{
 "as_of": "2026-07-21",
 "note": "관심종목 마스터. held=positions.json 확인, bybit=상장확인. aliases는 검색/분석 필터가 풀네임+티커 양쪽 매칭(Lumentum 구멍 방지).",
 "count": 54,
 "tickers": {
  "MU": {"name":"Micron","sector":"memory","held":true,"bybit":true,"aliases":["micron","mu"]},
  "SNDK": {"name":"SanDisk","sector":"memory","held":false,"bybit":true,"aliases":["sandisk","sndk"]},
  "SAMSUNG": {"name":"Samsung 005930.KS","sector":"memory","held":false,"bybit":false,"aliases":["samsung","삼성전자"]},
  "SKHYNIX": {"name":"SK Hynix 000660.KS","sector":"memory","held":false,"bybit":false,"aliases":["sk hynix","hynix","skhy","sk하이닉스"]},
  "NVDA": {"name":"Nvidia","sector":"ai_chip","held":false,"bybit":true,"aliases":["nvidia","nvda"]},
  "AMD": {"name":"AMD","sector":"ai_chip","held":false,"bybit":true,"aliases":["amd","advanced micro"]},
  "AVGO": {"name":"Broadcom","sector":"ai_chip","held":false,"bybit":true,"aliases":["broadcom","avgo"]},
  "MRVL": {"name":"Marvell","sector":"ai_chip","held":false,"bybit":true,"aliases":["marvell","mrvl"]},
  "TER": {"name":"Teradyne","sector":"ai_chip","held":false,"bybit":true,"aliases":["teradyne","ter"]},
  "ALAB": {"name":"Astera Labs","sector":"ai_chip","held":false,"bybit":true,"aliases":["astera labs","astera","alab"]},
  "CRDO": {"name":"Credo","sector":"ai_chip","held":false,"bybit":true,"aliases":["credo","crdo"]},
  "INTC": {"name":"Intel","sector":"ai_chip","held":false,"bybit":true,"aliases":["intel","intc"]},
  "QCOM": {"name":"Qualcomm","sector":"ai_chip","held":false,"bybit":true,"aliases":["qualcomm","qcom"]},
  "TXN": {"name":"Texas Instruments","sector":"analog","held":false,"bybit":false,"aliases":["texas instruments","txn"]},
  "ADI": {"name":"Analog Devices","sector":"analog","held":false,"bybit":false,"aliases":["analog devices","adi"]},
  "NXPI": {"name":"NXP","sector":"analog","held":false,"bybit":false,"aliases":["nxp semiconductors","nxpi"]},
  "MCHP": {"name":"Microchip","sector":"analog","held":false,"bybit":false,"aliases":["microchip","mchp"]},
  "ON": {"name":"ON Semiconductor","sector":"analog","held":false,"bybit":false,"aliases":["onsemi","on semiconductor"]},
  "MPWR": {"name":"Monolithic Power","sector":"analog","held":false,"bybit":false,"aliases":["monolithic power","mpwr"]},
  "ASML": {"name":"ASML","sector":"equipment","held":false,"bybit":true,"aliases":["asml"]},
  "AMAT": {"name":"Applied Materials","sector":"equipment","held":false,"bybit":true,"aliases":["applied materials","amat"]},
  "LRCX": {"name":"Lam Research","sector":"equipment","held":false,"bybit":true,"aliases":["lam research","lrcx"]},
  "KLAC": {"name":"KLA","sector":"equipment","held":false,"bybit":true,"aliases":["kla corp","klac"]},
  "LITE": {"name":"Lumentum","sector":"optical","held":false,"bybit":true,"aliases":["lumentum","lite"]},
  "AAOI": {"name":"Applied Optoelectronics","sector":"optical","held":false,"bybit":true,"aliases":["applied optoelectronics","aaoi"]},
  "COHR": {"name":"Coherent","sector":"optical","held":false,"bybit":true,"aliases":["coherent","cohr"]},
