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Channel

벨루가의 주식 헤엄치기

@beluga_investment

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

7,629subscribers

+502 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001675449168
TypeChannel
Username@beluga_investment
Description#주식투자 #국내주식 #해외주식 #경제 #스타트업 #코인
CreatedBetween 1 December 2021 and 30 April 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live6 November 2026
Measurements held25
Confirmed unchanged1 time, most recently 6 November 2026
On Telegramt.me/beluga_investment

Topic

Technology — 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 12 September 2026 and assigned it the closest of 31 fixed categories, at 36% 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.

Growth

7,1277,6297,3786 August 2026 — 7,127 subscribers6 August 2026 — 7,127 subscribers7 August 2026 — 7,142 subscribers9 August 2026 — 7,185 subscribers12 August 2026 — 7,252 subscribers15 August 2026 — 7,371 subscribers18 August 2026 — 7,370 subscribers21 August 2026 — 7,483 subscribers25 August 2026 — 7,529 subscribers27 August 2026 — 7,525 subscribers30 August 2026 — 7,523 subscribers3 September 2026 — 7,511 subscribers9 September 2026 — 7,490 subscribers13 September 2026 — 7,493 subscribers16 September 2026 — 7,490 subscribers1 October 2026 — 7,507 subscribers8 October 2026 — 7,533 subscribers13 October 2026 — 7,549 subscribers16 October 2026 — 7,550 subscribers19 October 2026 — 7,551 subscribers22 October 2026 — 7,559 subscribers28 October 2026 — 7,562 subscribers31 October 2026 — 7,624 subscribers3 November 2026 — 7,626 subscribers6 November 2026 — 7,629 subscribers6 August 20266 November 2026
25 measurements spanning 92 days, net +502. 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 7,052–7,704 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 25
Measured (UTC)SubscribersChange
6 Nov 2026, 11:077,629+3
3 Nov 2026, 09:357,626+2
31 Oct 2026, 05:417,624+62
28 Oct 2026, 06:117,562+3
22 Oct 2026, 07:567,559+8
19 Oct 2026, 09:317,551+1
16 Oct 2026, 18:097,550+1
13 Oct 2026, 18:117,549+16
8 Oct 2026, 02:397,533+26
1 Oct 2026, 22:187,507+17
16 Sept 2026, 13:187,490-3
13 Sept 2026, 01:217,493+3
9 Sept 2026, 02:557,490-21
3 Sept 2026, 09:587,511-12
30 Aug 2026, 20:347,523-2
27 Aug 2026, 21:237,525-4
25 Aug 2026, 00:137,529+46
21 Aug 2026, 10:077,483+113
18 Aug 2026, 10:157,370-1
15 Aug 2026, 18:257,371first reading

Engagement

119 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 29 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
54.3%
avg views ÷ 7,629 subscribers
Avg views / post
4,140
30 posts measured
Reaction rate
0.172%
reactions ÷ views · ER floor
Posts in window
30
of 119 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 9 November 2026
Posts held119 (4 August 2026 – 9 November 2026)
Views total124,188
Reactions total213
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken9 Nov 2026, 13:37 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
≈1,840
Videos
≈51
Links
≈1,570

Lifetime counters from Telegram’s own channel header, read 9 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.

Video runtime
2m 32s
Average length
1m 16s

Measured directly from 2 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.

Reaction mix

677 reactions across 110 posts, in 22 distinct kinds. The most used accounts for 46.7% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
❤31646.7%
👍23735.0%
🤬213.10%
👏192.81%
🤔111.62%
😁91.33%
👎81.18%
🤯81.18%
🖕71.03%
😱71.03%
💩60.886%
🤮60.886%
🔥40.591%
✍30.443%
😢30.443%
🤨30.443%
👻20.295%
🙏20.295%
🥰20.295%
😭10.148%
2 further kinds20.295%

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 117 of the 119 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 733 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 119 most recent posts we hold, published 4 August 2026 to 9 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.

Recent posts

Telegram’s own ‘edited’ marker: 1 of 30 posts held from the last 30 days (3.33%) 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).

