https://youtu.be/Nj3Ylns3LeE?si=TTuO-1VKcqfWE2uV
👍17

Channel
@hslpartners
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
17,629subscribers
+206 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001940491138 |
|---|---|
| Type | Channel |
| Username | @hslpartners |
| Description | 아신 여러분들을 위한 사랑방입니다. 이 채널에서 제공하는 콘텐츠에는 오류가 있을수 있습니다. 매수/매도 추천이 절대 아니며 매매의 근거로 활용될 수 없습니다. 해당 게시물의 내용은 어떤 경우에도 법적 근거로 사용될 수 없습니다. 언급된 모든 기업은 보유 중일 수 있으며 언제든지 매도할 수 있습니다. |
| Created | Between 1 March 2023 and 31 October 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 13 August 2026 |
| Measurements held | 10 |
| Confirmed unchanged | 1 time, most recently 13 August 2026 |
| On Telegram | t.me/hslpartners |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 13 Aug 2026, 05:15 | 17,629 | +38 |
| 12 Aug 2026, 05:55 | 17,591 | +2 |
| 11 Aug 2026, 08:35 | 17,589 | -10 |
| 10 Aug 2026, 10:43 | 17,599 | +13 |
| 9 Aug 2026, 12:35 | 17,586 | +17 |
| 8 Aug 2026, 09:08 | 17,569 | +23 |
| 7 Aug 2026, 11:18 | 17,546 | +100 |
| 6 Aug 2026, 12:23 | 17,446 | +23 |
| 6 Aug 2026, 02:30 | 17,423 | no change |
| 6 Aug 2026, 02:23 | 17,423 | first reading |
53 posts held, back to 3 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 18 pagesof Telegram’s post history, 20 posts per page.
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.
| Window | Rolling 30 days · latest post in window 13 August 2026 |
|---|---|
| Posts held | 53 (3 August 2026 – 13 August 2026) |
| Views total | 269,110 |
| Reactions total | 3,980 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 13 Aug 2026, 14:34 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.
Lifetime counters from Telegram’s own channel header, read 13 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.
3,466 reactions across 41 posts, in 16 distinct kinds. The most used accounts for 61.6% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 2,134 | 61.6% | |
| 🤬 | 646 | 18.6% | |
| 👏 | 166 | 4.79% | |
| 🔥 | 154 | 4.44% | |
| 🤣 | 94 | 2.71% | |
| 😭 | 64 | 1.85% | |
| 🥰 | 60 | 1.73% | |
| 🤔 | 59 | 1.70% | |
| 💯 | 42 | 1.21% | |
| 😢 | 9 | 0.26% | |
| 🙏 | 9 | 0.26% | |
| ✍ | 8 | 0.231% | |
| 😁 | 8 | 0.231% | |
| 😐 | 8 | 0.231% | |
| 🤝 | 3 | 0.087% | |
| 💔 | 2 | 0.058% |
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 50 of the 53 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 3,980reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 53 most recent posts we hold, published 3 August 2026 to 13 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://youtu.be/Nj3Ylns3LeE?si=TTuO-1VKcqfWE2uV
👍17
젠슨 황 혼자서 판도라의 상자를 연 것이 아니네요! NVIDIA가 5,000억 달러짜리 Compute Financing 계획을 발표한 바로 그날, SEC에서도 중요한 결정이 나왔습니다. (*SEC : 미국 증권거래위원회) 일부 데이터센터 채권을 복잡한 ABS 규제의 대상으로 보지 않겠다는 겁니다. 기존에 데이터센터에서 나오는 임대료·사용료를 기초로 채권을 만들면, 구조에 따라 ABS로 분류될 가능성이 있었습니다. ABS가 되면 Regulation AB를 비롯해 자산별 공시, 보고, 구조화 관련 규제가 붙습니다. 그런데 SEC는 Latham & Watkins의 질의에 대해 특정 형태의 데이터센터 securitization에서 발행되는 채권은 “asset-backed securities가 아니다”라고 명확히 했습니다. 예전에는 Data C…
