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Channel

๐Ÿฅ”ํฌํ…Œ์ดํ†  ์Šคํƒ

@potatostocklink

On this record: Growth ยท Engagement ยท What this channel posts ยท Posts ยท Citations ยท Cite this entry

176subscribers

+0 since we began measuring on 7 August 2026

Risers and fallers across the register ยท movement among entries of Under 1,000.

Register entry

Telegram ID-1001557983351
TypeChannel
Username@potatostocklink
Description๊ฐ•์›๋„ ๊ฐœ๋ฏธํˆฌ์ž์ž ์ž…๋‹ˆ๋‹ค
Created20 August 2021 โ€” measured โ€” cross-checked against a third-party dataset (ext.tg_channel)
First recorded8 August 2026
Last confirmed live15 August 2026
Measurements held2
On Telegramt.me/potatostocklink

Growth

1767 Aug 2026, 19:57 โ€” 176 subscribers8 Aug 2026, 13:46 โ€” 176 subscribers7 Aug 2026, 19:578 Aug 2026, 13:46
2 measurements taken within a single day. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between โ€” snapshots are recorded only when a count changes, so gaps mean โ€œno change observedโ€, never โ€œinterpolatedโ€. The vertical axis spans 175โ€“177 and does not start at zero.
Measurement log โ€” every subscribers count we have recorded
Measured (UTC)SubscribersChange
8 Aug 2026, 13:46176no change
7 Aug 2026, 19:57176first reading

Engagement

20 posts held, back to 22 September 2025 โ€” the reader has not yet reached the start of this channelโ€™s public history, so older posts may sit further back, unread. Read across 1 pageof Telegramโ€™s post history, 20 posts per page.

Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute โ€” we hold 20 posts for this entry, the most recent from 28 October 2025. An engagement rate over an empty window would be a number about nothing.

What this channel posts

Photos
โ‰ˆ3,330
Videos
โ‰ˆ19
Links
โ‰ˆ4,330

Lifetime counters from Telegramโ€™s own channel header, read 8 August 2026 โ€” not the date at the top of this page, which is when the subscriber count was last read. A count marked โ‰ˆ was rounded by Telegram before we ever saw it โ€” t.me prints these counters in full below 1,000 and to three significant figures above, so โ‰ˆ142,000 means somewhere between 141,500 and 142,499.

Video runtime
52m 18s
Average length
52m 18s

Measured directly from 1 video with a duration reading, out of the posts we hold for this channel โ€” not this channelโ€™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 Telegramโ€™s own rounded chrome, so it carries no โ‰ˆ mark.

