AI 시대가 가져올 놀라운 변화 속에서 훌륭한 주식을 좋은 가격에 매수해서 홀딩하여 지속적 수익을 창출합니다. 피카⚡️
Disclaimer: 본 채널에 언급한 종목을 꼭 보유한 것은 아닙니다. 보유하고 있다 하더라도, 시기에 따라 이를 매도했거나 추후 매도할 수 있습니다.
본 채널은 매수/ 매도 추천을 하지 않고, 투자에 대한 책임을 지지 않습니다.
Created
Between 1 December 2021 and 30 April 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
Marketing & affiliate — 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 2 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 (2 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. 1 of the 1 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 120 comparable posts for this entry, running 5 August 2026 to 10 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, last confirmed 11 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
59 measurements spanning 95 days, net -204. 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 24,861–25,400 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 59
Measured (UTC)
Subscribers
Change
10 Nov 2026, 02:01
24,923
-11
8 Nov 2026, 13:56
24,934
-6
7 Nov 2026, 05:30
24,940
-12
6 Nov 2026, 05:59
24,952
-15
5 Nov 2026, 02:56
24,967
-7
4 Nov 2026, 06:07
24,974
-7
3 Nov 2026, 09:06
24,981
-10
2 Nov 2026, 08:10
24,991
-8
1 Nov 2026, 10:47
24,999
-13
31 Oct 2026, 12:06
25,012
-7
30 Oct 2026, 13:15
25,019
-9
29 Oct 2026, 12:19
25,028
-20
28 Oct 2026, 08:59
25,048
-8
27 Oct 2026, 07:36
25,056
-3
26 Oct 2026, 03:57
25,059
+10
25 Oct 2026, 04:31
25,049
-10
24 Oct 2026, 02:16
25,059
-4
23 Oct 2026, 01:29
25,063
-18
22 Oct 2026, 00:28
25,081
-7
20 Oct 2026, 21:45
25,088
first reading
Engagement
227 posts held, back to 5 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 136 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
19.2%
avg views ÷ 24,923 subscribers
Avg views / post
4,790
91 posts measured
Reaction rate
0.343%
reactions ÷ views · ER floor
Posts in window
91
of 227 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 78 of 91 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 10 November 2026
Posts held
227 (5 August 2026 – 10 November 2026)
Views total
435,710
Reactions total
1,238
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
10 Nov 2026, 23:39 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
≈1,890
Videos
≈42
Links
≈2,870
Lifetime counters from Telegram’s own channel header, read 10 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.
Video runtime
1m 43s
Average length
52s
Measured directly from 2 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
Reaction mix
4,194 reactions across 211 posts, in 1 kind.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
⚡
4,194
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 211 of the 227 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 4,194 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 227 most recent posts we hold, published 5 August 2026 to 10 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: 2 of 91 posts held from the last 30 days (2.20%) 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).
가스터빈 생산예약 축소…GE버노바 주가 폭락
- 소프트뱅크 그룹과 자체 비전펀드2가 공동 출자한 미국 데이터센터 전담 특수목적법인 SB7이 미국 오하이오주 데이터센터 프로젝트 'PORTS-Pike'에 전력설비 구매 계약에 지난 9월까지 1.5조엔을 지출했음
- SB7은 이번 3분기 실적을 통해 해당 프로젝트에 공급할 전력설비의 생산슬롯을 줄이도록 계약을 변경하며 이에 따른 선급금 손실 4570억엔을 계상했음. 이미 낸 1.5조엔 가운데 40%를 날린 셈
- 이 부지에는 약 9.2GW 규모의 가스터빈 발전소를 짓기로 했음. 터빈은 GE버노바에 주문했다고. 이번 취소로 GE버노바가 타격을 입음. 물론 생산슬롯 예약금이 있어(관행상 전체 계약액의 20%) 방어 장치는 있음
- GE버노바 경영진은 10월 28일 어닝콜에서 "고객의 생산슬롯 취…
미쓰비시, 가스터빈 캐파 2배 늘린다
- 세계 3대 가스터빈 제조업체인 미쓰비시중공업(7011)이 복합발전 가스터빈(GTCC)의 생산능력을 2030년도까지 2024년 대비 약 2배 늘린다고 함. 큰 투자 없이 공정 자동화 등 기존 생산라인 개선으로 생산능력을 키우겠다는 입장
- 미쓰비시는 오늘 실적 발표를 통해 가스터빈 부품(블레이드 등) 캐파 확대에 수년간 ¥500B(=$3B) 투자한다고 밝혔음. 이는 FY24~26 3년간 투자한 ¥470B보다 6% 큰 수준
- 가스터빈 경쟁업체인 GE버노바(GEV)는 2025년 1월 향후 2년간 $300M를 투자한다 했음. 지멘스에너지(ENR)는 2026년 2월 미국 현지 제조시설에 $1.0B를 투자한다고 했음
- 미쓰비시는 발전용 터빈 말고 발전용 피스톤엔진 캐파 확장에도 수년간 ¥100B(=$6…
안녕하세요 DS 투자증권 에너지/AI인프라 담당 허준서 연구원입니다.
