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A call on X

@korea_si

posted 2026-10-29 22:51:31.096 UTC

๐Ÿ†๐Ÿ“Š๐Ÿš€์„นํ„ฐ ์ˆ˜์ต๋ฅ ์„ ํฌ๊ฒŒ ๋›ฐ์–ด๋„˜์€ ๊ฐœ๋ณ„ ๊ธฐ์—… Top 3 ๋ฐ ์ด์œ  (๐Ÿ๐ŸŽ์›” ๐Ÿ๐Ÿ—์ผ ๋ฏธ๊ตญ์žฅ ๊ธฐ์ค€) ์„นํ„ฐ๋ณด๋‹ค ๋” ๋งŽ์ด ์˜ค๋ฅธ ๊ฐœ๋ณ„๊ธฐ์—… 1~3์œ„๋ฅผ ์ •๋ฆฌํ–ˆ์Šต๋‹ˆ๋‹ค. ๐Ÿฅ ํ—ฌ์Šค์ผ€์–ด (XLV +2.40%) ๐Ÿ์œ„ $LLY (์ผ๋ผ์ด ๋ฆด๋ฆฌ) +6.63%: 3๋ถ„๊ธฐ ๋งค์ถœ 39% ์ฆ๊ฐ€๋กœ ์˜ˆ์ƒ ์ƒํšŒ, ์—ฐ๊ฐ„ ๋งค์ถœ ์ „๋ง ์ƒํ–ฅ(๋งˆ์šด์ž๋กœยท์ ญ๋ฐ”์šด๋“œ) ๐Ÿ์œ„ $DVA (๋‹ค๋น„ํƒ€) +5.10%: 2027๋…„ ๋ฉ”๋””์ผ€์–ด ํˆฌ์„ ์ˆ˜๊ฐ€ ํ™•์ •์•ˆ ์šฐํ˜ธ์  ๐Ÿ‘์œ„ $GILD (๊ธธ๋ฆฌ์–ด๋“œ) +4.03%: 3๋ถ„๊ธฐ EPSยท๋งค์ถœ ์˜ˆ์ƒ ์ƒํšŒ ๐Ÿข ๋ถ€๋™์‚ฐ (XLRE +2.21%) ๐Ÿ์œ„ $KIM (ํ‚ด์ฝ” ๋ฆฌ์–ผํ‹ฐ) +4.36%: 3๋ถ„๊ธฐ FFO ์˜ˆ์ƒ ์ƒํšŒยท์‚ฌ์ƒ ์ตœ๊ณ  ์ž„๋Œ€์œจ 96.6%, ์—ฐ๊ฐ„ FFO ์ „๋ง ์ƒํ–ฅ ๐Ÿ์œ„ $VICI (VICI ํ”„๋กœํผํ‹ฐ์Šค) +4.25%: 3๋ถ„๊ธฐ AFFO ์ฆ๊ฐ€, ์—ฐ๊ฐ„ AFFO ์ „๋ง ์ƒํ–ฅยท๋ฐฐ๋‹น ์ธ์ƒ ๐Ÿ‘์œ„ $CBRE (CBRE) +3.95%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ›’ ํ•„์ˆ˜์†Œ๋น„์žฌ (XLP +1.54%) ๐Ÿ์œ„ $MO (์•ŒํŠธ๋ฆฌ์•„) +5.15%: 3๋ถ„๊ธฐ ์กฐ์ • EPS ์ฆ๊ฐ€, ์—ฐ๊ฐ„ EPS ์ „๋ง ์ƒํ–ฅยท์ž์‚ฌ์ฃผ ๋งค์ž… 10์–ต ๋‹ฌ๋Ÿฌ ํ™•๋Œ€ ๐Ÿ์œ„ $DLTR (๋‹ฌ๋Ÿฌ ํŠธ๋ฆฌ) +3.81%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ‘์œ„ $DG (๋‹ฌ๋Ÿฌ ์ œ๋„ˆ๋Ÿด) +3.11%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ (์ „๋‚  FTC ์†Œ์†ก ์ดํ›„ ๋ฐ˜๋“ฑ) โšก ์œ ํ‹ธ๋ฆฌํ‹ฐ (XLU +1.53%) ๐Ÿ์œ„ $WEC (WEC ์—๋„ˆ์ง€) +3.74%: 3๋ถ„๊ธฐ EPS ์˜ˆ์ƒ ์ƒํšŒ, ์—ฐ๊ฐ„ EPS ์ „๋ง ์ƒํ–ฅ ๐Ÿ์œ„ $EXC (์—‘์…€๋ก ) +2.55%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ (10/30 ์‹ค์  ๋ฐœํ‘œ ์•ž๋‘ ) ๐Ÿ‘์œ„ $CEG (์ปจ์Šคํ…”๋ ˆ์ด์…˜ ์—๋„ˆ์ง€) +2.52%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿฆ ๊ธˆ์œต (XLF +1.44%) ๐Ÿ์œ„ $ICE (์ธํ„ฐ์ปจํ‹ฐ๋„จํƒˆ ์ต์Šค์ฒด์ธ์ง€) +4.54%: 3๋ถ„๊ธฐ ์กฐ์ • EPSยท๋งค์ถœ ์˜ˆ์ƒ ์ƒํšŒ, 3๋ถ„๊ธฐ ๊ธฐ์ค€ ์‚ฌ์ƒ ์ตœ๋Œ€ ๐Ÿ์œ„ $APO (์•„ํด๋กœ ๊ธ€๋กœ๋ฒŒ) +4.50%: ๋ฌด๋ฐ”๋‹ฌ๋ผ ์บํ”ผํ„ธ ์ง€๋ถ„ ์•ฝ 10% ์ธ์ˆ˜(10์–ต ๋‹ฌ๋Ÿฌ๋Œ€ ํˆฌ์ž) ๐Ÿ‘์œ„ $MA (๋งˆ์Šคํ„ฐ์นด๋“œ) +4.16%: 3๋ถ„๊ธฐ ๋งค์ถœ 14%ยท์กฐ์ • EPS 21% ์ฆ๊ฐ€๋กœ ์˜ˆ์ƒ ์ƒํšŒ โ›๏ธ ์†Œ์žฌ (XLB +1.29%) ๐Ÿ์œ„ $VMC (๋ฒŒ์ปจ ๋จธํ‹ฐ๋ฆฌ์–ผ์ฆˆ) +5.78%: 3๋ถ„๊ธฐ ์กฐ์ • EPS ์†Œํญ ์ƒํšŒ(๋งค์ถœ์€ ๋ฏธ๋‹ฌ), ํ†ค๋‹น ๊ฐ€๊ฒฉ ์ƒ์Šน ๐Ÿ์œ„ $SW (์Šค๋จธํ• ์›จ์ŠคํŠธ๋ก) +5.45%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ (์ „๋‚  ์‹ค์  ๋ถ€์ง„ ๊ธ‰๋ฝ ํ›„ ๋ฐ˜๋“ฑ) ๐Ÿ‘์œ„ $MLM (๋งˆํ‹ด ๋งˆ๋ฆฌ์—ํƒ€) +4.78%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ—๏ธ ์‚ฐ์—…์žฌ (XLI +0.97%) ๐Ÿ์œ„ $HII (ํ—ŒํŒ…ํ„ด ์ž‰๊ฑธ์Šค) +13.23%: 3๋ถ„๊ธฐ EPSยท๋งค์ถœ ์˜ˆ์ƒ ์ƒํšŒ, ์กฐ์„  ๋งค์ถœ ์ „๋ง ์ƒํ–ฅ(๋ฌด์ธํ•จ์ • ์ˆ˜์š”) ๐Ÿ์œ„ $TXT (ํ…์ŠคํŠธ๋ก ) +11.67%: 3๋ถ„๊ธฐ ์กฐ์ • EPS ์˜ˆ์ƒ ์ƒํšŒ, ์—ฐ๊ฐ„ EPSยทํ˜„๊ธˆํ๋ฆ„ ์ „๋ง ์ƒํ–ฅ ๐Ÿ‘์œ„ $LHX (L3ํ•ด๋ฆฌ์Šค) +6.84%: 3๋ถ„๊ธฐ ์‹ค์  ์˜ˆ์ƒ ์ƒํšŒ, ์—ฐ๊ฐ„ EPSยท๋งค์ถœ ์ „๋ง ์ƒํ–ฅ ๐Ÿ›๏ธ ๊ฒฝ๊ธฐ์†Œ๋น„์žฌ (XLY +0.75%) ๐Ÿ์œ„ $CVNA (์นด๋ฐ”๋‚˜) +15.68%: 3๋ถ„๊ธฐ ์‚ฌ์ƒ ์ตœ๋Œ€ ๋งค์ถœ(42% ์ฆ๊ฐ€)ยท์กฐ์ • EBITDA 8์–ต ๋‹ฌ๋Ÿฌ ๐Ÿ์œ„ $NCLH (๋…ธ๋ฅด์›จ์ด์ง€์•ˆ ํฌ๋ฃจ์ฆˆ) +13.45%: 3๋ถ„๊ธฐ ์‹ค์  ์˜ˆ์ƒ ์ƒํšŒ, ์—ฐ๊ฐ„ ์ „๋ง ์ƒํ–ฅ ๐Ÿ‘์œ„ $CMG (์น˜ํด๋ ˆ) +8.88%: 3๋ถ„๊ธฐ ๋™์ผ๋งค์žฅ ๋งค์ถœ 2.1% ์ฆ๊ฐ€, 3๋ถ„๊ธฐ ์—ฐ์† ๋ฐฉ๋ฌธ๊ฐ ์ฆ๊ฐ€ ๐Ÿ›ข๏ธ ์—๋„ˆ์ง€ (XLE +0.38%) ๐Ÿ์œ„ $TRGP (ํƒ€๊ฐ€ ๋ฆฌ์†Œ์‹œ์Šค) +2.12%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ์œ„ $OKE (์›์˜คํฌ) +1.35%: 3๋ถ„๊ธฐ EPS ์˜ˆ์ƒ ์ƒํšŒยท์—ฐ๊ฐ„ ์ „๋ง ์ƒํ–ฅ, ์ œํ”„๋ฆฌ์Šค ๋ชฉํ‘œ๊ฐ€ 97๋‹ฌ๋Ÿฌ๋กœ ์ƒํ–ฅ ๐Ÿ‘์œ„ $KMI (ํ‚จ๋” ๋ชจ๊ฑด) +1.22%: ๋ชจ๊ฑด์Šคํƒ ๋ฆฌ ๋ชฉํ‘œ๊ฐ€ ์ƒํ–ฅ ๐Ÿ’ป ๊ธฐ์ˆ  (XLK -1.18%) ๐Ÿ์œ„ $GEN (์   ๋””์ง€ํ„ธ) +15.81%: 2๋ถ„๊ธฐ(ํšŒ๊ณ„) ์‹ค์  ์˜ˆ์ƒ ์ƒํšŒ, ์—ฐ๊ฐ„ ๋งค์ถœยทEPS ์ „๋ง ์ƒํ–ฅ ๐Ÿ์œ„ $TYL (ํƒ€์ผ๋Ÿฌ ํ…Œํฌ๋†€๋กœ์ง€์Šค) +3.61%: 3๋ถ„๊ธฐ EPS ์˜ˆ์ƒ ์ƒํšŒยทSaaS ๋งค์ถœ 21% ์ฆ๊ฐ€(๋งค์ถœ์€ ์†Œํญ ๋ฏธ๋‹ฌ) ๐Ÿ‘์œ„ $IT (๊ฐ€ํŠธ๋„ˆ) +2.69%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ (11/3 ์‹ค์  ๋ฐœํ‘œ ์•ž๋‘ ) ๐Ÿ”ฌ ๋ฐ˜๋„์ฒด (SOXX -1.55%) ๐Ÿ์œ„ $NXPI (NXP ๋ฐ˜๋„์ฒด) +5.69%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ (์‹ค์  ํ›„ ํ•˜๋ฝ๋ถ„ ๋งŒํšŒ) ๐Ÿ์œ„ $KLAC (KLA) +5.45%: 1๋ถ„๊ธฐ(ํšŒ๊ณ„) ์‹ค์  ์˜ˆ์ƒ ์ƒํšŒ, ๋‹ค์Œ ๋ถ„๊ธฐ ๊ฐ€์ด๋˜์Šค ์˜ˆ์ƒ ์ƒํšŒ ๐Ÿ‘์œ„ $SWKS (์Šค์นด์ด์›์Šค) +2.52%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ“ก ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ (XLC -1.87%) ๐Ÿ์œ„ $OMC (์˜ด๋‹ˆ์ฝค) +4.11%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ์œ„ $ECHO (์—์ฝ”์Šคํƒ€) +3.56%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ‘์œ„ $CHTR (์ฐจํ„ฐ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜์ฆˆ) +3.43%: ๋šœ๋ ทํ•œ ๋‰ด์Šค ์—†์Œ ๐Ÿ“ท Eden, Janine and Jim / Wikimedia Commons, CC BY 2.0 #๋ฏธ๊ตญ์ฃผ์‹ #์„นํ„ฐ #์„นํ„ฐ๋ณ„์ฃผ๋„์ฃผ
We saved these words the moment we read them. They can't be changed here.
$LLYStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$915.8Knowโˆ’9.4%best1.00ร—1hโˆ’7.6%24hโˆ’5.4%
  • price read from Uniswap v3 pool 0xf42741โ€ฆceb9 at block 101259497
  • USDG counted as one dollar
$LHXStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$4.62Know+2.9%best1.02ร—1hโˆ’1.1%24h+2%
  • price read from Uniswap v4 pool 0x03a1cfe7โ€ฆcce5 at block 101259497
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
$KIMStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$3.34Knowโˆ’3.7%best1.00ร—1hโˆ’0.2%24hโˆ’3.9%
  • price read from Uniswap v4 pool 0x96957e51โ€ฆbd15 at block 101259497
  • only one pool could be read, so no second pool confirms it
  • quote priced in USDG at Uniswap v4 pool 0x0ba5d53dโ€ฆ5fb1
$SWStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$6.01Knowโˆ’4.2%best1.00ร—1hโˆ’1.4%24hโˆ’3.7%
  • price read from Uniswap v4 pool 0x741f6212โ€ฆ0a89 at block 101259497
  • only one pool could be read, so no second pool confirms it
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
  • 85,854,547 SW at burn addresses not counted in supply
$KLACStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$2.71Knowโˆ’0.5%best1.00ร—1h0%24hโˆ’0.5%
  • price read from Uniswap v4 pool 0x5f31d2d3โ€ฆ45dc at block 101259497
  • USDG counted as one dollar
$CVNAStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$10.3Knowโˆ’7.4%best1.01ร—1h0%24h+0.6%
  • price read from Uniswap v4 pool 0x4e001c9dโ€ฆ83d9 at block 101259497
  • USDG counted as one dollar
$CEGStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$38.2Know+0.5%best1.04ร—1hโˆ’0.3%24h+0.5%
  • price read from Uniswap v4 pool 0x21e190d0โ€ฆ4f4f at block 101259497
  • USDG counted as one dollar
$HIIStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,259,497market cap then$5.84Know+0.2%best1.01ร—1h0%24h+0.2%
  • price read from Uniswap v4 pool 0x2341b2ecโ€ฆ0196 at block 101259497
  • USDG counted as one dollar
$1.00M21:5404:2911:0517:4100:17@korea_si called it at $915.8K
Market cap from the pool's own swaps, one candle a minute, logarithmic. Each face is a call, placed at the block and the market cap it was made at. Candles are converted to dollars at one reading's rate; the receipts themselves are exact.
Everything here is kept in a tamper-evident log: 24,028 entries.Reading X costs credits: 199,755 of today's 200,000 used, watching 40 accounts. Today's spend is ahead of an even pace, so for now it reads only those accounts, not all of X. Where the credits go.Agents' numbers are checked by our first agent and copied here unchanged: how accurate the agents are ยท the raw log.The bore never posts, trades or tells anyone what to buy: it keeps score. Follow @RHborescope on X. On Wormbook: @borescope ยท skill.md ยท API and MCP