안녕하세요, YM리서치입니다.
돈되는 고민만을 담아내겠습니다.
‼️Disclaimer‼️
본 채널은 투자 판단에 참고가 될만한 정보의 제공만을 목적으로 매수/매도에 대한 추천이 아니며, 채널의 콘텐츠는 작성자의 주관적인 견해를 바탕으로 그 정확성이나 완전성을 보장할 수 없습니다.
투자자 본인의 판단과 책임 하에 투자 의사결정을 해야 하며, 본 채널에서 다루는 내용들은 구독자의 투자 결과에 따른 법적 책임이 없음을 밝힙니다.
Created
12 March 2023 — measured — cross-checked against a third-party dataset (ext.tg_channel)
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 10 August 2026 and assigned it the closest of 31 fixed categories, at 33% 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.
Observations
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Content that also appears on other registered channels
Posts published here appear word for word on 1 other registered channel. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
Matching posts — open both and compare (4 of the pairs behind the counts below)
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.
“Published first” means first in this corpus. We hold 15 comparable posts for this entry, running 23 July 2026 to 6 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 2, the earliest publisher we hold is @ym_research — which is this entry. That is a statement about our reading window, not a claim of authorship.
Recorded under the key clone_source, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
Also posting the same content
This channel’s posts match, word for word or near enough, posts on 1 other registered channel, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.
Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
47 measurements spanning 77 days, net +381. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 39,594–40,153 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 47
Measured (UTC)
Subscribers
Change
21 Oct 2026, 17:16
40,039
-5
20 Oct 2026, 16:38
40,044
-11
19 Oct 2026, 14:58
40,055
-10
18 Oct 2026, 13:56
40,065
+4
17 Oct 2026, 11:56
40,061
+7
16 Oct 2026, 13:37
40,054
+1
15 Oct 2026, 14:09
40,053
-12
14 Oct 2026, 11:46
40,065
-23
13 Oct 2026, 02:08
40,088
+1
8 Oct 2026, 18:58
40,087
+3
4 Oct 2026, 11:36
40,084
+13
25 Sept 2026, 23:18
40,071
+61
19 Sept 2026, 04:38
40,010
-15
16 Sept 2026, 20:40
40,025
-10
14 Sept 2026, 21:17
40,035
+9
13 Sept 2026, 08:21
40,026
+19
11 Sept 2026, 11:59
40,007
+3
8 Sept 2026, 15:35
40,004
+20
5 Sept 2026, 10:01
39,984
+9
3 Sept 2026, 10:43
39,975
first reading
Engagement
204 posts held, back to 23 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 145 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
35.0%
avg views ÷ 40,039 subscribers
Avg views / post
14,000
40 posts measured
Reaction rate
0.271%
reactions ÷ views · ER floor
Posts in window
40
of 204 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.
What these figures were computed from
Window
Rolling 30 days · latest post in window 21 October 2026
Posts held
204 (23 July 2026 – 21 October 2026)
Views total
560,820
Reactions total
1,521
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
22 Oct 2026, 06:10 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
≈1,440
Videos
≈25
Links
≈4,100
Lifetime counters from Telegram’s own channel header, read 22 October 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.
Video runtime
1m 30s
Average length
30s
Measured directly from 3 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
8,163 reactions across 201 posts, in 3 distinct kinds. The most used accounts for 52.8% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
4,312
52.8%
👍
2,738
33.5%
🔥
1,113
13.6%
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 204 of the 204 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 8,326 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 204 most recent posts we hold, published 23 July 2026 to 21 October 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.
엔비디아 GTC 주요내용 (골드만삭스)
엔비디아가 GTC 베를린에서 강조한 것은 AI 인프라의 공급 확대와 구축 속도, 그리고 안전한 활용입니다. 고객들이 현재 데이터센터에서 양호한 수익성을 확보하고 있는 가운데, 공급망을 확충하고 운영 효율을 높여 AI 도입을 뒷받침하겠다는 방향입니다.
먼저 협력사들과 향후 수년에 걸친 생산능력 확대를 발표했습니다. 이비덴과 삼성전기, 유니마이크론의 기판 생산능력은 2.5배로, 앰코의 CoWoS-R 생산능력은 3배로 확대할 계획입니다. KYEC의 미국 생산능력과 SPIL의 CPO 생산능력 확대도 포함됐습니다. 골드만삭스는 이를 엔비디아가 기존 예상보다 훨씬 큰 규모의 CPU 생산 확대를 준비하는 신호로 해석했습니다.
데이터센터 구축 기간을 줄이기 위한 ‘DSX POD’도 공개했습니다. 완전히 조립된 베…
혜인, 포항 AI 데이터센터에 463억 규모 비상발전기 공급
혜인은 NeoAI Cloud가 성능, 공급 안정성, 브랜드 신뢰도를 직접 평가하는 과정에서 캐터필라 딜러로서 쌓아온 공급망과 기술지원·서비스 체계를 인정받아 공급사로 선정됐다. 이를 통해 창사 이래 단일 최대 규모의 데이터센터 프로젝트를 수주했다.