👍95🤬5🔥3🤔3🤝1😐1
IT의 신 이형수 pinned «[힘겨워진 AI 군비경쟁, 미국은 금융으로 답을 찾았다] 미국이 가장 잘하는 것이 무엇인가. 기술도 아니고 제조도 아니다. 금융이다. 월스트리트가 200년 넘게 쌓아온 자본 조달의 기술. 그것이 지금 AI 군비 경쟁의 해법으로 등장했다. 문제는 숫자였다. 하이퍼스케일러들의 AI 캐펙스가 올해 8000억 달러에 육박한다. 내년엔 1.3조 달러까지 늘어날 전망이다. 미국 국방비 예산을 넘어서는 규모다. 한 나라가 국방에 쓰는 돈보다, 몇 개 기업이 AI에…»
[힘겨워진 AI 군비경쟁, 미국은 금융으로 답을 찾았다] 미국이 가장 잘하는 것이 무엇인가. 기술도 아니고 제조도 아니다. 금융이다. 월스트리트가 200년 넘게 쌓아온 자본 조달의 기술. 그것이 지금 AI 군비 경쟁의 해법으로 등장했다. 문제는 숫자였다. 하이퍼스케일러들의 AI 캐펙스가 올해 8000억 달러에 육박한다. 내년엔 1.3조 달러까지 늘어날 전망이다. 미국 국방비 예산을 넘어서는 규모다. 한 나라가 국방에 쓰는 돈보다, 몇 개 기업이 AI에 쓰는 돈이 더 크다. 당연히 우려가 나왔다. 이렇게 쓰다가 하이퍼스케일러들의 잉여현금흐름이 마이너스로 전환되면 어떻게 하나. 아무리 돈을 잘 버는 기업이라도 한계가 있는 것 아닌가. 미국의 답은 금융이었다. 작년 하반기 트럼프 행정부의 OBB(One Big Beautiful) Act…
👍203👏9🔥6✍3😁3💯2🤬2🥰2
#GPU #렌탈 A100
🔥23👍9
>>늦게 나온 반박도 반박이다…A100이 증명한 네오클라우드의 완벽한 논리 •CoreWeave 컨퍼런스콜에 따르면 2020년 출시된 A100 GPU가 2026년에도 2029년까지 이어지는 신규 계약을 체결하고 있음. 이는 GPU의 경제적 수명이 2~3년에 불과하다는 Michael Burry의 주장을 정면으로 반박하는 사례 •핵심은 GPU의 2차 수명. 초기 계약으로 금융비용을 회수한 뒤 디레버리징된 클러스터를 다시 높은 가격에 임대하면 추가 수익과 높은 수익성을 확보할 수 있어, 실제 ROIC를 크게 끌어올릴 수 있다는 논리 >迟来的打脸也是打脸,A100给出Neocloud完美逻辑 https://wallstreetcn.com/articles/3779284#from=ios
👍27
https://youtu.be/qnS0eU7XNQw?si=YFuHv_Tl_71UkxQz
👍24🥰4👏1🤣1🤬1
https://m.blog.naver.com/onion_asset/224375414491
👍17👏2
Bernstein은 AI가 어떻게 성장하는지와 각 단계에서 필요한 메모리 요구량에 대한 명확한 분석을 제시했습니다. Stage 1은 훈련입니다. HBM 수요는 Extreme 수준입니다. Conventional DRAM, NAND SSDs, 그리고 심지어 HDDs도 High 수준입니다. Tape는 Moderate 수준입니다. 이것은 HBM을 처음으로 주목받게 만든 무거운 단계입니다. Stage 2는 기본 챗봇 추론입니다. 전반적인 수요가 완화됩니다. HBM은 High 수준을 유지하지만, DRAM, NAND, HDD, 그리고 tape는 Moderate 또는 Low 수준으로 떨어집니다. 모델이 훈련된 후, 간단한 채팅은 더 적은 원시 자원을 필요로 합니다. Stage 3은 긴 컨텍스트, RAG, 그리고 추론을 포함한 고급 추론입니다. HB…
👍33🥰6🤬3
삼성전자가 High-NA EUV 도입 시점을 2030년 1nm 공정으로 미루고, TSMC도 신중론을 유지하면서 차세대 노광 장비 채택이 늦춰지는 흐름 * 삼성: 도입 시점을 뒤로 미룸 - 당초 2nm·1.4nm에서 High-NA EUV를 도입할 계획이었으나 추가 기술 개선이 필요하다고 판단 - 이제 A10(1nm급) 이하부터 필요해질 것으로 전망 (삼성전자 박창민 마스터, ZDNet 인용) - 2nm는 이미 상용화, 1.4nm SF1.4는 2029년 양산 개시 예정 - SF1.4+와 1nm은 2030년 예정, 1nm 양산 시점에 High-NA EUV 적용 목표 * High-NA EUV가 뭔가 - 개구수(NA)를 기존 0.33에서 0.55로 상향, 해상력 개선 - 일부 미세 패턴에서 기존 EUV 멀티패터닝을 싱글패터닝으로 대체 가능 - 공정…
👍14🤔2🤬2
낸드 가격이 8월초 예상과 달리 반등이 나옴. 메모리 가격 피크 시기가 뒤로 밀릴 수 있는 근거나 나옴
🥰42👍18🤬3
* 8월 1~10일 DRAM 수출 단가: 선형적/구조적 상승세 지속
👍29🤬1
Showing the 12 most recent of 53 posts we hold for @hslpartners. 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 — 86,668 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.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
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.
Named by 2 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.
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.
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.
“IT의 신 이형수” (@hslpartners), 17,629 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/hslpartners.
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.