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BK Tech Insight - 바바리안 리서치

@Barbarian_Global_Tech

On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry

9,103subscribers

+0 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-1001726007972
TypeChannel
Username@Barbarian_Global_Tech
Description안녕하세요! 바바리안 리서치에서 글로벌 테크를 담당하고 있는 BK라고 합니다. 주식 투자에 있어서 테크 기업들의 중요도가 계속 커지고 있습니다. 국내외 모두 적용될 수 있는 테크 소식들의 맥락을 핵심 위주로 전달드릴 수 있도록 하겠습니다. 조금 긴 분석은 네이버 프리미엄 콘텐츠에서 제공드리고 있습니다. 부족하지만 좋은 분석을 드리도록 노력하겠습니다. 주의) 본 채널은 매수 매도 추천이 아닙니다. 투자 책임은 본인에게 있습니다
Created12 May 2022measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held5
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/Barbarian_Global_Tech

Growth

9,1009,1069,1036 August 2026 — 9,103 subscribers6 August 2026 — 9,103 subscribers7 August 2026 — 9,100 subscribers9 August 2026 — 9,106 subscribers12 August 2026 — 9,103 subscribers6 August 202612 August 2026
5 measurements spanning 6 days. 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 9,099–9,107 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 13:339,103-3
9 Aug 2026, 21:519,106+6
7 Aug 2026, 04:529,100-3
6 Aug 2026, 10:179,103no change
6 Aug 2026, 10:069,103first reading

Engagement

22 posts held, back to 10 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 14 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
37.9%
avg views ÷ 9,103 subscribers
Avg views / post
3,450
18 posts measured
Reaction rate
0.154%
reactions ÷ views · ER floor
Posts in window
18
of 22 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 17 of 18 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 11 August 2026
Posts held22 (10 July 202611 August 2026)
Views total62,153
Reactions total94
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 15:33 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
218
Videos
4
Links
666

Lifetime counters from Telegram’s own channel header, read 12 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.

Reaction mix

136 reactions across 21 posts, in 1 kind.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
136100.0%

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 21 of the 22 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 136reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 22 most recent posts we hold, published 10 July 2026 to 11 August 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

11 Aug 2026, 00:27 UTC≈1,050 views3 reactionsread 12 August 2026
Forwarded from @SDH_construction

Fermi 첫 데이터센터 임대 계약 체결 - Project Matador 캠퍼스에서 첫 구속력 있는 고객 임대 계약을 체결 - AI 클라우드 제공업체 TensorWave Inc.의 자회사인 TensorWave TEX1과의 이번 임대 계약은 총 222MW의 전력을 지원하는 시설에 대한 것 - 이 계약은 초기 15년 계약 기간 동안 약 65억 달러의 총 계약 수익을 창출할 것으로 예상되며, 두 번의 5년 연장 옵션 포함 - 텐서웨이브는 2H27부터 단계적으로 입주할 예정 - 이번 임대 계약에는 두 개의 추가 데이터센터에 대한 확장권이 포함되어 있으며, 이를 통해 총 세 단계에 걸쳐 전체 용량이 650MW 이상으로 늘어날 수 있음 Fermi의 Matador Project의 원전 4기 공사는 현대건설 파이프라인에 포함된 상황입니다. https:

3

10 Aug 2026, 05:36 UTC986 viewsread 12 August 2026
Forwarded from @KISemiconPhoto

TSMC 7월 매출: 467,580NTD mn (+5.6% MoM, +44.7% YoY)

10 Aug 2026, 05:09 UTC≈2,100 views1 reactionsread 12 August 2026

안녕하세요 바바리안 리서치 BK 입니다 이번 실적 기간에서 셀온과 급등이 많지만 또 새로운 내용을 찾기는 어려운데요 이번 실적 발표에서 가장 관심있게 볼만한 기업은 카메코 였고 대형 원전은 다시 슬슬 잘 봐야하는 장작들이 쌓이고 있습니다 자세한 내용은 저희 위클리를 참고해주세요! 감사합니다 https://contents.premium.naver.com/barbarian/stockideas/contents/260810135925084hu

1

5 Aug 2026, 06:56 UTC≈2,410 views2 reactionsread 12 August 2026
Forwarded from @chinastockrestaurant8

[원자력 부문 급등, 창푸 주가 10% 이상 상승] 오후에는 원자력 부문이 이례적으로 상승세를 보였으며, 창푸 주가는 10% 이상 상승했다. 롱파 원자력, 구성전기, 중국국가원자력건설, 장쑤 선통, 라이치 인텔리전트 제조, 헤쭌 인텔리전트가 급등했다. 뉴스 소식으로는, 2026년 7월 31일 국무원 집행회의에서 랴오닝의 장허 1단계 원자력 발전 프로젝트 4개를 승인하기로 결정했으며, 총 8기의 신규 유닛과 총 투자 규모는 1,700억 위안을 초과할 것으로 예상된다. 이는 2026년에 승인된 첫 번째 원자력 발전 프로젝트 배치이며, 제15차 5개년 계획 기간 동안 진행됩니다.

