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Channel

레드버드 기업분석

@redbirdstock

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

9,863subscribers

+0 since we began measuring on 7 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001974102584
TypeChannel
Username@redbirdstock
Description네이버 블로그 레드버드 기업분석 텔레그램입니다. Disclaimer ​ 본 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. 모든 투자의 판단은 본인에게 있으며 투자 결과에 대한 책임 소재로 본 자료가 사용될 수 없습니다.
CreatedBetween 1 April 2023 and 31 October 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded7 August 2026
Last confirmed live11 August 2026
Measurements held3
Confirmed unchanged1 time, most recently 11 August 2026
On Telegramt.me/redbirdstock

Growth

9,8639,8679,8657 August 2026 — 9,863 subscribers8 August 2026 — 9,867 subscribers11 August 2026 — 9,863 subscribers7 August 202611 August 2026
3 measurements spanning 4 days. 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 9,862–9,868 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
11 Aug 2026, 16:579,863-4
8 Aug 2026, 07:149,867+4
7 Aug 2026, 13:169,863first reading

Engagement

38 posts held, back to 5 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 15 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
16.4%
avg views ÷ 9,863 subscribers
Avg views / post
1,620
38 posts measured
Reaction rate
0.388%
reactions ÷ views · ER floor
Posts in window
38
of 38 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 13 August 2026
Posts held38 (5 August 202613 August 2026)
Views total61,551
Reactions total239
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken13 Aug 2026, 05:38 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
1,750
Videos
16
Links
3,960

Lifetime counters from Telegram’s own channel header, read 13 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

239 reactions across 37 posts, in 9 distinct kinds. The most used accounts for 31.8% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
👍7631.8%
6025.1%
🤯4016.7%
👏2510.5%
😁177.11%
😭177.11%
🔥20.837%
👌10.418%
💯10.418%

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 38 of the 38 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 239reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 38 most recent posts we hold, published 5 August 2026 to 13 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

13 Aug 2026, 03:31 UTC903 views25 reactionsread 13 August 2026

오늘 제가 투자중인 해외기업 실적 발표가 있는데, 실적 발표 이후 투자아이디어 업로드하겠습니다.

👍196

12 Aug 2026, 21:58 UTC≈1,220 views12 reactionsread 13 August 2026
Forwarded from @hana_us_stockPhoto

제품 증설과정에서 약해진 FCF제외하고 전반적으로 양호한 실적이네요 컨콜이 중요할 것 같네요 ---- [Coherent FY4Q26 실적] *4Q FY26 실적 -매출 20.46억달러, 전년 대비 +42% pro forma, 전분기 대비 +13.3% -FactSet 컨센서스 19.8억달러 대비 약 3.3% 상회 -Non-GAAP 매출총이익률 40.2%, 전년 38.1% 대비 +215bp -StreetAccount 컨센서스 40.0% 대비 +20bp -Non-GAAP 영업이익 4.46억달러, 전분기 3.66억달러 대비 +21.9% -Non-GAAP 영업이익률 21.8%, 전년 18.0% 대비 +380bp, 전분기 20.3% 대비 +150bp -StreetAccount 컨센서스 21.5% 대비 +30bp -Non-GAAP EPS 1.74달

7👍4🤯1

12 Aug 2026, 03:56 UTC≈1,350 views2 reactionsread 13 August 2026
Forwarded from @HANAchina

>>NVIDIA, Zhongji Innolight·Eoptolink 투자설…회사들 긴급 부인·확인 거부 •최근 시장에서 NVIDIA가 광모듈 업체 Zhongji Innolight에 20억 달러를 전략적으로 투자하고, Eoptolink의 홍콩 IPO에도 앵커 투자자로 참여할 것이라는 소문이 확산 •NVIDIA의 Zhongji Innolight 투자는 차세대 광모듈 연구개발과 글로벌 생산능력 확대, 태국 신공장 건설 등에 활용될 것이라는 내용 •다만 8월 12일 Zhongji Innolight 측은 해당 시장 소문에 대해“알지 못하며 회사의 관련 공시를 기준으로 해달라”고 답변. Eoptolink 역시 해당 소문에 대해 논평하기 어렵다며 H주 관련 사항은 공시를 기준으로 확인해달라고 밝힘 현재로서는 NVIDIA의 투자설을 뒷받침하는 공식 확

