https://x.com/wallstengine/status/2088364050715705714?s=46
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Channel
@fionasdailynews
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
6,755subscribers
-47 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
| Telegram ID | -1002003593627 |
|---|---|
| Type | Channel |
| Username | @fionasdailynews |
| Created | Between 1 November 2023 and 31 May 2024 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 17 September 2026 |
| Measurements held | 15 |
| Confirmed unchanged | 1 time, most recently 17 September 2026 |
| On Telegram | t.me/fionasdailynews |
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 12 September 2026 and assigned it the closest of 31 fixed categories, at 60% 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 |
|---|---|---|
| 17 Sept 2026, 11:55 | 6,755 | -9 |
| 13 Sept 2026, 11:15 | 6,764 | -6 |
| 9 Sept 2026, 21:55 | 6,770 | -4 |
| 4 Sept 2026, 18:19 | 6,774 | -2 |
| 1 Sept 2026, 10:55 | 6,776 | -6 |
| 29 Aug 2026, 01:53 | 6,782 | -2 |
| 26 Aug 2026, 09:11 | 6,784 | -5 |
| 23 Aug 2026, 08:25 | 6,789 | -3 |
| 19 Aug 2026, 15:34 | 6,792 | -1 |
| 16 Aug 2026, 20:14 | 6,793 | -6 |
| 13 Aug 2026, 00:45 | 6,799 | -3 |
| 10 Aug 2026, 08:21 | 6,802 | +1 |
| 7 Aug 2026, 14:32 | 6,801 | -1 |
| 7 Aug 2026, 12:32 | 6,802 | no change |
| 7 Aug 2026, 12:25 | 6,802 | first reading |
26 posts held, back to 23 June 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 11 pages of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 26 posts for this entry, the most recent from 15 August 2026. An engagement rate over an empty window would be a number about nothing.
651 reactions across 23 posts, in 12 distinct kinds. The most used accounts for 43.3% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 282 | 43.3% | |
| 👍 | 251 | 38.6% | |
| 😭 | 70 | 10.8% | |
| 😁 | 18 | 2.76% | |
| 🌚 | 9 | 1.38% | |
| 🤡 | 9 | 1.38% | |
| 🤷 | 4 | 0.614% | |
| 😡 | 3 | 0.461% | |
| 🥰 | 2 | 0.307% | |
| ⚡ | 1 | 0.154% | |
| 😇 | 1 | 0.154% | |
| 🙉 | 1 | 0.154% |
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 23 of the 26 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 651 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 26 most recent posts we hold, published 23 June 2026 to 15 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.
https://x.com/wallstengine/status/2088364050715705714?s=46
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财报里相互映证的故事: $SMCI 一直有一个观察仓位,看了一下这次的财报很好。毛利率大幅上修,backlog订单量也是创纪录。唯一的问题可能是营收略不及预期。 管理层对于这一问题的解释是“主因是大型客户资料中心的供电、液冷与网路建置尚未准备完成。” 这反映 AI 基建的瓶颈正从 GPU 供给,延伸为机房层面的 power delivery、冷却、网通与 commissioning。 其实这个观点在去年下半年以来已经多次被提到。拿不到的PPA、漫长的审批、建造流程、设备洁净室短缺等等, 那这恰恰利好另一个主要持仓 $NBIS ——作为另一个可运行 AI capacity 的供给者。“online capacity”是现在的稀缺资源。若客户自己的 GPU 已到、但场地无法运作,已能交付 GPU cloud 的业者价值提高。这有利 NBIS 的长约谈判、预付款与产能消化。
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美国7月PPI年率 4.7%,预期4.9%,前值5.50%。3月以来新低。
