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Channel

DS 양형모의 투자전략

@milperc

On this record: Topic · Observations · Growth · Engagement · What this channel posts · Reactions · Posts · Posts recorded as deleted · Citations · Cite this entry

7,592subscribers

+2,495 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-1002641488670
TypeChannel
Username@milperc
Description아이디어를 전달해드립니다.
Created10 April 2025 — measured — dated from the channel’s first post
First recorded6 August 2026
Last confirmed live7 November 2026
Measurements held27
Confirmed unchanged1 time, most recently 7 November 2026
On Telegramt.me/milperc

Topic

Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 11 August 2026 and assigned it the closest of 31 fixed categories, at 94% 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.

Views per post sit far above this size band

15,700 average views per post against 7,500 subscribers — an engagement rate of 209.8%. Across the 39,880 registered channels in the same cohort — 3,183–9,999 subscribers — the middle half sit between 5.36% and 23.1%, with a median of 11.8%.

What this was computed from
Window30 days (6 October 2026 – 5 November 2026)
Posts measured15 of 16 published in the window (0 exact, 15 rounded by Telegram)
Views totalled236,030
Mature posts only209.8% over 15 posts read at least 24h after publication
Subscribers7,500 measured 4 November 2026
Cohortb3162 · 39,880 channels · p10 2.28% · p25 5.36% · p50 11.8% · p75 23.1% · p90 38.8%
Position in cohort99.819th percentile · 17.8× the cohort median
Uncertainty±0.037% of the figure, from Telegram’s rounding
Post languageKorean · 100.0% of the window’s posts

When this is recorded. A channel is listed here only when its engagement rate sits at or above the 99th percentile of its cohort and is at least 3× away from that cohort’s median — above it — on both the all-readings figure and the mature-only figure. The percentile alone would be circular: a percentile cut puts the same share of every cohort in the tail whatever the data looks like. The distance from the median is what makes it a statement about this channel.

This is not a verdict, and the direction is not a quality signal. A low rate has many innocent causes — audiences that read in the Telegram app without opening the channel, a subscriber base built long before the current output, an audience in a different timezone from our reading. A high rate has innocent causes too: a post that travelled far beyond the channel’s own subscribers will do it. We publish the measurement and the distribution it sits in. The full cohort baselines are downloadable, so this comparison can be reproduced rather than trusted.

Recorded under the key err_high, last confirmed 5 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

5,0977,5926,344.56 August 2026 — 5,097 subscribers6 August 2026 — 5,097 subscribers6 August 2026 — 5,342 subscribers9 August 2026 — 5,388 subscribers12 August 2026 — 5,702 subscribers15 August 2026 — 5,708 subscribers18 August 2026 — 5,847 subscribers21 August 2026 — 5,943 subscribers25 August 2026 — 6,030 subscribers27 August 2026 — 6,145 subscribers30 August 2026 — 6,186 subscribers2 September 2026 — 6,220 subscribers7 September 2026 — 6,237 subscribers12 September 2026 — 6,348 subscribers15 September 2026 — 6,409 subscribers19 September 2026 — 6,459 subscribers30 September 2026 — 6,707 subscribers7 October 2026 — 6,721 subscribers13 October 2026 — 6,719 subscribers16 October 2026 — 6,904 subscribers19 October 2026 — 7,009 subscribers22 October 2026 — 7,014 subscribers26 October 2026 — 7,016 subscribers29 October 2026 — 7,113 subscribers1 November 2026 — 7,429 subscribers4 November 2026 — 7,500 subscribers7 November 2026 — 7,592 subscribers6 August 20267 November 2026
27 measurements spanning 94 days, net +2,495. 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 4,723–7,966 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 27
Measured (UTC)SubscribersChange
7 Nov 2026, 21:177,592+92
4 Nov 2026, 13:187,500+71
1 Nov 2026, 11:277,429+316
29 Oct 2026, 10:287,113+97
26 Oct 2026, 04:487,016+2
22 Oct 2026, 19:067,014+5
19 Oct 2026, 12:167,009+105
16 Oct 2026, 03:576,904+185
13 Oct 2026, 13:266,719-2
7 Oct 2026, 04:576,721+14
30 Sept 2026, 07:556,707+248
19 Sept 2026, 16:186,459+50
15 Sept 2026, 06:556,409+61
12 Sept 2026, 00:016,348+111
7 Sept 2026, 17:366,237+17
2 Sept 2026, 09:526,220+34
30 Aug 2026, 18:286,186+41
27 Aug 2026, 18:546,145+115
25 Aug 2026, 01:556,030+87
21 Aug 2026, 23:365,943first reading