1👍1

12 Aug 2026, 01:26 UTC≈1,390 views4 reactionsread 13 August 2026
Forwarded from @Samsung_Global_AI_SW

일론 머스크, 전직원 대상 스페이스X 업데이트 (AI 관련 내용 - Grok 정리) : 머스크는 “미래는 압도적으로 AI와 로봇의 시대”라며, SpaceX가 AI 하드웨어와 소프트웨어 모두에서 반드시 승리해야 한다고 강조 : 향후 4~5년 내 AI가 SpaceX 전체 가치의 99%를 차지할 것으로 전망 : AI 컴퓨팅 인프라를 공격적으로 확대. Memphis/Southaven 지역 데이터센터 현재 전력 용량은 1.4GW이며, 올해 말 2GW+, 내년 말 10GW 목표: 전력, 냉각 인프라 기준으로는 15~20GW까지 추진 중 : 해당 규모의 AI 컴퓨팅을 온라인으로 가동할 경우 연간 3,000억~5,000억 달러 규모 매출 창출이 가능할 것으로 전망 : SpaceXAI 매출은 이르면 9월 로켓, Starlink 등 SpaceX의 다

👍31

12 Aug 2026, 00:20 UTC752 views5 reactionsread 13 August 2026
Forwarded from @darthacking

2026.08.12 09:18:38 기업명: 미래에셋증권(시가총액: 19조 9,765억) A006800 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 216,314억(예상치 : -) 영업익 : 24,899억(예상치 : 18,926억/ +32%) 순이익 : 18,959억(예상치 : 14,408억+/ 32%) **최근 실적 추이** 2026.2Q 216,314억/ 24,899억/ 18,959억 2026.1Q 144,287억/ 13,750억/ 10,019억 2025.4Q 88,631억/ 8,457억/ 5,751억 2025.3Q 66,724억/ 2,228억/ 3,438억 2025.2Q 76,949억/ 5,004억/ 4,059억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=202608

4👏1

12 Aug 2026, 00:03 UTC≈1,330 views2 reactionsread 13 August 2026
Forwarded from @HI_GS

[단독] 오스탈 USA "한화, 4주간 실사 진행…美해군·유관기관과 협의 병행" • 한화그룹이 호주 방산업체 오스탈의 미국 사업부인 오스탈 USA 인수를 위해 약 4주간의 현지 실사 작업에 착수함 • 한화가 제시한 인수 규모는 10억5000만~12억 달러(약 1조5000억~1조7000억원) 수준임 • 실사 기간 미 해군 및 정부기관과 협의를 병행하며, 최종 인수 및 거래 가격은 후속 협상으로 결정될 예정임 • 이번 인수를 통해 미 해군 수상함 사업과 MRO, 버지니아·컬럼비아급 핵추진 잠수함 모듈 공급망 진입을 노림 ❗️ 한화가 1.7조원대 오스탈 USA 인수를 위한 4주간 실사에 돌입하며 미 해군 함정 및 핵잠수함 공급망 진입 가속화 출처: [더구루] URL: https://www.theguru.co.kr/news/article.html?

1👍1

11 Aug 2026, 09:09 UTC≈1,470 views1 reactionsread 13 August 2026
Forwarded from @bearb_0423junslPhoto

LITE Preview 빡빡한 마진과 달리 매출 체급/가이던스 눈높이는 낮은 편 광학 섹터는 TAM 서프라이즈가 핵심 다들 마진 개선에 주목하지만, 가장 중요한 건 체급

🤯1

11 Aug 2026, 06:51 UTC≈1,280 views2 reactionsread 13 August 2026
Forwarded from @darthacking

2026.08.11 15:50:01 기업명: 시프트업(시가총액: 1조 9,767억) A462870 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 557억(예상치 : 530억+/ 5%) 영업익 : 281억(예상치 : 279억/ +1%) 순이익 : 417억(예상치 : 284억+/ 47%) **최근 실적 추이** 2026.2Q 557억/ 281억/ 417억 2026.1Q 473억/ 215억/ 378억 2025.4Q 644억/ 374억/ 482억 2025.3Q 755억/ 495억/ 546억 2025.2Q 1,124억/ 682억/ 513억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260811800484 회사정보: https://finance.naver.com/item/main.

