코어위브 실발을 보고 든 생각 국내 업체에 가장 중요한 문장은 매출이나 백로그가 아니라 CFO 발언. Nitin Agrawal CFO는 부품 가격 인상분을 고객에게 전가하고 있다고 밝혔고, Intrator CEO는 "블랙웰과 베라루빈 SKU의 가격과 마진이 신고점을 기록 중이며, 이전 세대 SKU 가격도 수년 전 수준 이상"이라고 언급 (CNBC) 이는 메모리·부품 가격 상승이 AI 데이터센터 수요를 훼손하지 않고 최종 고객까지 전가되고 있다는 확인이라고 생각 국내 메모리 3사 입장에서는 "가격 인상 → 수요 파괴" 시나리오가 현시점에서는 작동하지 않는다는 증거이며, 수혜 강도로 보면 메모리 > 기판 > 전력기기 > 냉각 순서가 아닐까?

Channel
투자콤
@comvestment
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
6,724subscribers
-11 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 | -1003354458495 |
|---|---|
| Type | Channel |
| Username | @comvestment |
| Created | Between 1 November 2025 and 31 March 2026— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 13 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 13 August 2026 |
| On Telegram | t.me/comvestment |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 13 Aug 2026, 04:58 | 6,724 | -11 |
| 10 Aug 2026, 02:25 | 6,735 | +3 |
| 7 Aug 2026, 10:00 | 6,732 | -3 |
| 6 Aug 2026, 12:03 | 6,735 | first reading |
Engagement
48 posts held, back to 3 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 10 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 34.7%
- avg views ÷ 6,724 subscribers
- Avg views / post
- 2,330
- 48 posts measured
- Reaction rate
- 0.761%
- reactions ÷ views · ER floor
- Posts in window
- 48
- of 48 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 32 of 48 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 12 August 2026 |
|---|---|
| Posts held | 48 (3 August 2026 – 12 August 2026) |
| Views total | 111,850 |
| Reactions total | 598 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 02:49 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
- Video runtime
- 36s
- Average length
- 36s
Measured directly from 1 video 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
598 reactions across 31 posts, in 7 distinct kinds. The most used accounts for 51.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 310 | 51.8% | |
| 🤣 | 80 | 13.4% | |
| 🔥 | 72 | 12.0% | |
| 🫡 | 67 | 11.2% | |
| 👏 | 49 | 8.19% | |
| 🤷♂ | 18 | 3.01% | |
| 🤷♀ | 2 | 0.334% |
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 32 of the 48 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 598reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 48 most recent posts we hold, published 3 August 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
안녕하십니까? 유진투자증권 이코노미스트 방인성입니다. 📉 공포가 아닌 레버리지가 빠졌다 * 어제 VKOSPI가 61.68로 마감했습니다. 지난주 69선에서 한 단계 더 내려왔고, 90선을 넘나들던 게 불과 2주 전임을 감안하면 하락 속도가 상당히 빠릅니다. 6월 말 장중 97선으로 2008년 금융위기 이후 최고를 찍었던 것과 비교하면 40% 가까이 되돌린 셈입니다. * 다만 안도하기엔 이릅니다. VKOSPI는 통상 20 안팎에서 움직이고, 50만 넘어도 극단적 위험 회피 구간으로 봅니다. 61은 여전히 위기 수준입니다. 절대 수준이 아니라 덜 극단적이 된 것뿐입니다. * 진정의 배경은 두 가지입니다. 레버리지 해소, 그리고 앞서 다룬 미국 고용 쇼크로 금리 인상 우려가 후퇴한 겁니다. * 모건스탠리는 코스피의 과도했던 레버리지가 …
🫡4
홈플러스 한우 전 품목 최대 50% 할인 당당후라이드 치킨 3,400원 한돈 삼겹살, 목살 40% 할인 https://n.news.naver.com/article/001/0016246147?type=main
세상에는 그다지 대단한 사람이 없어요 내가 세상에서 제일 잘하고 있다고 생각하고 살면 됩니다
👏12👍5🔥3
희영이, 야선은 괜찮았음
🤣8
무섭게 쫓아오는 중국
https://v.daum.net/v/20260812053707285
Photo, posted without a caption
시초보다 약하긴 했지만 코스피/코스닥 양시장 모두 오랜만에 플러스 이대로 연말까지 지수 50%만 땡겨주세요
👍22🤣4🔥1
계곡에 발 담그고 맥주한잔 조집니다 날이 많이 시원해졌네요
👏32🔥7👍2🫡1
낸드 가격이 8월초 예상과 달리 반등이 나옴. 메모리 가격 피크 시기가 뒤로 밀릴 수 있는 근거나 나옴
👍17
이런 장에서는 전닉장의 포모는 없다 내 차례를 기다리며 이것저것 깔아두고 물리고 손절치고 익절하고를 반복해서 익절 금액이 손절 금액보다 많기만 하면 된다 종목 공부도 산업 공부도 더 재미있는 시즌
👍33🤷♂8🔥2
Showing the 12 most recent of 48 posts we hold for @comvestment. 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 — 654,801 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@HANAchina · 34,8292 postsDS 양형모의 투자전략
@milperc · 5,7022 posts돌찬 공지방
@dolchanchain · 5,3931 post이상헌 부장 iM 지주/ESG/중소형주
@INSIGHTVALUELEE · 2,1611 post김치터미널
@KimchiTerminal · 3,1131 post[한투 테크팀] 채민숙/남채민/황준태/김정찬/김연준
@KISemicon · 14,7731 post[키움증권]스몰캡은 키움
@kwsmlcp · 5401 post리딩투자증권 리서치센터
@leadingR · 4,0111 postSajah의 투자 노트
@SAJAnote · 5151 postLS 유통/화장품 오린아
@thisisoritel · 4,4041 post[DAOL퀀트 김경훈] 탑다운 전략
@toptownquant · 15,7241 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
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 13 August 2026 — this entry's latest reading, not the date you are reading this.
“투자콤” (@comvestment), 6,724 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/comvestment.
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.