Evercore ISI, 블룸 에너지(Bloom Energy, $BE)에 대해 '아웃퍼폼(Outperform)' 투자의견, 목표주가 350달러 "어제 장 마감 후, 블룸 에너지는 마이텍 홀딩스(MiTAC Holdings)의 자회사이자 고성능·고효율 서버 솔루션의 글로벌 공급업체인 마이텍 컴퓨팅 테크놀로지(MiTAC Computing Technology Corp)와의 파트너십 확대를 발표했습니다. 이번 협력에 따라 블룸은 기존 산호세 제조 시설의 설치 사례에 이어 캘리포니아주 프리몬트에 위치한 마이텍의 AI 서버 제조 캠퍼스 독립형 마이크로그리드(islanded microgrid)에 연료전지 시스템을 구축할 예정이며, 이를 통해 캘리포니아 내 두 사업장의 총 계약 현장 전력 용량을 크게 늘리게 됩니다. 당사가 보기에 이번 발표에서 가장 중요…

Channel
제이지의 투자이야기
@JgrowthInv
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
3,011subscribers
-1 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
Register entry
| Telegram ID | -1001723332798 |
|---|---|
| Type | Channel |
| Username | @JgrowthInv |
| Created | 14 December 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 7 August 2026 |
| Last confirmed live | 11 August 2026 |
| Measurements held | 2 |
| Confirmed unchanged | 2 times, most recently 11 August 2026 |
| On Telegram | t.me/JgrowthInv |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Aug 2026, 02:03 | 3,011 | -1 |
| 7 Aug 2026, 04:31 | 3,012 | first reading |
Engagement
25 posts held, back to 4 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 3 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 5.63%
- avg views ÷ 3,011 subscribers
- Avg views / post
- 170
- 25 posts measured
- Reaction rate
- 0.553%
- reactions ÷ views · ER floor
- Posts in window
- 25
- of 25 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 4 of 25 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 7 August 2026 |
|---|---|
| Posts held | 25 (4 August 2026 – 7 August 2026) |
| Views total | 4,240 |
| Reactions total | 4 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 00:12 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.
Reaction mix
4 reactions across 3 posts, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 4 | 100.0% |
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 4 of the 25 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 4reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 25 most recent posts we hold, published 4 August 2026 to 7 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
#핵심광물, #희토류, #미국, #중국 Rio Tinto, BHP Summoned to Critical Minerals Meeting With Trump 💡 Comment: 백악관은 중국 중심 공급망 의존도를 낮추기 위한 핵심광물 정책을 강조하기 위해 Rio Tinto, BHP, Freeport-McMoRan 등 주요 업체 경영진을 트럼프 대통령과의 회의에 초청했습니다. 회의에서는 핵심광물 개발과 가공을 촉진하기 위한 복수의 계약과 양해각서가 공개될 예정입니다. 미국 정부는 광산에서 자석 생산까지 이어지는 공급망 구축을 위해 약 100억달러를 투입하는 정책을 추진하고 있습니다. https://www.bloomberg.com/news/articles/2026-08-06/rio-tinto-bhp-summoned-to-critical-min…
한국 PCB 업체들이 AI 서버 투자 확대의 수혜를 뚜렷하게 받고 있습니다. 대덕전자, 심텍, 티엘비는 모두 2분기에 호실적을 기록했으며, 매출보다 영업이익 증가율이 훨씬 높게 나타났습니다. 대덕전자: 매출 +63%, 영업이익 35배 이상 증가 심텍: 매출 +51%, 영업이익 10배 이상 증가 티엘비: 매출 +38%, 영업이익 +86% 이 같은 실적 개선은 반도체 패키징 기판, AI 데이터센터용 PCB, 서버 메모리 모듈용 PCB 등 고부가가치 제품군에 집중되고 있습니다. 각 업체의 주요 강점은 다음과 같습니다. 대덕전자: FC-BGA, FC-CSP, AI 서버용 **다층기판(MLB)**에 강점 심텍: **반도체 패키지 기판(Package Substrate)**과 메모리 모듈용 PCB가 핵심 사업 티엘비: 서버용 DDR5 모듈 PCB…
