전기공급도 LTA인가요..? 전기료 선납이라는 명분으로 한전 숨 불어넣기는 아닌지 전닉 투자자들은 뭔 죄로 펀더멘털 감소를 맞아야 하나요 https://n.news.naver.com/mnews/article/023/0003996421
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Channel
@d_ticker
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Cite this entry
15,663subscribers
+969 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1002559933064 |
|---|---|
| Type | Channel |
| Username | @d_ticker |
| Created | Between 1 March 2025 and 31 July 2025 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 24 September 2026 |
| Measurements held | 34 |
| Confirmed unchanged | 1 time, most recently 24 September 2026 |
| On Telegram | t.me/d_ticker |
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 10 September 2026 and assigned it the closest of 31 fixed categories, at 72% 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 why it has no browse page of its own yet.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 24 Sept 2026, 23:58 | 15,663 | +112 |
| 18 Sept 2026, 16:17 | 15,551 | +544 |
| 16 Sept 2026, 09:42 | 15,007 | +21 |
| 14 Sept 2026, 14:59 | 14,986 | +27 |
| 13 Sept 2026, 03:02 | 14,959 | +4 |
| 11 Sept 2026, 05:59 | 14,955 | +16 |
| 8 Sept 2026, 06:41 | 14,939 | +8 |
| 5 Sept 2026, 02:37 | 14,931 | -1 |
| 3 Sept 2026, 11:39 | 14,932 | +15 |
| 2 Sept 2026, 05:42 | 14,917 | +10 |
| 1 Sept 2026, 09:08 | 14,907 | +3 |
| 31 Aug 2026, 07:07 | 14,904 | +7 |
| 30 Aug 2026, 09:33 | 14,897 | +17 |
| 29 Aug 2026, 07:46 | 14,880 | +34 |
| 28 Aug 2026, 08:34 | 14,846 | +27 |
| 27 Aug 2026, 06:12 | 14,819 | +45 |
| 26 Aug 2026, 05:45 | 14,774 | +8 |
| 25 Aug 2026, 03:09 | 14,766 | +20 |
| 23 Aug 2026, 22:37 | 14,746 | -2 |
| 22 Aug 2026, 03:37 | 14,748 | first reading |
142 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 52 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.
| Window | Rolling 30 days · latest post in window 2 September 2026 |
|---|---|
| Posts held | 142 (30 July 2026 – 2 September 2026) |
| Views total | 390,930 |
| Reactions total | 871 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 11:01 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.
3,301 reactions across 137 posts, in 4 distinct kinds. The most used accounts for 54.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| custom 5172452792727503753 | 1,809 | 54.8% | |
| custom 5172604821684880420 | 589 | 17.8% | |
| custom 5172398207988139299 | 560 | 17.0% | |
| custom 5172688453288068097 | 343 | 10.4% |
Custom emoji. Every row above is a Telegram custom emoji, which the public preview renders as an element carrying only a numeric id — no character, and no image we can reach. The id is printed as-is rather than substituted with a look-alike glyph, because a stand-in would be our invention showing where a measurement should be. The counts beside them are Telegram’s.
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 142 of the 142 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 3,599 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 142 most recent posts we hold, published 30 July 2026 to 2 September 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.
전기공급도 LTA인가요..? 전기료 선납이라는 명분으로 한전 숨 불어넣기는 아닌지 전닉 투자자들은 뭔 죄로 펀더멘털 감소를 맞아야 하나요 https://n.news.naver.com/mnews/article/023/0003996421
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브로드컴 ‘반도체 기판 병목’ 해소하다 브로드컴이 AI XPU나 AI 스위치 관련 전망은 상당히 보수적으로 내는 편인데요. 하지만 이번에는 FY26E~FY27E 전망을 상향하고, FY28E 전망을 구체화했습니다. 그 말은 공급망 중 하나의 병목이 해소되고 있다는 의미입니다. 3대 공급망인 웨이퍼 / 기판(Substrate) / 메모리(HBM) 중 지난 분기에는 메모리를 해소하고, 이번 분기에는 기판이 해소된 상황입니다 브로드컴 경영진은 FY27부터 자체 싱가포르 팹에서 기판을 직접 생산하고, 이것이 공급 병목을 해결할 것이라고 말했습니다 원문 : we are going to start deploying our Singapore Fab for substrates... starting fiscal 27. And that would, I g…
