전쟁(시장 폭락)이 휩쓸고 간 뒤, 황폐해진 도시(포트폴리오)를 재건하는 구간 반도체 쏠림으로 인한 집중 리스크(Concentration Risk) 경계감이 커진 동시에, 쏠림 여파로 내재가치 대비 과하게 할인된 다른 테마들이 수두룩한 시점 Choose your alpha wisely.. Don't go all in
❤1
Signed 인상주의

Channel
@insangnism
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
11,240subscribers
+68 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001355606776 |
|---|---|
| Type | Channel |
| Username | @insangnism |
| Created | 21 March 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 14 August 2026 |
| Measurements held | 10 |
| Confirmed unchanged | 1 time, most recently 14 August 2026 |
| On Telegram | t.me/insangnism |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 09:25 | 11,240 | +5 |
| 12 Aug 2026, 22:58 | 11,235 | -1 |
| 12 Aug 2026, 00:32 | 11,236 | +8 |
| 10 Aug 2026, 22:51 | 11,228 | +30 |
| 9 Aug 2026, 23:32 | 11,198 | +10 |
| 8 Aug 2026, 20:35 | 11,188 | +5 |
| 7 Aug 2026, 23:08 | 11,183 | +8 |
| 6 Aug 2026, 21:54 | 11,175 | +3 |
| 6 Aug 2026, 10:07 | 11,172 | no change |
| 6 Aug 2026, 09:53 | 11,172 | first reading |
170 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 17 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. It is computed over the 141 of 170 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 15 August 2026 |
|---|---|
| Posts held | 170 (6 August 2026 – 15 August 2026) |
| Views total | 186,330 |
| Reactions total | 555 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 15 Aug 2026, 03:32 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 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.
Measured directly from 1 video with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
555 reactions across 139 posts, in 5 distinct kinds. The most used accounts for 76.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 426 | 76.8% | |
| 👍 | 113 | 20.4% | |
| 😁 | 10 | 1.80% | |
| 💯 | 4 | 0.721% | |
| 🙏 | 2 | 0.36% |
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 141 of the 170 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 555reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 170 most recent posts we hold, published 6 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.
전쟁(시장 폭락)이 휩쓸고 간 뒤, 황폐해진 도시(포트폴리오)를 재건하는 구간 반도체 쏠림으로 인한 집중 리스크(Concentration Risk) 경계감이 커진 동시에, 쏠림 여파로 내재가치 대비 과하게 할인된 다른 테마들이 수두룩한 시점 Choose your alpha wisely.. Don't go all in
❤1
Signed 인상주의
인텔 CEO, 1,000만 달러 규모의 인텔($INTC) 주식 매수 새로운 미 증권거래위원회(SEC) 공시에 따르면, 립부 탄(Lip-Bu Tan) 인텔 CEO는 주당 95달러에 10만 5,263주를 매수했으며, 이는 약 1,000만 달러 규모입니다. 이번 매수로 그의 총 실질 소유 주식 수는 약 133만 주로 늘어났습니다.
Signed 인상주의
WSJ 보도에 따르면, 미국이 애플에 중국산 메모리 칩 구매 자제를 촉구함.
❤2
Signed 인상주의
[단독] “최태원 회장 결단 없으면 투쟁”…SK하이닉스 노조마저 거리로 나서나 SK하이닉스 노조가 성과급 일부를 주식으로 지급하고 일정 기간 매도를 제한하는 사측의 제안에 크게 반발하며 “최고 경영층인 최태원 회장의 직접적인 결단이 필요하다. 만약 사측에서 결단을 회피한다면 투쟁하겠다”는 입장을 내놨다. 투쟁 방식은 아직 공식적으로 언급하지 않았지만 삼성전자에 이어 SK하이닉스 노조까지 성과급을 이유로 거리로 나설 경우 세계 메모리 투톱이 장외투쟁을 벌이는 초유의 사태가 벌어질 것으로 보인다. https://naver.me/Gi0cqhQh
❤1
Signed 인상주의
Investing.com - 스탠리 드러켄밀러의 듀케인 패밀리 오피스가 최근 분기 동안 포트폴리오를 대폭 재편했다. 핵심은 대형 기술주로의 대규모 복귀와 일부 전통 반도체 종목의 과감한 매각이다. 가장 주목할 만한 움직임은 Amazon.com Inc(NASDAQ:AMZN) 보통주 지분을 1,000% 이상 늘려 541,600주를 보유하게 된 것이며, 동시에 이 이커머스 대기업에 대한 콜옵션도 두 배 이상 확대했다. 이러한 흐름 속에서 드러켄밀러는 반도체 및 인공지능 분야에 대한 투자 비중을 공격적으로 재조정했다. 듀케인은 브로드컴 Inc(NASDAQ:AVGO), 인텔 Corporation(NASDAQ:INTC), 마이크론 테크놀로지 Inc(NASDAQ:MU) 지분을 전량 청산했으며, 대신 AMD(NASDAQ:AMD) 신규 포지션 72,900주…
❤1
Signed 인상주의
https://m.blog.naver.com/gmyhhj/224379212223
Signed 인상주의
└ 미국은 경기 침체네... 😳 고용 박살 + 물가 급락 + 소비 급감 = Fed 금리 인하네? 근데 금리는 2007년 이후 최고... 이는 현 경기 침체 속 성장 반영은 아니다라면 뭐지...? 구조적인 재정수지 악화 반영...?? 그런데 한번 맛 본 이자발생 재정확장은 멈출 순 없고, 금리는 마음처럼 안떨어지고... 성장이 부재한 텀프리미엄 확대의 끝은 어디를 향할까...??? 🙄
❤3
Signed 인상주의
Peter Diamandis : “에이전틱 AI 시대의 속도를 제한하는 병목은 연산(compute)이 아니라 메모리(memory)다.” Elon Musk 답글 : "이를 아는 사람이 거의 없다."
❤8
Signed 인상주의
2026.08.14 13:38:53 기업명: 알테오젠(시가총액: 16조 7,993억) A196170 보고서명: 반기보고서 (2026.06) 잠정실적 : Y 매출액 : 689억(예상치 : 664억, +3.8%) 영업익 : 342억(예상치 : 246억, +38.9%) 순이익 : 300억(예상치 : 276억, +8.7%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 689억/ 342억/ 300억 2026.1Q 716억/ 393억/ 713억 2025.4Q 645억/ 196억/ 744억 2025.3Q 490억/ 267억/ 220억 2025.2Q 186억/ -4억/ -343억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260814001294
❤2
Signed 인상주의
https://blog.naver.com/findingst1/224378286593
❤2
Signed 인상주의
https://blog.naver.com/gmyhhj/224378275435
❤2
Signed 인상주의
https://m.blog.naver.com/jeunkim/224375501987
❤2
Signed 인상주의
Showing the 12 most recent of 170 posts we hold for @insangnism. 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 — 373,203 of 1,478,351entries 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 1 registered channel — 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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“인상주의 투자 인생 업그레이드노트” (@insangnism), 11,240 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/insangnism.
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.