*구글 인재 이탈과 AI 인프라 경쟁: 혁신보다 실행력·컴퓨트·메모리가 중요해진다* ✅ GPT 발전과 AI 전문성 ‒ 과거 GPT-5에는 회의적이었지만 GPT-5.6에서 성능 개선을 체감했고, 차세대 모델은 글쓰기 같은 영역에서도 크게 발전할 것으로 전망한다. ‒ 다만 특정 역사·전문 분야에서는 AI 평가와 실제 전문가 판단이 다를 수 있어 모델 지식의 한계도 지적한다. ✅ 중국 데이터센터 부품 규제의 역설 ‒ 미국의 중국산 트랜시버·로봇 등 규제 강화는 중국 기업을 압박하지만, 이미 광학·드론·EV 등 공급망에서 중국 비중이 높아 서방 업체도 피해를 볼 수 있다. ‒ 베트남·태국 등을 통한 우회 가능성이 있으며, 단순 수입금지보다 미국 내 경쟁업체 육성과 합작·기술이전 같은 산업정책이 필요하다는 주장이다. ‒ 특히 광학 부품은 중국 …

Channel
오타니 만다라트 투자
@bettheman
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
356subscribers
+2 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 | -1003116138562 |
|---|---|
| Type | Channel |
| Username | @bettheman |
| Created | Between 1 September 2025 and 30 November 2025— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 8 August 2026 |
| Last confirmed live | 14 August 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 14 August 2026 |
| On Telegram | t.me/bettheman |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 06:17 | 356 | +2 |
| 8 Aug 2026, 06:46 | 354 | no change |
| 7 Aug 2026, 17:43 | 354 | first reading |
Engagement
17 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
- 13.8%
- avg views ÷ 356 subscribers
- Avg views / post
- 49.3
- 17 posts measured
- Reaction rate
- 4.32%
- reactions ÷ views · ER floor
- Posts in window
- 17
- of 17 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. It is computed over the 2 of 17 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 8 August 2026 |
|---|---|
| Posts held | 17 (6 August 2026 – 8 August 2026) |
| Views total | 838 |
| Reactions total | 6 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 06:46 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.
Reaction mix
6 reactions across 2 posts, in 2 distinct kinds. The most used accounts for 66.7% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 4 | 66.7% | |
| ❤ | 2 | 33.3% |
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 2 of the 17 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 6reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 17 most recent posts we hold, published 6 August 2026 to 8 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
$NVDA $AVGO $PLTR ATH 직전까지 올라가고 있는데 이걸 어떻게 해석해야 할지 고민중 24~25년에 쟤네 위주로 달리던 그 국면이 돌아오는건가
>>모건스탠리 Shawn Kim “매도에서 매수로 전환”: 메모리 업황 조정 “막바지에 가까워졌음”, SK하이닉스 EPS 13% 상향 •보고서에서 메모리 반도체 업종의 가장 극심한 조정이 막바지에 가까워졌으며, 현재 밸류에이션이 매우 매력적이라고 지적했음. 삼성전자와 SK하이닉스에 대한 장기 강세 입장과 목표주가를 유지했으며, 두 회사의 주가가 현재 수준에서 60% 이상 상승할 여지가 있을 것으로 전망 •AI 수요의 구조적 확대, 기업들의 자본수익률 전환 및 장기계약이 업종 펀더멘털을 뒷받침할 것으로 전망했음. Kim은 7월에 메모리가 단기적인 조정을 받을 가능성이 있다고 경고한 바 있음 >大摩Shawn Kim“空转多”:存储行情修正“接近尾声”,SK海力士EPS上调13% https://wallstreetcn.com/articles/37789…
불확실성이 해소된게 제일 큰듯. 일단 주주환원책 공개 일정이 3분기라고 나왔으니 플레이하기 수월해짐 그리고 여론을 의식하는것도 확인함
👍4
언제: 약 50일 내로 발표 무엇이: 모름. 다만 '추가 주주환원' 어떻게: 모름. 다만 '적극 겁토중' 50일이 조금 멀기는 하지만, 확실한 것이 한 가지 생겼습니다 하이닉스에서 여론을 의식한다는 점이 바로 그것입니다 - 최태원 회장의 48억 원 주식 매수 - 주주환원 발표 예정공시 - 시장 찌라시에 대응하는 기사 송출
✅ SK하이닉스, 엔비디아 HBM 반값 공급설에 "전혀 사실무근" https://www.inews24.com/view/1993001
갠적으로 받은 첫 피드백 외부 필진의 투고는 선수촌의 의견과 반드시 일치하지 않습니다.
❤2
*SK하이닉스: 주주환원 방안 적극 검토..3분기 중 발표
[공시] SK하이닉스, 청주 M17 시설투자 - 투자금액 19조 1000억 - 투자기간 26.08~31.04 - 수요 대응 위한 중장기 생산 기반 확보 https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807800602
용인 2기 팹 투자도 발표했습니다 - 투자금액 35조 2246억 - 투자기간 26.08~2031.10
2026.08.07 15:57:11 기업명: SK하이닉스(시가총액: 1,038조 7,601억) A000660 보고서명: 현금ㆍ현물배당결정 배당구분 : 분기배당( 현금 ) * 배당금 보통주 : 375원(현재가1,422,000원) 기타주 : * 배당률 보통주 : 0.02% 기타주 : 기준일 : 2026-08-31 지급일 : - 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807800589 회사정보: https://finance.naver.com/item/main.nhn?code=000660
*CXMT가 2030년까지 증설해도 메모리 공급 부족은 이어질 수 있다* ✅ CXMT는 이미 세계 4위권 DRAM 업체로 성장 ‒ CXMT는 2016년경 설립된 뒤 약 8년 만에 세계 4위권 DRAM 공급업체로 성장했으며 중국 정부·생태계 지원과 공격적인 R&D·기술 확보가 배경이다. ‒ LPDDR은 중국 소비자 시장에서 상당한 경쟁력을 확보했지만 서버 DRAM은 ODM·CSP 인증이 여전히 어렵고 미국 시장 진입도 제한적이다. ‒ 다만 최근 2년, 특히 최근 반년간 서버 DRAM 출하량과 인증 성공률이 개선되고 있다는 평가다. ✅ HBM은 여전히 삼성·SK하이닉스·마이크론과 격차 ‒ CXMT는 HBM 프런트엔드 기술에서 선두업체보다 몇 세대 뒤처져 있고 TSV·본딩·패키징까지 포함한 복잡한 양산 역량도 확보해야 한다. ‒ EUV 제약…
Showing the 12 most recent of 17 posts we hold for @bettheman. 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.
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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“오타니 만다라트 투자” (@bettheman), 356 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/bettheman.
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.