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Channel

잠실개미&10X’s N.E.R.D.S

@jake8lee

On this record: Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry

17,248subscribers

+130 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001150586161
TypeChannel
Username@jake8lee
Description'잠실개미‘ 와 ’10X’의 채널 N 내러티브(Narrative), E 실적(Earning), R 리스크(Risk), D 배당성장/주주환원(Dividend growth), S 산업분석(Sector Analysis) https://m.blog.naver.com/68083015 https://m.blog.naver.com/tenbagger10x
Created29 June 2021measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held8
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/jake8lee

Growth

17,11817,24817,1836 August 2026 — 17,118 subscribers6 August 2026 — 17,118 subscribers7 August 2026 — 17,146 subscribers8 August 2026 — 17,150 subscribers9 August 2026 — 17,158 subscribers10 August 2026 — 17,206 subscribers11 August 2026 — 17,213 subscribers12 August 2026 — 17,248 subscribers6 August 202612 August 2026
8 measurements spanning 6 days, net +130. 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 17,099–17,268 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 02:4317,248+35
11 Aug 2026, 03:2717,213+7
10 Aug 2026, 04:5317,206+48
9 Aug 2026, 01:3017,158+8
8 Aug 2026, 04:3617,150+4
7 Aug 2026, 06:2117,146+28
6 Aug 2026, 10:0317,118no change
6 Aug 2026, 09:5417,118first reading

Engagement

91 posts held, back to 5 August 2026the 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
17.9%
avg views ÷ 17,248 subscribers
Avg views / post
3,090
91 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
91
of 91 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.

What these figures were computed from
WindowRolling 30 days · latest post in window 12 August 2026
Posts held91 (5 August 202612 August 2026)
Views total281,192
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken13 Aug 2026, 00:36 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
5,000
Videos
65
Links
5,530

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.

Recent posts

12 Aug 2026, 18:52 UTC≈1,300 viewsread 13 August 2026
Forwarded from @ym_researchPhoto

코어위브의 수주잔고 듀레이션 변화(JPM) - 수주잔고 총액은 4Q24 대비 1Q26에 558% 증가 - 잔고의 듀레이션은 장기계약화 → 48개월 이상 계약 비중이 4%에서 25%로 증가(장기적인 컴퓨팅 수요에 대한 자신감↑)

12 Aug 2026, 16:57 UTC≈2,000 viewsread 13 August 2026

충격의 네비우스 https://m.blog.naver.com/tmdejr1267/224376739866

12 Aug 2026, 12:00 UTC≈1,700 viewsread 13 August 2026
Forwarded from @JstockclassPhoto

뱅크오브아메리카, 미국 AI·에너지 핵심 인프라에 2,500억 달러 투자 1. 개요 • 사업명: 중요 인프라 금융 이니셔티브 (Critical Infrastructure Finance Initiative) • 투자 규모: 총 2,500억 달러 (약 340조 원) • 투자 기간: 2026년 1월 1일 ~ 2027년 7월 4일 (총 18개월) 2. 3대 핵심 투자 분야 • 디지털 인프라: AI 데이터 센터, 고성능 연산 인프라 구축 • 에너지 및 전력 인프라: 신재생 에너지 발전, ESS • 핵심 인프라: 운송·수송망, 천연가스 관련 시설 modernization 3. 시장 배경 및 업계 동향 • 시장 트렌드: AI 데이터 센터 수요 폭증, 핵심 광물 채굴, 에너지 인프라 현대화 붐 대응 • 금융사 경쟁: 모건 스탠리의 1조

12 Aug 2026, 11:36 UTC≈2,420 viewsread 13 August 2026

가격을 전망해야 할 때, 가격의 명확한 객관적 가치를 반영한다는 가정은 틀릴 가능성이 큽니다. 객관적인 가치란 존재하지 않습니다. 가격은 가치에 대한 각자의 주장이 만나서 이루어지는 '합의된 환상' 입니다. 객관적인 가치를 계산해내려고 시도하기보다는 이 시장에 참여하는 사람들이 누구이며, 각각의 참여자들은 어떤 가격대를 불편해 하고 어떤 가격대를 편안해할 것인가로 나누어서 대답을 구해보는것이 가격의 흐름을 이해하는데 훨씬 유익합니다. - 홍진채 《주식하는 마음》