Engagement

46 posts held, back to 10 April 2025 — the reader has reached the start of this channel’s public history, so this is the full archive Telegram still exposes. Read across 25 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
220.9%
avg views ÷ 7,592 subscribers
Avg views / post
16,800
17 posts measured
Reaction rate
0.476%
reactions ÷ views · ER floor
Posts in window
17
of 46 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 9 November 2026
Posts held46 (10 April 2025 – 9 November 2026)
Views total285,160
Reactions total1,356
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken11 Nov 2026, 02:00 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
34
Links
6

Lifetime counters from Telegram’s own channel header, read 11 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.

Reaction mix

3,704 reactions across 44 posts, in 23 distinct kinds. The most used accounts for 56.6% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
❤2,09556.6%
👍1,16631.5%
🔥1213.27%
👏551.48%
😭551.48%
💯411.11%
🙏360.972%
🤩190.513%
👌180.486%
🖕180.486%
😍170.459%
🥰160.432%
🫡130.351%
⚡60.162%
🕊60.162%
🦄50.135%
🎉40.108%
🏆40.108%
😁40.108%
🤮20.054%
3 further kinds30.081%

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 44 of the 46 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 3,704 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 46 most recent posts we hold, published 10 April 2025 to 9 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: 5 of 17 posts held from the last 30 days (29.4%) 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).

9 Nov 2026, 12:29 UTC≈4,560 views104 reactionsread 11 November 2026

지금의 하락을 이끄는 불확실성은 세 곳에서 나왔습니다. 1) 챗GPT 매출과 앤트로픽 상장 가치 논란이 AI 수요를 의심하게 만들었고, 2) 데이터센터 병목과 네오클라우드 조달 문제에 머스크의 경고까지 겹쳐 AI 인프라가 흔들렸으며, 3) 끝나지 않는 이란전이 유가를 밀어 올렸습니다. 공포는 하루아침에 생겼고 그 틈에 공매도가 기승을 부리고 있습니다. 이 가운데 정치와 지정학은 모두 11월 3일 중간선거를 가리키고 있습니다. 선거를 앞두고 데이터센터는 전기요금과 함께 여당을 공격하는 쟁점이 됐고, 이란전은 중국의 지원 속에 길어지면서 유가로 트럼프 정부를 압박하고 있습니다. 선거 전까지는 민주당에도 중국에도 이 불확실성이 이어지는 것이 불리하지 않습니다. 거꾸로 말하면 선거가 지나면 풀릴 이유가 생기는 겁니다. AI 수요 불확실성은 3분…

❤74👍19🤩5🔥3🦄3

5 Nov 2026, 22:58 UTC≈9,120 views99 reactionsread 11 November 2026

11월 6일 장 전 코멘트 DS투자증권 투자전략 양형모 어제 장 후 코멘트 이후 미국 증시가 상당히 충격적이었습니다. S&P500 -4.4%, 나스닥 -5.5%(고점 대비 12%, 조정 진입), 필라델피아 반도체 -12.3%(2020년 3월 이후 최대)로 끝났고 VIX는 28.2로 70% 올라 2년여 만의 최대 상승이었습니다. 503종목 중 73개만 올랐고 엔비디아 -9%, AMD·마이크론 -17%, 샌디스크 -22%, 브로드컴 -10%, 테슬라 -11%였습니다. 다시 점검해 보았습니다. 먼저 미국이 어떤 매매를 했는지입니다. 실적을 판 것이 아니라 포지션을 팔았습니다. AMD는 3분기 매출 +45%, 데이터센터 +97%, 4분기 가이던스 +66%를 내고도 17% 내렸고, 엔비디아는 9% 내렸습니다. 노무라의 맥엘리것은 "장군들을 쏘고…

❤74👍9🔥7😍5🤩3⚡1

5 Nov 2026, 09:05 UTC≈29,200 views140 reactionsread 11 November 2026

11월 5일 장 후 코멘트: 공포 뉴스와 본질 DS투자증권 투자전략 양형모 코스피가 5.3% 내려 5,384가 됐습니다. 삼성전자 -7.6%, SK하이닉스 -9.5%, 외국인 순매도 3.4조 가운데 2.7조가 두 종목이었고 개인이 2.3조를 받았습니다. 이유는 중간선거 민주당 압승과 메타 사장의 "신규 데이터센터 건설이 매우 어려워진다"는 보도, 즉 AI 데이터센터를 못 짓게 된다는 공포입니다. 저는 그렇게 보지 않습니다. 지금 같은 시장에서 뉴스는 왜곡된 공포를 많이 내보냅니다. 조심해야 합니다. 맥코믹 사장의 원문은 "더 어려워질 것이다, 사실 이미 어려웠다"인데 국내 보도는 "매우 어려운 일이 될 것"이 됐고, 같은 인터뷰의 나머지는 빠졌습니다. "모든 하이퍼스케일러가 미국 밖에 지어야 하는지 고민한다"는 말은 당선인들에게 규제를…

