🔥미국주식, 암호화폐,국내주식 기업탐방 전문 독립리서치
📌 독립리서치 유튜브, 텔레그램 구독자 1위
📌 국내 상장기업 기업탐방 1,000회 이상
✅그로쓰리서치 실시간 정보 받기
https://t.me/growthresearch
✅실시간 상장주식 특징주 받아보기
https://t.me/rocket_news1
Created
30 August 2022 — measured — cross-checked against a third-party dataset (ext.tg_channel)
Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 44% 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.
Observations
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Content that also appears on other registered channels
Posts published here appear word for word on 2 other registered channels. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
Matching posts — open both and compare (2 of the pairs behind the counts below)
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 3 of the 3 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 32 comparable posts for this entry, running 5 August 2026 to 7 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 3, the earliest publisher we hold is @growthresearch — which is this entry. That is a statement about our reading window, not a claim of authorship.
Recorded under the keys clone_copy · clone_mutual, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
Also posting the same content
This channel’s posts match, word for word or near enough, posts on 2 other registered channels, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.
Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
9 measurements spanning 6 days, net +596. 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 39,078–39,877 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)
Subscribers
Change
12 Aug 2026, 02:33
39,785
+19
11 Aug 2026, 02:01
39,766
+30
10 Aug 2026, 05:01
39,736
+63
9 Aug 2026, 08:03
39,673
+101
8 Aug 2026, 08:14
39,572
+165
7 Aug 2026, 09:10
39,407
+237
6 Aug 2026, 10:11
39,170
-19
6 Aug 2026, 04:00
39,189
no change
6 Aug 2026, 03:52
39,189
first reading
Engagement
120 posts held, back to 5 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 17 pagesof Telegram’s post history, 20 posts per page.
ERR · 30 days
8.17%
avg views ÷ 39,785 subscribers
Avg views / post
3,250
120 posts measured
Reaction rate
0.327%
reactions ÷ views · ER floor
Posts in window
120
of 120 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 117 of 120 measured posts that carry a reaction reading, and over those same posts' views.
What these figures were computed from
Window
Rolling 30 days · latest post in window 12 August 2026
Posts held
120 (5 August 2026 – 12 August 2026)
Views total
390,072
Reactions total
1,246
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
12 Aug 2026, 20:34 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
