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테크_문송합니다

@tech_Moonsong

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

35subscribers

+11 since we began measuring on 18 August 2026

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

Register entry

Telegram ID-1004304930789
TypeChannel
Username@tech_Moonsong
CreatedBetween 1 June 2026 and 16 August 2026 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded18 August 2026
Last confirmed live1 September 2026
Measurements held4
Confirmed unchanged1 time, most recently 1 September 2026
On Telegramt.me/tech_Moonsong

Growth

243529.518 August 2026 — 24 subscribers18 August 2026 — 24 subscribers25 August 2026 — 31 subscribers1 September 2026 — 35 subscribers18 August 20261 September 2026
4 measurements spanning 14 days, net +11. 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 22–37 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
1 Sept 2026, 02:0635+4
25 Aug 2026, 05:4231+7
18 Aug 2026, 04:1524no change
18 Aug 2026, 04:0024first reading

Engagement

19 posts held, back to 16 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 1 page of Telegram’s post history, 20 posts per page.

ERR · 30 days
182.7%
avg views ÷ 35 subscribers
Avg views / post
63.9
19 posts measured
Reaction rate
12.5%
reactions ÷ views · ER floor
Posts in window
19
of 19 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 19 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 18 August 2026
Posts held19 (16 August 202618 August 2026)
Views total1,215
Reactions total1
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken18 Aug 2026, 04:15 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.

Reaction mix

1 reaction across 1 post, in 1 kind.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
👏1100.0%

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 19 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 1 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 19 most recent posts we hold, published 16 August 2026 to 18 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

18 Aug 2026, 00:24 UTC4 viewsread 18 August 2026
Forwarded from @merITz_techPhoto

* 2028년 HBM 수요 계획이 급격히 확장되고 있습니다. 공급과 수요의 괴리가 너무나 커진 나머지 구매자들의 공급확약 요청이 급증합니다. 이는 2027년의 커머디티 DRAM 공급부족 심화를 의미하기도 합니다. 자세한 내용은 오늘 발간된 보고서를 참고해 주십시오.

17 Aug 2026, 22:39 UTC13 viewsread 18 August 2026

간단히 말하려다가 분노해서 말이 길어져버린 CEO

17 Aug 2026, 22:33 UTC23 viewsread 18 August 2026

LTA 못 믿겠으면 다운턴까지 기다리라는 CEO의 자신감

17 Aug 2026, 22:30 UTC39 viewsread 18 August 2026

#SNDK NBM(=LTA)에 대해서 CEO, CFO가 예전과 다르다고 계속 설명해도 또 LTA 지속 가능성 물어보는 BofA 애널리스트 때문에 분노 해버린 CEO CEO ’인생에서 가장 쉬운 것이 회의적인 것, 어치피 다 실패할 것 아님? 다 실패할거니깐 아무거도 하지 말자. 상황을 바꿔서 나아질 수 있다는 믿음이 필요’ 질문은 요약, 답변은 전문으로 아래 공유 Q] Wamsi Mohan (Bank of America) 질문 요약 : 사이클 산업들 겪어보면 NBM(=LTA)에 대해 부정적일 수 밖에 없다. 사이클 봤던 사람들은 회의적인 시각이 많음. 하강 사이클 들어가면 이런 계약 잘 안지켜진다. 가까운 코로나때도 그랬는데 이번에 2030년까지 계약 맺으면서 무엇 때문에 가시성이 좋아졌을지? [A] David Goeckeler —

17 Aug 2026, 22:03 UTC16 viewsread 18 August 2026

샌디스크 LTA나 가이던스가 상당히 좋은 것 같은데요. 이 상황을 마이크론에 적용하면 어떤지에 대한 리포트도 나오고 있는 상황입니다. LTA 리레이팅에 대해서 다운턴때 LTA의 효력을 확인하고 리레이팅이 된다는 논리가 되게 우세하고, 탄탄함에 동의하고 있습니다. 하지만, BofA 보고서처럼 샌디스크 기준을 마이크론에 적용하면? 하는 식으로 미리 당겨서 실적 추정치를 올릴 수 있을 것 같습니다. 어차피 다운턴이 수개월 내로 올 것 같지 않은데요. 25년 하반기를 생각해보면 SK하이닉스가 26년 HBM 계약을 어떻게 할지로 한참을 시끄럽다가 그 이야기가 쏙 들어갔는데요. 이유는 범용디램의 숏티지로 HBM은 당연히 잘 받겠지 또는 어차피 범용디램으로 실적 캐리할거라 HBM 계약가격 그게 무슨 상관이냐가 된 것 같습니다. 저는 LTA도 비

