◈하나증권 해외주식분석◈ 선진국 기업분석 강재구(T.02-3771-3386) *텔레그램 채널: https://t.me/hana_us_stock ★ CoreWeave, Inc.(CRWV.US): FY 2Q26: 엔비디아의 전진기지 성장성과 수익성 양호 ▶ 자료: https://buly.kr/uWgzDJ ▶ 가격 결정력과 영업 레버리지 확인 긍정적 - 코어위브에 대한 긍정적인 관점을 유지한다. 코어위브는 시장 컨센서스를 상회한 이번 분기 실적과 다음 분기 가이던스를 제시했다. 시간 외 주가는 15% 상승했다. 시장참여자들이 긍정적으로 평가한 부분은 수익성 개선일 것이다. 견조한 수요 덕분에 코어위브의 가격 결정력이 강하다. 신제품 베라 루빈의 높은 가격과 수익성은 코어위브의 이익 향상에 상당 부분 도움이 됐다. 구형 제품의 판매 단가도 1…
Content that also appears on other registered channels
Posts published here appear word for word on 3 other registered channels. They sit inside a group of 5 channels that share the same post bodies with each other. 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.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @hanaglobalbottomup/8803 · this entry5 Aug 2026, 05:38 UTC | @globaletfi/209765 Aug 2026, 07:49 UTC | 1.00 | 2.2 hours |
| @hanaglobalbottomup/8804 · this entry5 Aug 2026, 06:39 UTC | @globaletfi/209775 Aug 2026, 07:49 UTC | 1.00 | 70 minutes |
| @hanaglobalbottomup/8805 · this entry5 Aug 2026, 08:15 UTC | @globaletfi/209785 Aug 2026, 09:14 UTC | 1.00 | 59 minutes |
| @hanaglobalbottomup/8808 · this entry5 Aug 2026, 23:20 UTC | @globaletfi/209965 Aug 2026, 23:22 UTC | 1.00 | 2 minutes |
| @HanaResearch/201315 Aug 2026, 06:39 UTC | @hanaglobalbottomup/8804 · this entry5 Aug 2026, 06:39 UTC | 1.00 | under a minute |
| @hanaglobalbottomup/8809 · this entry6 Aug 2026, 00:37 UTC | @HanaResearch/201466 Aug 2026, 00:37 UTC | 1.00 | under a minute |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @globaletfi | 10 (8/8 hand-verifiable sample passed) | 1.00 | 59 minutes | this entry (10–0) |
| @HanaResearch | 7 (7/7 hand-verifiable sample passed) | 1.00 | under a minute | this entry (5–2) |
| @hana_us_stock | 5 (5/5 hand-verifiable sample passed) | 1.00 | under a minute | this entry (4–1) |
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. 2 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 25 comparable posts for this entry, running 4 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 5, the earliest publisher we hold is @hanaglobalbottomup — which is this entry. That is a statement about our reading window, not a claim of authorship.