≈13,000
Videos
≈713
Links
≈18,300
Lifetime counters from Telegram’s own channel header, read 12 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
1,184 reactions across 106 posts, in 5 distinct kinds. The most used accounts for 65.6% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
777
65.6%
👍
218
18.4%
🔥
154
13.0%
👏
29
2.45%
🥰
6
0.507%
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 117 of the 120 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 1,246reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 120 most recent posts we hold, published 5 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.
✅ 미국·유럽이 난리 났습니다! K-뷰티 3차 대혁명, 지금 안 타면 진짜 막차 놓칩니다
https://www.youtube.com/watch?v=B3pGaHcdpMQ
📌 지역·채널·카테고리가 동시에 확장
K뷰티 수출은 미국을 넘어 유럽까지 빠르게 확대되고 있으며 선케어·기초 화장품 중심으로 성장세가 이어지는 모습
울타·세포라뿐 아니라 타겟·월마트·부츠·더글라스 등 오프라인 채널까지 넓어지며 과거 중국 중심 성장과 다른 구조적 확장이 나타나는 중
📌 ODM 3사, 같은 분기에 나란히 어닝 서프라이즈
코스메카코리아·코스맥스·한국콜마 모두 분기 최대 매출을 기록하며 시장 기대치를 상회
OTC 선케어, 다수 인디 브랜드 고객사, 고수익 기초 화장품 등 서로 다른 강점을 기반으로 K뷰티 성장의 낙수를 생산 단계에서 흡수
📌 실리콘투까지 호…
✅ [속보]한국거래소, '동전주·시총미달' 36개 무더기 관리종목 지정…90일 내 반등 못하면 상장폐지
https://n.news.naver.com/article/660/0000115053?type=breakingnews
📌 상폐 강화 첫 적용, 36개 종목 무더기 지정
한국거래소, 8월 12일 장 마감 기준 36개 종목 관리종목 지정
지난 7월 1일 시행된 상장규정 개정안의 첫 대규모 적용
저가주·초소형주 중심으로 증시 퇴출 압력이 본격화되는 구간
📌 ‘1,000원·시총 기준’이 핵심
주가 1,000원 미만 사유 24개: 코스피 3개·코스닥 21개
시총 미달 사유 9개: 코스피 5개·코스닥 4개
주가와 시총 기준을 동시에 충족하지 못한 종목도 3개 포함
시총 기준은 코스피 300억원·코스닥 200억원
📌 90거래일 안에 반등…
✅[탐방노트] 휴네시온
📍 망연계 시장 11년 연속 1위
휴네시온은 분리된 네트워크 간 데이터를 안전하게 전송하는 망연계 솔루션이 주력 사업
2025년 공공조달 망연계 시장 점유율 47%로 1위, 2015년부터 11년 연속 1위 유지
공공·금융·국방·민간 등 2,120여개 레퍼런스를 확보했으며 망연계부터 일방향·클라우드·국방 특화 제품까지 전체 라인업 보유
📍 N2SF 전환, 기존 망연계 사업의 확장 기회
정부가 기존 망분리 중심 보안 체계를 N2SF로 전환하면서 서로 다른 도메인 간 데이터를 안전하게 연결하는 CDS 중요성 확대
휴네시온은 한국부동산원 청약망 N2SF 실증 사업을 주관하고 있으며 기존 망연계 기술을 기반으로 CDS 제품 인증도 진행 중
올해 실증 사업이 표준 모델로 자리 잡고 CDS 인증까지 완료될 경우 다른 공공…
🧬[오름테라퓨틱] ADC의 넥스트 payload : DAC
현재 ADC 페이로드는 Topoisomerase I 억제제, 미세소관 억제제 등 일부 기전에 집중돼 있어 같은 계열의 ADC가 늘어날수록 새로운 페이로드와 내성 극복 전략의 중요성이 커지고 있습니다.
오름테라퓨틱은 세포독성 물질 대신 단백질 분해제를 항체로 전달하는 DAC를 개발하며, ADC의 표적 전달 능력과 TPD를 결합한 새로운 modality를 공략하고 있습니다.
💊 기존 ADC와 DAC는 페이로드와 작동기전에서 무엇이 다른가?
💊 GSPT1 분해제는 기존 ADC 페이로드를 대체할 새로운 무기가 될 수 있을까?
💊 BMS-986497 임상 1상은 오름의 DAC 플랫폼을 사람에서 증명할 수 있을까?
💊 ORM-1153은 중단된 ORM-5029 이후 GSPT1 DAC의 …
💻 리벨리온 → SK텔레콤 ‘리벨(REBEL)’ 공급, "큐알티"도 주목
리벨리온이 오는 10월 SK텔레콤에
차세대 NPU ‘리벨’ 공급을 앞두고 최종 물량을 조율 중.
특히 실제 성능이 SK텔레콤 내부 기대치를 상회한 것으로 알려지면서
향후 도입 물량 확대 가능성도 주목.
📌 여기서 같이 봐야 할 업체가 큐알티
큐알티는 이미 리벨리온 등 국내 주요 AI 팹리스의 물량을
📍 입고 → 테스트 → 최종 출하까지 전담하는 구조를 구축.
AI 가속기는
일반 반도체와 달리 실제 AI SW를 구동하면서 고온·고부하 환경에서 장시간 검증 필요
📍이로 인해 고객사와의 맞춤형 공동개발 및 테스트 레퍼런스가 중요.
