김찰저의 관심과 생각을 저장하는 채널입니다.
해당 채널의 게시물은 단순 의견 및 기록용도이고 매수, 매도 등 투자권유를 의미하지 않습니다.
해당 게시물의 내용은 부정확할 수 있으며
매매에 따른 손실은 거래 당사자의 책임입니다.
해당 게시물의 내용은 어떤 경우에도 법적
근거로 사용될 수 없습니다.
Created
Between 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 10 September 2026 and assigned it the closest of 31 fixed categories, at 42% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Observations
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Content that also appears on other registered channels
Posts published here appear in near-verbatim form on 12 other registered channels. 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.
Matching posts — open both and compare (6 of the pairs behind the counts below)
Channels this entry shares post bodies with, where at least one matching post pair has no forward credit between the two channels, or to a common source, recorded in our data
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. 54 of the 54 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 231 comparable posts for this entry, running 12 August 2026 to 13 November 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).
Recorded under the keys clone_copy · clone_mutual · clone_source, last confirmed 14 November 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
Growth
63 measurements spanning 99 days, net +470. 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 24,720–25,335 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 63
Measured (UTC)
Subscribers
Change
13 Nov 2026, 04:07
25,261
-3
9 Nov 2026, 06:07
25,264
+29
7 Nov 2026, 21:47
25,235
+8
6 Nov 2026, 22:35
25,227
+1
5 Nov 2026, 02:59
25,226
-2
4 Nov 2026, 04:49
25,228
+32
3 Nov 2026, 01:09
25,196
+9
2 Nov 2026, 04:31
25,187
+22
1 Nov 2026, 05:39
25,165
+24
31 Oct 2026, 06:19
25,141
+18
30 Oct 2026, 07:39
25,123
+7
29 Oct 2026, 10:00
25,116
+14
28 Oct 2026, 07:14
25,102
+24
27 Oct 2026, 05:29
25,078
-1
26 Oct 2026, 02:55
25,079
+5
25 Oct 2026, 03:16
25,074
+2
24 Oct 2026, 01:56
25,072
+2
22 Oct 2026, 22:38
25,070
+1
21 Oct 2026, 19:09
25,069
+3
20 Oct 2026, 14:06
25,066
first reading
Engagement
440 posts held, back to 12 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 126 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
20.0%
avg views ÷ 25,261 subscribers
Avg views / post
5,060
267 posts measured
Reaction rate
0.533%
reactions ÷ views · ER floor
Posts in window
267
of 440 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 255 of 267 measured posts that carry a reaction reading, and over those same posts' views.
What these figures were computed from
Window
Rolling 30 days · latest post in window 14 November 2026
Posts held
440 (12 August 2026 – 14 November 2026)
Views total
1,351,478
Reactions total
7,012
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
14 Nov 2026, 09:59 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
≈4,750
Videos
≈25
Links
≈5,510
Lifetime counters from Telegram’s own channel header, read 14 November 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.
Reaction mix
11,366 reactions across 424 posts, in 5 distinct kinds. The most used accounts for 50.9% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
5,782
50.9%
👍
2,922
25.7%
🔥
1,802
15.9%
💯
468
4.12%
👌
392
3.45%
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 427 of the 440 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 11,366 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 440 most recent posts we hold, published 12 August 2026 to 14 November 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
Telegram’s own ‘edited’ marker: 11 of 267 posts held from the last 30 days (4.12%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
앤트로픽 증권신고서를 보면 향후 12개월 내 컴퓨팅칩 인프라 지출 예정액은 707억 달러, 2030년 말까지 누적 집행 예정액은 4516억 달러로 기재되어 있고 (향후 12개월 이후 잔여 기간 기준 연평균 약 1170억 달러 수준)
밸류에이션 측면에서 보수적인 기관 투자자가 2028년 매출을 매도 측 추정치(2700억~2800억 달러)보다 30% 낮춰 잡더라도, 2026년 추정치(520억 달러) 대비 연평균 성장률은 91%에 2028년 매출 1900억 달러 경로로 높은 성장을 가정하고 있음
여기에 누적 약정 스케줄을 반영해 연간 1100억 달러를 칩인프라 비용등으로 지출하고 전액 비용 처리한다고 가정하더라도, 매출총이익률 85%(1615억 달러)가 유지되면 30%낮춘 추정치 하에서도 연간 515억 달러 규모의 R&D 및 판관비를 감당…
앤트로픽, 로드쇼 첫날인 화요일 마감 기준 공급 물량의 약 2배에 달하는 주문이 몰렸으며, 목요일 마감 기준으로는 6배 초과 청약(oversubscribed)을 기록
이는 로드쇼 이틀째에 2배 초과 청약을 기록했던 스페이스X보다 빠른 속도다. 한 자릿수 경쟁률은 일반 기대주 IPO에서는 평범한 수준일 수 있으나, 640억 달러라는 거대한 공모 규모를 감안하면 매우 인상적인 초기 수요라는 평가다.