17 Aug 2026, 22:02 UTC4 viewsread 18 August 2026
Forwarded from @JstockclassPhoto

마이크론 : SNDK 모델 적용시 2030년 EPS 컨센대비 +73% 폭증 가능성 (Bofa) 1. SNDK 모델의 핵심 전제 조건 • 매출 성장률: 연간 매출 성장률 15% 이상 유지 전제 • 총마진율(GM): FY28E~FY30E 기간 동안 80%의 높은 수익성을 안정적으로 유지 • 잉여현금흐름 마진: 50% 이상의 높은 FCF 마진 창출 2. 시장 컨센서스 vs SNDK 모델 실적 비교 (FY26~FY30) • 매출 비교: 컨센서스는 FY30E $2,805억에 그치나, SNDK 모델 적용 시 FY30E $3,773억 달성 → FY26-30E CAGR 30.7% vs 컨센서스 21.4% • GM 비교: 컨센서스는 FY29E 73.5%, FY30E 78.0%로 주춤하는 반면, SNDK 모델은 80% 수준 지속 • EPS 성장

17 Aug 2026, 15:39 UTC8 viewsread 18 August 2026
Forwarded from @ym_researchPhoto

샌디스크 예상 FCF와 자사주매입 효과 분석(번스타인) Bernstein은 회사가 제시한 보수적인 FCF 마진 50%를 적용해도 FY27~30 누적 잉여현금흐름이 약 $104.9bn에 달할 것으로 계산합니다. 주당 $1,500에 매입하면 약 6,990만 주, $3,000에 매입해도 약 3,500만 주를 소각할 수 있습니다. ✍️ $1,500에 자사주를 매입할 경우 발행주식 수가 47% 줄고, 순이익이 전혀 증가하지 않아도 EPS는 약 90% 상승합니다. 매입가격이 목표주가인 $3,000까지 높아져도 주식 수는 24% 감소하고 EPS는 31% 증가합니다.

17 Aug 2026, 10:14 UTC12 viewsread 18 August 2026
Forwarded from @infomarketopen

모건스탠리의 아마존($AMZN) 분석 (강세 시나리오 목표주가 $500 제시) 향후 8~10년에 걸친 AWS(아마존 웹 서비스)의 매출 1조 달러 달성 로드맵은 전사적 영업이익(EBIT) 5,000억 달러 및 2027년 말 목표주가 500달러를 향한 청사진을 보여줍니다. 당사의 기본 시나리오(Base Case) 목표주가는 335달러로 유지되지만, AWS가 당사의 기대치에 부합하는 실적을 낼 경우 강세 시나리오(Bull Case)가 실현될 가능성이 점차 커지고 있습니다. AWS 매출 1조 달러에 대한 아마존의 비전은 향후 다가올 높은 투하자본수익률(ROIC) 기회를 뒷받침합니다. 2026년 2분기 실적 발표 코멘트에서 현재의 연 환산 매출 약 1,700억 달러보다 약 6배 큰 1조 달러의 AWS 매출 비전을 제시한 점을 고려할 때, 아마존은

17 Aug 2026, 09:50 UTC9 viewsread 18 August 2026
Forwarded from @merITz_techPhoto

Photo, posted without a caption

17 Aug 2026, 05:55 UTC8 viewsread 18 August 2026
Forwarded from @aetherjapanresearchPhoto

Cantor Fitzgerald) 샌디스크: 말 그대로 날렵한 잉여현금흐름 머신! (2026.8.13) 투자의견 Overweight, 목표주가 $2,900 유지 (현재가 $1,528.11 대비 90% 업사이드), Top Pick 유지 샌디스크의 변신이 계속되고 있습니다. 10% 중후반의 비트 성장 공급과 함께 비트의 약 3분의 2를 장기계약으로 확보하는 경로가 핵심이며, BiCS9/BiCS10 출시와 AI 추론의 복잡성을 겨냥한 HBF를 통해 기술 리더십을 유지하는 데 집중하고 있습니다. AI와 KV 캐시가 추가 수요 동력으로 작용해 NAND는 향후 수년간 공급 부족이 지속될 것으로 판단합니다. 목표 재무모델은 매출 성장 10% 중후반, 매출총이익률 약 80%, 영업이익률 약 75%, 자본집약도 한 자릿수 중반, FCF 마진 약 50%이며,

Showing the 12 most recent of 19 posts we hold for @tech_Moonsong. 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.

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.

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 1 September 2026 — this entry's latest reading, not the date you are reading this.

“테크_문송합니다” (@tech_Moonsong), 35 subscribers as measured 1 September 2026. Telegram Register, tgregister.com/channel/tech_Moonsong.

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.