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Channel

Fund Easy

@fundeasy_choi

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

9,963subscribers

+71 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-1002092545017
TypeChannel
Username@fundeasy_choi
Description세상의 흐름에서 빛나는 기업을 찾아 투자하는 투자자 해당 채널에서 언급되는 모든 기업들은 투자 추천이 아니며 투자 판단의 모든 책임은 투자자 개인에게 있음을 알립니다. https://blog.naver.com/opushk
CreatedBetween 1 November 2023 and 31 May 2024— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live13 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 13 August 2026
On Telegramt.me/fundeasy_choi

Growth

9,8889,9639,925.56 August 2026 — 9,892 subscribers6 August 2026 — 9,892 subscribers9 August 2026 — 9,888 subscribers13 August 2026 — 9,963 subscribers6 August 202613 August 2026
4 measurements spanning 7 days, net +71. 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 9,877–9,974 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
13 Aug 2026, 02:239,963+75
9 Aug 2026, 17:429,888-4
6 Aug 2026, 02:499,892no change
6 Aug 2026, 02:359,892first reading

Engagement

111 posts held, back to 4 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 18 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
21.3%
avg views ÷ 9,963 subscribers
Avg views / post
2,130
111 posts measured
Reaction rate
0.345%
reactions ÷ views · ER floor
Posts in window
111
of 111 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 96 of 111 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 15 August 2026
Posts held111 (4 August 202615 August 2026)
Views total236,003
Reactions total736
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken15 Aug 2026, 19:43 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
1,760
Videos
30
Links
2,210

Lifetime counters from Telegram’s own channel header, read 15 August 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.

Reaction mix

537 reactions across 76 posts, in 5 distinct kinds. The most used accounts for 46.9% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
🐳25246.9%
👍18033.5%
😱5410.1%
👌509.31%
🍓10.186%

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 96 of the 111 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 736reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 111 most recent posts we hold, published 4 August 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.

Recent posts

15 Aug 2026, 03:44 UTC≈1,040 views1 reactionsread 15 August 2026

Soros Fund Management 13F... 전력·데이터센터 신규 매수, 에너지 풋옵션 확대 기준일: 2026년 6월 30일 13F 신고자산: 81.4억달러 신규 편입 상위: 1. Super Micro Computer 1.37% 2. American Electric Power (AEP) 1.29% 3. Entergy (ETR) 1.19% 4. Digital Realty Trust (DLR) 1.08% 5. Nebius Group (NBIS) 1.05% 매도 상위: 1. SPY 풋옵션 7.79% 2. XOP 풋옵션 2.39% 3. XLE 풋옵션 2.02% 4. Jazz Investments 채권 1.74% 5. CoreWeave (CRWV) 풋옵션 1.62% 비중 순위: 1. Amazon (AMZN) 3.46% 2. Taiwan

👍1

15 Aug 2026, 03:42 UTC934 viewsread 15 August 2026

David Tepper의 Appaloosa 13F... 아마존·마이크론·TSMC에 집중 기준일: 2026년 6월 30일 13F 신고자산: 77.3억달러 신규 편입: 1. Apple (AAPL) 풋옵션 3.13% 2. Boeing (BA) 2.24% 3. American Airlines (AAL) 1.75% 4. CoreWeave (CRWV) 1.39% 5. Broadcom (AVGO) 0.73% 6. SPCX 0.50% 7. Berkshire Hathaway (BRK.B) 풋옵션 0.16% 8. GT 0.13% 편출: 1. Sandisk (SNDK) 3.01% 2. PDD Holdings (PDD) 1.55% 3. Lumentum (LHX) 1.15% 4. RTX 1.11% 5. Ball Corp (BALL) 0.83% 6. JD.com

15 Aug 2026, 03:41 UTC814 viewsread 15 August 2026

[13F] Duquesne Family Office LLC 기준일: 2026년 6월 30일 13F 신고자산: 52.1억달러 신규 편입: 총 48개 종목 중 주요 비중 순위 1. Insmed (INSM) 콜옵션 2.76% 2. Alphabet (GOOGL) 2.31% 3. Fox Corp Class A (FOXA) 2.21% 4. CDW (CDW) 2.01% 5. Bitdeer Technologies (BTDR) 1.24% 6. Delta Air Lines (DAL) 1.08% 7. Tesla (TSLA) 콜옵션 1.02% 8. Fluor (FLR) 0.99% 9. D.R. Horton (DHI) 0.93% 10. AMD 0.81% 편출: 총 23개 종목 Jabil (JBL), Westlake (WLK), Twist Bioscience