2026.08.07 17:18:54 기업명: 키움증권(시가총액: 7조 2,784억) A039490 보고서명: 타법인주식및출자증권취득결정 취득회사 : 포스코인터내셔널(POSCO INTERNATIONAL CORPORATION)(대한민국(Republic of Korea)) 주요사업 : 상품 중개업 취득금액 : 4,727억 자본대비 : 7.03% - 취득 후 지분율 : 4.91% 예정일자 : 2026-09-07 취득목적 : 내부 투자의사결정에 따른 지분 취득 * 취득방법 시간외대량매매 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807800912 회사정보: https://finance.naver.com/item/main.nhn?code=039490
https://www.moneytoring.ai/post/UG9zdFR5cGU6NTYzMg%3D%3D
ㄴ오늘 닛케이 급등주는 반도체 소재·엔터테인먼트·정유·화장품·공장자동화로 비교적 다양합니다. 다만 급락주에는 레이저텍·소프트뱅크그룹·SCREEN 등 고밸류 AI·반도체 종목들이 몰려 있어, 지수의 속내까지 편안한 장세는 아닙니다. 실제로 닛케이지수도 반도체주 약세에 밀리고 있습니다. 레조낙홀딩스는 반도체 패키징·후공정 소재와 흑연전극 등을 만드는 첨단소재 기업입니다. AI용 반도체 후공정 소재 판매가 급증하며 상반기 코어 영업이익이 전년 대비 2.6배로 늘었고, 연간 코어 영업이익 전망도 1,960억엔으로 40% 상향하면서 상한가 부근까지 급등했습니다. 반다이남코는 게임과 완구·콘텐츠를 아우르는 일본 대표 IP 기업입니다. 건담·드래곤볼·원피스·다마고치 관련 완구와 카드가 호조를 보이며 1분기 매출 3,284억엔, 영업이익 692억엔으로…
“사람 모낭이 자랐다”…오르엔트바이오 OND-1, 미녹시딜보다 탈모 치료 효과 10배 강력 https://n.news.naver.com/mnews/article/018/0006346632?sid=101
https://www.yna.co.kr/view/AKR20260807008700071
https://v.daum.net/v/20260807060255488
https://n.news.naver.com/mnews/article/008/0005396752?rc=N&ntype=RANKING&sid=001
트럼프 정부, 1조7400억원 주고 RWE 해상풍력 3곳 철회 https://n.news.naver.com/mnews/article/421/0009101632?sid=104
❤2
>>알파벳, 최대 250억 달러 규모 회사채 발행 추진 •구글의 모회사 알파벳이 최대 250억 달러 규모의 달러화 투자등급 회사채 발행을 통해 자금 조달에 나설 예정 •이는 빅테크 기업들이 AI 인프라 투자를 위해 대규모 차입에 나서는 흐름의 최신 사례이자, 현재 시장의 투자심리를 직접 시험하는 계기가 될 전망 •최종 발행 규모는 아직 확정되지 않았으며, 보도에 따르면 알파벳은 2년물부터 40년물까지 최대 10개 만기 트랜치로 채권을 발행할 계획 •발행 소식이 전해진 뒤 미국 국채 금리는 전 구간에서 상승, 특히 장기물의 상승폭이 두드러졌음. 10년 만기 미 국채 금리는 약 4.65%까지 상승 •이번 회사채 발행은 알파벳이 2026년 자본지출 전망을 상향한 지 약 2주 만에 추진되는 것. 회사는 2026년 연간 자본지출 전망을 최대 …
Showing the 12 most recent of 25 posts we hold for @JgrowthInv. 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 — 904,753 of 1,160,990entries 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@Ten_level · 17,1043 posts순대렐라의 바이오 하우스
@BIOWORLDJD · 4,0182 posts루팡
@bornlupin · 46,8482 posts에이프릴바이오 IR채널: 리레이팅 2026
@aprilbioipr · 4,4081 postAurum Research - 투자 정보 공유
@AurumResearch · 3,2061 postBad Onion 나쁜양파
@Badonions · 3,5671 post벨루가의 주식 헤엄치기
@beluga_investment · 7,2521 post미래에셋 제약/바이오 김승민
@bioksm · 14,7401 post한화 철강 권지우
@cheolkangtracking · 6001 postAWAKE - 실시간 주식 공시 정리채널
@darthacking · 64,3501 post우주방산AI로봇 아카이브
@defence_24 · 9,6741 post한투증권 미국/중국전략 정정영
@EMchina · 15,3771 post작업중이양
@eyang92 · 7,2011 post하나 중국/신흥국 전략 김경환
@HANAchina · 34,8291 post아트합시다.
@Korea_value · 5,5021 post投資, 아레테
@mstaryun · 18,1581 post요약하는 고잉
@one_going · 46,0771 postBUYagra
@psychotherapy101 · 5,9681 post스몰인사이트리서치
@smallinsightresearch · 5,6931 post타점 읽어주는 여자(타자)
@tazastock · 39,6791 post여의도스토리 Ver2.0
@YeouidoStory2 · 58,5721 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 8 August 2026 — this entry's latest reading, not the date you are reading this.
“제이지의 투자이야기” (@JgrowthInv), 3,011 subscribers as measured 8 August 2026. Telegram Register, tgregister.com/channel/JgrowthInv.
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.