전력 수요가 넘친다는 이야기는 진부합니다. 텍사스를 필두로 한 데이터센터 건설 중단 우려 등 요 근래 시장이 관심을 가졌던건 넘치는 수요를 실제 공급으로 연결시키지 못하는 인허가와 같은 정성적인 병목이었던것 같습니다.
'전력 공급을 완성하는 조건'에 대한 자료를 작성했습니다. 이번 연구를 통해 수용가의 접속신청, 발전원의 공급 전환 프로세스는 어떻게 이뤄지며, 실질적으로 유틸리티 업체들의 수주는 어느 단계에서 벌어지는지, 그리고 유틸리티 업체들은 어떤 조건에서 지속가능해지는지에 대한 구조를 알아봤습니다.
거대한 인프라 구축 사이클이 진행되고 있는 미국 전력 시장과, 그 시기를 앞두고 여러 쟁점이 오가는 한국 전력시장에 대한 스터디를 통해 전력기기, 유틸리티 업체들이 앞…
[⚡️Reuters] Anthropic, Caterpillar 가스발전기 1.7GW를 34억 달러에 확보 (2026.11.08)
작성: 피카츄 아저씨 텔레그램 (t.me/pikachu_aje)
📌 한 줄 요약:
• AI 회사가 칩을 넘어 발전기까지 직접 사들이기 시작했고, 이번 계약은 AI 회사의 발전설비 단일 구매로는 역대 최대 규모
1️⃣ 핵심 사건
• 🔎 FT 보도에 따르면 Anthropic이 데이터센터용 가스발전기에 34억 달러를 지불하기로 합의했고, FT는 이를 AI 회사의 발전설비 단일 구매로 알려진 것 중 최대라고 평가
• ⚡ 9월 말 San Antonio 소재 장비 공급사 OnePWR Solutions로부터 대형 발전기 1.7GW 물량을 확보
• 🔄 처음에는 OnePWR에서 전력을 구매할 계획이었지만, 방향을 바꿔 OneP…
안녕하세요, 구독자님들. 미주인입니다.
금요일 밤, 오랜만에 술 한잔하면서 편하게 이야기나 나눠볼까 하는 마음에 글을 써봅니다.
요즘 다들 잘 아시다시피 시장이 참 어렵습니다.
장이 워낙 힘들다 보니 투자자분들도 많이 지치고 예민해지신 것 같습니다. 가끔 메일이나 유튜브 댓글에 날 선 이야기들이 올라오기도 하지만, 그만큼 시장이 힘들다는 뜻이겠거니 하며 그러려니 넘기려고 합니다.
다만, 한 가지는 꼭 말씀드리고 싶습니다.
저는 태어나서 단 한 번도 숏 포지션을 잡아본 적이 없고, 제 채널에서 의도적으로 거짓 뉴스나 확인되지 않은 루머를 퍼뜨린 적도 없습니다.
어느덧 7만 명이 넘는 분들이 제 채널을 구독해 주고 계십니다.
저는 그 숫자만큼 책임감도 무거워져야 한다고 생각합니다.
시장이 좋을 때든 힘들 때든 감정에 휩쓸리지 않고,…
안녕하세요.
기존 에테르의 일본&미국 채널을 운영하는 에테르입니다.
지난 10월 27일에 올해 8월부터 지속적인 신고 누적으로 인해 텔레그램 계정에 신용사기딱지가 붙었습니다. 이후 텔레그램측에 해결하기 위해 수차례 이메일, 문의등등 방법으로 접촉을 시도해보았지만, 연락이 닿지 않아 아직까지도 어떠한 응답을 못받았습니다. 따라서 기존 계정을 작성된 글들을 최대한 백업해서 새로운 채널인
https://t.me/aethersemiconductor 로 옮겼습니다.
기존 채널은 옆에 (구)를 붙일거고, 당분간은 폐쇄하지 않을 방침입니다.
제 채널을 구독하는 분이라면 새로운 채널로 이전해주시면 대단히 감사하겠습니다.
https://t.me/aethersemiconductor
Showing the 12 most recent of 227 posts we hold for @pikachu_aje. 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.
Polls
The poll we hold for this entry, as Telegram rendered it when we read the post. A poll’s figures keep moving after that, so each one is dated.
