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@allbareun

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

12,210subscribers

-16 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001867624760
TypeChannel
Username@allbareun
Description네프콘 : https://naver.me/xg7czSNA 유튜브 : https://youtube.com/@Allbareun X : https://x.com/allbareunkr 해당 채널의 게시물은 단순 의견 및 기록용도이고 매수/매도 등 투자권유를 의미하지 않습니다. 해당 게시물의 내용은 부정확할 수 있으며 매매에 따른 손실은 거래 당사자의 책임입니다. 해당 게시물의 내용은 어떤 경우에도 법적 근거로 사용될 수 없습니다.
Created27 June 2023measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held7
Confirmed unchanged2 times, most recently 12 August 2026
On Telegramt.me/allbareun

Growth

12,21012,22612,2186 August 2026 — 12,226 subscribers6 August 2026 — 12,226 subscribers7 August 2026 — 12,222 subscribers8 August 2026 — 12,216 subscribers9 August 2026 — 12,217 subscribers10 August 2026 — 12,216 subscribers11 August 2026 — 12,210 subscribers6 August 202611 August 2026
7 measurements spanning 5 days, net -16. 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 12,208–12,228 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
11 Aug 2026, 12:4412,210-6
10 Aug 2026, 13:5412,216-1
9 Aug 2026, 15:1712,217+1
8 Aug 2026, 11:5312,216-6
7 Aug 2026, 09:4112,222-4
6 Aug 2026, 13:0112,226no change
6 Aug 2026, 11:4612,226first reading

Engagement

25 posts held, back to 30 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 16 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
16.1%
avg views ÷ 12,210 subscribers
Avg views / post
1,960
25 posts measured
Reaction rate
0.304%
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.

What these figures were computed from
WindowRolling 30 days · latest post in window 12 August 2026
Posts held25 (30 July 202612 August 2026)
Views total49,061
Reactions total149
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken13 Aug 2026, 03:33 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
4,720
Videos
179
Links
3,320

Lifetime counters from Telegram’s own channel header, read 13 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.

Reaction mix

149 reactions across 25 posts, in 1 kind.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
149100.0%

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 25 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 149reactions 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 30 July 2026 to 12 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

12 Aug 2026, 08:12 UTC≈1,180 views7 reactionsread 13 August 2026

✅ 루멘텀 2Q26 실적발표 : ALL BEAT, 더욱 강해진 루멘텀의 모멘텀 : https://naver.me/xM5A4SHE  - 루멘텀의 2Q26 실적을 요약하면 "$8B에서 나올 마진율이 $5B에서 나오다"입니다. OCS는 예상보다 더 좋았고, CPO는 지연이 없으며, NPO 기회가 추가로 더해진 분기입니다. - 3월 17일 OFC 2026에서 예고했던 마진율 중 상한을 훨씬 더 빠르게 달성할 예정입니다. 새로운 성장축 제품들의 마진율이 생각보다 훨씬 더 좋기 때문입니다. - 이제 1.6T향 양산이 본격 시작되고, OCS가 더해지며, Pump Laser를 4배 늘리고, NPO/CPO 램프를 앞두고 있습니다. 성장축들이 순차적으로 오는 것이 아니라 중첩 및 가속되는 것이 특징입니다. 🌴 투자의 생각 - 유니티 2Q26 실적발표 :

7

12 Aug 2026, 04:33 UTC≈1,330 views3 reactionsread 13 August 2026

✅ 일간보고 : 투자의 생각 (260812) : https://naver.me/5Au4Ww1Y  - 2026년 8월 12일 수요일, 데일리 전해드립니다! - NVDA Nemotron 4 연합, Gemini MAU 1B, LITE 2Q26 Review, FMS 2026, NVDA $500B와 Revenue share, 대만 AI 공급망 체크, SPCX/CRWV 대만 ODM, CRWV 2Q26 Review, IBM-Together AI, CY27 칩 38GW와 병목, SE 2Q26 Review에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (260811) - 주간전략보고 : 투자의 생각 (8월 10일~8월 14일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!

3

11 Aug 2026, 07:36 UTC≈1,590 views6 reactionsread 13 August 2026

✅ 유니티 2Q26 실적발표 : 앱러빈이 이미 걸어간 길, 유니티는 이제 그 초입에 서 있다 : https://naver.me/5QsQiYcG  - 유니티 소프트웨어의 2Q26 실적을 요약하면 "QoQ +23%, 그런데 이제 시작인"입니다. Vector는 4개 분기 연속 QoQ +15%씩 성장했는데, 이제 QoQ +23%로 더 가속화됐습니다. - 유니티가 그렸던 미래가 현실화되고 있습니다. 모든 면에서 매우 빠르고 유의미한 궤적으로 달라지고 있습니다. 그리고 이제부터 Runtime Data와 Purchase Data가 더해질 예정입니다. - CFO는 원래 GAAP 순이익 흑자전환 시점을 4Q26 → 3Q26으로 한 분기 앞당길 정도로 수익성도 매우 빠르게 좋아집니다. 가파른 매출 성장, 가시성 상승, 영업이익 레버리지가 겹칩니다. 🌴

