{
  "ticker": "MU",
  "analysis_asof": "2026-04-17T01:04:28.835629+09:00",
  "market_data_asof": "2026-04-16",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.72,
  "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:426_부근_지지_확인,_거래량_안정,_rsi_55_이상_유지",
    "trigger:465.78_및_471.14를_거래량으로_돌파하는지_여부",
    "trigger:돌파_후_465가_저항이_아니라_지지로_전환되는_재시험_성공_여부",
    "trigger:405_아래_종가_발생_시_377_및_356_하방_위험_재평가",
    "trigger:다음_실적의_hbm_수요,_dram/nand_가격,_매출총이익률,_설비투자,_자유현금흐름,_매출채권_회수_추",
    "trigger:2026-04-10_sumit_sadana_24,000주_매도,_2026-04-09_michael_corda"
  ],
  "notes": [
    "catalyst:ai_서버_수요가_hbm과_고급_dram_부족을_지속시키는_경우",
    "catalyst:2027년까지의_장기_물량_배정_또는_capacity_visibility_보도가_추가로_확인되는_경우",
    "catalyst:dram/nand_가격_강세와_고부가_제품_믹스가_매출총이익률_및_영업이익률을_방어하는_경우",
    "catalyst:다음_실적에서_높은_마진,_자유현금흐름_5.516b_수준의_개선,_매출채권_회수_품질이_확인되는_경우",
    "catalyst:465.78_및_471.14_상단을_거래량으로_돌파하고_465가_지지로_전환되는_경우",
    "catalyst:nasdaq_및_ai_반도체_위험선호가_유지되어_베타_1.606이_상승_방향으로_작동하는_경우"
  ]
}