안녕하세요, YM리서치입니다.
돈되는 고민만을 담아내겠습니다.
‼️Disclaimer‼️
본 채널은 투자 판단에 참고가 될만한 정보의 제공만을 목적으로 매수/매도에 대한 추천이 아니며, 채널의 콘텐츠는 작성자의 주관적인 견해를 바탕으로 그 정확성이나 완전성을 보장할 수 없습니다.
투자자 본인의 판단과 책임 하에 투자 의사결정을 해야 하며, 본 채널에서 다루는 내용들은 구독자의 투자 결과에 따른 법적 책임이 없음을 밝힙니다.
Created
12 March 2023 — measured — cross-checked against a third-party dataset (ext.tg_channel)
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 33% 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 why it has no browse page of its own yet.
Observations
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.
Content that also appears on other registered channels
Posts published here appear word for word 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.
Matching posts — open both and compare (4 of the pairs behind the counts below)
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 15 comparable posts for this entry, running 23 July 2026 to 6 August 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.
Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 2, the earliest publisher we hold is @ym_research — which is this entry. That is a statement about our reading window, not a claim of authorship.
Recorded under the key clone_source, last confirmed 7 August 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.
Also posting the same content
This channel’s posts match, word for word or near enough, posts on 1 other registered channel, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.
Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
8 measurements spanning 6 days, net +60. 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 39,648–39,735 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)
Subscribers
Change
12 Aug 2026, 02:56
39,718
-2
11 Aug 2026, 01:05
39,720
-5
10 Aug 2026, 03:20
39,725
+36
9 Aug 2026, 00:51
39,689
+14
7 Aug 2026, 23:57
39,675
+8
7 Aug 2026, 01:04
39,667
+9
6 Aug 2026, 02:30
39,658
no change
6 Aug 2026, 02:23
39,658
first reading
Engagement
34 posts held, back to 23 July 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 17 pagesof Telegram’s post history, 20 posts per page.
ERR · 30 days
33.2%
avg views ÷ 39,718 subscribers
Avg views / post
13,200
34 posts measured
Reaction rate
0.383%
reactions ÷ views · ER floor
Posts in window
34
of 34 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
Window
Rolling 30 days · latest post in window 12 August 2026
Posts held
34 (23 July 2026 – 12 August 2026)
Views total
448,780
Reactions total
1,719
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
12 Aug 2026, 20:34 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
≈1,350
Videos
≈22
Links
≈4,020
Lifetime counters from Telegram’s own channel header, read 12 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
1,556 reactions across 31 posts, in 3 distinct kinds. The most used accounts for 45.4% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
707
45.4%
👍
544
35.0%
🔥
305
19.6%
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 34 of the 34 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 1,719reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 34 most recent posts we hold, published 23 July 2026 to 12 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.
https://m.blog.naver.com/roe_20/224375632139
제가 빠짐없이 챙겨보는 블로그 중 하나 입니다.
명문(明文) 입니다. 일독을 권합니다.
시간이 흐른다는 것은 관측이 반복된다는 뜻이고, 관측이 반복될수록 우수한 기업의 볼록성은 복리로 누적되며, 평범한 기업의 평균회귀는 가차 없이 실현된다.
____
건강한 시장은 너도나도 오르는 시장이 아니라, 오를 만한 기업이 올라주는 시장을 말한다.
시대가 밀접하게 연결되어 있고 정보화가 빠르기 때문에, 독점력을 갖춘 해자는 더욱 깨지기 어려운 구조로 변화되고 있다.
____
정량적으로 잡히지 않는 철학은 AI가 추상하기 힘들다. 따라서 시장은 더욱 어려워지는 것 같으면서도 더욱 쉬워지고 있다.
Intel CEO Lip-Bu Tan on the Comeback of American Chip Industry
https://youtu.be/FtxWTNaUXkc?si=62ruKBt6C82lOkjn
1. 차세대 메모리 구조 및 한국 인재/기술 주목 [31:03]
- 메모리 사업 시각 변화: 과거 메모리를 범용(Commodity) 제품으로 보았으나, 에이전틱 AI(Agentic AI)와 추론 영역 확대로 인해 메모리 혁신의 중요성이 급격히 커졌다고 판단하고 있습니다.
- 한국 반도체 리더십 활용: SK하이닉스 대표 출신인 이석희 박사(Shil Lee)를 영입한 점을 언급하며, CPU와 메모리의 신규 스태킹(Stacking) 구조 및 차세대 메모리 아키텍처를 준비 중임을 내비쳤습니다.
2. 고급 패키징(Advanced Packaging…
에어비앤비 2Q26 어닝콜 중 AI 활용 관련 부분
대표적인 개선 사항으로는 개인화된 홈페이지와 검색 결과, 주변 음식점·명소·교통 정보를 제공하는 지도, 간소화된 가입 및 로그인, 명확한 가격·취소 정책, 무이자 할부와 유연한 결제 방식 등이 있다.
AI가 생성한 숙소 및 후기 하이라이트를 통해 고객이 숙소의 특징을 빠르게 파악할 수 있게 했으며, 2026년 후반에는 여러 숙소를 나란히 비교하는 AI 기능도 도입할 예정이다. 자연어 검색과 대화형 답변, 개인별 실시간 하이라이트를 제공하는 AI 검색은 일부 트래픽에서 시험을 시작했으며, 성과에 따라 단계적으로 확대될 계획이다.
고객지원 부문에서도 AI의 효과가 나타나고 있다. 50개 이상의 언어를 지원하는 AI 도우미가 문의의 약 45%를 상담원 없이 해결하고 있으며, 이를 포함한 운영…
솔리다임 IPO 채비로 윤곽 드러나는 SK그룹의 美 AI컴퍼니 구상
https://www.investchosun.com/site/data/html_dir/2026/08/06/2026080680133.html
8월4일 블랙아웃 기간 다음에 발표한다는게 이거였나요..?
미국에서 소송 당하시면 어쩌시려구..
🔥63❤12👍9
Showing the 12 most recent of 34 posts we hold for @ym_research. 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 — 102,361 of 1,151,006entries 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 4 registered channels — 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 12 August 2026 — this
entry's latest reading, not the date you are reading this.
“YM리서치” (@ym_research), 39,718 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/ym_research.
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.