9 Nov 2026, 02:46 UTC604 views7 reactionsread 9 November 2026

* 메모리 산업 당사 시각 재강조 - 지난주 금요일 발간한 보고서를 통해, 당사 전망 및 판단을 다시 한번 강조 드립니다. - AI 투자 관련해 다양한 우려가 (하루가 다르게) 등장하고 있지만, 투자자들은 그 우려가 주가에 얼마나 '반영' 되었는지에 주목해야합니다. - 유례없는 BPS 증가폭에 P/B 밸류에이션에 대한 생경함도 존재하지만, 현 주가는 대부분의 메모리 우려가 반영된 수준입니다. - 투자자 입장에서 '잠재위험 vs 기대수익'의 Risk/Reward 비율로 봤을때 지금은 압도적으로 기대수익이 높은 구간으로 평가됩니다.

👍7

8 Nov 2026, 22:09 UTC≈1,120 views8 reactionsread 9 November 2026
Photo

젠슨황이 엔비디아 직원들에게 보낸 사내 이메일 제목: 회사 구성원 여러분께 드리는 메시지 저는 제 가족과 여러분 모두에게 사과를 드려야 합니다. 저는 아내에게 부정을 저질렀습니다. 제 행동은 아내와 저희 아이들에게 상처를 주었습니다. 제가 한 일에는 어떠한 변명의 여지도 없습니다. 깊이 사죄드립니다. 평생 동안 제 가족은 저에게 사랑과 지지를 보내 주었습니다. 가족은 저의 정직함과 충실함을 받을 자격이 있습니다. 그러나 저는 오히려 가족을 실망시켰고, 우리가 함께 일궈 온 삶에 상처를 입혔습니다. 저는 제가 한 일과 제가 초래한 상처에 대해 전적으로 책임을 지며, 그에 따르는 비판을 받아들입니다. 아내와 가족에게: 사랑합니다. 사과로 제가 한 일을 되돌릴 수 없다는 것을 압니다. 우리 가족이 치유되기를, 그리고 시간이 흐르면서 제가 …

❤5😱2🖕1

8 Nov 2026, 09:57 UTC≈1,120 views4 reactionsread 9 November 2026

[메리츠증권 반도체/디스플레이 김선우] ▶ TSMC, 3D DRAM 엔비디아 요청 개발 여부 부인 - 톰스하드웨어 [TSMC denies exploring 3D DRAM at Nvidia's request — advanced memory tech is still years from market viability] - The Information에 따르면, TSMC는 엔비디아의 요청으로 3D DRAM 생산을 검토하기 시작한 것으로 알려짐 - 이 제안이 실제로 실현된다면 TSMC에는 새로운 사업 기회가 될 수 있으나, 메모리 산업 특유의 경기 순환 위험에 노출될 가능성도 상존 - 한편 TSMC는 '자사가 순수 로직 파운드리 기업이며 앞으로도 로직 파운드리 사업에 집중할 계획'이라고 해당 보도를 사실상 부인 - 그러나 TSMC의 부인에도…

👍4

6 Nov 2026, 23:35 UTC≈1,150 views1 reactionsread 9 November 2026

TSMC, 메모리 칩 생산 검토 중 - 엔비디아 요청에 따라 3D DRAM 생산 계획을 수립하기 시작했다고 두 명의 소식통이 밝혀 - 3D DRAM은 메모리 셀을 수직으로 쌓아 올려 용량을 늘리는 기술 - TSMC가 언제 생산을 시작할지, 제조 시설을 어떻게 확보할 지는 알려지지 않았지만 새로운 공장을 건설하는 방안을 채택할 수 있다고 함 - 또는 마이크로소프트 기존 공장을 인수해 메모리 생산 시설로 전환하는 방안도 검토한다고 함 - TSMC가 메모리 제조 사업에 진출할 경우 세계 반도체 산업에서 악명 높게 경기 변동에 민감한 분야가 더 취약해질 수 있음

