AI Investment Report Achieves Stellar 76% Return

[Daily Market Insight] 'AI Value Investment Portfolio' Continues Climb with 76% Return Amidst Volatile Market

As of 12:12 AM on June 8, 2026, global financial markets were enveloped in deep anxiety. South Korea's KOSPI index plunged 5.54% to close at 8160.59, while the KOSDAQ index also saw a significant adjustment, falling 4.50% to 1002.44. The U.S. market also dampened investor sentiment, with the Dow Jones Industrial Average down 1.35% at 50866.78, the S&P 500 index plummeting 2.64% to 7383.74, and the Nasdaq Composite down 4.18% at 25709.432. The Philadelphia Semiconductor Index's shocking 10.26% decline further deepened the market's pain.

Amidst this broad downturn, our 'AI Value Investment Portfolio' has maintained a strong upward trajectory, recording an astounding cumulative return of 76.12%. An initial capital of $10,000 has grown to $17,612.106. This is a testament to our aggressive management strategy, which involves deploying all assets actively into the market with a 0% cash allocation. However, considering the current prices of our holdings, the portfolio value has decreased from $18,323.955 recorded on June 4th to $17,612.106, indicating that it has not been entirely immune to the overall market decline. While assets have shown an upward trend over the past five trading days, rising from $16,845.607 to $17,612.106, a drop of over $700 in the last day alone highlights the need to remain vigilant against market volatility.

Key Holdings: The Intersection of Valuation and Growth

The core of our current portfolio is concentrated in leading artificial intelligence (AI) companies. NVIDIA (NVDA), trading at $218.66, maintains an attractive valuation relative to its growth potential, with a PEG ratio of just 0.66 despite a high P/E ratio of 33.4x. This suggests sustained growth is expected, driven by the explosive demand for AI chips. Broadcom (AVGO), though trading at a slightly higher valuation with a P/E of 69.9x and PEG of 1.05x, is expanding its influence within the semiconductor ecosystem based on its robust fundamentals.

In contrast, Advanced Micro Devices (AMD) appears to carry a valuation burden relative to its growth potential, with a P/E of 175.6x and PEG of 1.31x. Meta Platforms (META) offers a relatively stable valuation with a P/E of 22.8x and PEG of 0.86x. Amazon (AMZN), at a P/E of 31.6x and PEG of 1.83x, carries high growth expectations but is somewhat highly valued. Notably, the SOXL ETF, with a P/E of 56.6x and PEG of 1.29x, is highly sensitive to market downturns due to its leveraged exposure to semiconductor sector volatility. Lastly, Micron Technology (MU) presents overwhelming undervaluation appeal with a very low PEG ratio of 0.37x, despite a P/E of 47.0x.

Symbol	Shares	Purchase Price	Current Price	P/E	PEG	EPS
NVIDIA (NVDA)	24.467	$182.49	$218.66	33.4	0.66	$6.54
Broadcom (AVGO)	5.671	$326.03	$418.91	69.9	1.05	$5.99
AMD (AMD)	7.174	$198.62	$523.20	175.6	1.31	$2.98
Meta (META)	0.983	$653.56	$627.57	22.8	0.86	$27.49
Amazon (AMZN)	2.057	$208.39	$253.79	31.6	1.83	$8.02
SOXL (SOXL)	18.056	$61.36	$262.70	56.6	1.29	-
Micron (MU)	0.250	$996.00	$996.00	47.0	0.37	$21.21

Recent Transactions: Rebalancing Portfolio Amid Volatility

Our recent transaction history shows that the new acquisition of Micron Technology (MU) on June 5th was driven by its exceptionally low PEG ratio (0.37) and overwhelming valuation discount. Concurrently, a partial sale of SOXL was executed to lock in short-term gains from its rapid rise and rebalance the portfolio. This reflects our commitment to adhering to value investing strategies while managing risk in a volatile market.

Previous transactions follow a similar rationale. At the end of April, increasing our stake in NVIDIA (NVDA) was based on its low PEG ratio (0.66) and the expectation of continued growth potential due to surging AI chip demand. During this period, we also trimmed our holdings in SOXL, which had seen a significant short-term surge, to realize profits and maintain portfolio balance. Broadcom (AVGO) was also purchased with the expectation of further upside, supported by its strong fundamentals and positive outlook for the semiconductor sector.

Date	Type	Symbol	Quantity	Price	Reason
2026-06-05	Buy	MU	0.2506545987639194	$996.00	Very low PEG ratio, overwhelming valuation discount
2026-06-05	Sell	SOXL	0.950331101518324	$262.70	Partial profit realization from short-term surge, portfolio balance adjustment
2026-04-27	Buy	NVDA	0.5926075899866126	$216.61	Aggressive position increase based on surging AI chip demand, continued growth potential, and low PEG ratio
2026-04-24	Sell	SOXL	1.000348527914025	$128.32	Portfolio balance maintenance after short-term rise
2026-04-17	Buy	NVDA	0.933821971712646	$201.68	Strong growth potential due to surging AI chip demand and low PEG ratio
2026-04-16	Sell	SOXL	1.052998450435816	$88.37	Partial portfolio balance adjustment after recent short-term surge
2026-04-15	Sell	SOXL	1.108419421511385	$85.96	Partial profit realization from short-term surge and portfolio balance maintenance
2026-04-13	Sell	SOXL	1.166757285801458	$80.56	Partial profit-taking upon reaching target price and portfolio balance maintenance
2026-04-13	Buy	AVGO	0.4945715096250202	$379.75	Expectation of further upside amidst strong fundamentals and positive semiconductor sector outlook
2026-04-10	Buy	NVDA	0.6941946439472646	$188.63	Additional purchase considering surging AI chip demand, solid momentum, and attractive PEG valuation. Target price expected within 3 months.

Market Outlook: Navigating Opportunities Amid High Volatility

The current market is exhibiting extremely high volatility due to a confluence of factors including geopolitical uncertainty, interest rate fluctuations, and macroeconomic indicators. The sharp decline in the Philadelphia Semiconductor Index, in particular, could trigger potential concerns about the growth trajectory of the AI industry, but it also presents opportunities to meticulously analyze individual companies' fundamentals and valuations. The rise in U.S. 10-year Treasury yields to 4.536% and the USD/KRW exchange rate soaring to 1553.28 signal dollar strength and a potential outflow of foreign capital, which could weigh on the domestic stock market. Rising oil prices are another factor that could exacerbate inflationary pressures.

However, amidst these macroeconomic headwinds, the AI Value Investment Portfolio continues to pursue a balance between growth and value, focusing on stocks with low PEG ratios. The strength shown in cryptocurrency markets like Bitcoin and Ethereum may indicate that risk appetite has not entirely subsided. While market uncertainty is expected to persist, we anticipate achieving consistent performance amidst volatility by managing the portfolio based on thorough valuation analysis and a deep understanding of industry trends. Given that the VIX index has surged to 21.51, reflecting extreme market anxiety, we re-emphasize the importance of a conservative approach and diversified investments when formulating investment strategies.

※ This report analyzes the simulated performance of the AI Value Investment Portfolio and is not an investment recommendation. Actual investments should be made based on individual judgment and responsibility.