6

11 Aug 2026, 02:02 UTC≈1,570 views4 reactionsread 13 August 2026

✅ 일간보고 : 투자의 생각 (260811) : https://naver.me/FUi89nHz  - 2026년 8월 11일 화요일, 데일리 전해드립니다! - 엔비디아의 $500B 금융 플랫폼, MSL 알렉산더 왕의 자신감과 Muse Spark 1.2 open-weight, Sonnet 5 가격인하, CY27~CY28 CapEx 궤적, WSJ Anthropic IPO, TileRT와 Fast Inference, Maia 300, UBS Memory check, MU KeyBand Conf., BofA NVDA Preview, 사이버보안, Theseus Infrastructure, DC Ban과 커뮤니티 수용성, CRCL 밸류에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 주간전략보고 : 투자의 생각 (8월 10일~8월 14일)

4

10 Aug 2026, 07:43 UTC≈1,660 views4 reactionsread 13 August 2026

✅ 주간전략보고 : 투자의 생각 (8월 10일~8월 14일) : https://naver.me/FKG7i1xp  - 이번 주간에는 15개 기업에 대한 실적발표를 정리했습니다. 1개는 Neutral로 하향했고, 2개는 Overweight으로 상향, 2개는 아직 Neutral이지만 몇 가지를 확인하면 기대해봄직한 기업입니다. - Agentic AI 수혜로 인해 매출과 이익 모두 좋아지는 CPaaS 기업, Agentic Commerce 포텐을 말한 기업, AI 광고엔진이 강화되며 기존 Top 1의 점유율을 뺏기 시작한 광고 기업이 있습니다. - 여전히 미국 주식시장 밸류에이션은 2025년 4월 수준에 머물러 있고, GPU ROI는 계속해서 높아지고 있으며, 여러 섹터에서 기회가 많다는 것을 확인하고 있는 분기입니다. 🌴 투자의 생각 - 비아

4

9 Aug 2026, 07:04 UTC≈2,400 views3 reactionsread 13 August 2026
Photo

🧭 S&P500 EPS 추정치 변화 (~8/7) - 26년 EPS : $358.66▲ (7/10 $340.741 ← 6/6 $338.16 ← 5/8 $334.61) - 27년 EPS : $405.17 ▲ (7/10 $398.43 ← 6/6 $391.00 ← 5/8 $382.29)

3

9 Aug 2026, 06:56 UTC≈1,850 views3 reactionsread 13 August 2026
Photo

🧭 주간 캘린더 (8월 10일~8월 14일) 👨‍💻 → 2Q26 실적발표 5주차 > 경기/물가 : 기존투잭판매 (화) CPI (수) PPI (목) 소매판매 (금) > 고용/실업 : 신규실업수당청구건수 (목) > 실적발표 : RKLB, PLUG (월) SE, ONON, SMCI, CRWV, LITE, FLY (화) NBIS, GLBE, CSCO, COHR, CBRS (수) FIGR, AMAT, DLO (목) > 이벤트 : MU - KeyBanc (월) Sandisk I/D (목) 13F 마감일 (금)

3

7 Aug 2026, 04:03 UTC≈1,410 views17 reactionsread 13 August 2026
Forwarded from @kkkontemp

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

17

7 Aug 2026, 01:32 UTC≈2,310 views4 reactionsread 13 August 2026

✅ 일간보고 : 투자의 생각 (260807) : https://naver.me/FRo0HrTN  - 2026년 8월 7일 금요일, 데일리 전해드립니다! - 구글 회사채 $25B, 구글의 조직개편 불만, MSFT GPT-5.6 Sol, 딥시크 투자, AAOI 2Q, CSP/HBM, UBS Fiber, Jefferies SNDK TP Cut, TWLO 2Q, OAI-Hugging Face, FLNC 2Q, FSLR 2Q, U 2Q에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (260806) - 일간보고 : 투자의 생각 (260805) - 주간전략보고 : 투자의 생각 (8월 3일~8월 7일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!

4

6 Aug 2026, 07:41 UTC≈2,360 views5 reactionsread 13 August 2026

✅ 비아비 솔루션스 2Q26 실적발표 : CPO 정상 진행 중, 광학 테스트 수요는 Lab → Production으로 : https://naver.me/F7FQ1Txn  - 비아비 솔루션스의 2Q26 실적을 요약하면 "CPO는 계획대로 진행 중"입니다. 1.6T, OCS, CPO 등 다음 성장축이 차례로 준비되고 있습니다. 마진율 서프가 고무적인 분기였습니다. - 이제 전사 매출비중에서 데이터센터가 40%까지 올라왔습니다. Spirent 인수 효과를 제외하고도 기존 데이터센터 사업부 매출은 YoY 100% 이상 증가했습니다. 광학 테스트의 시대입니다. - 전사 매출은 YoY 52.5%, 다음 분기 가이던스도 52%입니다. 영업이익 레버리지가 앞으로도 이어질 것으로 전망했습니다. 다가올 OCS와 CPO의 시대를 기대하게 하는 실적발표였습니

5

6 Aug 2026, 03:27 UTC≈2,220 views4 reactionsread 13 August 2026

✅ 일간보고 : 투자의 생각 (260806) : https://naver.me/xSBoRg1b  - 2026년 8월 6일 목요일, 데일리 전해드립니다! - Muse Spark 1.2, 사이버보안, ByteDance distillation, 구글 개편, DeepSeek API, SNDK 2Q, VIAV 2Q, WDC 2Q, GF증권 Optics, AAPL-CXMT, FLNC, DASH 2Q, MELI 2Q에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (260805) - 주간전략보고 : 투자의 생각 (8월 3일~8월 7일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!

4

Showing the 12 most recent of 25 posts we hold for @allbareun. 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 — 247,022 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.

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

“올바른” (@allbareun), 12,210 subscribers as measured 11 August 2026. Telegram Register, tgregister.com/channel/allbareun.

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.