AI Portfolio's 51% Return Catches Eye

[Daily Market Insights] AI Value Investment Portfolio Continues 51% Return Streak... Benefiting from Semiconductor Strength

As the New York Stock Exchange closed on June 9, 2026, domestic and international markets kicked off a new week. Unlike major indices which showed mixed performance, the AI Value Investment Portfolio maintained a solid trajectory, achieving a total asset value of $15,154.044 and a cumulative return of 51.54%. The Philadelphia Semiconductor Index's 5.61% surge, in particular, acted as a key driver for the portfolio, drawing renewed market attention.

Performance Trend: Shining Amidst Volatility

Examining the portfolio's asset movement over the past five trading days, it began at $17,201.403 on June 2nd, rose to $17,612.106 by June 5th, paused for a breather, and closed at $15,154.044 on June 8th. This indicates significant short-term volatility, yet the overall trend suggests a robust upward path. The sharp decline in assets around June 5th, coupled with recent trading activity, hints at portfolio rebalancing and profit-taking. The current $15,154.044 represents an impressive 51.54% performance compared to the initial capital of $10,000.

Holdings Analysis: A Balance of Valuation and Growth

The core of the current AI Value Investment Portfolio lies in stock selection based on deep insights into semiconductors and AI-related technology stocks. The current holdings exhibit the following characteristics:

Stock	Quantity	Purchase Price (USD)	Current Price (USD)	P/E Ratio	PEG Ratio	EPS (USD)
NVIDIA (NVDA)	24.4673	182.49	205.10	31.5	0.63	6.52
Broadcom (AVGO)	5.6714	326.03	385.73	64.1	0.71	6.02
AMD (AMD)	7.1745	198.62	466.38	156.5	1.12	2.98
Meta Platforms (META)	0.9839	653.56	593.00	21.5	0.86	27.52
Amazon (AMZN)	2.0571	208.39	246.03	31.7	1.83	7.77
SOXL (Direxion Daily Semiconductor Bu)	18.0563	61.36	182.54	39.3	1.15	-
Micron (MU)	0.2507	996.00	864.01	40.8	0.30	21.17

NVIDIA (NVDA) maintains strong momentum as the leader in the AI chip market, with an attractive PEG ratio of 0.63 suggesting ample room for stock appreciation relative to its growth. Broadcom (AVGO), despite a high P/E ratio, is supported by strong growth potential with a PEG ratio of 0.71. AMD, though facing potential headwinds from high P/E and PEG ratios, is still considered to have potential given its market share expansion prospects. Meta Platforms (META) shows characteristics of a stable value stock with a P/E of 21.5 and a PEG of 0.86, while Amazon (AMZN) may require a cautious approach from a short-term perspective due to its PEG ratio of 1.83. Micron (MU) stands out with an extremely low PEG ratio of 0.30, indicating significant valuation undervaluation. SOXL, as a leveraged index tracking product, can experience high volatility in line with broad market movements. Its current PEG of 1.15 is relatively high for its growth, making it a potential candidate for portfolio rebalancing.

Recent Trading Review: Seizing Opportunities, Managing Risks

Recent trading activity clearly demonstrates the portfolio's strategic moves.

Date	Type	Stock	Quantity	Price (USD)	Reason
2026-06-05	Buy	Micron (MU)	0.2506545987639194	996.00	Extremely low PEG ratio, significant valuation undervaluation
2026-06-05	Sell	SOXL	0.950331101518324	262.70	Partial profit-taking after short-term surge and portfolio rebalancing
2026-04-27	Buy	NVIDIA (NVDA)	0.5926075899866126	216.61	Aggressive position increase considering soaring AI chip demand, continued growth potential, and low PEG ratio
2026-04-24	Sell	SOXL	1.000348527914025	128.32	Maintaining portfolio balance after short-term rise
2026-04-17	Buy	NVIDIA (NVDA)	0.933821971712646	201.68	Strong growth potential due to soaring 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-taking and portfolio balance maintenance after short-term surge
2026-04-13	Sell	SOXL	1.166757285801458	80.56	Partial profit-taking and portfolio balance maintenance as target price was approached
2026-04-13	Buy	Broadcom (AVGO)	0.4945715096250202	379.75	Further upside expected due to strong fundamentals and positive outlook for the semiconductor sector
2026-04-10	Buy	NVIDIA (NVDA)	0.6941946439472646	188.63	Decision to buy more considering soaring AI chip demand, solid momentum, and attractive PEG valuation. Target price expected within the next 3 months.

Notably, the series of sell decisions on SOXL from mid to late April clearly aimed to reduce short-term volatility and secure profits. Subsequently, consistent phased buying of NVIDIA (NVDA) from late April to early June is evidence of confidence in the long-term growth of the AI market. Most recently, on June 5th, a new purchase of Micron (MU) was made based on its extreme undervaluation, further strengthening the portfolio's value investment strategy. This strategy focuses not merely on price increases, but on capturing opportunities through thorough analysis of a company's intrinsic value and growth potential.

Market Outlook: Volatility Expected Amidst Semiconductor Tailwinds

The current market presents a mix of positive factors, including the fierce rise in the Philadelphia Semiconductor Index, a decline in the won/dollar exchange rate (-2.25%), and a drop in the won/yen exchange rate (-2.39%). These factors create a favorable environment for export-oriented companies, driving the rise in KOSPI and KOSDAQ indices. The slight decrease in international oil prices and a significant drop in the volatility index (VIX) are positive for market sentiment stabilization. While the US 10-year Treasury yield has slightly increased, it remains around 4.5%, posing no significant burden to the market. However, the Dow Jones Industrial Average saw a slight decline, indicating a slowdown in the large-cap focused market. The cryptocurrency market, including Bitcoin and Ethereum, showed weakness, signaling cautiousness towards risk assets. Moving forward, the market may experience volatility influenced by the pace of AI industry development, global economic policy shifts, and geopolitical risks. The AI Value Investment Portfolio will continue to identify and manage valuable assets steadfastly, based on thorough valuation analysis and growth projections, amidst this macroeconomic environment.

※ This report analyzes the mock operation of the AI Value Investment Portfolio and does not constitute investment advice. Actual investments should be made at your own discretion and responsibility.