번스타인 AI 단계별, 메모리 카테고리별 수요강도

Channel
해기사투자자의 투자공부
@haetwo
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
4,718subscribers
+12 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001839490666 |
|---|---|
| Type | Channel |
| Username | @haetwo |
| Created | Between 1 October 2022 and 30 September 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 11 August 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 11 August 2026 |
| On Telegram | t.me/haetwo |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 11 Aug 2026, 12:05 | 4,718 | +12 |
| 7 Aug 2026, 13:17 | 4,706 | no change |
| 7 Aug 2026, 13:09 | 4,706 | first reading |
Engagement
44 posts held, back to 6 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 6 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 12.8%
- avg views ÷ 4,718 subscribers
- Avg views / post
- 604
- 44 posts measured
- Reaction rate
- 0.404%
- reactions ÷ views · ER floor
- Posts in window
- 44
- of 44 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 10 of 44 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 | 44 (6 August 2026 – 12 August 2026) |
| Views total | 26,561 |
| Reactions total | 25 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 05:26 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
- ≈2,420
- Videos
- ≈42
- Links
- ≈2,230
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
25 reactions across 9 posts, in 4 distinct kinds. The most used accounts for 60.0% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 15 | 60.0% | |
| 👀 | 4 | 16.0% | |
| 🗿 | 4 | 16.0% | |
| 💯 | 2 | 8.00% |
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 10 of the 44 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 25reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 44 most recent posts we hold, published 6 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
거래량은 안터져서 일단 찐반등일지는 모르겠음
ㅇㅈ
💯1
나 조선코인은 악의 세력이 창궐하는것이 느껴집니다 악의 세력은 현재 멋대로 주주환원 컨센 세운 뒤 추후 발표될 주주환원정책에 따라 민첩하고 똑똑하게 메모리 주식 향후 움직임 예견하며 대응하기 를 하고 있는 것으로 보이는데요 어떤 놈이 퍼뜨린 건지 모르겠는데 아주 쓰잘데기 없는 행동이죠 삼성전자 하이닉스가 내린 것은 주주환원정책이 미흡해서 내린 것도 아니고 앞으로 오를 때도 주주환원정책 기대감으로 오르는 것이 아닙니다 그냥 충분히 올라서 잠시 내려가고 싶었던 것 뿐이며 이제는 올라가고 싶은 마음이 들어 오르는 것이죠 오르고 내리는 것에 이유가 필요하다고 느껴지신다면 그것은 저주에 걸린 상태라고 할 수 있습니다 겉보기에만 그럴듯한 똑똑 분석 이유를 읽으며 공허한 지적 허영심을 채워서는 결코 진리에 도달할 수 없습니다 맑은 마음가짐…
❤1💯1
AI병목을 원래는 데이터센터 구축 자체로만 생각했는데, 이제는 사람의 뇌와 반도체 칩 사이 모든커넥션부분에서 데이터가 움직이면서 생기는 병목을 해결하는 것들이 나올것임. 이런 관점으로 봐야 투자기회를 많이 찾을수있을거라고 생각.
전닉 롱으로 보고있지만 그거와는 별개로 2분기 기업들 컨콜 통해서, 이제 B2B AI 시장이 개화했다고 판단. 데이터는 쉴새없이 뿜어져나올거고 이제야 플라이휠이 돌아간다고 생각. 2국면 진입 으로 보고 있음
전닉 둘다 오를거지만 닉스를 좋게보는이유 현재 메모리의 피크아웃을 뒤집어줄 빅 재료는 장기계약. 그것이 트리거가 될것이기에, 어떻게?누구랑?얼마나?무엇을? 할지에 따라 전닉마 밸류가 차이가 날거라고 생각. 지금은 전방산업의 낙수를 받는 기존 메모리 사이클을 넘어 전방산업 수요를 이용해서 진짜 "사업"을 하는 구간임. 그래서 전닉마의 각 비즈니스방향성은 다를거라고 봄. 자동차업체나 소비재쪽 장기계약 비중이 높으면 멀티플하향 요소고, 빅테크 직접계약이면 상향 요소. 그리고 현재 GPU뿐만 아니라 클라우드자체가 쇼티지로 D램 P가 너무 높아서 고객입장에서는 HBM 공급에 대한 불확실성이 많다고 생각. 그러므로 HBM은 Next제품이 들어가냐마냐 따지는건 지났다고 봄. 미래물량을 어떤p에 얼마나 계약하는지가 중요해질듯 그리고 이제 엔비디아가…