Recent posts

28 Oct 2025, 04:57 UTC123 viewsread 8 August 2026
Forwarded from @free_life59Photo

โ€ฃ ์ค‘๊ตญ, ํ•ต์—๋„ˆ์ง€ ๋ถ„์•ผ์—์„œ ๋ฏธ๊ตญ์„ ์ถ”์›”ํ•˜๋‹ค โ—ฆ ํ”„๋กœ์ ํŠธ ํšจ์œจ์„ฑ์˜ ๊ทน๋ช…ํ•œ ๊ฒฉ์ฐจ ยท ๋ฏธ๊ตญ์˜ ๋ณด๊ธ€(Vogtle) ์›์ž๋กœ 2๊ธฐ๋Š” ์˜ˆ์ •๋ณด๋‹ค 7๋…„ ์ง€์—ฐ๋˜์—ˆ๊ณ , ์˜ˆ์‚ฐ์€ 170์–ต ๋‹ฌ๋Ÿฌ ์ดˆ๊ณผํ–ˆ๋‹ค. ยท ๊ฐ™์€ ๊ธฐ๊ฐ„ ๋™์•ˆ ์ค‘๊ตญ์€ ์œ ์‚ฌํ•œ ๊ทœ๋ชจ์˜ ์›์ž๋กœ 13๊ธฐ๋ฅผ ์™„๊ณตํ•˜๋ฉฐ, ํ”„๋กœ์ ํŠธ ๊ด€๋ฆฌ์™€ ์‹คํ–‰ ๋ฉด์—์„œ ๋šœ๋ ทํ•œ ํšจ์œจ์„ฑ์„ ์ž…์ฆํ–ˆ๋‹ค. โ—ฆ ๊ณต์„ธ์ ์ธ ํ™•์žฅ ์ „๋žต ยท ํ˜„์žฌ ์ค‘๊ตญ์€ ์ถ”๊ฐ€๋กœ 33๊ธฐ์˜ ์›์ž๋กœ๋ฅผ ๊ฑด์„ค ์ค‘์ด๋‹ค. ยท ์ด ๊ฐ™์€ ๊ณต๊ฒฉ์  ํ™•์žฅ์€ ํ–ฅํ›„ ์ˆ˜๋…„ ๋‚ด ์ค‘๊ตญ์˜ ์›์ž๋ ฅ ๋ฐœ์ „ ์šฉ๋Ÿ‰์ด ๋ฏธ๊ตญ์„ ๋„˜์–ด์„ค ๊ฒƒ์ž„์„ ์˜ˆ๊ณ ํ•œ๋‹ค. โ—ฆ ์†๋„์™€ ๋น„์šฉ์˜ ํ˜์‹ ์  ๊ฐœ์„  ยท ์ค‘๊ตญ์€ ํ˜„์žฌ ๋‹จ 5~6๋…„ ๋งŒ์— ์›์ž๋กœ๋ฅผ ์™„์„ฑํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋Š” ์„œ๋ฐฉ ๊ตญ๊ฐ€๋ณด๋‹ค 2๋ฐฐ ๋น ๋ฅธ ์†๋„๋‹ค. ยท 2000๋…„๋Œ€ ๋™์•ˆ ๊ฑด์„ค ๋‹จ๊ฐ€๊ฐ€ ์ ˆ๋ฐ˜์œผ๋กœ ํ•˜๋ฝํ–ˆ๊ณ  ์ดํ›„ ๋น„์šฉ์ด ์•ˆ์ •ํ™”๋˜๋ฉฐ ๊ฒฝ์ œ์„ฑ์ด ํฌ๊ฒŒ ํ–ฅ์ƒ๋˜์—ˆ๋‹ค. โžฑ ์š”โ€ฆ

27 Oct 2025, 15:24 UTC86 viewsread 8 August 2026
Forwarded from @TVMRESEARCH

โœ… โ€œ๋ฒ ์„ ํŠธ, ์ผ๋ณธ์˜ ํ™•์žฅ์  ์žฌ์ •์ •์ฑ… ๊ธ์ • ํ‰๊ฐ€โ€ (Bloomberg) ๐Ÿ”ธ 1๏ธโƒฃ โ€œ์‚ฌ๋‚˜์—๋…ธ๋ฏน์Šค๊ฐ€ ํšจ๊ณผ ์žˆ๋‹คโ€ โ€” ๋ฒ ์„ ํŠธ, ์ผ๋ณธ ์ •์ฑ…์— ํ˜ธํ‰ ๋ฏธ ์žฌ๋ฌด์žฅ๊ด€ ์Šค์ฝง ๋ฒ ์„ ํŠธ(Scott Bessent) ๊ฐ€ ์ผ๋ณธ ์žฌ๋ฌด์žฅ๊ด€ ๊ฐ€ํƒ€์•ผ๋งˆ ์‚ฌ์ธ ํ‚ค(Satsuki Katayama) ์™€ ๋„์ฟ„์—์„œ ํšŒ๋‹ด. ๋ฒ ์„ ํŠธ: โ€œ์‚ฌ๋‚˜์—๋…ธ๋ฏน์Šค(Sanaenomics), ์ฆ‰ ๋‹ค์นด์ด์น˜ ์‚ฌ๋‚˜์— ์ด๋ฆฌ์˜ ํ™•์žฅ์  ์žฌ์ •์ •์ฑ…์ด ์ผ๋ณธ ์ฆ์‹œ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜(๋‹ˆ์ผ€์ด 225 50,000 ๋ŒํŒŒ)์— ๊ธ์ •์ ์œผ๋กœ ์ž‘์šฉ ์ค‘.โ€ ๊ฐ€ํƒ€์•ผ๋งˆ๋Š” โ€œ์•„๋ฒ ๋…ธ๋ฏน์Šค์˜ ์ •์‹ ์„ ๊ณ„์Šนํ•œ ์‚ฌ๋‚˜์—๋…ธ๋ฏน์Šค๊ฐ€ ์ž˜ ์ž‘๋™ํ•˜๊ณ  ์žˆ๋‹คโ€๊ณ  ์ธ์šฉ. ๐Ÿ”ธ 2๏ธโƒฃ ๋ฏธยท์ผ ํ†ตํ™”ยท์žฌ์ • ์ด์Šˆ โ€” โ€˜์—”ํ™” ์•ฝ์„ธโ€™๋Š” ์–ธ๊ธ‰ ํ”ผํ•จ ์–‘์ธก์€ 9์›”์— ์„œ๋ช…ํ•œ ๋ฏธยท์ผ ์™ธํ™˜ ๊ณต๋™์„ฑ๋ช…(์‹œ์žฅ๊ฒฐ์ • ํ™˜์œจ ์œ ์ง€, ํ™˜์œจ ์กฐ์ž‘ ํšŒํ”ผ ์›์น™) ์„ ์žฌํ™•์ธ. ํ†ตํ™”์ •์ฑ… ์„ธ๋ถ€ ๋…ผ์˜๋Š” ์ƒ๋žต. ๋ฒ ์„ โ€ฆ