  "CIEN": {"name":"Ciena","sector":"optical","held":false,"bybit":true,"aliases":["ciena","cien"]},
  "TSEM": {"name":"Tower Semiconductor","sector":"optical","held":false,"bybit":true,"aliases":["tower semiconductor","tower semi","tsem"]},
  "META": {"name":"Meta","sector":"bigtech","held":false,"bybit":true,"aliases":["meta platforms","meta"]},
  "AAPL": {"name":"Apple","sector":"bigtech","held":false,"bybit":true,"aliases":["apple","aapl"]},
  "MSFT": {"name":"Microsoft","sector":"bigtech","held":false,"bybit":true,"aliases":["microsoft","msft"]},
  "GOOGL": {"name":"Alphabet","sector":"bigtech","held":false,"bybit":true,"aliases":["alphabet","google","googl"]},
  "AMZN": {"name":"Amazon","sector":"bigtech","held":false,"bybit":true,"aliases":["amazon","amzn"]},
  "TSM": {"name":"TSMC","sector":"bigtech","held":false,"bybit":true,"aliases":["tsmc","taiwan semi","tsm"]},
  "TSLA": {"name":"Tesla","sector":"bigtech","held":false,"bybit":true,"aliases":["tesla","tsla"]},
  "NBIS": {"name":"Nebius","sector":"neocloud","held":true,"bybit":true,"aliases":["nebius","nbis"]},
  "IREN": {"name":"IREN","sector":"neocloud","held":false,"bybit":true,"aliases":["iren ltd","iris energy","iren"]},
  "CRWV": {"name":"CoreWeave","sector":"neocloud","held":false,"bybit":true,"aliases":["coreweave","crwv"]},
  "ORCL": {"name":"Oracle","sector":"neocloud","held":false,"bybit":true,"aliases":["oracle","orcl"]},
  "DELL": {"name":"Dell","sector":"neocloud","held":false,"bybit":true,"aliases":["dell technologies","dell"]},
  "NOW": {"name":"ServiceNow","sector":"saas","held":false,"bybit":true,"aliases":["servicenow","now"]},
  "SNOW": {"name":"Snowflake","sector":"saas","held":false,"bybit":true,"aliases":["snowflake","snow"]},
  "BE": {"name":"Bloom Energy","sector":"power","held":false,"bybit":true,"aliases":["bloom energy","be"]},
  "GEV": {"name":"GE Vernova","sector":"power","held":false,"bybit":true,"aliases":["ge vernova","vernova","gev"]},
  "VRT": {"name":"Vertiv","sector":"power","held":false,"bybit":true,"aliases":["vertiv","vrt"]},
  "FLNC": {"name":"Fluence","sector":"power","held":false,"bybit":true,"aliases":["fluence energy","fluence","flnc"]},
  "PLTR": {"name":"Palantir","sector":"defense","held":false,"bybit":true,"aliases":["palantir","pltr"]},
  "RDW": {"name":"Redwire","sector":"defense","held":false,"bybit":true,"aliases":["redwire","rdw"]},
  "ONDS": {"name":"Ondas","sector":"defense","held":false,"bybit":true,"aliases":["ondas","onds"]},
  "SOXL": {"name":"SOXL 3x","sector":"etf","held":true,"bybit":true,"aliases":["soxl"]},
  "SOXX": {"name":"SOXX","sector":"etf","held":false,"bybit":false,"aliases":["soxx"]},
  "EWY": {"name":"EWY Korea","sector":"etf","held":false,"bybit":true,"aliases":["ewy"]},
  "DRAM": {"name":"DRAM ETF","sector":"etf","held":true,"bybit":false,"aliases":["dram etf"]},
  "SPCX": {"name":"SpaceX proxy","sector":"special","held":true,"bybit":false,"aliases":["spcx"]}
 }
}
