✅ [주간 생각] 오랫동안 잊혔던 빅테크의 복귀 ▶️ 모델 포트폴리오 1) 마이크론, 샌디스크, 어플라이드 옵토일렉트로닉스, 비코를 편출한다. 2) 메타 (META)를 20% 비중으로 편입한다. https://blog.naver.com/usforall/224366930618

Channel
모두의 미국주식
@usforall_0
On this record: Growth · Engagement · Posts · Cite this entry
1,123subscribers
-10 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
Register entry
| Telegram ID | -1001968214290 |
|---|---|
| Type | Channel |
| Username | @usforall_0 |
| Created | Between 1 April 2023 and 31 October 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 29 August 2026 |
| Measurements held | 9 |
| Confirmed unchanged | 1 time, most recently 29 August 2026 |
| On Telegram | t.me/usforall_0 |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 29 Aug 2026, 19:04 | 1,123 | +1 |
| 26 Aug 2026, 10:33 | 1,122 | -1 |
| 23 Aug 2026, 15:09 | 1,123 | -2 |
| 20 Aug 2026, 00:26 | 1,125 | -2 |
| 17 Aug 2026, 10:39 | 1,127 | -4 |
| 14 Aug 2026, 06:57 | 1,131 | -1 |
| 11 Aug 2026, 04:04 | 1,132 | -1 |
| 7 Aug 2026, 23:48 | 1,133 | no change |
| 7 Aug 2026, 14:20 | 1,133 | first reading |
Engagement
20 posts held, back to 11 April 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 1 page of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 21.9%
- avg views ÷ 1,123 subscribers
- Avg views / post
- 246
- 1 post measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 1
- of 20 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.
| Window | Rolling 30 days · latest post in window 3 August 2026 |
|---|---|
| Posts held | 20 (11 April 2026 – 3 August 2026) |
| Views total | 246 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 7 Aug 2026, 23:48 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.
Recent posts
안녕하세요. 스터디 모집 내일까지입니다~! 많은 관심 부탁드립니다!
✅ [주간 생각] 메타가 쏘아올린 공 ▶️ 모델 포트폴리오 1) 아이렌을 편출한다. https://blog.naver.com/usforall/224345913409
✅ [스터디 모집] 미국주식 안녕하세요. 모두의 미국주식입니다. 미국주식 스터디하실 분을 모집합니다. 모집에 앞서 제 소개를 먼저 드리겠습니다. 2023년 6월부터 '모두의 미국주식' 블로그를 운영하고 있습니다. 미국주식에 중점적으로 투자하고 있으며, 대형주, 중형주, 소형주 가리지 않고 공부하고 있습니다. 분석글은 주로 IT 섹터를 중심으로 올리지만, 관심사가 IT 섹터에 한정되어 있지는 않습니다. 기회가 있다고 생각하는 모든 주식에 관심을 가지고 있습니다. 같이 스터디하실 분들에게 제가 드릴 수 있는 것은 IT 소프트웨어, 플랫폼 기업들에 대한 이해와 중소형주에 대한 투자 아이디어라고 생각합니다. https://blog.naver.com/usforall/224345010282
✅ [주간 생각] 소외주 반등장. 그다음은 다시 반도체일까? 아닐까? ▶️ 모델 포트폴리오 1) 업스타트 비중을 5%p 상향한다. 2) 에버퓨어 비중을 5%p 상향한다. https://blog.naver.com/usforall/224337041355
✅ [주간 생각] 중소형주 + 방어주로 리밸런싱 되는 자금 ▶️ 모델 포트폴리오 1) 마이크론 비중을 5%p로 낮춘다 (-8.5%p) 2) 샌디스크 비중을 10%p로 낮춘다 (-6.5%p) 3) 블룸 에너지를 편출한다. 4) 앱사이 (ABSI)를 10%p 비중으로 편입한다. https://blog.naver.com/usforall/224330212989
✅ [주간 생각] 중국 AI 모델의 약진 ▶️ 모델 포트폴리오 - 오라클 편출 / 에버퓨어 편입 https://blog.naver.com/usforall/224322598626
✅ [주간 생각] 앞으로 어떤 걸 유의해야할까? ▶️ 모델 포트폴리오 - 이번주 모델 포트폴리오 변화는 없음 https://blog.naver.com/usforall/224316847945
✅ [주간 생각] 이번 사이클의 정점일까? ▶️ 모델 포트폴리오 1) Iren (IREN) 비중 5.8%p 상향 https://blog.naver.com/usforall/224309134026
✅ [간단한 아이디어] 소프트웨어를 살린 스노우플레이크 https://blog.naver.com/usforall/224301536166
✅ [간단한 아이디어] 앤트로픽은 왜 Akamai를 선택했을까? https://blog.naver.com/usforall/224297120729
✅ [주간 생각] 좋아 보이는 기업이 정말 많다 ▶️ 모델 포트폴리오 1) Iren (IREN) 10%p 비중으로 신규 편입 https://blog.naver.com/usforall/224295889708
Showing the 12 most recent of 20 posts we hold for @usforall_0. 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.
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 29 August 2026 — this entry's latest reading, not the date you are reading this.
“모두의 미국주식” (@usforall_0), 1,123 subscribers as measured 29 August 2026. Telegram Register, tgregister.com/channel/usforall_0.
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.