27 Oct 2025, 15:21 UTC51 viewsread 8 August 2026
Forwarded from @QualityInvestingLaboratoryPhoto

ํ˜„์žฌ๊นŒ์ง€ 3๋ถ„๊ธฐ ์‹ค์ ์„ ๋ฐœํ‘œํ•œ S&P 500 ๊ธฐ์—… 145๊ฐœ์‚ฌ ์ค‘: โ€ข 84%๊ฐ€ ์ฃผ๋‹น์ˆœ์ด์ต(EPS) ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒ โ€ข 69%๊ฐ€ ๋งค์ถœ ์˜ˆ์ƒ์น˜๋ฅผ ์ƒํšŒ, 4๋…„ ๋งŒ์— ์ตœ๊ณ  ๋งค์ถœ ์ƒํšŒ์œจ

27 Oct 2025, 10:39 UTC50 viewsread 8 August 2026
Forwarded from @insidertrackingPhoto

์€ํ–‰ ์˜ˆ๋น„๊ธˆ์ด 1์›” ์ดˆ ์ดํ›„ ์ตœ์ € ์ˆ˜์ค€์œผ๋กœ ํ•˜๋ฝํ•จ.

27 Oct 2025, 10:39 UTC48 viewsread 8 August 2026
Forwarded from @insidertrackingPhoto

โšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธ ํŽ€๋“œ๋งค๋‹ˆ์ €๋“ค์˜ ํ˜„๊ธˆ ๋ณด์œ  ๋น„์ค‘์ด 10๋…„ ์ด์ƒ ๋งŒ์— ์ตœ์ € ์ˆ˜์ค€์œผ๋กœ ํ•˜๋ฝํ•จ.

2 Oct 2025, 00:12 UTC82 viewsread 8 August 2026
Forwarded from @globaletfiPhoto

ยป ๋ฒ ํŒ… ์‚ฌ์ดํŠธ์—์„œ๋Š” 10์›” ์ค‘์ˆœ ์ด์ „์— ๋ฏธ๊ตญ ์ •๋ถ€ ์…ง๋‹ค์šด์ด ์ข…๋ฃŒ๋  ๊ฐ€๋Šฅ์„ฑ์„ 67% ์ˆ˜์ค€์œผ๋กœ ์˜ˆ์ƒ ์ค‘[Polymarket] ยป ์ผ๋‹จ ๋‚ด์ผ(10/3) ๋ฐœํ‘œ๋˜๋Š” 9์›” ๊ณ ์šฉ๋ณด๊ณ ์„œ๋Š” ์˜ํ–ฅ๊ถŒ์— ๋“ค์–ด๊ฐˆ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์€ ์ƒํ™ฉ. ํ˜„ ์˜ˆ์ƒ๋Œ€๋กœ๋ฉด 15์ผ์˜ CPI์™€ 16์ผ์˜ PPI๋„ ์ง‘๊ณ„์— ์ฐจ์งˆ ๋ถˆ๊ฐ€ํ”ผ. ๋ชจ๋‘ ๋…ธ๋™ํ†ต๊ณ„์ฒญ(BLS) ๋ฐ์ดํ„ฐ ยป ์ค‘์ˆœ๊นŒ์ง€ ์ด์–ด์งˆ ๊ฒฝ์šฐ ์ƒ๋ถ€๋ฌด ์‚ฐํ•˜ Census Bureau๊ฐ€ ๋ฐœํ‘œํ•˜๋Š” ์†Œ๋งคํŒ๋งค(10/16)์™€ ์ˆ˜์ถœ์ž…๋ฌผ๊ฐ€(10/17)๋„ ์˜ํ–ฅ๊ถŒ. ์ฐธ๊ณ ๋กœ ์ƒ๋ฌด๋ถ€ ๊ฒฝ์ œ๋ถ„์„๊ตญ(BEA)์˜ 3๋ถ„๊ธฐ GDP ์†๋ณด์น˜์™€ 9์›” PCE ๋ฐ์ดํ„ฐ๋Š” ๊ฐ๊ฐ FOMC๊ฐ€ ๋๋‚œ ํ›„ 30์ผ๊ณผ 31์ผ์— ๊ณต๊ฐœ๋  ์˜ˆ์ • ยป ๋ฐœํ‘œ ์ง€์—ฐ/์ค‘๋‹จ ๊ฐ€๋Šฅ ์ง€ํ‘œ๋“ค: ๊ณ ์šฉ๋ณด๊ณ ์„œ, CPI, Retail Sales, Import/Export Prices, PCE, GDP, ๋ฌด์—ญ์ˆ˜์ง€, ๋‚ด๊ตฌ์žฌ ์ฃผ๋ฌธ โ€ฆ

