{
  "ticker": "MU",
  "analysis_asof": "2026-04-15T02:19:46.083405+09:00",
  "market_data_asof": "2026-04-14",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.66,
  "action_if_triggered": "NONE",
  "starter_fraction_of_target": null,
  "breakout_level": null,
  "breakout_confirmation": "close_above",
  "pullback_buy_zone": null,
  "invalid_if_close_below": null,
  "invalid_if_intraday_below": null,
  "min_relative_volume": 1.0,
  "session_vwap_preference": "indifferent",
  "event_guard": {
    "earnings_date": null,
    "block_new_position_within_days": 0,
    "allow_add_only_after_event": false,
    "requires_post_event_rerun": false
  },
  "reason_codes": [
    "trigger:starter:_mu가_402-408로_되돌림_후_종가_기준_지지를_확인하고_거래량이_안정되며_macd_히스",
    "trigger:breakout_starter:_mu가_461.54_위로_평균_이상_거래량을_동반해_종가_돌파하고_rsi가_",
    "trigger:no_entry:_mu가_444-461_저항권_아래에서_정체되고_rsi가_70에_접근하며_macd_히스토그램",
    "trigger:risk_reduction:_mu가_402_아래로_종가_이탈하거나_372-378_vwma_구간으로_밀릴_때",
    "trigger:fundamental_check:_다음_보고서에서_매출채권_회수,_hbm_수요,_dram/nand_가격,_c"
  ],
  "notes": [
    "catalyst:hbm_공급_매진_또는_ai_서버_메모리_수요_추가_확인",
    "catalyst:dram과_nand_가격_상승이_수요_파괴_없이_지속",
    "catalyst:다음_분기_가이던스에서_높은_마진,_강한_eps,_현금_전환_확인",
    "catalyst:매출채권_증가가_영업현금흐름으로_회수되는_증거",
    "catalyst:461.50-461.54_직전_고점권을_평균_이상_거래량으로_회복하고_안착",
    "catalyst:nasdaq과_반도체_위험선호_회복,_금리_부담_완화,_지정학_스트레스_완화"
  ]
}