฝ(LTA)์ ํตํด ์ค์ ๋ณ๋์ฑ์ ๋ฎ์ถ๊ณ ํ๋ฐฉ ์ง์ง๋ ฅ์ ํ๋ณดํ๊ณ ์์์ ํ์ธ๋จ. 4. ๊ธ๊ฒฉํ ์ฃผ๊ฐ ํ๋ฝ์ผ๋ก ๋ฐธ๋ฅ์์ด์ ๋งค๋ ฅ์ด ๋์์ง ํ์ฌ๋ฅผ ์ ์ ์ ์ฌ์ง์ (Tactical Re-entry)์ ์ ๊ธฐ๋ก ํ๋จํจ.
https://n.news.naver.com/mnews/article/117/0004092635?sid=001
[๋ฏธ๋์์ ๊น์ฒ ์ค] 2์ฐจ์ ์ง/ESS : ์ฌ์ผํ๋ 10๊ฐ์ง ์ด์ (1) ํ๋ฐ๊ธฐ ๋์๊ฐ๋ฉด์ ๋์ฌ ์์ฃผ - ์ด์ ๊ธฐ์ฌํ๋ ํฌ์ค์ฝํจ์ฒ์ ์ ์์ฃผ ๊ฑด์ ๋ณธ์ง์ ๊ฐ๋ณ ๊ธฐ์ ์ ๋ณ์๋ณด๋ค ์ฐ์ ์ ์ฒด์ ์ธ ์ํฉ ๋ฐ์๋ ๊ฒฐ๊ณผ <์๋ 7์ OBBBA๋ก ์ธํ ๋ถ๋ฏธ ESS ํ ์ค๊ตญ ๊ฐ์(์ ๊ฒฉ ์์ฌ Shortage), ์ค๊ตญ ์์ฌ์ฌ๋ค์ ๊ฐ๊ฒฉ ์ธ์ ์๊ตฌ> - ์ ์ฒด ๋ณ๋ก ๋์๊ฐ๋ฉฐ ํ๋ฐ๊ธฐ ๋ถ๋ฏธ ESS ๊ด๋ จ ์์ฃผ ๋ชจ๋ฉคํ ๋ฐ์ ๋น๋ฒํ ๊ฒ - IAA๋ก ์ธํ ์ ๋ฝ OEM ํฅ ์์ฃผ ์ฌ์ดํด๋ ๋์์ ์งํ๋ ๊ฒ(๊ฐํ LFP) - 22~23๋ IRA๋ก ์ธํ ์์ฃผ ์ฌ์ดํด๊ณผ ๋น๊ต ์, 1) ๊ฑด ๋น ๊ท๋ชจ๋ ์์ผ๋, 2) ์์ฃผ ๊ฑด์ ๋น๋๋ ๋์ ๊ฒ - ํนํ, ๋ถ๋ฏธ ESS์ ๊ฒฝ์ฐ ์๋ ํ๋ฐ๊ธฐ ์์ฃผ ํ๋ก์ ํธ ๋๋น ๊ฐ๋ณ ์์ฃผ ๊ฑด์ ๊ท๋ชจ์ ์๊ณ์ด์ด ํ์ฅ๋ ๊ฒ์ผ๋ก ํ๋จ(๋ฅ์คํ ๋ผ์๋์ง 30๋ -32๋ โฆ
์ ๋ํธ๋ฆฌ ๊ณผ์ฐฝํ IPO ๊ณต๋ชจ๊ฐ ํ์ [์ผ์ฑ์ฆ๊ถ ๋ฆฌ์์น์ผํฐ ๋ก๋ด/์์งํ] โ ์ ๋ํธ๋ฆฌ, ๊ณผ์ฐฝํ IPO ๊ณต๋ชจ๊ฐ 150.80์์ ํ์ - 8์ 6์ผ ์์ฅ ๋ฐํ๊ณต๊ณ ๋ฅผ ํตํด ๊ณต๋ชจ๊ฐ๋ฅผ ์ฃผ๋น 150.80์์์ผ๋ก ํ์ , 8์ 10์ผ๋ถํฐ ์ฒญ์ฝ ๊ฐ์.์์ฅ ํ ํฐ์ปค๋ 688836 SH. - ์ด 4,044.64๋ง์ฃผ ์ ๋ ์ ์ฃผ ๋ฐํ์ด๋ฉฐ, ๊ตฌ์ฃผ ๋งค์ถ์ ์์. ๋ฐํ ํ ์ด์ฃผ์์์ ์ฝ 10% ๋น์ค. - ์ด ์กฐ๋ฌ์ก ์ฝ 60.99์ต์์, ๋ฐํ๋น์ฉ ์ฐจ๊ฐ ํ ์์ก์ ์ฝ 59.17์ต์์. ๋ก๋ด R&D, ์์ฐ๋ฅ๋ ฅ ํ์ถฉ, Embodied AI ์๊ณ ๋ฆฌ์ฆ ๋ฑ ํต์ฌ ํ๋ก์ ํธ์ ํฌ์ ์์ . โ ์์ฅ ํ ์์ด 610์ต์์, ๋ฐธ๋ฅ์์ด์ ์ ๋ค์ ๋์ ํธ - ๋ฐํ ํ ์์ ์๊ฐ์ด์ก ์ฝ 609.93์ต์์. - ๊ณต๋ชจ๊ฐ ๊ธฐ์ค, 2025๋ ์์ด์ต๊ณผ ๋งค์ถ์ก์ผ๋ก ์ฐ์ถํ PER ์ฝ 219.23๋ฐฐ, PSR โฆ
https://www.asiatime.co.kr/article/20260806500366