❤87👍35🔥13💯5

31 Oct 2026, 09:45 UTC≈16,800 views118 reactionsread 11 November 2026

시장 본질 분석 DS투자증권 투자전략 양형모 미국 500종목 중 봄 127, 여름 160, 가을 79, 겨울 134입니다. 봄·여름이 57%, 시가총액으로는 66%입니다. 겨울 134개 가운데 AI 하드웨어 28개, 산업재 26개, 경기소비재 22개가 절반을 넘고, 제약·바이오 16개는 전부 봄·여름, 유틸리티·에너지는 71%, 금융은 76%입니다. 이 분포를 가른 것은 AI가 아니라 금리이고, 금리를 움직인 것은 AI입니다. 순서는 이렇습니다. AI 투자가 메모리·전기 값과 조달 수요를 올렸고 연준은 6월 의사록과 7월 의장 증언에서 AI 인프라를 물가 상방 요인으로 공식 지목했습니다. 이란전의 에너지가 겹치자 연준은 9월에 2023년 이후 처음 금리를 올렸고, 10년물은 7월 말 4.60%에서 10월 중순 5.19%까지 올랐으며 10…

👍63❤41💯4🎉3🤩3🔥2🦄2

31 Oct 2026, 00:57 UTC≈56,300 views145 reactionsread 11 November 2026

11월 시장 코멘트 DS투자증권 투자전략 양형모 30일 나스닥은 2.9% 빠진 25,437로 10월 6일 고점보다 8% 낮습니다. 인텔은 1974년 이후 최대인 29% 급락, 필라델피아 반도체는 7.4% 하락, 메모리·스토리지는 5~13% 빠졌습니다. 그런데 S&P500은 503종목 중 226개가 올랐고 지수 -1.8% 가운데 -1.2%p가 상위 10종목에서 나왔으며 VIX는 19에 머물렀습니다. 공포는 시장 전체가 아니라 AI 하드웨어 한 곳에 몰려 있습니다. 사계론 봄·여름 비중도 22일 급락 때 57.2%, 30일 57.4%로 그대로입니다. 인텔의 본질은 PC입니다. 3분기는 예상을 넘겼고 데이터센터 매출은 78% 늘어 15년 만에 가장 빨랐으며 회사는 서버 수요가 2028년까지 공급을 크게 넘는다고 했습니다. 깎인 것은 4분기 …

❤104👍35😍4🎉1🥰1

26 Oct 2026, 10:32 UTC≈34,100 views101 reactionsread 11 November 2026

민심(투심)은 뉴스와 분위기로 하루아침에 바뀐다 DS투자증권 투자전략 양형모 지금의 하락을 이끄는 불확실성은 세 곳에서 나왔습니다. 1) 챗GPT 매출과 앤트로픽 상장 가치 논란이 AI 수요를 의심하게 만들었고, 2) 데이터센터 병목과 네오클라우드 조달 문제에 머스크의 경고까지 겹쳐 AI 인프라가 흔들렸으며, 3) 끝나지 않는 이란전이 유가를 밀어 올렸습니다. 공포는 하루아침에 생겼고 그 틈에 공매도가 기승을 부리고 있습니다. 이 가운데 정치와 지정학은 모두 11월 3일 중간선거를 가리키고 있습니다. 선거를 앞두고 데이터센터는 전기요금과 함께 여당을 공격하는 쟁점이 됐고, 이란전은 중국의 지원 속에 길어지면서 유가로 트럼프 정부를 압박하고 있습니다. 선거 전까지는 민주당에도 중국에도 이 불확실성이 이어지는 것이 불리하지 않습니다. 거꾸…