2

4 Aug 2026, 11:18 UTC≈3,580 views4 reactionsread 12 August 2026

[ Entegris(ENTG) 2Q26 실적: 강력한 Beat & 가이던스 상향 ] ✅ 한줄 요약 • 매출과 EPS 모두 컨센서스를 크게 웃돌았으며, 3분기에도 추가 성장을 제시 • 반도체 수요 회복과 고객사 설비투자 확대가 동시에 나타난 매우 긍정적인 실적 📊 2Q26 실적 vs. 컨센서스 • 매출: $883.2M → 컨센서스 $834.7M 대비 +5.8% 상회 → 전년 대비 +11.5%, 전분기 대비 +8.8% • 조정 EPS: $0.93 → 컨센서스 $0.82 대비 +13.4% 상회 → 전년 대비 +40.9%, 전분기 대비 +8.1% • GAAP EPS: $0.61 → 전년 $0.35 / 전분기 $0.60 • 조정 영업이익률: 24.5% → 전년 20.9% 대비 +3.6%p → 전분기 23.6% 대비 +0.9%p • 조정

4

4 Aug 2026, 07:39 UTC927 views7 reactionsread 12 August 2026
Forwarded from @merITz_techPhoto

Ibiden 가이던스 상향의 배경 1. AI 서버용 고부가가치 제품과 범용 서버용 IC 패키지 기판 수요가 기존 예상보다 강하게 나타남 2. 전년도 양산을 시작한 Ono 공장의 안정적인 생산과 기존 생산능력의 효율적 활용으로 판매량이 기존 계획을 상회했으며, 고부가가치 제품 중심의 높은 판매가격도 실적에 기여 3. 엔화 약세 효과와 함께 향후 AI 서버·범용 서버용 제품의 견조한 수요, 스위치 IC용 제품 수요 확대가 예상됨에 따라 높은 가동률과 판매가격이 유지될 것으로 전망

7

3 Aug 2026, 14:35 UTC≈4,610 views9 reactionsread 12 August 2026

[ Google DeepMind CSO "전례 없는 Capex는 RSI 베팅" ] ━━━━━━━━━━━━━━ ■ RSI가 새로운 목표 지점 • DeepMind CSO Jasjeet Sekhon, UC버클리 Agentic AI Summit 발언 • RSI(재귀적 자기개선) = AI가 스스로 더 나은 AI를 만드는 능력 • "RSI는 투자 논리의 핵심 부분" → AGI를 대체하는 업계 새 goalpost • 2023년부터 연구자들 사이 회자 → 최근 수 주 사이 기업 공식 수사로 부상 ━━━━━━━━━━━━━━ ■ "AI 에어포켓" 경고 • Google 올해 AI 인프라 지출 약 $2,000억 + 내년 대폭 증액 계획 • Sekhon: "현재 AI 매출은 capex를 지탱하지 못한다" • "지출은 했는데 매출이 안 나타나는 에어포켓 위험

9

3 Aug 2026, 14:28 UTC≈2,020 views7 reactionsread 12 August 2026

https://contents.premium.naver.com/barbarian/stockideas/contents/260803232721129wj

7

3 Aug 2026, 08:41 UTC≈1,630 views7 reactionsread 12 August 2026
Forwarded from @FastStockNewsUSA

중국 CXMT, 베이징에 두 번째 메모리 칩 공장 건설 검토 중 (소식통) CXMT가 새로운 칩 공장 건설을 위해 베이징시 정부 지원 기술 및 제조 허브와 자금 조달 협상을 진행 중이라고 소식통들이 전했다.

7

31 Jul 2026, 14:11 UTC≈2,870 views2 reactionsread 12 August 2026
Forwarded from @KimchiTerminal

미국 10년물 국채 금리가 4.7388%로 상승하며, 2025년 1월 이후 최고치를 기록함.

2

29 Jul 2026, 19:40 UTC≈3,660 views5 reactionsread 12 August 2026
Forwarded from @marketfeed

TREASURY 30-YEAR YIELD TOPS 5.20% FOR THE FIRST TIME SINCE 2007. ...

5

29 Jul 2026, 07:00 UTC≈2,780 views5 reactionsread 12 August 2026
Forwarded from @deandatbond

7월 FOMC 프리뷰 (Bloomberg) 결론: 지금처럼 다양한 가능성의 분포를 안고 FOMC 회의를 들어가는 것은 드문 일. 간발의 차로 금리 동결 전망. 지금 인상한다면 이점이 적을 것. 긴축 정책은 인플레이션을 실질적으로 낮추기 훨씬 전에 경제 활동을 제약하기 때문 - 내부적으로 인상파와 동결파 의견이 팽팽히 대립하는 가운데 결국 워시 의장이 캐스팅보트를 쥐게 될 것. 5개의 TF가 연말이 되어서야 완료된다는 점과 최근 인플레이션 지표 둔화 및 고용 퀄리티 하락 등을 감안할 때 당장 금리를 올리기보다는 더 많은 데이터를 기다리는 쪽을 선택할 가능성이 높다고 판단 - 연준 내부의 표심을 살펴보더라도 즉각 금리 인상을 위한 확실한 과반수가 형성되지 않은 상태. 로건, 해맥 등은 인상 주장하며 반대표 던질 것으로 예상하지만, 다수의 투

5

Showing the 12 most recent of 22 posts we hold for @Barbarian_Global_Tech. 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.

Citation-graph rank

Citation-graph rank — 318,621 of 1,340,412entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.

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 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.

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 12 August 2026 — this entry's latest reading, not the date you are reading this.

“BK Tech Insight - 바바리안 리서치” (@Barbarian_Global_Tech), 9,103 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/Barbarian_Global_Tech.

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.