可以骗我,但注意次数。希望这次是真的反弹了。
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Lumentum 财报你需要知道的事: CPO NPO 发展如何,最好回击Fud的方式是订单和利润。 https://x.com/nft_hu/status/2087515970021761234
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【Fiona周报】2026-08-10 至 08-14 ━━ 本周最重要一件事 ━━ **美国通胀三连发,叠加 AI 基建财报验证周。** 本周不是单纯检验“AI 需求强不强”,而是检验需求能否穿透到光互连、网络、服务器、GPU 云与半导体设备订单。周三 CPI、周四 PPI、周五零售销售决定估值端;Lumentum、CoreWeave、Super Micro、Cisco、Coherent 与 Applied Materials 则决定 AI 供应链盈利端。 ━━ 本周市场主线 ━━ 🌟🌟🌟【风险最高】美国 CPI / PPI / 零售销售连续公布 - 8/12 周三 08:30 ET:7 月 CPI - 8/13 周四 08:30 ET:7 月 PPI - 8/14 周五 08:30 ET:7 月零售销售 🌟🌟🌟【AI 验证周】从 GPU 需求走向全供应链交付能力 AMD、TSMC 等近期结果已确认 AI 需求强度;现…
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下跌中,我其实思考了很多。 在这个位置,如果止损卖出,然后呢?我会买其他板块么?房地产医疗金融板块? 我想了又想,真的觉得这些板块对我的吸引力在此刻是有限的。AI的诱惑力和渗透率是真实巨大的。他是对我而言的主线剧情。 所以我没有改变持仓,我的仓位仍然紧紧围绕着AI半导体行业: 1️⃣存储的需求是真实的,第一性的,增长的。确实好的公司不一定等于好的股价,但这么本质性利好且高速增长的,很难扔。 2️⃣光通讯: 带宽,信息数据传播的速度和损耗是发展必然考虑的核心因素。 现在市场的争论主要是 CPO NPO XPO。良率和工程化问题交给工程师们吧,我们来买无论哪种方案都会受益的公司。 3️⃣半导体设备和材料: 上游的上游,capex不可避免流向。 4️⃣功率半导体和电力设施: 所有板块里,这是我最不确定的一个。因为我买的标的都是800VHDC密切相关的。 而目前显示400V HVDC 的推进明显快于 800V,后者仍处于验证…
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内存股反弹了,但是走的不算很强。 有一个变化是这次下跌被套的筹码太多。以前没有套牢盘涨起来都是星辰大海,现在一堆套牢盘,涨起来就有人想卖。 虽然我依旧持有看好,但目前看来,走势很难像之前一样。
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新的一周开始了,终究还是要面对,来聊聊内存股和韩股。 7月我的仓位已经从高点跌了42%,5月6月累计的利润已经消失。我最看好也最重仓的内存股贡献了核心跌幅。盈亏同源真的被验证的淋漓尽致。 事到如今,反思一下自己最大的决策失误有两个。 1️⃣在顶部(6月底)发了很多顶部指标,短期情绪定点非常明显。当时只卖了1.5成的仓位,卖的少了。知道顶部而不卖,还是贪心了。 2️⃣过快抄底,在下跌趋势中抄底,且抄底了杠杆产品。下跌磨损会极大。 其实这本质是一种惯性思维。在今年的几次回调中,抄底都获得了很好的结果,且下跌幅度都有限。因此养成了下跌就抄底的“条件反射”。但这次下跌如果是幅度还是影响范围,都超过了预期。 那最重要的是,接下来怎么看/怎么办? 1️⃣基本面发生改变了吗? 内存还缺,且LTA和供应情况紧缺情况并没有改变。 下跌主要还是由科技拥挤交易,以及杠杆产品“反身性清算”决定的。 去年到今年初,韩股整体涨幅超 70%,存储和 A…
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这次确实是开了眼了。本来觉得跌20%抄底很稳,结果随便就可以跌40%。昨天看了眼三星电机都跌了一半,上涨多疯狂,下跌多残酷。 我本来以为大促销活动一年只有一次(三月),没想到今年这半年已经发生两次了。 还是要对市场保持更多敬畏,宁可卖飞,也要有纪律地止盈。当一系列顶部标志出现时,卖1/3表示尊重没什么问题。 疼痛的程度等于顿悟的程度。
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【美国6月非农大幅低于预期】金十数据7月2日讯,美国6月季调后非农就业人口录得增加5.7万人,低于市场预期的增加11万人。 (来自金十数据APP)
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从我自己痛苦的程度来感知,我们在最底部附近了,相信反转即将到来。
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Showing the 12 most recent of 26 posts we hold for @fionasdailynews. 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.
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.
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 11 seed channels' Telegram-generated recommendation lists in total. 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 17 September 2026 — this entry's latest reading, not the date you are reading this.
“Fiona’s daily news” (@fionasdailynews), 6,755 subscribers as measured 17 September 2026. Telegram Register, tgregister.com/channel/fionasdailynews.
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.