1 Oct 2025, 11:38 UTC61 viewsread 8 August 2026
Forwarded from @Risk_and_Return

์…ง๋‹ค์šด์˜ BLS ์ง€ํ‘œ์— ๋Œ€ํ•œ ์˜ํ–ฅ https://t.me/Risk_and_Return (์ฐธ๊ณ : (๋„คํ”„์ฝ˜ ์œ„ํด๋ฆฌ ์ฑ„๋„) 2510 W1 Weekly - 11. US ์ •๋ถ€ ์…ง๋‹ค์šด https://t.me/c/3195967284/25) ๋ฉฐ์น  ์ „๋ถ€ํ„ฐ ์…ง๋‹ค์šด์‹œ ์—ฐ๋ฐฉ์ •๋ถ€ ์ง์›๋“ค์„ ๋Œ€๊ทœ๋ชจ๋กœ ํ•ด๊ณ ํ•  ๊ฒƒ์ด๋ผ๋Š” ๊ตฌ์ฒด์ ์ธ ๋‰ด์Šค๋“ค์ด ๋งŽ์ด ๋‚˜์™”๋Š”๋ฐ, ์ด๊ฑด ์‚ฌ์‹ค ์…ง๋‹ค์šด์ด๋ž‘ ์ง์ ‘์ ์œผ๋กœ ์—ฐ๊ณ„๋œ๋‹ค๊ธฐ๋ณด๋‹จ ๊ตฌ์‹ค์‚ผ์•„ ํ•˜๋Š” ๊ฒƒ์— ๊ฐ€๊นŒ์›€. ํ•˜์ง€๋งŒ ์ง€๋‚œ ๋ช‡ ๋…„๊ฐ„ ์ง€์†์ ์œผ๋กœ ์ฝ”๋ฉ˜ํŠธํ•ด์™”๋“ฏ ์…ง๋‹ค์šด ์ž์ฒด๊ฐ€ ๊ฒฝ์ œ๋‚˜ ์‹œ์žฅ์— ๊ทธ๋‹ค์ง€ ์˜ํ–ฅ์„ ์ฃผ์ง„ ์•Š์Œ. ์ด๋ฒˆ์—๋Š” BLS Employment ๋ฐœํ‘œ์‹œ๊ธฐ์— ์…ง๋‹ค์šด์ด ์ด๋ฃจ์–ด์ง€๊ธฐ ๋•Œ๋ฌธ์— ๊ณ ์šฉ์ง€ํ‘œ๊ฐ€ ๋ฐœํ‘œ๋˜์ง€ ์•Š์„ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Œ. ์ด ๊ฒฝ์šฐ ๋ฐœํ‘œ๊นŒ์ง€๋Š” ์…ง๋‹ค์šด์ด ๋๋‚˜๊ณ  ์งง์œผ๋ฉด 3-4์ผ, ๋Šฆ๊ฒŒ๋Š” 2์ฃผ ์ •๋„๊นŒ์ง€๋„ ๊ฑธ๋ฆด ์ˆ˜ ์žˆ์Œ. ๊ณผ๊ฑฐ(13, 18-19๋…„)์—๋„ ๋น„์Šทํ•œ โ€ฆ

