{
  "candidates": [
    {
      "canonical_ticker": "GLDM",
      "display_name": "GLDM",
      "rank": 1,
      "funding_source_score": 0.8614,
      "market_value_krw": 565714,
      "action_now": "HOLD",
      "action_if_triggered": "NONE",
      "rationale": "GLDM is a held position, but this run contains no substantive instrument analysis, no trigger conditions, no investment plan, and no portfolio manager decision. The only defensible interpretation is maintain/watch, with no actionable timing signal."
    },
    {
      "canonical_ticker": "ETHU",
      "display_name": "ETHU",
      "rank": 2,
      "funding_source_score": 0.847,
      "market_value_krw": 175003,
      "action_now": "HOLD",
      "action_if_triggered": "NONE",
      "rationale": "Held ETHU position has no current run analysis, no explicit investment plan, no trigger conditions, and rule-only HOLD/WAIT interpretation. This supports monitoring only, not an actionable timing setup."
    },
    {
      "canonical_ticker": "TSM",
      "display_name": "TSM",
      "rank": 3,
      "funding_source_score": 0.3108,
      "market_value_krw": 2182393,
      "action_now": "HOLD",
      "action_if_triggered": "ADD_IF_TRIGGERED",
      "rationale": "TSM has a constructive medium-term overweight thesis supported by strong Q1 profit growth, raised revenue outlook, AI and 3nm demand, and price still above key moving averages. Timing is not actionable now because the stated action is WAIT, price is near 380-385 resistance after a sharp rebound, momentum has cooled, and new/add exposure requires either 362-365 support confirmation or a confirmed close above 380-385 with MACD and volume follow-through."
    }
  ]
}