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브로드컴 XPU 로드맵 변화 @구글 - 매년 수십억 달러 TPU 공급 (수치 구체화) - TPU v8i 생산 출하 개시 @앤스로픽 - AI 용량 FY26 >1GW 및 FY27 +5GW에서 - FY28 +10GW까지 증분하며 전망 상향 @오픈AI - ~FY29 10GW 계약 체결하고, FY27 1.3GW 목표 - FY28 5GW 수행 구체화. 3세대 XPU 개발 진행 中 @메타 - ~FY28 3GW 구축 계획은 동일 - FY27 말까지 3세대 MTIA 가속기 공급 예정
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브로드컴 AI 매출 가이던스 - 3QE $16.6B (est. $16.7B) - 4QE $21.7B (est. $21.3B) - FY26E $56B → $58B - FY27E $100B → $115B - FY28E $230B (New) 호크 탄 CEO 曰 FY27~FY28 AI 매출 가이던스는 보수적인 전망이다. 실제로 당사는 AI 제품을 더 많이 출하할 수 있고 실제 고객 AI 수요도 상당히 높지만, 당사가 확보한 웨이퍼 / 기판 / HBM 등 공급망 기반으로 신중하게 산정한 것
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브로드컴 2Q26 실적 3Q FY26 Results - 매출 $29.6B (est. $29.4B) - 반도체 매출 $20.8B (est. $20.5B) - SW 매출 $8.8B (est. $8.9B) - GPM 75.0% (est. 74.1%) - OPM 67.9% (est. 66.9%) - EPS $3.32 (est. $3.24) - OCF $14.2B (est. $14.0B) 4Q FY26 Guidance - 매출 $34.8B (est. $35.0B) - OPM 66% (est. 66.9%)
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빠니보틀이 탄 크루즈 뉴욕에 상장된 세계 최대 크루즈 선사 ‘로열 캐리비언 크루즈(RCL)’의 최고급 등급(아이콘 클래스) 크루즈 라인업 4개 중에서 유일 유럽 노선인 ‘레전드 오브 더 시즈’라고 합니다 https://www.youtube.com/watch?v=oOEvHsbO02c
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외환당국, SK하이닉스 달러 매입 - 7월 ADR 상장으로 265억 달러 조달 - 당국, 고갈된 외환보유고 보충 위해 - 송환 과정에서 200억 달러 매입 결론 : 원화 하락 막으면서 고갈된 외환보유고 보충 Reuters
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고려아연, 반도체황산 생산능력 32만t으로 확대 - 온산제련소 20·21호 생산라인 가동 - 연간 4만t 추가 생산 - 국내 반도체 황산 수요 약 60% 담당
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[단독] 넥슨, '스타크래프트' 인수 추진 후속작 제작 권리까지 넥슨이 보유 '스타크래프트3′ 출시 전망 PC방 순위 여전히 10위권 조선일보
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SK하이닉스-키옥시아 공동 팹 운영 가능성 최태원 SK 회장 아사히 인터뷰 中 - 키옥시아-샌디스크 합작법인의 공동 생산 체제 예시처럼 SK하이닉스 장기 전략에 키옥시아가 필요하다면 언제든 파트너가 될 생각이 있음 - 공동 생산, 연구개발, 공급망 공유 등 가능하다고. 특히 공동 팹 건설 가능성을 언급. 최태원 “키옥시아와 SK하이닉스가 아무런 협력관계 구축할 수 없다면 키옥시아 투자 종료할 것”이라고 강한 톤 내비쳐 https://www.asahi.com/articles/ASV913R1ZV91ULFA01FM.html?iref=pc_ss_date_article
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델은 단기 고점이 예상됨 - 수주 대 매출 비율이 1.5x → 3.7x로 급증 - 반면 납기 속도는 큰 변함이 없어(이미 최고치) - 풀필먼트(납기) 리스크가 부각될 수 있음 - ISG(인프라 부문) OPM이 10.5%→15.0% - 이는 호재가 동시에 겹쳐 일시적으로 급증 - 구조적 마진 개선이지만 지속되기는 어려워 - D램, NAND, CPU, HDD 등 부품 쇼티지에 - 하반기 PC향 부품을 서버향으로 돌림 - 병목 해결을 위한 최대 대응책을 이미 가동 델이 중요한 이유는 AI 하드웨어 밸류체인 전반의 매출 실현 속도를 결정하는 업체이기 때문
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데이터센터 말고 엔터프라이즈 시장도 더 커지고 있음 델 경영진 曰 2분기 전통 서버 매출이 122% 증가했고, 하반기(H2)에도 100%대 성장률을 예상하고 있다
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Showing the 12 most recent of 142 posts we hold for @d_ticker. 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.
Republished by 79 registered channels. The 48 listed are the ones that have forwarded the most posts; the rest are counted here but not each listed.
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.
Named by 3 registered channels — 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.
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 24 September 2026 — this entry's latest reading, not the date you are reading this.
“딘스티커 Dean's Ticker” (@d_ticker), 15,663 subscribers as measured 24 September 2026. Telegram Register, tgregister.com/channel/d_ticker.
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.