특히 테스트 사업은 한번 레퍼런스를 확보하면
후속 제품 및 양산 확대 과정에서도 지속적인 테스트 수요로 연결될 가능성이 높다는 점이 …
✅ [단독] 삼성SDI, 사내 AI 에이전트 직접 만든다…경력직 채용 착수
https://it.chosun.com/news/articleView.html?idxno=2023092167995
📌 AI 에이전트 핵심 기술 내재화
생성형 AI 에이전트·서비스 플랫폼 개발 경력직 채용 착수
자연어 기반 업무 지식 챗과 PC·웹 기반 AI 에이전트 개발
T2S(Text-to-SQL/System), MCP 등 사내 기간 시스템 연계 기술 확보 추진
📌 문서부터 사내 데이터까지 업무 자동화
오피스 문서 처리·분석·생성을 AI로 자동화
사내 시스템 데이터 조회·추출까지 에이전트 적용 범위 확대
RAG·자율형 개인 어시스턴트 개발 경험자를 우대하며 자체 기술 로드맵 수립
📌 배터리 R&D에도 AI 효과 본격화
AI 시뮬레이션으로 배터리 신소재 …
💻 리벨리온, SK텔레콤에 K-NPU '리벨' 칩 공급..."물량은 미정"
https://zdnet.co.kr/view/?no=20260812150846
📌 리벨, 10월 SK텔레콤 공급 예정
리벨리온과 SK텔레콤은 차세대 AI 반도체 ‘리벨(REBEL)’의 10월 공급을 앞두고 최종 물량을 조율 중
아직 공급 단가가 확정되지 않아 SK텔레콤의 예산 범위 내에서 최종 도입 수량을 결정할 예정
업계에서는 SK텔레콤이 상당 규모의 리벨 칩을 구매할 가능성이 높은 것으로 전망
📌 기대 이상 성능에 도입 확대 기대
리벨의 실제 성능과 스펙이 SK텔레콤 내부 기대치를 상회하면서 도입에 적극적인 분위기
SK텔레콤은 리벨리온의 2대 주주로, 리벨리온은 내년 IPO를 준비하고 있어 이번 공급이 매출 확대의 주요 레퍼런스가 될 전망
국산 NPU가…
✅한전, 2029년부터 호남 반도체산단에 전력 3GW 우선 공급
https://news.ikbc.co.kr/article/view/kbc202608120035
📌 호남 반도체 산단, 2029년부터 3GW 우선 공급
호남권 반도체 산단은 향후 6GW 이상의 대규모 전력수요가 발생할 것으로 예상
기업의 전력 필요 시점에 맞춰 2029년부터 약 3GW를 우선 공급하고 이후 6GW 이상으로 확대
송전선로와 산단 내 변전소를 단계적으로 추가 구축해 반도체 생산시설 확대에 대응할 계획
📌 용인 반도체 산단도 전력 인프라 조기 구축
용인 국가·일반산단은 팹 완공 시점을 앞당겨 메모리 생산능력을 5년 내 2배로 확대하는 것이 목표
용인 국가산단은 2032년까지 단거리 송전선로와 산단 내 1GW LNG 발전소 3개를 활용해 초기 전력 공급
이후 …
💻 Bernstein: WFE 2027년부터 더 강해진다
📌 WFE, 2028년 2,590억달러까지 확대 전망
Bernstein은 글로벌 WFE 전망을 2026년 1,540억달러, 2027년 2,040억달러, 2028년 2,590억달러로 상향
특히 2027년 성장률 전망을 기존 +18%에서 +33%, 2028년은 +13%에서 +27%로 크게 높임
2026년 이후에도 투자가 꺾이기보다 2027~2028년 성장 속도가 더욱 빨라질 것으로 전망
📌 메모리 투자 확대, DRAM이 중심
DRAM WFE는 2027년 690억달러에서 2028년 960억달러까지 확대될 것으로 전망
기존 전망치였던 2027년 570억달러, 2028년 710억달러 대비 투자 규모가 크게 상향
NAND 역시 2027년 200억달러, 2028년 290억달러로 증가하며 …
💻 삼성전기, 유리기판 고객사 평가 '빨간불'...투자도 밀렸다
https://www.thelec.kr/news/articleView.html?idxno=60802
📌 고객사 신뢰성 인증이 핵심 병목
글로벌 통신 반도체 고객사 시제품 평가에서 인증 미확보
시제품 재제작·재제출이 필요해 투자 일정 추가 지연 가능
연내 생산라인 투자 여부도 불투명한 상황
📌 글라셈 장비 발주 일정 불확실
삼성전기·동우화인켐 합작사 글라셈의 발주 일정이 반복 순연
지난해 12월→올해 3월→6월로 세 차례 이상 지연
증착·에칭·레이저드릴링·검사 장비 업체 선정은 대부분 완료
📌 초도 생산라인 구축도 뒤로
당초 주요 장비를 내년 4월까지 반입할 계획
현재 일정대로면 생산라인 구축은 빨라도 내년 하반기 예상
장납기 장비 발주 지연이 전체 CAPA 구축…
❤12👍3🔥1
Showing the 12 most recent of 120 posts we hold for @growthresearch. 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 — 27,976 of 1,151,006entries 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.
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 12 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.
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 12 August 2026 — this
entry's latest reading, not the date you are reading this.
“그로쓰리서치(Growth Research) [독립리서치]” (@growthresearch), 39,785 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/growthresearch.
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.