기업가치 산정의 핵심: 2028년 매출 전망 기업가치 평가 모델의 핵심 지표는 앤트로픽의 향후 매출 성장 속도로, 매도 측(Sell-side)과 매수 측(Buy-side)의 전망치가 엇갈리고 있다.
매도 측(주관사 및 은행권) 추정치: 2026년 매출 약 520억~530억 달러, 2027년 1,350억~1,370억 달러, 그리고 밸류에이션 산…
2026.11.13 15:37:08
기업명: 삼성전자(시가총액: 1,204조 3,334억) A005930
보고서명: 기업설명회(IR)개최(안내공시)
개최일자 : 2026-11-18
개최시각 : 13:00
*IR 목적
당사의 기술 경쟁력과 사업 전략을 투자자에게 전달, 신뢰 기반 강화 및 사업 비전 제시
*IR 내용
투자자 관심도가 높은 주요 내용에 대해 발표 - Corporate Overview: DS Division's AI Direction - Foundry Business: Powering the AI Era with Samsung Foundry - Memory Business: Beyond the Compute: Memory & Storage as the Core Engine of the AI Scaling Law - DX Div…
불확실성이 커졌다고 빅테크의 가격 협상력이 자동으로 강해지는 것도 아닌게. 메모리 물량이 2028년까지 대부분 예약돼 있다면 불확실성을 이유로 가격을 낮추라는 요구에 공급사가 무조건 응할 이유도 없고. 추가 증설은 빅테크 가격 물량 확약에 맞춰 결정하면 되니까 여전히 협상력은 메모리 우위 아닌가
빅테크도 경쟁사가 계속 투자하는 상황에서 혼자 투자 늦추기도 어렵고. 불확실성 때문에 메모리가 증설 안한다 하면 공급 병목이 훨씬 더 오래가서 최근 숏킴 리포트처럼 하락사이클 OPM 30% 유지라는 시나리오도 현실화 될것 같은데
또 애플 및 빅테크가 십수 년간 아시아 하드웨어 공급망 쥐어짜면서 고마진 누린건 인정하면서, 아시아 하드웨어 업체들이 기술력과 공급 제약을 바탕으로 몇 년 돈을 버는 것은 곧 꺾일걸로만 보는 사대주의적 시각은 너무 미국 빅…
이런식으로 불확실성 계속 생기면 메모리는 증설을 서두를 이유도 없겠네요. 과거에 당한게 있기 때문에 Q관리를 더욱더 타이트하게 할것같은
👍45💯8🔥8❤7
Showing the 12 most recent of 440 posts we hold for @kimcharger. 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.
Posts recorded as deleted after publishing
We recorded 2 posts on @kimcharger as deleted — posts this register held that were missing from the channel’s public page on two separate reads, taken from different network addresses at least an hour apart.
A deletion is not wrongdoing. This register can see that a post it held is no longer on the channel’s public page, and when — not why. Expired ad placements, reposts, rotating links and corrections all look the same. This is a count of recorded detections, not an exact total: it misses deletions we could not see, because only a post we held and later re-read inside the page can be seen to go, and it may include a small number of wrong records. How this is measured.
First seen missing
21 August 2026
Most recent seen missing
21 August 2026
Median time before seen missing
19 hours
Seen missing in the last 30 days
0
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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 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.
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.
Channels Telegram recommends alongside this one
Telegram’s own answer, not this register’s. When this register asks Telegram’s API what is similar to this channel, this is the list it returns, in the exact order Telegram returns it — never re-sorted by subscribers or by anything else this register measures. The relationship, and the order, are Telegram’s; we record them and date them, and make no claim of our own about which of these channels actually resemble this one.
