AI Investment Report: 60% Returns Shine Bright

[Daily Market Insight]

June 10, 2026

The AI Era Shines a Light on Value Investing: 'AI Value Investment Portfolio' Achieves 60% Return

- Korean Stock Market Surges Over 4% on AI Spillover Effect; US Market Mixed

- AI Leaders like Nvidia, Broadcom Continue Record-High Streak

- 'AI Value Investment Portfolio' Records Astonishing Return Approaching 60%

- Volatility Index (VIX) Rises, Oil and Gold Prices Fall, Weakening Safe-Haven Demand

- Won/Dollar Stable, Won/Yen Falls; Positive for Exporting Companies

[Lead]

On June 10, 2026, the Korean stock market recorded a remarkable surge of over 4%, continuing its strong performance driven by the artificial intelligence (AI) frenzy. While the KOSPI and KOSDAQ indices showed steep gains, the New York stock market presented a mixed picture. Amidst this market sentiment, the 'AI Value Investment Portfolio' achieved an incredible return approaching 60%, proving the enduring power of value investing even in the AI era.

[Performance Trend]

Over the past five trading days, the 'AI Value Investment Portfolio' experienced a slight adjustment, with assets decreasing from $18,323.955 to $15,154.044. However, fueled by a sharp upturn in the last two days, assets recovered to $16,008.182, marking a cumulative return of 60.08%. This signifies that an initial investment of $10,000 generated approximately $6,000 in profit. Notably, the asset growth trend over the last three trading days reflects the robust performance of the portfolio's core holdings.

[Holding Analysis]

Currently, the 'AI Value Investment Portfolio' is composed of stocks that combine solid valuations with growth potential, primarily focusing on AI-related tech companies. Nvidia (NVDA), with a current price of $208.64, a P/E ratio of 32.0, and a PEG ratio of 0.63, continues to be an attractive value investment target. The low PEG ratio, in particular, suggests that the company's earnings growth rate is fast relative to its stock price appreciation, indicating significant upside potential driven by increasing AI chip demand.

Broadcom (AVGO), trading at $396.6 with a P/E of 65.8 and a PEG of 0.71, is also demonstrating consistent growth based on its strong fundamentals. AMD (AMD), priced at $490.33, has a P/E of 164.0 and a PEG of 1.12. Although its P/E is somewhat high, its growth potential is expected to offset this, considering its expanding market share in the AI sector.

Meta Platforms (META), at $585.39 with a P/E of 21.3 and a PEG of 0.86, shows stable earnings generation capabilities. Amazon (AMZN), priced at $245.22 with a P/E of 31.6 and a PEG of 1.83, has a relatively high PEG, but its positive outlook remains valid given the continuous growth in cloud and AI services.

Meanwhile, the recently acquired Micron (MU), at $949.28, boasts a very low PEG ratio of 0.30 (P/E 44.8), highlighting its strong valuation appeal. This suggests that Micron's potential is not yet fully reflected in the market.

[Recent Trades Review]

The 'AI Value Investment Portfolio' has recently undertaken an active portfolio reorganization. On June 5, Micron (MU) was newly purchased at $996.00, capitalizing on its undervalued status with a very low PEG ratio. On the same day, a portion of profits was realized from SOXL, which had experienced a short-term surge, as part of portfolio rebalancing. Previous trading records also show consistent buying of Nvidia (NVDA) and a pattern of short-term profit-taking and rebalancing trades for SOXL. This indicates a strategy that efficiently manages volatility while optimizing exposure to core growth stocks. Broadcom (AVGO) was also bought additionally on April 13, demonstrating a commitment to long-term holding based on its strong fundamentals and sector outlook.

[Market Outlook]

Today's market clearly showed the AI-driven surge in Korean stocks contrasted with a mixed performance in the US. The decline in the Philadelphia Semiconductor Index and the Nasdaq Composite suggests some profit-taking in specific tech stocks. Conversely, the fall in WTI and Brent crude oil prices, along with weaker gold futures, indicates a somewhat diminished appetite for safe-haven assets. While the rise in the Volatility Index (VIX) signifies market uncertainty, the stable Won/Dollar exchange rate and the falling Won/Yen exchange rate could prove beneficial for domestic exporting companies.

Looking ahead, the market is expected to react sensitively to the sustained growth momentum of the AI industry, macroeconomic indicators, and changes in geopolitical risks. In this market environment, the 'AI Value Investment Portfolio' will maintain its investment strategy of capitalizing on AI era opportunities by meticulously analyzing fundamental valuations and growth potential.

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