👍1

6 Nov 2026, 00:17 UTC≈2,360 views9 reactionsread 9 November 2026
Photo

어시아장 나스닥 선물 반발 매수

🖕5❤3🤯1

5 Nov 2026, 04:13 UTC≈2,210 views6 reactionsread 9 November 2026

[메리츠증권 반도체/디스플레이 김선우] ▶ SK하이닉스, 美 AI 투자법인 ‘하이코’ 확정 - SK하이닉스가 미국 AI 전문 투자법인의 사명을 'HYAICO(하이코) 코퍼레이션'으로 확정하고 사업 추진에 나설 예정 - HYAICO는 SK하이닉스가 1월 발표한 AI 솔루션 전문 조직으로 최대 100억달러(약 13조4000억원)를 출자할 계획. 향후 SK㈜와 SK이노베이션, SK텔레콤 등 그룹 주요 계열사도 출자에 참여 - 이번 법인은 미국 낸드플래시 자회사 솔리다임의 기존 법인을 AI 사업 중심으로 전환한 형태로, 솔리다임을 자회사로 두고 미국 현지 유망 AI 혁신 기업에 투자해 그룹 전반의 기술 시너지를 끌어올린다는 구상 - 동 사업에는 최태원 SK그룹 회장이 이사회 의장을 맡고, 최고경영자(CEO)에는 송현종 SK하이닉스 사장이 선…

🤬3❤1👍1👎1

5 Nov 2026, 02:55 UTC798 views3 reactionsread 9 November 2026

📮 [메리츠증권 반도체/디스플레이 김선우] 메리츠 김선우입니다. 메모리 산업에 급작스레 찾아온 미 정치 지형도 변화 발 AI 수요 둔화 우려에도 불구하고 끄떡없는 2027년 수급 전망을 예상합니다. 지난 20년간 커머디티 메모리 산업에 있어 수급 변곡점의 발생 원인은 '직접적인 수요둔화'보다, 그를 선행하는 '낙관적 공급 의지'였습니다. 전일 미 중간선거 결과는 그동안 마냥 장밋빛이었던 공급사들의 전망에, 처음으로 물음표가 들어오는 계기입니다. 지금 이 시각 삼성전자/SK하이닉스의 전략마케팅/GSM 조직 내에서는 긴급히 미 지역별 DC 착공 스케쥴과 CSP/프런티어모델 수요 재점검에 나서고 있을 것입니다. 무분별한 공급 계획을 재점검하고, 구속력이 강화된 계약만을 추구하는 건강한 전략 전환을 예상합니다. 지난해/올해 투자 결핍으로 인해…

👍2😭1

4 Nov 2026, 22:38 UTC≈15,000 views11 reactionsread 9 November 2026
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노무라: SK하이닉스 DRAM 평균판매가격(ASP) 전망 DRAM 평균판매가격은 2028년 말까지 높은 수준에서 안정적으로 유지될 것으로 예상됩니다. 2026년 3분기부터 고가의 HBM4 제품 비중이 확대되면서(연말 기준 50% 이상) HBM 전체 평균판매가격(ASP)이 상승하고, 2027년 1분기부터 새로운 가격이 반영됨에 따라, 2027년 HBM 가격은 전년 대비 74% 상승할 것으로 예상합니다. https://x.com/pequityresearch/status/2118040582350127583?a=7ivaWpJ3DKmqOcDocjk&s=46 https://x.com/pequityresearch/status/2117330909091201068?a=yMs-_JrBti-cRus6tck&s=46

❤8👍1🖕1😱1

4 Nov 2026, 11:37 UTC≈7,330 views3 reactionsread 9 November 2026

OpenAI, Pierre Computer 인수 추진 OpenAI가 개발자 도구 스타트업 Pierre Computer를 인수합니다. Pierre의 기술은 이미 Codex에 사용되고 있습니다. OpenAI는 Pierre의 코드 저장소 기술인 ‘Code Storage’를 Codex에 통합할 계획입니다. AI 에이전트가 더 많은 코딩 작업을 수행하게 되면서, 마이크로소프트의 GitHub와 더욱 직접적으로 경쟁하게 될 전망입니다. 인수 조건은 공개되지 않았으며, Pierre의 오픈소스 프로젝트는 앞으로도 오픈소스로 유지됩니다. 이번 인수 소식은 OpenAI가 새로운 Git 백엔드인 ‘Pando’를 공개한 지 불과 며칠 만에 나왔습니다. Pando는 코드 푸시 지연시간의 중앙값을 약 80% 단축했습니다. https://x.com/wallste…

