작년 낸드가 공급 부족이라고 했을 때 모든 테크 투자자들이 낸드는 그럴 수가 없는 제품이라고 얘기했었음.
👍13😡1

Channel
@small_stock
On this record: Topic · Observations · Growth · Engagement · What this channel posts · Reactions · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry
9,501subscribers
+196 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
| Telegram ID | -1002138524075 |
|---|---|
| Type | Channel |
| Username | @small_stock |
| Description | 소형주 투자자 텔레그램 |
| Created | 11 May 2024 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 7 August 2026 |
| Last confirmed live | 8 November 2026 |
| Measurements held | 26 |
| Confirmed unchanged | 1 time, most recently 8 November 2026 |
| On Telegram | t.me/small_stock |
Crypto & trading — 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 11 September 2026 and assigned it the closest of 31 fixed categories, at 84% 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.
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.
Posts published here appear in near-verbatim form on 1 other registered channel. 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.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @small_stock/5374 · this entry8 Nov 2026, 10:53 UTC | @nje2e/451598 Nov 2026, 11:30 UTC | 1.00 | 37 minutes |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @nje2e | 6 (6/6 hand-verifiable sample passed) | 1.00 | 83 minutes | this entry (4–2) |
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. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.
“Published first” means first in this corpus. We hold 106 comparable posts for this entry, running 3 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.
Recorded under the key clone_source, 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Nov 2026, 00:01 | 9,501 | +136 |
| 5 Nov 2026, 04:29 | 9,365 | +219 |
| 2 Nov 2026, 09:06 | 9,146 | +1 |
| 30 Oct 2026, 09:15 | 9,145 | -12 |
| 27 Oct 2026, 17:00 | 9,157 | -9 |
| 24 Oct 2026, 07:36 | 9,166 | +6 |
| 21 Oct 2026, 12:35 | 9,160 | +76 |
| 18 Oct 2026, 20:19 | 9,084 | +141 |
| 15 Oct 2026, 11:28 | 8,943 | -11 |
| 12 Oct 2026, 02:57 | 8,954 | -21 |
| 5 Oct 2026, 19:20 | 8,975 | -15 |
| 28 Sept 2026, 12:38 | 8,990 | -27 |
| 19 Sept 2026, 02:57 | 9,017 | -21 |
| 14 Sept 2026, 17:21 | 9,038 | -20 |
| 11 Sept 2026, 06:56 | 9,058 | -17 |
| 6 Sept 2026, 19:37 | 9,075 | -9 |
| 1 Sept 2026, 20:42 | 9,084 | -27 |
| 30 Aug 2026, 03:28 | 9,111 | -21 |
| 27 Aug 2026, 02:34 | 9,132 | -32 |
| 24 Aug 2026, 12:34 | 9,164 | first reading |
226 posts held, back to 3 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 47 pages of Telegram’s post history, 20 posts per page.
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 116 of 148 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 11 November 2026 |
|---|---|
| Posts held | 226 (3 August 2026 – 11 November 2026) |
| Views total | 266,909 |
| Reactions total | 1,367 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 11 Nov 2026, 11:41 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.
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. 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.
Measured directly from 1 video 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.
2,569 reactions across 188 posts, in 37 distinct kinds. The most used accounts for 20.4% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 523 | 20.4% | |
| 👍 | 476 | 18.5% | |
| 🔥 | 391 | 15.2% | |
| 👏 | 277 | 10.8% | |
| 😁 | 214 | 8.33% | |
| 🤔 | 130 | 5.06% | |
| 😱 | 116 | 4.52% | |
| 🥰 | 71 | 2.76% | |
| 😭 | 50 | 1.95% | |
| 🤬 | 49 | 1.91% | |
| 😢 | 48 | 1.87% | |
| 🤷♂ | 29 | 1.13% | |
| 🤣 | 23 | 0.895% | |
| 🤪 | 23 | 0.895% | |
| 🤷♀ | 22 | 0.856% | |
| 😡 | 18 | 0.701% | |
| 🥱 | 15 | 0.584% | |
| ✍ | 14 | 0.545% | |
| 🙏 | 12 | 0.467% | |
| 😨 | 8 | 0.311% | |
| 17 further kinds | 60 | 2.34% |
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 191 of the 226 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 2,569 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 226 most recent posts we hold, published 3 August 2026 to 11 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.
Telegram’s own ‘edited’ marker: 40 of 148 posts held from the last 30 days (27.0%) 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).
작년 낸드가 공급 부족이라고 했을 때 모든 테크 투자자들이 낸드는 그럴 수가 없는 제품이라고 얘기했었음.
