메모리의 Peak EPS는 정말 지금일까? https://m.blog.naver.com/teasky0221/224370769966 #필승 님

Channel
Back To The Future 디터
@monsjae
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
156subscribers
+0 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1001406772319 |
|---|---|
| Type | Channel |
| Username | @monsjae |
| Description | 좋게 보는 회사의 기록지 입니다 인사이트는 없습니다. |
| Created | 25 October 2021 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 8 August 2026 |
| Last confirmed live | 8 August 2026 |
| Measurements held | 2 |
| On Telegram | t.me/monsjae |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Aug 2026, 18:31 | 156 | no change |
| 7 Aug 2026, 19:55 | 156 | first reading |
Engagement
20 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 6.83%
- avg views ÷ 156 subscribers
- Avg views / post
- 10.7
- 20 posts measured
- Reaction rate
- 14.3%
- reactions ÷ views · ER floor
- Posts in window
- 20
- of 20 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 1 of 20 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 | 20 (6 August 2026 – 8 August 2026) |
| Views total | 213 |
| Reactions total | 1 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 18:31 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
- ≈3,100
- Videos
- ≈91
- Links
- ≈3,650
Lifetime counters from Telegram’s own channel header, read 8 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.
Reaction mix
1 reaction across 1 post, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 🐳 | 1 | 100.0% |
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 1 of the 20 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 1reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 20 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
마이크론 주주환원은 FCF 100%로 내년 기준 140조원을 초과할 예정 이는 애플과 엔비디아의 합산을 훨씬 초과하여 현재 주가 기준 배당률이 10%를 넘을수 있음 삼성전자는 여태까지 FCF의 50%를 주주환원에 사용했음
🐳1
제본스 역설 작동 중 : - GPT-5.6 Luna는 OpenRouter에서 가격이 10분의 1로 인하된 이후 토큰 사용량이 10배로 증가 - 아직 이번 주가 끝나지 않았기 때문에, 현재 추세대로라면 최종적으로 10배를 넘어설 것으로 예상 - 또한 GLM 5.2의 토큰 사용량도 추월 https://x.com/i/status/2085756417353412922
번스타인은 중국의 인공지능(AI) 투자액이 2030년에 6천억 달러에 달할 것으로 전망했다.
#반도체 #주주환원 #씹배님 https://blog.naver.com/tenbagger10x/224370724383
#AI #발린님 토큰과 Q https://m.blog.naver.com/muziq/224370974829
>>마이크론 경영진, 강한 자신감 표명… “메모리 시스템 가치 50% 넘어”, CPU AI 에이전트 수요는 “시즌 전 워밍업 단계” •도이체방크는 FMS 2026 플래시 메모리 서밋에서 마이크론 경영진과 면담한 결 과 공개. 마이크론은 AI가 메모리 산업을 시스템 아키텍처의 핵심으로 영구적으로 재편하고 있으며, DRAM과 NAND 모두 공급 부족 상태라고 진단 •또한 시스템에서 메모리가 차지하는 가치 비중이 이미 약 50%까지 상승했으며, AI 확산이 메모리 산업의 가치 재평가를 더욱 가속화하고 있다고 설명. CPU 기반 AI 에이전트 수요는 아직 “시즌 전 워밍업” 단계에 불과해 향후 성장 여력이 크다고 평가 •도이체방크는 마이크론이 수익성을 희생하지 않고도 성장을 이어갈 수 있는 ‘사치재 같은 가격 결정력(Luxury Advantag…
삼성전자 2016~2018년 주가 vs 2025년 7월 이후 주가 • 신규 증설이 메모리 주가 수익률의 변곡점
골드만삭스는 향후 몇 분기 동안 빅테크 기업들의 잉여현금흐름이 강력하게 반등할 것으로 전망하고 있습니다.
모건 스탠리 - 메모리 지금까지 메모리 산업에서 나타난 가장 가파른 조정은 마무리에 접어든 것으로 보이며, 다음 주가 상승 촉매제(Catalyst)로서 자사주 매입으로 관심이 이동하고 있습니다. 당사는 이를 사이클 노후화(성숙기) 과정에서 나타나는 자연스러운 일부분, 즉 작고 일시적인 차질 정도로 바라봅니다. 현재 밸류에이션은 매력적인 전술적 재진입 기회를 제공합니다.
골드만삭스, HBM 단가 폭등 및 프리미엄 재확대 (2027~2028년 전망) 2027년 HBM ASP는 전년 대비 약 2배 폭등. 차세대 HBM 고성능화 및 AI 시장의 본격적인 수급 불균형으로 인해 범용 DRAM과의 격차를 다시 $1.0/Gb 이상으로 크게 벌릴 것으로 전망
[당신은 얼마나 간절한가] 객관적 팩트를 먼저 보자. 반도체 주가는 폭락했다. 그런데 펀더멘털은 더 강해졌다. 메모리 공급부족 구조는 그대로고, HBM 커스텀화는 살아있고, 초장기 계약은 훼손되지 않았다. 조정이 진행되는 동안에도 하이퍼스케일러들의 캐펙스는 늘었고, AI 수요는 꺾이지 않았다. 주가와 펀더멘털이 반대 방향으로 움직이고 있다. 이것이 지금 시장이 보내는 가장 중요한 신호다. 그런데 투자자들이 급해졌다. V자 반등을 기대한다. 빨리 올라야 한다고, 왜 안 오르냐고. 그런데 시장은 급한 사람 편이 아니다. 이제 수급을 주도하는 건 개인도, 정부 정책도 아니다. 외국인이다. 그리고 외국인은 서두르지 않는다. 개인을 털면서, 조용히, 천천히 올린다. 완만한 기울기. 그것이 지금부터의 시장이 그릴 그림이다. 3분기 조정을 거…
Showing the 12 most recent of 20 posts we hold for @monsjae. 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 — 1,019,896 of 1,350,102entries 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.
@bornlupin · 46,9632 posts카이에 de market
@cahier_de_market · 21,8052 posts가투방(DCTG) 저장소
@gatubang · 14,5992 postsCTRINE
@teamctrine · 6,7482 posts에테르의 일본&미국 리서치
@aetherjapanresearch · 33,8551 post하나 중국/신흥국 전략 김경환
@HANAchina · 34,8491 postIT의 신 이형수
@hslpartners · 17,6311 post점프
@jump0000 · 3,0581 postKK Kontemporaries
@kkkontemp · 18,4781 post머니보틀
@moneybottle · 15,3221 postRyu일무이
@ryu1moo2 · 1,0981 post여의도 감성투자
@ygamsung · 6,5981 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
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 8 August 2026 — this entry's latest reading, not the date you are reading this.
“Back To The Future 디터” (@monsjae), 156 subscribers as measured 8 August 2026. Telegram Register, tgregister.com/channel/monsjae.
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.