15 Aug 2026, 03:39 UTC≈1,270 viewsread 15 August 2026

Situational Awareness LP 13F... 반도체와 AI 인프라에 집중 기준일: 2026년 6월 30일 신규 편입: 1. Nebius Group (NBIS) 6.09% 2. STMicroelectronics (STM) 2.89% 3. Vishay Intertechnology (VSH) 0.10% 4. CBRS 0.01% 편출: 옵션 포함 20개 신고 라인아이템이며, 기초자산 기준으로 묶으면 다음과 같다. 1. NVIDIA (NVDA): 풋옵션 및 보통주 2. Oracle (ORCL): 풋옵션 3. Broadcom (AVGO): 풋옵션 4. AMD (AMD): 풋옵션 및 보통주 5. ASML (ASML): 풋옵션 및 보통주 6. Micron (MU): 풋·콜옵션 7. Taiwan Semiconductor (TSM): 풋옵션

14 Aug 2026, 06:54 UTC≈1,600 views6 reactionsread 15 August 2026
Photo

국방비에 천조써서 천조국이라 불린 미국인데 이제는 빅테크가 AI에 케펙스에 천조쓰면 뭐라 불러야함? 이자도 천조내는데 흠..

🐳6

14 Aug 2026, 06:28 UTC≈1,500 views8 reactionsread 15 August 2026

[Fundeasy 인사이트] AI 광통신 수요는 같은데, 수율과 수익성이 갈렸습니다: Coherent와 Lumentum Q4 비교 Coherent와 Lumentum의 FY26 4분기 실적을 비교했습니다. 두 회사 모두 AI 광통신 수요를 확인했지만, 현재 숫자에서는 Lumentum의 수익성이 앞서고 Coherent는 6인치 인듐 인화물 생산 확대를 통해 후발 개선을 시도하고 있습니다. 1. Coherent는 분기 매출 20억5,000만달러, 전년 대비 34% 성장, 비일반회계기준 총마진 40.2%를 기록했습니다. 데이터센터 매출은 66% 늘었지만 4분기 자본적지출도 5억5,600만달러로 확대됐습니다. 2. Lumentum은 매출 10억달러, 전년 대비 109% 성장, 비일반회계기준 총마진 50.4%를 기록했습니다. 800G 최대 출하와

🐳7👌1

14 Aug 2026, 06:22 UTC≈3,190 views5 reactionsread 15 August 2026

구글, Gemini 3.7 Flash 출시... 에이전트 성능 높이고 토큰 가격은 절반으로 구글이 코딩과 AI 에이전트에 특화한 Gemini 3.7 Flash를 공개했다. Gemini 3.6 Flash 출시 3주 만의 업데이트로, 소프트웨어 엔지니어링과 지식업무, 웹 개발에서 성능을 높이면서 출시 초기 입력 토큰 가격을 100만개당 0.75달러, 출력 토큰은 3.75달러로 책정했다. 3.6 Flash 대비 원래 가격의 절반 수준이다. 구글이 공개한 자체 평가에서 코딩 성능은 FrontierCode 1.1 Main 43.6%로 3.6 Flash의 34.4%를 웃돌았고, DeepSWE v1.1은 65.3% 대 49.0%를 기록했다. 웹 개발 평가인 WebDev Arena에서도 Elo 점수 1588로 기존 모델의 1538보다 높았다. 금융·법

🐳5

14 Aug 2026, 06:13 UTC≈2,500 views5 reactionsread 15 August 2026

[Fundeasy 인사이트] 미국 밖으로 가면 데이터센터 병목이 사라질까요: 전력은 달라도 허가와 지정학은 남습니다 미국 텍사스의 전력망 접속 중단이 데이터센터 파이프라인의 약 20%를 위험에 놓였습니다. 그렇다면 미국 외 시장에 집중해야 할까요. 유럽·APAC·중동을 전력, 허가, 실제 수요 기준으로 비교했습니다. 1. 미국은 AI 수요가 약한 것이 아니라, 발표된 파이프라인을 실제 전력과 매출로 바꾸는 속도가 느려졌습니다. 미국을 포기하기보다 접속 지연을 보완할 실행 가능한 전력을 선별해야 합니다. 2. 유럽은 주권형 AI와 공공 수요가 강하지만, 낮은 공실률의 이면에는 전력망 접속과 부지 제약이 있습니다. EU의 AI 기가팩토리 계획도 정책 발표와 실제 가동 사이를 구분해야 합니다. 3. APAC은 2030년까지 32GW에서 57