The shares total 114%, above 100: this poll accepts more than one answer per voter. No per-option vote count is published, so the number of voters who chose each option is not derivable and is not shown.
Percentages only — there are no per-option vote counts here, because Telegram publishes none. The public post preview gives each option’s share and a single voter total, and nothing else. Multiplying one by the other would produce a per-option tally that looks measured and is not: the shares are rounded to whole numbers before we ever see them. We print what was published and leave the column that does not exist empty.
The shares need not add up to 100. Rounding alone puts many polls at 99 or 101. A poll that allows more than one answer per voter runs well past 100 by design, and several here do. The bars are drawn against a fixed 100% track at each option’s own percentage rather than normalised to the total, so a poll that exceeds it shows that it does instead of being quietly rescaled.
Read from the 227 most recent posts we hold, published 5 August 2026 to 10 November 2026. Telegram labels each poll by kind — an anonymous poll, a quiz, a closed set of final results — and that label is reproduced rather than paraphrased.
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 14 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.
도PB의 생존투자 @survival_DoPB · 22,062 Telegram ranks this channel #43 of 90 here — alongside 89 others — read 21 September 2026
가치투자클럽 @corevalue · 67,126 Telegram ranks this channel #49 of 93 here — alongside 92 others — read 2 September 2026
그로쓰리서치(Growth Research) [독립리서치] @growthresearch · 40,090 Telegram ranks this channel #52 of 90 here — alongside 89 others — read 2 September 2026
엄브렐라리서치 Jay의 주식투자교실 @Jstockclass · 26,513 Telegram ranks this channel #59 of 90 here — alongside 89 others — read 13 September 2026
제약/바이오/미용 원리버 Oneriver @pharmbiohana · 29,759 Telegram ranks this channel #70 of 89 here — alongside 88 others — read 7 September 2026
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks @FastStockNews · 128,822 Telegram ranks this channel #73 of 92 here — alongside 91 others — read 2 September 2026
스탁이지 - AI 투자 어시스턴트 @maddingStock · 20,884 Telegram ranks this channel #77 of 87 here — alongside 86 others — read 27 September 2026
조기주식회 공부방 @EarlyStock1 · 24,379 Telegram ranks this channel #77 of 91 here — alongside 90 others — read 16 September 2026
HS아카데미 대표 이효석 @HS_academy · 36,220 Telegram ranks this channel #77 of 90 here — alongside 89 others — read 8 September 2026
선진짱 주식공부방 @sunstudy1111 · 55,188 Telegram ranks this channel #80 of 89 here — alongside 88 others — read 2 September 2026
재야의 고수들 @gaoshoukorea · 41,200 Telegram ranks this channel #83 of 90 here — alongside 89 others — read 2 September 2026
김찰저의 관심과 생각 저장소 @kimcharger · 25,264 Telegram ranks this channel #85 of 88 here — alongside 87 others — read 15 September 2026
YM리서치 @ym_research · 39,840 Telegram ranks this channel #85 of 89 here — alongside 88 others — read 2 September 2026
AWAKE - 실시간 주식 공시 정리채널 @darthacking · 65,571 Telegram ranks this channel #86 of 91 here — alongside 90 others — read 2 September 2026
Buff @bufkr · 21,585 Telegram ranks this channel #88 of 89 here — alongside 88 others — read 21 September 2026
시황맨의 주식이야기 @shmstory · 39,582 Telegram ranks this channel #89 of 89 here — alongside 88 others — read 2 September 2026
Yeouido Lab_여의도 톺아보기 @Yeouido_Lab · 43,456 Telegram ranks this channel #89 of 90 here — alongside 89 others — read 2 September 2026
AWAKE - 52주 신고가 모니터링 @awake_realtimeCheck · 22,874 Telegram ranks this channel #90 of 92 here — alongside 91 others — read 20 September 2026
허혜민의 제약/바이오 소식통 @huhpharm · 24,265 Telegram ranks this channel #91 of 93 here — alongside 92 others — read 16 September 2026
실시간 주식 뉴스 @realtime_stock_news · 36,964 Telegram ranks this channel #91 of 93 here — alongside 92 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西 @YeouidoStory2 · 57,966 Telegram ranks this channel #92 of 92 here — alongside 91 others — read 2 September 2026
This channel appears in 21 seed channels' Telegram-generated recommendation lists in total. 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 10 November 2026 — this
entry's latest reading, not the date you are reading this.
“피카츄 아저씨⚡️” (@pikachu_aje), 24,923 subscribers as measured 10 November 2026. Telegram Register, tgregister.com/channel/pikachu_aje.
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.