12 Aug 2026, 10:35 UTC≈2,410 viewsread 13 August 2026
Forwarded from @dykim0210

엔비디아(NVDA)의 5,000억 달러 투자 동원 능력은 긍정적이며, 수익 배분에 관심(초점)을 집중시킵니다. 엔비디아는 주로 제3자 자본을 활용하여 AI 팩토리 투자를 추진하고 있으며, 이는 논란을 과열시키는 측면이 있음을 인정하더라도 순환성(순환 매출) 우려를 완화하고 소버린(국가 주도) 및 네오클라우드 투자를 촉진하며 연금형(지속적) 수익원을 창출하는 데 도움이 될 것으로 보입니다. Key Takeaways 1) 엔비디아는 6개 투자 파트너로부터 5,000억 달러의 잠재적 투자 동원을 발표함 2) 투자 파트너들은 사업성에 따라 기회를 평가할 것이며, 엔비디아는 일부경우에 25%를 공동 투자함 3) 긍정적 측면: 제3자의 의사결정/자금 조달은 순환성을 줄이는 동시에 엔비디아로 사업을 이끌고 수익 공유 연금 스트림을 창출함 4) 반대 의

12 Aug 2026, 08:14 UTC≈2,560 viewsread 13 August 2026
Forwarded from @free_life59

#HBM #MU 1. 마이크론이 HBM4E를 기점으로 '커스텀 HBM' 시대 본격 개막 및 고객사별 맞춤형 SKU 제공 계획을 발표함. 2. HBM 설계·검증의 막대한 비용과 시간으로 인해 시장 구조가 기존 3사 경쟁에서 '1~2개 공급사 집중' 모델로 재편될 가능성을 제기함. 3. HBM 생산 시 일반 DRAM 대비 생산 능력 잠식 비율(Trade-off)이 현재 3:1에서 차세대 제품군(HBM4/4E)의 경우 4:1까지 악화될 것으로 전망함. 4. 마이크론 HBM3E의 타사 대비 30% 낮은 전력 소비 효율 강점과 HBM4E부터 1-감마(1γ) DRAM 공정 도입 및 TSMC와의 협력 강화를 확인함.

12 Aug 2026, 07:06 UTC≈3,120 viewsread 13 August 2026

엄청난 모래 폭풍후에 먼지가 가라앉고는 있으나 아직은 앞이 자욱한 상황인 만큼 서두를 필요는 없다 https://m.blog.naver.com/mong4445/224376135606

12 Aug 2026, 07:04 UTC≈2,940 viewsread 13 August 2026

머스크가 자체칩이 아닌 엔비디아 칩을 쓴다는 것에는 2가지 층위의 함의가 있다. 첫째는 자체칩보다 엔비디아칩으로 DC를 구성하는 것이 속도나 범용성면에서 압도적이기 때문이고, 그만큼 자체칩을 강조하던 머스크가 '속도'를 중시해야하는 구간이라는 점이다. 둘째는 현재 오픈웨이트 트렌드는 아직 1개분기밖에 제대로 된 관찰이 이뤄지지 않았기 때문에 시장이 많이 놓치고 있는 부분인데, 오픈웨이트 모델들은 엔비디아에 최적화 되어있다. 머스크는 이 모든 것을 고려했을 것이다. 항상 놀랍고도 단순한 직관으로 현상을 꿰뚫어 보는 머스크다. 머스크의 담론이 모든 현상의 핵심을 담고 있다. 메모리 공급은 매년 20% 늘고, 수요는 그보다 빨리 늘어난다. 결국 시장의 관계자들은 모두 같은 이야기를 하고 있다. 여기서 두가지 층위의 담론이 존재한다. 1)

12 Aug 2026, 04:50 UTC≈3,300 viewsread 13 August 2026
Photo

HBM 계약가 루머와 시평지 사실무근 찌라시임을 확인 사살 https://t.me/aetherjapanresearch/24528

12 Aug 2026, 04:00 UTC≈1,190 viewsread 13 August 2026
Forwarded from @kkkontempPhoto

반도체 투자 안전지대 진입중 차트: SMH 반도체 ETF 변동성 지수

12 Aug 2026, 03:49 UTC≈1,250 viewsread 13 August 2026
Forwarded from @cahier_de_market

* 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

Showing the 12 most recent of 91 posts we hold for @jake8lee. 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 — 134,055 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

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 5 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.

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.

“잠실개미&10X’s N.E.R.D.S” (@jake8lee), 17,248 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/jake8lee.

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.