👍3

4 Nov 2026, 09:25 UTC≈1,860 views10 reactionsread 9 November 2026
Photo

261104_Asia Tech Strategy: Roadmap to recovery - JPMorgan [Key Takeaways] (1) 아시아 테크 주가는 '26년 7월 수준으로 되돌아 온 상황. 이는 '22년부터 이어진 상승장에서 나타난 네 번째 20% 이상 조정 (2) 이번 글에서는 투자자들과 진행한 200회 이상의 미팅에서 파악한 시장의 우려와 의견을 정리하고, 향후 3~6개월간 AI 밸류체인 투자에 대한 로드맵을 제시 (3) 우리는 아래와 같은 이유로 여전히 낙관적인 시각을 유지 ■ 단위당 수익성, AI 스케일링 법칙 유효성, 토큰 수요 증가 등 펀더멘탈이 여전히 강력 ■ 밸류에이션은 이미 EPS 하향을 반영하는 수준까지 낮아졌으나 "실제 하향 가능성"은 낮음 ■ 재고 증가, 납기 단축, 급격한 CAPA 증가 등 사이클 정점…

❤7👍3

3 Nov 2026, 23:21 UTC947 views8 reactionsread 9 November 2026
Photo

꽤 인상깊은 차트인게 LTA를 못 믿는이유는 고객이 언제든지 파기할 수 있기 때문이다.. 라는 논리를 반박하는 차트 과거 다운사이클 재현해본 결과 LTA 훼손하려면 60%정도 가격하락이 나와야 한다

❤5🤔3

Showing the 12 most recent of 119 posts we hold for @beluga_investment. 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.

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@mstaryun · 18,792
2 posts
Ryu일무이
@ryu1moo2 · 1,151
2 posts
제이지의 투자이야기
@JgrowthInv · 3,000
1 post
Granit34의 투자스토리
@Joorini34 · 12,570
1 post
양파농장
@Onionfarmer · 16,150
1 post
트러플
@Truffle9 · 70
1 post
에어드랍코리아 (Airdropkorea)
@airdrop_kor · 21,290
1 post
올바른
@allbareun · 12,173
1 post
코인맵핵 🎈
@centurywhale · 16,387
1 post
차분남(차트분석하는남자)
@chavoonnam · 21,088
1 post
반붐온? 방붐온?
@cpshelter · 5,379
1 post
The_heart_of_the_beast
@doubledigit100 · 3,582
1 post
개미굴 - 햇제 팝업스토어
@gaemigool · 1,662
1 post
IT의 신 이형수
@hslpartners · 19,007
1 post
메모장
@idea_memo · 8,974
1 post
인상주의 투자 인생 업그레이드노트
@insangnism · 11,233
1 post
기분좋은 마곤
@magonia_b · 26,229
1 post
잼민123🦅
@mujammin123 · 25,772
1 post
주식과 부동산
@slowstockT · 3,914
1 post
Find Alpha
@studyingformydream · 483
1 post
여의도주식맛집
@tastystock · 2,612
1 post
테크밸리 Insight
@triple_stock · 13,409
1 post
쩜상리서치
@upper_limit_price · 7,957
1 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.

Mentions

Named by 1 registered channel — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.

Named by

Channels on the register whose posts name this channel's handle.

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.

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 6 November 2026 — this entry's latest reading, not the date you are reading this.

“벨루가의 주식 헤엄치기” (@beluga_investment), 7,629 subscribers as measured 6 November 2026. Telegram Register, tgregister.com/channel/beluga_investment.

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.