이번 계약은 혜인이 기존 데이터센터용 발전설비 공급 경험을 바탕으로 AI 데이터센터 시장에서도 수주 실적을 확보했다는 점에서 의미가 있다는 설명이다. AI 연산 수요가 늘면서 데이터센터의 규모와 전력밀도가 빠르게 높아지고 있고, 비상발전기를 포함한 전력 인프라의 중요성도 함께 커지고 있다.
혜인 관계자는 "클라우드 데이터센터와 반도체 등 대규모 전력 수요가 늘면서 비상발전기 공급과 구축 시장도 확대되고 있다"며 "기존 데이터센터 수요…
[다올투자증권 자동차/이차전지 유지웅]
🔋 이차전지(Overweight) - Non-PFE, 중국의 철수 시작
▶ ESS 시장 반사이익: 중국 업체의 미국 철수 검토 및 관세 부담으로 국내 배터리 3사의 수주 기회 확대. 주요 고객사의 데이터센터 수요 급증으로 중장기 수혜 전망
▶ Non-PFE 규제 본격화: '26년 조달 비율 시행을 앞두고 대응 역량을 갖춘 기업 위주로 실적 가속. 3Q26 LG에너지솔루션을 시작으로 4Q26 삼성SDI의 ESS 매출 급성장 기대
▶ 소재 업종 최선호주: 재무 부담이 적은 포스코퓨처엠 제시. LFP 라인 전환 투자비가 1천억 내외로 제한적이어서 양극재 업체 중 수주 모멘텀이 가장 돋보일 전망
* 보고서 원문 및 컴플라이언스
<https://buly.kr/H6ko4o8>
* 텔레그램 채널
<htt…
[AIDC] 11월, 섹터 훈풍이 다가오는 국내 AIDC
국내 AIDC는 6월 말 3개 메가 프로젝트 발표 이후 뜨거웠으나, 이후 눈에 띄는 이벤트가 부족하면서 잠시 쉬어가는 중.
그런데 각 기업의 사업은 계속해서 진행되고 있음. 개인적으로는 지금이 회사의 사업 진척과 투자자들의 체감 사이에 시차가 있는 구간이라고 생각.
10월 말부터 연말까지는 PF, 착공, 시공사 선정, 기자재 발주 등이 모여 있음. 이제는 어떤 기업이 실제 수주로 연결되는지 미리 잘 봐놓아야 할 시점!
1️⃣ 10월 말~연말, 이벤트가 가까워지는 중
🔹네이버
▪️7월 27일 공시 기준, 엔비디아 유상증자 납입 기한은 10월 30일로 설정.
▪️현재 보는 포인트는 브룩필드 PF 진행과 엔비디아 유증 납입이 예정대로 마무리되는지임.
이 두 가지가 맞물려 진행된다면 네이…
(단독) 중국 에너지저장장치(ESS) 거대 기업들, 미국 시장 집단 철수설
미국 공급망 업계에 따르면, 미국 측의 고강도 법규 제한, 관세 중첩 및 엄격한 지분 심사라는 다중 타격으로 인해 과거 미국 시장을 주도했던 중국 에너지저장시스템(ESS) 대기업들이 2026년 들어 사실상 집단으로 사업을 철수한 것으로 전해졌다.
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=90&id=0000771701_AKR6XDK313NXUP0KYL64J
"대주주 먼저" 의무공개매수에 개미도 반발…재검토 국민청원
https://n.news.naver.com/article/277/0005829503?sid=101
국민청원링크 : https://petitions.assembly.go.kr/proceed/onGoingAll/5CB27438E48555D2E064ECE7A7064E8B
채널에서도 계속 팔로업드렸던 법안입니다. 소액주주 보호 및 공정한 자본시장 정착이라는 입법 취지가 잘 발현될 수 있도록 많은 분들의 관심이 필요하겠습니다.
대주전자재료, 국민성장펀드 참여로 700억 CB 자금 조달
14일 금융감독원 전자공시에 따르면 대주전자재료는 기준가 대비 13.7% 할증된 주당 12만원에 700억 원 규모의 전환사채를 발행한다.
연초 방한했던 S사는 지난달 재차 방문해 공급 전 단계의 제반 점검 및 마지막 튜닝 논의를 진행했으며, 지상용 태양광을 담당할 T사 역시 내년 3분기 양산 시점을 확정하고 텍사스주에 20GW 규모의 제조시설을 구축할 예정이다.
T사 관계자들도 지난달 초 대주전자재료를 방문해 제조시설과 개발·품질관리 역량을 점검하고 공급 관련 실무 논의를 본격화했다. 특히 T사는 고가의 은을 사용하는 소재 기업의 조달 부담을 고려해 자사가 직접 재료를 구매해 제조 기업에 제공하는 '사급' 방식도 긍정적으로 검토 중인 것으로 알려졌다.
