구글, 이번에는 Gemini 4 Flash(Hydrogen)? 로건 킬패트릭의 모델 출시 전 루틴 ‘Gemini’ 포스팅 업로드 https://x.com/officiallogank/status/2120372550354280848
❤5

Channel
@allbareun
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
12,167subscribers
-59 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001867624760 |
|---|---|
| Type | Channel |
| Username | @allbareun |
| Description | 네프콘 : 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. |
| Created | 27 June 2023 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 11 November 2026 |
| Measurements held | 61 |
| Confirmed unchanged | 1 time, most recently 11 November 2026 |
| On Telegram | t.me/allbareun |
Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 52% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 11 Nov 2026, 15:38 | 12,167 | -7 |
| 9 Nov 2026, 17:49 | 12,174 | +1 |
| 8 Nov 2026, 06:59 | 12,173 | -1 |
| 7 Nov 2026, 01:20 | 12,174 | -2 |
| 5 Nov 2026, 23:57 | 12,176 | -2 |
| 5 Nov 2026, 00:20 | 12,178 | -6 |
| 4 Nov 2026, 01:47 | 12,184 | -9 |
| 2 Nov 2026, 22:07 | 12,193 | -3 |
| 1 Nov 2026, 18:51 | 12,196 | -4 |
| 31 Oct 2026, 15:54 | 12,200 | -7 |
| 30 Oct 2026, 13:37 | 12,207 | -4 |
| 29 Oct 2026, 11:30 | 12,211 | +5 |
| 27 Oct 2026, 06:27 | 12,206 | -1 |
| 26 Oct 2026, 03:40 | 12,207 | +3 |
| 25 Oct 2026, 03:29 | 12,204 | -1 |
| 24 Oct 2026, 02:38 | 12,205 | -3 |
| 23 Oct 2026, 01:49 | 12,208 | -2 |
| 22 Oct 2026, 00:58 | 12,210 | -11 |
| 20 Oct 2026, 18:31 | 12,221 | -2 |
| 19 Oct 2026, 14:59 | 12,223 | first reading |
99 posts held, back to 30 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 65 pages of 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 30 of 31 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 11 November 2026 |
|---|---|
| Posts held | 99 (30 July 2026 – 11 November 2026) |
| Views total | 48,068 |
| Reactions total | 129 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 11 Nov 2026, 20:54 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.
Lifetime counters from Telegram’s own channel header, read 11 November 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.
508 reactions across 98 posts, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 508 | 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 98 of the 99 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 508 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 99 most recent posts we hold, published 30 July 2026 to 11 November 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.
Telegram’s own ‘edited’ marker: 0 of 31 posts held from the last 30 days (0%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
구글, 이번에는 Gemini 4 Flash(Hydrogen)? 로건 킬패트릭의 모델 출시 전 루틴 ‘Gemini’ 포스팅 업로드 https://x.com/officiallogank/status/2120372550354280848
❤5
✅ 일간보고 : 투자의 생각 (261111) : https://naver.me/5imihjFq - 2026년 11월 11일 수요일, 데일리 전해드립니다. - 비대위 3일차(Overweight +1), 앤스로픽 IPO, Claude Sheet, Google에 대한 생각들(ⓐ본업 ⓑGemini ⓓGCP/TPU), Grok 4.8과 5.0, 젠슨 황-앨리스 황, TrendForce 메모리, CRWV 3Q26, GEV 가스터빈, SE 3Q26에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (261110) - 주간전략보고 : 투자의 생각 (11월 9일~11월 13일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!
❤4
✅ 일간보고 : 투자의 생각 (261110) : https://naver.me/IGsaqf7G - 2026년 11월 10일 화요일, 데일리 전해드립니다. - 비대위 2일차(ⓐSOXX 밴드 ⓑCY27를 준비하며 ⓒAI 사용자 ⓓNon-AI ⓔAI 차세대), Fable 5.2 & Muse Ember, 중국 AI Labs, AI HW Check, TrendForce, Memory Q, TPU 8세대 4개의 라인업, BAAJA 심의 클로처(73-25), 우주 컴퓨팅, U/APP에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 주간전략보고 : 투자의 생각 (11월 9일~11월 13일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!