Read from Telegram’s recommendation API, most recently 15 September 2026. Telegram holds a list like this for a small and growing share of the register — how this is measured, and why most channel pages show nothing here.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
스탁이지 - AI 투자 어시스턴트 @maddingStock · 20,900 Telegram ranks this channel #1 of 87 here — alongside 86 others — read 27 September 2026
AWAKE - 52주 신고가 모니터링 @awake_realtimeCheck · 22,881 Telegram ranks this channel #1 of 92 here — alongside 91 others — read 20 September 2026
허혜민의 제약/바이오 소식통 @huhpharm · 24,264 Telegram ranks this channel #1 of 93 here — alongside 92 others — read 16 September 2026
이지스스트레티지 리서치 @jeilstock · 26,232 Telegram ranks this channel #1 of 93 here — alongside 92 others — read 12 September 2026
제약/바이오/미용 원리버 Oneriver @pharmbiohana · 29,789 Telegram ranks this channel #1 of 89 here — alongside 88 others — read 7 September 2026
선진짱 주식공부방 @sunstudy1111 · 55,218 Telegram ranks this channel #1 of 89 here — alongside 88 others — read 2 September 2026
간절한 투자스터디카페 @desperatestudycafe · 18,488 Telegram ranks this channel #2 of 83 here — alongside 82 others — read 5 October 2026
Rafiki research @rafikiresearch · 20,656 Telegram ranks this channel #2 of 88 here — alongside 87 others — read 26 September 2026
Buff @bufkr · 21,534 Telegram ranks this channel #2 of 89 here — alongside 88 others — read 21 September 2026
도PB의 생존투자 @survival_DoPB · 22,057 Telegram ranks this channel #2 of 90 here — alongside 89 others — read 21 September 2026
조기주식회 공부방 @EarlyStock1 · 24,359 Telegram ranks this channel #2 of 91 here — alongside 90 others — read 16 September 2026
루팡 @bornlupin · 49,268 Telegram ranks this channel #3 of 91 here — alongside 90 others — read 2 September 2026
회색인간의 매크로 + 투자 @mistergray_11 · 19,794 Telegram ranks this channel #4 of 78 here — alongside 77 others — read 1 October 2026
재야의 고수들 @gaoshoukorea · 41,185 Telegram ranks this channel #4 of 90 here — alongside 89 others — read 2 September 2026
가치투자클럽 @corevalue · 67,105 Telegram ranks this channel #4 of 93 here — alongside 92 others — read 2 September 2026
KK Kontemporaries @kkkontemp · 21,183 Telegram ranks this channel #5 of 84 here — alongside 83 others — read 30 September 2026
[하나증권 ETF] 박승진 @globaletfi · 20,610 Telegram ranks this channel #5 of 86 here — alongside 85 others — read 28 September 2026
서화백의 그림놀이 🚀 @easobi · 23,406 Telegram ranks this channel #5 of 87 here — alongside 86 others — read 18 September 2026
TNBfolio @TNBfolio · 25,195 Telegram ranks this channel #5 of 93 here — alongside 92 others — read 15 September 2026
하나 중국/신흥국 전략 김경환 @HANAchina · 35,286 Telegram ranks this channel #5 of 92 here — alongside 91 others — read 2 September 2026
타점 읽어주는 여자(타자) @tazastock · 40,978 Telegram ranks this channel #6 of 89 here — alongside 88 others — read 2 September 2026
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks @FastStockNews · 128,811 Telegram ranks this channel #7 of 92 here — alongside 91 others — read 2 September 2026
Yeouido Lab_여의도 톺아보기 @Yeouido_Lab · 43,450 Telegram ranks this channel #8 of 90 here — alongside 89 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西 @YeouidoStory2 · 57,976 Telegram ranks this channel #8 of 92 here — alongside 91 others — read 2 September 2026
This channel appears in 47 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 13 November 2026 — this
entry's latest reading, not the date you are reading this.
“김찰저의 관심과 생각 저장소” (@kimcharger), 25,261 subscribers as measured 13 November 2026. Telegram Register, tgregister.com/channel/kimcharger.
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.