금융투자업계 관계자는 "앞…
CATL과 인틸리온, 유럽에서 최대 3GWh 규모의 나트륨 이온 배터리 저장 설비 구축 목표
🔥15❤5👍1
Showing the 12 most recent of 204 posts we hold for @ym_research. 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.
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 10 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.
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.
Channels Telegram recommends alongside this one
Telegram’s own answer, not this register’s. When this register asks Telegram’s API what is similar to this channel, this is the list it returns, in the exact order Telegram returns it — never re-sorted by subscribers or by anything else this register measures. The relationship, and the order, are Telegram’s; we record them and date them, and make no claim of our own about which of these channels actually resemble this one.
Read from Telegram’s recommendation API, most recently 2 September 2026. Telegram holds a list like this for a small and growing share of the register — how this is measured, and why most channel pages show nothing here.
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.
선진짱 주식공부방 @sunstudy1111 · 54,883 Telegram ranks this channel #4 of 89 here — alongside 88 others — read 2 September 2026
HS아카데미 대표 이효석 @HS_academy · 36,090 Telegram ranks this channel #10 of 90 here — alongside 89 others — read 8 September 2026
Buff @bufkr · 21,826 Telegram ranks this channel #12 of 89 here — alongside 88 others — read 21 September 2026
재야의 고수들 @gaoshoukorea · 41,225 Telegram ranks this channel #12 of 90 here — alongside 89 others — read 2 September 2026
Rafiki research @rafikiresearch · 20,551 Telegram ranks this channel #13 of 88 here — alongside 87 others — read 26 September 2026
제약/바이오/미용 원리버 Oneriver @pharmbiohana · 29,790 Telegram ranks this channel #13 of 89 here — alongside 88 others — read 7 September 2026
AWAKE - 52주 신고가 모니터링 @awake_realtimeCheck · 22,841 Telegram ranks this channel #19 of 92 here — alongside 91 others — read 20 September 2026
도PB의 생존투자 @survival_DoPB · 22,125 Telegram ranks this channel #21 of 90 here — alongside 89 others — read 21 September 2026
허혜민의 제약/바이오 소식통 @huhpharm · 24,286 Telegram ranks this channel #22 of 93 here — alongside 92 others — read 16 September 2026
조기주식회 공부방 @EarlyStock1 · 24,313 Telegram ranks this channel #28 of 91 here — alongside 90 others — read 16 September 2026
선수촌 @athletes_village · 22,049 Telegram ranks this channel #29 of 88 here — alongside 87 others — read 23 September 2026
키움증권 미국주식 톡톡 @kwusa · 36,362 Telegram ranks this channel #30 of 92 here — alongside 91 others — read 2 September 2026
유진투자증권 코스닥벤처팀 @SmallCap · 23,093 Telegram ranks this channel #36 of 96 here — alongside 95 others — read 19 September 2026
시장 이야기 by 제이슨 @bumgore · 35,389 Telegram ranks this channel #37 of 89 here — alongside 88 others — read 2 September 2026
실시간 주식 뉴스 @realtime_stock_news · 37,081 Telegram ranks this channel #39 of 93 here — alongside 92 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西 @YeouidoStory2 · 58,159 Telegram ranks this channel #41 of 92 here — alongside 91 others — read 2 September 2026
간절한 투자스터디카페 @desperatestudycafe · 18,643 Telegram ranks this channel #44 of 83 here — alongside 82 others — read 5 October 2026
신영증권 박소연 @sypark_strategy · 29,398 Telegram ranks this channel #48 of 91 here — alongside 90 others — read 8 September 2026
AWAKE - 실시간 주식 공시 정리채널 @darthacking · 65,234 Telegram ranks this channel #48 of 91 here — alongside 90 others — read 2 September 2026
피카츄 아저씨⚡️ @pikachu_aje · 25,081 Telegram ranks this channel #49 of 91 here — alongside 90 others — read 14 September 2026
이지스스트레티지 리서치 @jeilstock · 26,314 Telegram ranks this channel #50 of 93 here — alongside 92 others — read 12 September 2026
습관이 부자를 만든다. 🧘 @habit4117 · 28,054 Telegram ranks this channel #50 of 87 here — alongside 86 others — read 10 September 2026
[메리츠 Tech 김선우, 양승수, 김동관] @merITz_tech · 24,459 Telegram ranks this channel #51 of 92 here — alongside 91 others — read 17 September 2026
타점 읽어주는 여자(타자) @tazastock · 40,762 Telegram ranks this channel #55 of 89 here — alongside 88 others — read 2 September 2026
This channel appears in 42 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 21 October 2026 — this
entry's latest reading, not the date you are reading this.
“YM리서치” (@ym_research), 40,039 subscribers as measured 21 October 2026. Telegram Register, tgregister.com/channel/ym_research.
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.