25 Sept 2025, 15:12 UTC63 viewsread 8 August 2026
Forwarded from @aetherjapanresearch

WSJ) ํ•œ๋ฏธํ˜‘์ƒ์ด ์ขŒ์ดˆ์œ„๊ธฐ์— ๋†“์˜€์Šต๋‹ˆ๋‹ค. ์„ธ์ค„์š”์•ฝ 1) ๋ฏธ๊ตญ ํŠธ๋Ÿผํ”„ ํ–‰์ •๋ถ€์™€ ํ•œ๊ตญ์˜ ๊ตฌ๋‘ ๋ฌด์—ญ ํ•ฉ์˜๊ฐ€ ๋ฏธ๊ตญ ์ธก์ด ๊ธฐ์กด ํ•ฉ์˜๋ณด๋‹ค ๋” ์œ ๋ฆฌํ•œ ์กฐ๊ฑด์„ ์š”๊ตฌํ•˜๋ฉด์„œ ์ขŒ์ดˆ ์œ„๊ธฐ์— ๋†“์˜€์Šต๋‹ˆ๋‹ค. 2) ๋ฏธ๊ตญ์€ ํ•œ๊ตญ์˜ ํˆฌ์ž ๋ณด์ฆ์•ก(3,500์–ต ๋‹ฌ๋Ÿฌ)์„ ์ผ๋ณธ ์ˆ˜์ค€(5,500์–ต ๋‹ฌ๋Ÿฌ)์— ๊ฐ€๊น๊ฒŒ ์ฆ์•กํ•˜๊ณ  ๋Œ€์ถœ๋ณด๋‹ค ํ˜„๊ธˆ ๋น„์ค‘์„ ๋†’์ด๋ผ๋ฉฐ ์••๋ฐ•ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 3) ์ด์— ํ•œ๊ตญ์€ ์ผ๋ณธ๊ณผ์˜ ๊ฒฝ์ œ ๊ทœ๋ชจ ์ฐจ์ด๊ฐ€ ํฌ๊ณ , ๋ฏธ๊ตญ์˜ ์š”๊ตฌ๋ฅผ ์ˆ˜์šฉํ•˜๋ฉด ์™ธํ™˜๋ณด์œ ๊ณ  ๊ณ ๊ฐˆ๋กœ ๊ธˆ์œต ์œ„๊ธฐ๋ฅผ ๋งž์„ ์ˆ˜ ์žˆ๋‹ค๋ฉฐ ๊ฐ•ํ•˜๊ฒŒ ๋ฐ˜๋ฐœํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์˜ ํ•œ๊ตญ๊ณผ์˜ ๋ฌด์—ญ ํ˜‘์ •์ด ๋ถˆ์•ˆ์ •ํ•œ ์ƒํƒœ์— ๋†“์—ฌ ์žˆ์Šต๋‹ˆ๋‹ค. ํ•˜์›Œ๋“œ ๋ฃจํŠธ๋‹‰ ์ƒ๋ฌด์žฅ๊ด€์ด ํ˜‘์ƒ์—์„œ ๊ฐ•๊ฒฝํ•œ ์ž…์žฅ์„ ์ทจํ•˜๋Š” ๊ฐ€์šด๋ฐ, ์ผ๋ถ€ ํ•œ๊ตญ ์ •๋ถ€ ๊ด€๊ณ„์ž๋“ค์€ ๋น„๊ณต์‹์ ์œผ๋กœ ๋™๋งน๊ตญ๋“ค์—๊ฒŒ ๋ฐฑ์•…๊ด€์ด ์š”๊ตฌ ์กฐ๊ฑด์„ ๋ฐ”๊พธ๊ณ  ์žˆ๋‹ค๊ณ  ์ฃผ์žฅํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ํ•œ๊ตญ ์ •๋ถ€ ์ž๋ฌธ๊ด€์„โ€ฆ