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✅ 주간전략보고 : 투자의 생각 (11월 9일~11월 13일) : https://naver.me/x7e4voGk - 이번 주를 지나보내면서 1개 기업이 등급없음으로 변경, 1개 기업을 Overweight으로 이닛했습니다. AI CapEx 우려로부터 빗겨나 있으면서도 구조적 고성장이 예상되는 기업군입니다. - 젠슨 황 스캔들을 정리하고, AI CapEx 피크아웃 논쟁과 약한 고리인 네오클라우드 및 Consumer, 디테일한 AI Labs와 CSP 동향을 말해준 인터뷰 2가지를 담았습니다. - METR가 확인한 앤스로픽의 RSI 추세는 매우 뚜렷합니다. 앤스로픽은 Mythos Preview 이후 이미 세 개의 내부 모델을 훈련했으며, AI 개발 속도 향상분의 80%가 RSI에서 비롯되고 있습니다. 🌴 투자의 생각 - 유니티 3Q26 실적발…
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🧭 S&P500 EPS 추정치 변화 (~11/6) - 26년 EPS : $365.35▲ (10/9 $363.41 ← 9/4 $361.27 ← 8/7 $358.66) - 27년 EPS : $424.96 ▲ (10/9 $420.59 ← 9/4 $415.91 ← 8/7 $405.17)
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🧭 주간 캘린더 (11월 9일~11월 13일) 👨💻 → 3Q26 실적시즌 지속 > 경기/물가 : CPI (화) PPI (금) > 고용/실업 : 신규실업수당청구건수 (목) > 실적발표 : CEG, HIMS, RKLB, ASTS, TTD, ZETA (월) SE, CRWV, FLY (화) NBIS, FIGR, FPS, AMAT, CISCO, DLO, CBRS (목) LAC (금) > 이벤트 : 앤스로픽 IPO 앞두고 로드쇼 (월) 어도비 Max (화) 모더나 애널리스트 데이 (목)
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Silicon Data, GPU 임대료 상승세 지속, AI 컴퓨팅 수요 여전히 견조 : 11월 5일 기준 GPU 시간당 임대료는 B300 $7.56, B200 $6.70, H200 $3.51, H100 $2.97, A100 $1.58 기록 : 특히 B200 임대료는 연초 약 $4.5에서 $6.7까지 약 49% 상승. H200 역시 5월 약 $2.7에서 $3.51까지 상승하며 최신 GPU 중심의 수요 강세 확인 : Silicon Data는 최근 주식시장의 우려가 현재 GPU 수급 상황보다는 향후 수년간의 수급 변화 가능성과 이미 주가에 반영된 성장 기대에 있다고 평가 https://x.com/silicondata/status/2118690379251777543
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✅ 유니티 3Q26 실적발표 : 4년치 횡보를 깨고 새로운 하늘로, Vector QoQ +15% → +23% → +40% : https://naver.me/x8kn3Vax - 유니티 소프트웨어의 3Q26 실적을 요약하면 "4개 분기 QoQ +15% → 2Q26 QoQ +23%(!) → 3Q26 QoQ +40%(!!!)"입니다. IPO 이후 GAAP 기준 첫 흑자입니다. - 4년치 횡보를 깰 준비를 마쳤습니다. 광고 매출비중은 이제 73%까지 올라왔고, 영업레버리지도 본격화됩니다. Adj EBITDA 마진은 2Q 29% → 3Q 41%입니다. - Ad Network인 Unity Vector와 AXON이 모두 아웃퍼폼한 분기입니다. AI CapEx 우려에도 강한 주가를 보이고 있는 유니티와 앱러빈에 대해 정리한 분석자료입니다. 🌴 투자의 …
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앤트로픽의 10월 연환산 매출(ARR), 800억 달러 돌파 앤트로픽(Anthropic)의 10월 ARR이 800억 달러를 넘어섰다고 월스트리트저널(WSJ)이 보도했습니다. 이는 TickerTrends가 추적한 데이터와 일치합니다. 당사가 추적한 앤트로픽의 10월 30일 기준 ARR은 823억 3,000만 달러($82.33B)로, 9월 24일 발표한 주간 데이터 대비 7.2% 증가했습니다.
❤6
시장 컨센은 대략 $70B 내외였음(SemiAnalysis는 $74B 추정)
✅ 일간보고 : 투자의 생각 (261106) : https://naver.me/FEgaL2zw - 2026년 11월 6일 금요일, 데일리 전해드립니다. - 비대위 1일차에 대한 생각, NTT-BE, APP 3Q #2, U 3Q26에 대한 생각을 정리한 자료입니다. 🌴 투자의 생각 - 일간보고 : 투자의 생각 (261105) - 일간보고 : 투자의 생각 (261104) - 일간보고 : 투자의 생각 (261103) - 주간전략보고 : 투자의 생각 (11월 2일~11월 6일) 🇺🇸 [공지] 메리츠 올바른투자 랩이 출시됐습니다!
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✅ 비아비 솔루션스 3Q26 실적발표 : 데이터센터 +100%, 1.6T는 이제 20~30% 밖에 안 왔다 : https://naver.me/5GcdXwba - 비아비 솔루션스의 3Q26 실적을 요약하면 "1.6T 생산은 이제 20~30%"입니다. 데이터센터 매출은 YoY 100% 가까이 성장했고, CY27도 고성장을 이어갈 것으로 예상됩니다. - 이번 분기 Non-GAAP OPM은 29.0%인데, 매출은 $100M이 늘면 영업이익은 $50~55M 늘어납니다. 데이터센터 매출성장이 계속되면 영업레버리지도 가팔라지는 구간입니다. - 어드반테스트-센코와 협력해 만들고 있는 CPO 플랫폼 장비가 출하되기 시작했습니다. JDS Uniphase부터 축적된 NOL도 CY27까지의 영업레버리지를 기대하게 만듭니다. 🌴 투자의 생각 - 주간전략보고 …
❤3
Showing the 12 most recent of 99 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.
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.
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.
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.
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
This channel appears in 49 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 November 2026 — this entry's latest reading, not the date you are reading this.
“올바른” (@allbareun), 12,167 subscribers as measured 11 November 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.