삼전·하닉은 월가 ‘ATM’이었다 글로벌 헤지펀드들이 AI 기술주를 포기한 게 아니라, 익스포저를 상당 부분 유지한 채 손실과 위험한도를 관리해야 하는 상태가 됐습니다. 모든 AI 주식을 팔고 떠난 게 아니라면 남은 롱 포지션을 지키기 위해 반대편에서 위험을 줄여야 합니다. 삼성전자와 SK하이닉스처럼 가장 많이 올랐고, 유동성이 풍부하고, AI CAPEX(자본지출) 사이클과 상관관계도 높은 종목은 이때 좋은 헤지 수단이 됩니다. 업황이 나빠서 매도하는 것이 아닌, 다른 AI 주식을 사거나 들고 가기 위해 메모리를 매도하는 펀딩숏 거래입니다. 쉽게 말해 7월 기술주에서 돈을 잃은 투자자들이 위험한도를 확보하기 위해 가장 쉽게 팔 수 있는 메모리를 ATM처럼 쓰면서 가격 왜곡이 생겼다는 것입니다. 메모리, 특히 삼성전자와 SK하이닉스가 A…

Channel
중도의 투자이야기
@joongdo
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
4,128subscribers
+72 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001571318548 |
|---|---|
| Type | Channel |
| Username | @joongdo |
| Created | Between 1 August 2021 and 31 January 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/joongdo |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 14:54 | 4,128 | +22 |
| 9 Aug 2026, 07:12 | 4,106 | +52 |
| 6 Aug 2026, 13:40 | 4,054 | -2 |
| 6 Aug 2026, 05:05 | 4,056 | first reading |
Engagement
45 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 4 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 11.1%
- avg views ÷ 4,128 subscribers
- Avg views / post
- 460
- 45 posts measured
- Reaction rate
- 0.479%
- reactions ÷ views · ER floor
- Posts in window
- 45
- of 45 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 20 of 45 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 8 August 2026 |
|---|---|
| Posts held | 45 (6 August 2026 – 8 August 2026) |
| Views total | 20,706 |
| Reactions total | 49 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 05:41 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.
Reaction mix
24 reactions across 10 posts, in 6 distinct kinds. The most used accounts for 20.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 5 | 20.8% | |
| 😁 | 5 | 20.8% | |
| 🙏 | 5 | 20.8% | |
| 👍 | 4 | 16.7% | |
| 🔥 | 4 | 16.7% | |
| 👏 | 1 | 4.17% |
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 20 of the 45 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 49reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 45 most recent posts we hold, published 6 August 2026 to 8 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
Photo, posted without a caption
https://youtu.be/kxC4NJk6mL0?si=tHjBTNKjxoJKpxp6
Citi, 메모리 가격 정점으로 인해 마이크론 목표주가 하향 Citi는 DRAM과 NAND 가격이 향후 4분기 동안 분기 대비 상승세가 둔화될 것이며, 가격이 내년 5월(F2Q) 분기에 정점을 찍을 것이라고 주장하며 마이크론을 하향 조정했다. 구체적으로 Citi는 8월/11월/2월/5월 분기에 대한 분기 대비 DRAM 가격 가정을 23%/10%/2%/0%에서 23%/9%/2%/0%로 수정했으며, 이제 2H27을 전년 동기 대비 3% 하락으로 모델링한다. NAND 가격 가정은 29%/9%/1%/0%에서 29%/7%/0%/-1%로 변경되었으며, 2H27은 이제 전년 동기 대비 5% 하락으로 조정되었다. Citi는 CXMT와 YMTC의 생산 능력 확대를 DRAM과 NAND 가격 하락의 원인으로 지목한다. https://x.com/jukan0…
https://m.blog.naver.com/onejejuwave/224371937072
#메르 님 외국인들이 국장을 던지는 비밀 2 한줄 코멘트. VaR과 위험조정수익률(샤프지수등)을 모두 보는 기관들이 많음. 변동성이 높아지면 VaR 때문에 운용한도가 줄어들고, 펀드매니저들의 평가(샤프지수등)에도 악영향을 미치게 됨. 펀드매니저들은 변동성이 높아진 자산과 시장의 비중을 줄이거나, 다른 시장으로 이동을 모색하게 되는 것임. 외국인들이 연초부터 한국을 계속 탈출하는 이유에는 국장의 변동성 증가가 영향을 미치는 것 같음. https://m.blog.naver.com/ranto28/224371660858
https://youtu.be/puXVUty-n5E?si=1egGty9iKyp6PzF8
😁1
아 주말에 좀 즐기자🙏🙏🙏🙏🙏
🙏3
Photo, posted without a caption
🙏2
Photo, posted without a caption
🔥1
앗..약해
야선 양치기 소년
Showing the 12 most recent of 45 posts we hold for @joongdo. 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 — 653,930 of 1,160,990entries 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@jump0000 · 3,0584 posts에테르의 일본&미국 리서치
@aetherjapanresearch · 33,8152 posts주식과 부동산
@slowstockT · 3,7772 posts선진짱 주식공부방
@sunstudy1234 · 53,5702 posts루팡
@bornlupin · 46,8481 post습관이 부자를 만든다. 🧘
@habit4117 · 27,4821 postIT의 신 이형수
@hslpartners · 17,6291 post머니보틀
@moneybottle · 15,3091 post돌다리🚦
@stbridgee · 4,7091 postYeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,2801 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
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.
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.
“중도의 투자이야기” (@joongdo), 4,128 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/joongdo.
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.