👍2

11 Aug 2026, 05:27 UTC≈1,310 views3 reactionsread 13 August 2026
Forwarded from @darthacking

2026.08.11 14:27:21 기업명: 한국타이어앤테크놀로지(시가총액: 8조 4,359억) A161390 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 56,825억(예상치 : 55,828억+/ 2%) 영업익 : 5,591억(예상치 : 5,290억/ +6%) 순이익 : 2,791억(예상치 : 3,279억/ -15%) **최근 실적 추이** 2026.2Q 56,825억/ 5,591억/ 2,791억 2026.1Q 53,139억/ 5,070억/ 3,724억 2025.4Q 54,562억/ 5,468억/ 911억 2025.3Q 54,127억/ 5,860억/ 3,896억 2025.2Q 53,697억/ 3,536억/ 1,788억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260

👍21

11 Aug 2026, 00:39 UTC≈1,300 views5 reactionsread 13 August 2026
Forwarded from @GlobalTechMoon

[반.전] 인텔 150억 달러 규모 유상증자...파운드리 수주했나? 안녕하세요. 삼성증권 문준호의 ‘반도체를 전하다’입니다. 전일 인텔이 150억 달러 규모 유상증자 계획을 발표했습니다. 전일 시가총액의 3% 수준입니다. 주요 문구들을 가져오자면, "AI 수요가 견조히 유지되는 가운데, 피지컬AI, 커스텀 반도체, 첨단 패키징 및 외부 웨이퍼(external wafer) 등에서의 진전이 인텔에게 유의미한 성장 기회를 제공하고 있다" "조달된 자금은 CAPEX, 운전자본 등에 활용할 예정이다" "이번 증자는 인텔의 성장 기회를 추구함과 동시에 건전한 재무 구조와 투자등급을 유지하기 위함이다" "인텔은 규율 있는 투자 기조(investment discipline)를 유지하며, 고객 수요와 투자수익 기대치에 맞추어 투자를 집행한다"

2👍2🤯1

11 Aug 2026, 00:30 UTC≈1,180 views7 reactionsread 13 August 2026
Forwarded from @Samsung_Global_AI_SW

앤스로픽, Claude의 리만 가설 증명 도전 : 앤스로픽의 미공개 연구용 Claude 모델이 1859년부터 미해결 상태인 리만 가설(Riemann Hypothesis) 자체의 증명에 도전. 가설을 해결하지는 못했지만, 연구 과정에서 관련 문제의 새로운 결과 발견 : 수십 년간의 선행 연구를 결합해 리만 제타 함수 영점 가운데 리만 가설을 만족하는 영점 비율의 알려진 하한을 기존 41.6% → 67.2%로 개선 : 전체 함수 공간에서 수직선 위·밖의 영점을 각각 양·음의 정부호 부분공간으로 함께 취급하고 비대각 이차 형식을 허용하는 접근을 통해 새로운 하한을 도출 : 연구는 Claude Code에서 2개 세션, 총 3,100만 출력 토큰 사용. 처음에는 650개 아이디어를 시도했으나 모두 실패했고, 이후 약 60개 Claude 서브에이

6👍1

10 Aug 2026, 11:59 UTC≈2,420 views10 reactionsread 13 August 2026

인텔 150억달러 유상증자 https://www.bloomberg.com/news/articles/2026-08-10/intel-selling-15-billion-in-common-stock-to-fund-growth

😁7🤯3

Showing the 12 most recent of 38 posts we hold for @redbirdstock. 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 — 1,050,739 of 1,183,361entries 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.

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 1 registered channel — 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.

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 11 August 2026 — this entry's latest reading, not the date you are reading this.

“레드버드 기업분석” (@redbirdstock), 9,863 subscribers as measured 11 August 2026. Telegram Register, tgregister.com/channel/redbirdstock.

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.