25 Sept 2025, 14:21 UTC58 viewsread 8 August 2026
Forwarded from @harveyspecterMikePhoto

๋ฒ ์„ผํŠธ: ์—ฐ์ค€์€ (๊ธˆ๋ฆฌ๋ฅผ)๋„ˆ๋ฌด ์˜ค๋žซ๋™์•ˆ ์ง€๋‚˜์น˜๊ฒŒ ๋†’์€ ์ƒํƒœ -๊ธฐ์ค€๊ธˆ๋ฆฌ๊ฐ€ ํ˜„์žฌ ๊ฒฝ์ œ์ƒํ™ฉ์— ๋น„ํ•ด์„œ ๋„ˆ๋ฌด ๋†’์€ ์ƒํƒœ์—์„œ ์žฅ๊ธฐ๊ฐ„ ์œ ์ง€๋˜์—ˆ๋‹ค๊ณ . -์—ฐ์ค€์ด ๊ธด์ถ•์„ ๊ณผ๋„ํ•˜๊ฒŒ ์˜ค๋ž˜ ๋Œ๊ณ  ์žˆ๋Š” ์ƒํ™ฉ. -๋ฒ ์„ผํŠธ ์žฌ๋ฌด์žฅ๊ด€์€ ์ค‘๋ฆฝ๊ธˆ๋ฆฌ ์ˆ˜์ค€์— ๋„๋‹ฌํ•˜๊ธฐ ์œ„ํ•ด์„œ 150bp ์ธํ•˜ ํ•ด์•ผํ•œ๋‹ค๊ณ  ์ฃผ์žฅ. ์‚ฌ์ง„ ์ถœ์ฒ˜: Fox Business *๋งค์ˆ˜๋งค๋„ ์ถ”์ฒœ์ด ์•„๋‹™๋‹ˆ๋‹ค. ํ…”๋ ˆ๊ทธ๋žจ: https://t.me/harveyspecterMike

25 Sept 2025, 13:16 UTC54 viewsread 8 August 2026
Forwarded from @beholdisraelchannel

BREAKING: Israeli fighter jets began a massive strike in Yemen

25 Sept 2025, 00:36 UTC54 viewsread 8 August 2026
Forwarded from @HANAchina

>์•Œ๋ฆฌ๋ฐ”๋ฐ”, ์—ฐ๊ฐ„ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ฆ์„ค ๊ทœ๋ชจยทํˆฌ์ž ์ „๋ง (๋ชจ๊ฑด์Šคํƒ ๋ฆฌโ€ขUBS) โ€ข๋ชจ๊ฑด์Šคํƒ ๋ฆฌ๋Š” 20262032๋…„ ๋™์•ˆ ์•Œ๋ฆฌ๋ฐ”๋ฐ” ํด๋ผ์šฐ๋“œ์˜ ์‹ ๊ทœ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์—ฐ๊ฐ„ ์ฆ์„ค ์šฉ๋Ÿ‰์ด 3GW ์ด์ƒ์ผ ๊ฒƒ์œผ๋กœ ์ถ”์‚ฐํ–ˆ์Œ. ์ด๋Š” 2025๋…„ ์ค‘๊ตญ ์ „์ฒด ์‹œ์žฅ์˜ ์—ฐ๊ฐ„ ์‹ ๊ทœ ์šฉ๋Ÿ‰ 3-4GW๊ณผ ๋น„์Šทํ•œ ์ˆ˜์ค€์ž„. โ€ขUBS๋Š” ์•Œ๋ฆฌ๋ฐ”๋ฐ”์˜ ํˆฌ์ž ๊ฐ•๋„์™€ ์ง€์†์„ฑ์ด ์‹œ์žฅ ์˜ˆ์ƒ์น˜๋ฅผ ์›ƒ๋ˆ๋‹ค๋ฉฐ, ์—ฐ๊ฐ„ 1~2GW ์†๋„๋กœ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์šฉ๋Ÿ‰์„ ํ™•๋Œ€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ โ€ข๋ฐ์ดํ„ฐ์„ผํ„ฐ 1GW ์ฆ์„ค๋‹น ์•ฝ 1,000์–ต ์œ„์•ˆ(ํ•œํ™” ์•ฝ 19์กฐ ์›) ํˆฌ์ž๊ฐ€ ํ•„์š”ํ•œ ์ ์„ ๊ฐ์•ˆํ•˜๋ฉด, ๋ชจ๊ฑด์Šคํƒ ๋ฆฌ ์ถ”์ •์น˜๋Š” ์—ฐ 3,000์–ต ์œ„์•ˆ ์ด์ƒ, UBS ์ถ”์ •์น˜๋Š” ์—ฐ 1,000์–ต-2,000์–ต ์œ„์•ˆ ๊ทœ๋ชจ์˜ ์ถ”๊ฐ€ CapEx๋กœ ํ™˜์‚ฐ