👍13😡1
"MLCC, 반도체 닮아가네"…AI 서버 수요 폭증, 고부가 제품 위주 재편 트렌드포스에 따르면 2027년 전체 서버 출하량은 약 20%, AI 서버 출하량은 36% 증가할 것으로 예상된다. 차세대 AI 플랫폼에 필요한 MLCC 탑재량도 세대마다 늘어나는 추세다. 트렌드포스는 삼성전기·무라타·다이요유덴 등 3개 업체의 출하량이 1.8% 감소해도 매출은 사상 최고치를 기록할 것으로 전망했다. 판매량보다 고부가 제품의 비중과 가격이 매출 성장에 더 큰 영향을 미치는 구조로 재편된 것으로 분석된다. 고부가 MLCC 제품은 제조 공정이 복잡해 같은 설비에서 생산할 수 있는 수량이 상대적으로 적다. 삼성전기를 비롯한 주요 업체들이 AI용 생산을 늘려도 단기간에 공급을 크게 확대하기 어려운 이유다. 트렌드포스에 따르면 지난 6월 말 기준 삼성전기…
🔥6😡1
중국이랑 직접 경쟁하는 제조업은 볼 이유가 없다 -> 중국 제조업을 이길 수 없기 때문이다 -> R&D 500억, 감가상각 500억 이상 쓰는 자본 집약 중국 기술 제조업인데 코스닥에 상장되어 있고, 전방 산업이 AIDC, 반도체, MLCC, 2차전지, OLED 인 기업이 있는데 -> POR1에 증설과 업황 고려하면 향후 매출 폭증이 예상되어 있다? -> 사상 최초로 독립리서치 보고서 나온다면?
👍9😁2🍌1🤔1😡1
전 중국이랑 직접 경쟁하는 산업 안봅니다. 특히나 그게 제조업이라면 더더욱 볼 이유가 없다고 생각합니다. 한국주식을 안해서가 아니라 한국주식할때도 디스플레이는 공부만 하고 쳐다도 안봤습니다
✍9🤣1
한국 증권사 연 16% 코어위브 채권 출시 -> 한국인들 매수로 채권 가격 상승 -> 코어위브 채권 금리 하락 -> 코어위브 주식 안도 랠리 -> 네오 클라우드 랠리 -> AI 인프라 심리 회복 -> 삼전 닉스 전고점 회복
😁8🔥4👍2❤1
코어위브가 안 망한다고 생각한다면, 사업 잘 될 것 같다 -> 업사이드 큰 주식 겨우 안 망할 정도 -> 16% 확정 수익인 채권 오히려 채권이 땡기네 증권사에서 팔면 수요 있을지도?
👍6
소프트뱅크 손정의 미국판 스타게이트 가스터빈 계약했다 설계 변경 노쇼로 계약금만 5.2조 날림
🔥1
코어위브 어닝콜 실시간 후기 당당하게 돈 더 빌려달라고 하는 중. 근데 목소리가 좋아서 신뢰감이 들긴 함.
👍8❤2😁2
26년 기준 미국 데센 5427개, 중국 449개임. 경제규모 대비 중국이 한참 부족함. 중국은 2030년까지 5배 늘린다고 함. 향후 5년간 AIDC 성장 속도는 중국이 압도적임. GRT에 베팅하는 이유임.
❤10🌚1🔥1
중국의 투자는 앞으로 더 빨라질 것 ======================== ~ 최근 중국기업개혁발전연구회의 '2026 세계 에너지 전환 보고서' 등에 따르면 올해 중국의 에너지 투자 규모는 9400억달러(약 1258조원)로 세계 최대 규모가 될 것으로 예상된다. 특히 동부의 데이터를 서부에서 연산하기 위한 전력망 투자 규모도 약 1400억달러(약 187조원)에 이를 것으로 국제에너지기구(IEA)는 전망했다 ~ 국가 주도의 인프라 투자로 중국의 데이터센터 건립은 빨라지고 있다. 미국에서는 빅테크 기업이 데이터센터를 완공해도 송전망 연결에 평균 5년을 기다려야 하는 병목 현상이 나타나고 있다. 반면 중국은 정부가 초고압 송전망을 선제 구축해 전력망 연결에 3~6개월밖에 걸리지 않는다 https://n.news.naver.com/art…
과거 코스피 고점 대비 낙폭 역대 순위
소외된 종목 G리는 종목 잘 부탁 드립니다. 그러고 보니 GRT는 증권사 애널리포트 나올 가능성은 당장은 희박하지만, 독립 리서치 리포트는 가능성 있을지도? 소외된 종목 알린다는 독립 리서치 취지에도 맞으니까. 과연 리포트가 나올까?
👍7😁1
Showing the 12 most recent of 226 posts we hold for @small_stock. 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.
@small_stock edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
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.
Republishes 59 registered channels. The 48 listed are the ones this channel has forwarded most; the rest are counted here but not each listed.
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.
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.
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.
This channel appears in 23 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 November 2026 — this entry's latest reading, not the date you are reading this.
“소형주 투자자 텔레그램” (@small_stock), 9,501 subscribers as measured 8 November 2026. Telegram Register, tgregister.com/channel/small_stock.
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.