🐳5

14 Aug 2026, 06:09 UTC858 views3 reactionsread 15 August 2026

Sandisk(SNDK); LTAs가 마진 구조를 재설정하고 NAND 순환성을 완화, Overweight·목표주가 2,250달러 J.P. Morgan, 2026년 8월 14일 @Fundeasy_choi 투자 결론 제한 기간 종료 후 투자의견을 Not Rated에서 Overweight로 변경했다. 2026년 8월 13일 현재가 1,528.11달러 대비 2027년 12월 목표주가 2,250달러로 약 47% 상승 여력을 제시한다. 핵심 근거는 New Business Model(NBM), 즉 장기계약(LTAs)이 마진을 구조적으로 높이고 순환성을 낮춘 점이다. AI 추론이 데이터센터 NAND 수요를 급증시키는 가운데 BiCS 로드맵과 High Bandwidth Flash(HBF)가 기술 우위를 뒷받침한다. 잉여현금흐름의 100%를 주주에게

👍3

13 Aug 2026, 23:36 UTC994 views6 reactionsread 15 August 2026
Forwarded from @Fundeasyearnings

📊 AMAT 실적발표 (2026년 2분기) 세션: 장후 실적 발표 🎯 실적 퀄리티: 8/10 🟢 주가 반응: -4.70% (시간외 잠정) 📮 기업 개요 Applied Materials는 반도체 제조와 첨단 패키징에 쓰이는 소재공학 장비 및 관련 서비스를 제공하는 글로벌 장비 기업이다. 📊 핵심 실적 vs 컨센서스 - EPS (Non-GAAP): $3.50 (예상 $3.40, +2.94%) - EPS (GAAP): 미공시 - 매출: $9.12B (예상 $8.99B, +1.45%, YoY N/A%) * (Based on available earnings data) 🗣 경영진 핵심 메시지 경영진은 AI 인프라 확대가 선단 로직, DRAM, 첨단 패키징 수요를 동시에 끌어올리고 있다고 강조했다. 고객들의 클린룸 제약 해소와 신규 팹 프로젝트

🐳6

13 Aug 2026, 23:11 UTC≈1,650 views5 reactionsread 15 August 2026

닉 티미라오스, 7월 물가가 연준의 9월 인상을 막았다... 하지만 매파의 불씨는 남았다 WSJ에 따르면 7월 미국 소비자물가지수(CPI)는 전월 대비 0.2% 올라 예상에 부합했다. 변동성이 큰 식품과 에너지를 제외한 근원 CPI도 전월 대비 0.2%, 전년 대비 2.5% 상승했다. 물가가 예상보다 나쁘지 않자 금리선물 시장에서 9월 금리 인상 확률은 발표 직후 50% 아래로 내려갔다. 이번 지표는 연준의 기존 전망을 방어할 시간을 벌어줬다. 현재 금리 수준이 충분히 제약적이어서 일시적 충격이 사라지면 물가가 2%로 내려갈 수 있다는 논리다. 6월과 7월 물가에는 광범위한 물가 압력이 재확산됐다는 신호가 없었고, 지난주 고용보고서도 노동 수요가 다시 강해졌다는 증거를 보여주지 않았다. 그러나 결론이 난 것은 아니다. 연준이 목표로 삼는

🐳5

13 Aug 2026, 22:21 UTC≈3,070 views11 reactionsread 15 August 2026
Photo

닉스 어제 장중 프리미엄 고려하면 오늘 13%정도 상승가능

😱9🐳2

Showing the 12 most recent of 111 posts we hold for @fundeasy_choi. 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 — 42,596 of 1,480,688entries 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

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 6 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.

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.

“Fund Easy” (@fundeasy_choi), 9,963 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/fundeasy_choi.

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.