* 매우 중요한 내용이 많이 나온 Cantor의 FMS 리뷰 - "비트 수요가 공급을 5~10%포인트 상회하며 이 격차가 이번 10년 내내 지속될 것"이라는 언급 - 컨센서스는 향후 2개 분기 내 메모리 가격 정점을 예상하고 있지만, 업계 관계자들과의 펀더멘털 논의는 전혀 다른 이야기를 전하고 있음 - (루빈울트라의 HBM) 디스펙과 관련해서는 투자자들이 원인을 잘못 해석하고 있음. 이는 전적으로 공급 가용성의 문제이지 수요 파괴가 아님 - HBM4 가격계약 : SK하이닉스가 엔비디아에 GB당 32달러, 브로드컴에 36달러, AMD에 40달러로 계약을 확정한 것으로 파악 - 트렌드포스는 낸드에 대해 27년 하반기부터 가격하락을 예상했는데, 그러나 Cantor의 대화는 상당히 긍정적이었고 부정적 데이터 포인트는 어디에서도 찾을 수 …
딸깍의 시대
세상이 너무 좋아졌다 진짜
1.삼성전자의 롤링 계약 매년 협상 테이블에 다시 앉아서 "잔여 기간 5년으로 또 늘릴까?" 하고 합의하는 구조입니다. 2. 마이크론의 에버그린(Evergreen) 반면 에버그린은 기한 내에 "계약 취소"를 때리지 않으면 기존 조건 그대로 자동 결제(Auto-renewal) 되어버리는 방식입니다. 삼성전자는 26~30년(5개년) 계약 기준 27년 재계약시 31년까지 연장 27년 재계약X 30년으로 고정 28년 재계약시 32년까지 연장 28년 재계약X 31년으로 고정 장점: 그해 년도에 여전히 쇼티지일시 고객들이 계약안하면 불안함 그대로 +5년으로 넘어가는 구조 단점: 재계약 시점에 공급 과잉되는거같으면 계약구조 변경 가능 마이크론은 26~30년(5개년) 계약 기준 계약 취소 안할시 31~35년 자동 연장 장점: 30년까지는 계약…
이거... 흐름이 심상치 않아요 오늘부터 공격의 시작이죠 나 조선코인 8월 12일을 메모리 광복절로 선언합니다 불법 공매도 세력으로부터 여러분을 광복시키겠습니다
Showing the 12 most recent of 44 posts we hold for @haetwo. 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 — 408,862 of 1,183,361entries 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.
@bbanjil · 10,7731 post프리라이프
@free_life59 · 12,5271 post캬오의 공부방
@Kyaooo · 17,4361 post投資, 아레테
@mstaryun · 18,1581 post막스밸류
@paarrrk · 131 post힙한 펭미업의 1인칭 시점
@pengmeup · 9,1431 post피카츄 아저씨⚡️
@pikachu_aje · 25,2371 postMZ실버만 운동모드 ON
@silver_mansachs · 8,1011 post🗽엄브렐라(Umbrella Research) 리서치+ 네프콘 옆집부자형 since 2020
@umbrellaresearch · 12,8271 post
Republishes
Channels on the register whose posts this channel has forwarded.
@Onionfarmer · 15,9713 posts글로벌 Watch 🌎
@awake_globalwatch · 3,5072 posts카이에 de market
@cahier_de_market · 21,7622 posts조선코인
@ChosunCrypto1 · 3,7672 postsFund Easy
@fundeasy_choi · 9,9632 posts1,525 - 1,680 NEWERA
@newera1525_1680 · 2,4352 posts[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 10,7702 posts트릴리온
@Trillion_labs · 9,2202 posts대신증권 원자재 최진영
@akacommodity · 4,3851 post루팡
@bornlupin · 46,9141 post뭐라도 하겠지 회산데
@companytheydosomething · 4151 post미국 주식 인사이더 🇺🇸 (US Stocks Insider)
@insidertracking · 69,4581 post잠실개미&10X’s N.E.R.D.S
@jake8lee · 17,2851 post[유진]전력기기/미드스몰캡 허준서
@jsheo · 5,3831 post🔋Energy Transition
@renew_e · 2,3891 post빚쟁이는 여의도로
@yeouidobi · 1,9601 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 11 August 2026 — this entry's latest reading, not the date you are reading this.
“해기사투자자의 투자공부” (@haetwo), 4,718 subscribers as measured 11 August 2026. Telegram Register, tgregister.com/channel/haetwo.
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.