예를 들어, Citi 메모리 - 우리는 왜 시장과 반대(Contrarian) 입장을 취하는가? 약세(Bearish)를 보이는 HBM 체크 결과(스펙 하향 조정, 하이닉스의 2027년 HBM4 ASP가 예상보다 낮음)와 SNDK(샌디스크)의 바이사이드 예상치(Bogey) 미달, 그리고 2027년 NAND 전망에 대한 부정적 기류로 인해 메모리 주가가 다시 한번 조정을 받았습니다. 그러나 당사의 업계 체크에 따르면 HBM 숏티지(공급 부족)는 2027~2028년에 더욱 심화될 것이며, DRAM/NAND의 공급 충족률(Fulfillment rate)은 2027년에 훨씬 더 낮아질 것으로 예상됩니다. 당사가 파악한 구체적 내용은 다음과 같습니다. a/ HBM 스펙 하향(사실이라 하더라도): 이는 수요 문제가 아니며, 공급은 2028년까지도 훨씬…

Channel
생각하는 사람
@LePenseurs
On this record: Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry
778subscribers
+0 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1001319814931 |
|---|---|
| Type | Channel |
| Username | @LePenseurs |
| Description | 볼만한 뉴스와 아이디어를 공유합니다. 추정치와 숫자는 상상력과 의지치가 들어간 것으로 실제와는 차이가 아주 클 수 있습니다. 투자에 대한 결과는 책임지지 않습니다. |
| Created | 22 February 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 8 August 2026 |
| Last confirmed live | 8 August 2026 |
| Measurements held | 2 |
| On Telegram | t.me/LePenseurs |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Aug 2026, 01:48 | 778 | no change |
| 7 Aug 2026, 19:40 | 778 | first reading |
Engagement
20 posts held, back to 6 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 4.54%
- avg views ÷ 778 subscribers
- Avg views / post
- 35.3
- 20 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 20
- of 20 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 7 August 2026 |
|---|---|
| Posts held | 20 (6 August 2026 – 7 August 2026) |
| Views total | 706 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 01:48 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
- ≈2,630
- Videos
- ≈84
- Links
- ≈6,140
Lifetime counters from Telegram’s own channel header, read 8 August 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
인터로조(119610) 잠정실적(연결) [영업이익] 60 억원 QoQ(%) -3.5 YoY(%) -5.0 컨센대비(%) -5.0 [PER(연율)] 8.2 http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807900142
저희 채널은 극극우 채널이 절대 아닙니다.
전과4범에 짜근엄마+@ 보유자 드럼통 매스터 대잼통께서 대한민국의 운명을 쥐고 있다라는 전설이 있는데 사실인가요?
선물투자로 1천억 말아먹구 와이프와이프체인지 하시구 쮸 알기를 개조스로 보시는 분께서 코스피의 운명을 쥐고 있다라.... 이거 완전 떠오르는 뭔가가 있는데
조선 주식은 성장, 해외 없으면 안사줌 ㅠ
메가스터디교육 둘다하는데 대전제에 막혀서 고통받는중
종목을 선정할때 가장 중요시 보는것중 하나가 배당과 자사주 매입입니다. 특히 자사주 매입은 제가 아주 좋아합니다. 공식적으로 할 수 있는 주가조작? 이거든요. 배당처럼 세금도 안땝니다. 주가가 내려가면 회사가 자사주를 매입하면서 하방을 잘 받쳐줍니다. #의견
AI 5줄요약 1. 10년 사법 리스크를 딛고 2025년 반도체 업황 회복과 대규모 영업이익 달성함. 2. 흑자 전환 직후 노조가 노란봉투법을 등에 업고 파업과 성과급 분배를 요구하며 압박함. 3. 미래 R&D 투자가 필수적임에도 정치권과 협력사까지 이익 공유를 일방적으로 강요함. 4. 생산기지 해외 이전(탈한국), 공정 무인화·AI 자동화, 공급망(SCM) 재편을 추진함. 5. 정치·노동계의 기업 발목 잡기가 지속될 경우 삼성의 완전한 해외 기업화는 불가피함. < 삼성전자 모 임원이 쓴 글 > 지난 10년의 세월을 되돌아보면 그야말로 칠흑 같은 악몽의 연속이었다는 고백 외에는 달리 표현할 방법이 없다. 정권이 바뀔 때마다 되풀이되는 정치적 프레임에 갇혀 차디찬 수감 시설에서 보낸 2년이라는 물리적 시간은 차라리 약과였을지도 모…
사형선고맞았네
늙크크가 뭐냐고 물어보시는 어르신계셔서 설명드립니다
B300 렌탈지수 ATH
Showing the 12 most recent of 20 posts we hold for @LePenseurs. 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
Republishes
Channels on the register whose posts this channel has forwarded.
@jkkospi · 3,5493 posts알음다트
@infodart · 6,5452 posts해탈(解脫)투자클럽
@butdahandsome · 8801 post카이에 de market
@cahier_de_market · 21,7621 postPluto Research
@hedgehara · 19,2241 post국회 제보핑(여의도 제보 센터)
@jeboping · 2,8631 post[삼성리서치] 테크는 역시 삼성증권
@jw_tech · 13,7651 postKK Kontemporaries
@kkkontemp · 18,4601 post머니보틀
@moneybottle · 15,3091 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.
“생각하는 사람” (@LePenseurs), 778 subscribers as measured 8 August 2026. Telegram Register, tgregister.com/channel/LePenseurs.
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.