23 Sept 2025, 23:13 UTC54 viewsread 8 August 2026
Forwarded from @insidertrackingVideo

โšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธโšก๏ธ ์ œ๋กฌ ํŒŒ์›” ์—ฐ์ค€ ์˜์žฅ ๋ฐœ์–ธ ์š”์•ฝ (2025๋…„ 9์›” 24์ผ) 1. ๊ฒฝ์ œ ์ƒํ™ฉ ์ง„๋‹จ ๋ฏธ๊ตญ ๊ฒฝ์ œ ์„ฑ๊ณผ: ์ฝ”๋กœ๋‚˜19, ๊ธ€๋กœ๋ฒŒ ๊ธˆ์œต์œ„๊ธฐ ๋“ฑ ๋Œ€ํ˜• ์ถฉ๊ฒฉ์—๋„ ๋‹ค๋ฅธ ์„ ์ง„๊ตญ ๋Œ€๋น„ ์–‘ํ˜ธํ•œ ํšŒ๋ณต. ์ตœ๊ทผ ์„ฑ์žฅ ๋‘”ํ™”, ์†Œ๋น„ ์œ„์ถ•, ๊ณ ์šฉ ์ฆ๊ฐ€์„ธ ๊ธ‰๋ฝ โ†’ ๊ณ ์šฉ ๋ฆฌ์Šคํฌ ํ™•๋Œ€. ์‹ค์—…๋ฅ  4.3% ์ˆ˜์ค€, ์‹ ๊ทœ ์ผ์ž๋ฆฌ ์ฆ๊ฐ€ํญ์€ ๋งค์šฐ ๋‚ฎ์Œ(3๊ฐœ์›” ํ‰๊ท  2.9๋งŒ ๊ฐœ). ์ธํ”Œ๋ ˆ์ด์…˜: 2022๋…„ ๊ณ ์  ๋Œ€๋น„ ํฌ๊ฒŒ ํ•˜๋ฝํ–ˆ์ง€๋งŒ ์—ฌ์ „ํžˆ ๋ชฉํ‘œ์น˜(2%) ์ƒํšŒ. ์ตœ๊ทผ ์ธํ”Œ๋ ˆ์ด์…˜ ์žฌ์ƒ์Šน์€ ๊ด€์„ธ ์ธ์ƒ ์˜ํ–ฅ์ด ํฌ๋ฉฐ, ์ผ์‹œ์ ์ผ ๊ฐ€๋Šฅ์„ฑ. 2. ํ†ตํ™”์ •์ฑ… (FOMC ๊ฒฐ์ • ๋ฐ ๋ฐฉํ–ฅ) ์ตœ๊ทผ ๊ธฐ์ค€๊ธˆ๋ฆฌ 0.25%p ์ธํ•˜ (4.00~4.25%) โ†’ ์—ฌ์ „ํžˆ ๋‹ค์†Œ ๊ธด์ถ•์ . ์ •์ฑ… ์Šคํƒ ์Šค: โ€œ์‚ฌ์ „ ๊ฒฝ๋กœ ์—†๋‹ค. ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜, ์ƒํ™ฉ์— ๋”ฐ๋ผ ์กฐ์ •.โ€ ๊ท ํ˜• ์ธ์‹: ๊ณ ์šฉ์€ ์•ฝํ•ด์ง€๊ณ , ์ธํ”Œ๋ ˆ์ดโ€ฆ

Showing the 12 most recent of 20 posts we hold for @potatostocklink. 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 โ‰ˆ was rounded by Telegram before we ever saw it โ€” t.me prints views in full below 1,000 and to three significant figures above, so โ‰ˆ1,200,000 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.

Forward network

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

A mention is a weaker signal than a forward and is counted separately for that reason โ€” 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 โ€” the โ€œNamed by N registered channelsโ€ 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 โ€” this entry's latest reading, not the date you are reading this.

โ€œ๐Ÿฅ”ํฌํ…Œ์ดํ†  ์Šคํƒโ€ (@potatostocklink), 176 subscribers as measured 8 August 2026. Telegram Register, tgregister.com/channel/potatostocklink.

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 ยท 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.