์ค๋ ๋ฉ๋ชจ๋ฆฌ ๋ฐ๋์ฒด ์ฝ์ธ ๋ฐฐ๊ฒฝ 1) ์๋์คํฌ ์ค์ ์ค๋ง 2) ์ด์ ๋ถํฐ Semianalysis + ๋๋ง์ฆ๊ถ์ฌ ๋ถ์ ์ ์ผํฐ ์ํฅ ์ฝ๋ฉํธ๋ค 1. ์๋น๋์ยทCSP์ ๋ฉ๋ชจ๋ฆฌ ์คํ ํํฅ ์กฐ์ (๋น์ฉ ์ ๊ฐ ๋ชฉ์ ) HBM ์ฉ๋ ์ถ์: ํ์ดํผ์ค์ผ์ผ๋ฌ(CSP)๋ค์ ์๊ฐ ์ ๊ฐ ์์ฒญ์ ๋ฐ๋ผ, Rubin Ultra์ ์ฃผ๋ ฅ ๋ฉ๋ชจ๋ฆฌ๊ฐ ๊ธฐ์กด HBM4E 12-Hi(384GB)์์ HBM4 8-Hi(192GB~256GB)๋ก ํํฅ ์กฐ์ ๋์์ต๋๋ค. (288GB/384GB 12-Hi ์ต์ ๋ ๋ณํ ์ ์ง) Vera CPU ์ฉ๋ ๊ฐ์: SOCAMM ์ฉ๋์ด 2026๋ ํ๋ฐ๊ธฐ 192GB์์ 96GB๋ก, 2027๋ 1๋ถ๊ธฐ์๋ ์ผ๋ถ SKU ๊ธฐ์ค 64GB๊น์ง ์ถ์๋ฉ๋๋ค. ์ ๊ณ ์ ๋ฐ์ ํ๋ฆ: AMD(Meta ํฅ ๋ง์ถคํ MI450) ๋ฐ ๊ตฌ๊ธ(์์ฒด TPU) ์ญ์ ๋น์ฉ ๋ถ๋ด์ ์ค์ด๊ธฐ ์ํด ์ดโฆ
https://naver.me/xHEww9e3
https://www.newsprime.co.kr/news/article/?no=742928
https://naver.me/xvC9UWV3
Showing the 12 most recent of 20 posts we hold for @trendinvestment. 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 โ was rounded by Telegram before we ever saw it โ t.me prints views in full below 1,000 and to three significant figures above, so โ1,200,000 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
Republishes
Channels on the register whose posts this channel has forwarded.
@awake_realtimeCheck ยท 22,6321 post๋ฃจํก
@bornlupin ยท 48,1991 post[๋ฏธ๋์์ ๋ฐฐํฐ๋ฆฌ/๋์คํ๋ ์ด ๊น์ฒ ์ค] ๋๋ฐฐ์
@cjdbj ยท 16,2761 postํ๋ฆฌ๋ผ์ดํ
@free_life59 ยท 12,7061 postํธ๊ทธ๋์
@hogniel ยท 15,3271 post[์ผ์ฑ๋ฆฌ์์น] ํ ํฌ๋ ์ญ์ ์ผ์ฑ์ฆ๊ถ
@jw_tech ยท 14,0681 postKK Kontemporaries
@kkkontemp ยท 19,8261 postํํํฌ์์ฆ๊ถ ๊ฒฝ์ ์ํ์ค
@lim_econ ยท 13,7981 postDS ์ํ๋ชจ์ ํฌ์์ ๋ต
@milperc ยท 6,4591 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.
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 24 September 2026 โ this entry's latest reading, not the date you are reading this.
โ๐ ํํ ๋ฐฑ์ idea for Tech ๐โ (@trendinvestment), 290 subscribers as measured 24 September 2026. Telegram Register, tgregister.com/channel/trendinvestment.
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 ยท 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.