❤71👍26💯4

22 Oct 2026, 23:07 UTC≈11,000 views68 reactionsread 11 November 2026

10월 23일 장 전 코멘트 DS투자증권 투자전략 양형모 그제 스페이스X의 AI 데이터센터 투자(분기 164억 달러)에 반등했던 반도체는 하루 만에 상승분을 모두 반납했습니다. 나스닥은 2.6% 빠지며 6월 이후 최악의 하루를 보냈고, 웨스턴디지털은 컨센서스보다 20% 높은 EPS 가이던스에도 시간외에서 5% 넘게 밀렸습니다. 그러나 어제 숫자 중 수요가 꺾였다는 숫자는 없었습니다. 시장이 매도한 것은 수요가 아니라 지속성이고, 어제 확인된 병목은 사이클을 끝내는 것이 아니라 늘리는 쪽입니다. 매도는 넓지 않고 깊었습니다. S&P 500은 1.2% 빠졌지만 503종목 중 336개가 올랐고, 하락 기여 상위 10종목이 -1.42%p를 만드는 동안 나머지 493종목은 +0.21%p였습니다. AI 하드웨어 23종목이 7.8% 빠질 때 소프트웨…

❤48👍18⚡2

18 Oct 2026, 05:15 UTC≈11,200 views147 reactionsread 11 November 2026

10월 19일 장 전 코멘트 DS투자증권 투자전략 양형모 불확실성은 사라질까요? 지난주 급락은 AI를 버린 매도가 아닙니다. AI 기업의 조달 금리가 오르자 주가가 흔들렸고, 그 주식을 빚내 산 레버리지 자금부터 강제로 빠져나간 매도입니다. 가격은 이익과 반대로 움직였고, 그래서 지금은 밸류에이션이 바닥을 알려주지 못합니다. 다만 이익이 버티는 한 지금의 할인은 나중에 돌아올 몫입니다. 이번 급락의 계기는 금리도, 수요 붕괴도, 코어위브 한 종목도 아닙니다. 유가가 4% 가까이 오른 금요일에도 2년물은 3bp 내렸고 이익 전망은 올랐습니다. AI 관련주 시가총액이 한 주 새 2.2조 달러 줄었는데, 338억 달러짜리 코어위브의 악재로 보기엔 너무 큰 폭입니다. 시장이 다시 매긴 것은 AI 투자의 조달 금리입니다. FT에 따르면 앤트로…

❤107👍33😍7

15 Oct 2026, 23:10 UTC≈37,500 views86 reactionsread 11 November 2026

삼성전자와 SK하이닉스의 12개월 선행 순이익 합계는 754조 원으로, 2025년 평균(79조 원)의 9.5배입니다. 반면 두 회사의 합산 PER은 3.4배로, 2006년 이후 중간값(10.1배)의 3분의 1 수준입니다. 시장이 현재 이익의 지속성을 인정하지 않고 있다는 의미입니다. 우리는 이 불신의 크기를 수치로 확인하기 위해, 현재 주가에 반영된 정상 이익 수준을 역산했습니다. 단순한 수학입니다. 모형은 현재 이익을 두 부분으로 나눕니다. 장기적으로 유지되는 정상 이익과, 업황 호조로 생긴 초과 이익입니다. 초과 이익은 매년 절반씩 사라진다고 가정했습니다(반감기 1년). 할인율은 한국 시장의 20년 중간 내재 할인율 9.7%를 반올림한 10%를 썼습니다. 장기 성장률은 3%, 배당성향은 75%를 적용했습니다. 이 조건에서 적정 PER은…

👍67❤16🔥3

15 Oct 2026, 12:35 UTC≈8,950 views49 reactionsread 11 November 2026
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인하 사이클은 AI혁명을 강세장으로 이끌 것이다.

👍36❤10🥰3

15 Oct 2026, 12:34 UTC≈5,510 views25 reactionsread 11 November 2026
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금리는 결국 인하 사이클로 들어설 전망이다.

❤16👍9

15 Oct 2026, 12:24 UTC≈5,590 views38 reactionsread 11 November 2026
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밸류에이션이 바닥을 바로 알려주지는 않는다. 그러나 이익이 유지되는 한, 20년 데이터에서 싼 가격은 대체로 다음 해의 수익으로 돌아왔다.

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Showing the 12 most recent of 46 posts we hold for @milperc. 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 1 post on @milperc 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
5 November 2026
Most recent seen missing
5 November 2026
Median time before seen missing
2 days
Seen missing in the last 30 days
1

Forward network

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.

Mentions

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.

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 7 November 2026 — this entry's latest reading, not the date you are reading this.

“DS 양형모의 투자전략” (@milperc), 7,592 subscribers as measured 7 November 2026. Telegram Register, tgregister.com/channel/milperc.

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.