#서버 우리가 사랑하는 AI주도주 페어 내에선 DELL이 신고가를 먼저 달성 1. #DELL 2. #HPE
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Channel
@alcoholwithmarket
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
905subscribers
+5 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
| Telegram ID | -1001734327945 |
|---|---|
| Type | Channel |
| Username | @alcoholwithmarket |
| Created | Between 1 December 2021 and 31 March 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 14 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 14 August 2026 |
| On Telegram | t.me/alcoholwithmarket |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 19:29 | 905 | +2 |
| 7 Aug 2026, 04:11 | 903 | +3 |
| 6 Aug 2026, 14:17 | 900 | no change |
| 6 Aug 2026, 11:09 | 900 | first reading |
8 posts held, back to 4 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 1 pageof Telegram’s post history, 20 posts per page.
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 3 of 4 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 5 August 2026 |
|---|---|
| Posts held | 8 (4 July 2026 – 5 August 2026) |
| Views total | 2,115 |
| Reactions total | 11 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Aug 2026, 14:17 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.
36 reactions across 7 posts, in 2 distinct kinds. The most used accounts for 77.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 28 | 77.8% | |
| 👍 | 8 | 22.2% |
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 7 of the 8 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 36reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 8 most recent posts we hold, published 4 July 2026 to 5 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.
#서버 우리가 사랑하는 AI주도주 페어 내에선 DELL이 신고가를 먼저 달성 1. #DELL 2. #HPE
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#소프트웨어 그동안 언와인딩 수혜로 오른것이 아닌지 계속 의심하였던 소프트웨어인데, 깨질때 덜 깨지고 오를때 신고가 영역으로 진입하는 무빙은 우리가 교과서적으로 요구하는 좋은 주식의 자질이 있다고 봐도 된다고 생각. 포트폴리오 내 섹터 편입을 많이 가져갈 필요가 없다고 생각하는 부분은 이전과 동일하나, 기존 AI주도주 외에도 충분히 플레이 가능한 선택지로 들어왔다고 판단 1. #SNOW 2. #PANW 3. #DDOG 4. #FTNT 5. #CRWD
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#생각정리 기준일(7월 30일) 이후 D+4일만에 FTD가 나왔으니, 매수관점으로 포지션 접근 시작. 원칙대로 추세추종 매매했다면 FTD 전의 포지션 쌓는 과정은 모두 돈을 잃어가는 과정이었을 것이므로(계속해서 포지션 단위가 줄었을 것), 현재 매수는 포지션 최소단위부터 조금씩 늘리는 과정으로 진행하게 될 것. 현재 섹터 우선 순위는 1) 기존 모멘텀 주도주, 2) 소프트웨어 3) 빅테크 순으로 관찰할 예정
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#생각정리 #네러티브 FTD가 여전히 나오지 않아 추세추종 타점이 나오지 않은 가운데, 기존 주도주 구성 종목들에서 '호재를 호재로 받아들이는 변화가 있는지 (혹은 악재를 악재로 받아들이지 않는지) 주목 예를 들어 STX, BE와 같은 AI 모멘텀 페어 종목들에서 실적발표와 같은 이벤트 후 반응이 긍정적이라면(추세 전환 or 양봉 마감 지속 등), 모멘텀 페어 종목들을 바라보는 수급이 점차 우호적으로 바뀌고 있다는 초기 증거로 활용할 수 있을 것. 여전히 부정적이라면 계속해서 수급을 정리할 시간이 필요하다는 것을 시사 1. #BE 2. #STX
#상대강세 #셋업후보 다만 팔로스루데이가 나오기 전에, 주도주 내에서 상대 강세(혹은 셋업)을 나오는 놈들은 추적 필요. 물론 FTD가 나오면 결국 MU, SNDK발 재강세 시나리오가 나올 가능성이 더 높을것 같긴함. 시장이 결정해주는대로 따르면 될 것 1. #AMD 2. #DELL
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#생각정리 저점 탐색 시도 후 1~2번의 손절이 발생했다면, 높은 확률로 절대적으로 커진 금액 + 본전 심리로 매매 실수가 났을 것. 터져버린 MDD와 스쳐지나간 ATH는 잊고 다음 준비에 집중해야 할 국면. 가치투자 관점에서는 매도의 실익이 없는 수준까지 조정 받았지만, 추세추종 관점에서는 명확한 매수 배팅 자리가 나오지 않았음. 추세추종 전략을 활용하는 관점에선 교과서적 매수 자리인 팔로스루데이가 나올때까지 인내심을 가지는게 중요하다고 생각
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#도서요약 #발췌 #생각정리 매매원칙에 따라 포지션이 모두 털렸는데 재반등하면 어떻게 해야 해야할지 알려주는 월리엄오닐의 매매 사례 ㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡㅡ 애플은 필자들이 월리엄오닐컴퍼니 포트폴리오 매너지 시절 투자했던 마지막 최고의 주식이었고, 오닐 역시 상당부분을 투자하고 있었다. 애플이 2005년 10월 실적을 발표했을 때, 우리는 오닐의 전형적인 투자감각을 마지막으로 목격할 수 있었다. 애플의 주가는 이미 상당한 상승한 이후였고, 덕분에 10월 실적 발표 직전에는 매도세가 발생했다. 그래서 갭하락으로 장을 시작하더니 50일 이동평균선이 무너졌다. 오닐은 이때 투자 포지션의 상당부분을 매도했는데, 당일 50일 이동평균선 바로 위에서 종가가 결정되었다. 실적발표 다음날 주가는 50일 이동평균선 상에서 반등했고, 거래량도 …
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#헬스케어 바이오쟁이들이 추적하는 XBI가 2주동안 랠리를 치고 있는데, 중간선거가 있는 해마다 바이오가 S&P500을 아웃퍼폼한다는 JPM 계절성 데이터 말고는 상승 이유를 명쾌히 아는 사람이 없는듯. 이번 금요일 아시아 테크가 저점을 탐색하며 강한 반등으로 마감했는데, 다음주 미국 테크 주도주가 다시 반등할때도 계속 제 갈길을 간다면 여기도 단순 언와인딩이라 보긴 어려워질듯. 일단은 소프트웨어 섹터 관점과 비슷한 느낌으로 보는 중 1. #MRNA 2. #NTRA 3. #GH 4. #INCY 5. #RVMD 6. #DVA
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Showing the 8 most recent of 8 posts we hold for @alcoholwithmarket. 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 — 380,830 of 1,548,671entries 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.
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.
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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“酒주총회” (@alcoholwithmarket), 905 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/alcoholwithmarket.
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.