AI Investment Report Navigates Volatile Market with 56.8% Return

AI Value Investment Portfolio Demonstrates 'Robustness' Amidst Volatile Markets

On the morning of June 11, 2026, global stock markets traded mixed, failing to find a clear direction. South Korea's KOSPI index plunged over 4%, dampening investor sentiment, while major U.S. indices also saw declines of around 1%. Rising energy prices and a surge in the Volatility Index (VIX) reflected market anxiety. However, amidst these rough seas, the 'AI Value Investment Portfolio' has continued its solid performance, achieving a cumulative return of approximately 56.8%. Assets have grown from an initial $10,000 to well over $15,000, showcasing the power of a strategy focused on long-term value creation rather than short-term market fluctuations.

Asset Trend: 'Upward Trajectory' Amidst a Rollercoaster

Looking at the portfolio's asset flow over the last five trading days reveals a rollercoaster-like pattern. Assets exceeding $18,000 on June 4th dipped to the $17,000 range on June 5th and experienced minor adjustments down to the $15,000 level thereafter. However, by June 10th, it rebounded to the $15,600 range, proving its strong resilience despite short-term turbulence. This suggests that the fundamentals of the individual stocks within the portfolio remain positive, and they possess the potential for relatively quick recovery even during market corrections.

Holdings Diagnosis: An Ensemble of 'Undervaluation' and 'Growth'

The core of the current portfolio lies in semiconductor and related technology companies at the forefront of AI development. True to its name, the 'AI Value Investment Portfolio' stands out with a valuation strategy that meticulously assesses intrinsic corporate value, not just stock price momentum.

Nvidia (NVDA) maintains an attractive valuation with a P/E of 31.8x and a PEG ratio of 0.64x amidst explosive demand for AI chips. Its EPS of $6.54 is a testament to consistent profit growth. Broadcom (AVGO), despite a P/E of 65.4x and PEG of 0.72x, is deemed to have ample room for further steep ascent, considering its future growth potential as a high-growth company.

Advanced Micro Devices (AMD), while appearing high with a P/E of 158.5x, maintains a reasonable stock price relative to its growth, indicated by a PEG of 1.14x. Its EPS of $3.00 also supports its growth potential. Meta Platforms (META) generates stable profits based on solid fundamentals and a high EPS of $27.48, with a P/E of 21.3x and PEG of 0.85x.

Amazon (AMZN) may face some valuation pressure relative to its growth, with a P/E of 31.6x and PEG of 1.83x, but consistent profit growth is expected based on its platform competitiveness. Micron Technology (MU) boasts overwhelming undervaluation potential with a P/E of 44.3x and PEG of 0.32x. Its EPS of $21.15 further highlights its valuation attractiveness, and it is expected to benefit from a recovery in the semiconductor industry cycle. Lastly, SOXL (Direxion Daily Semiconductor Bu) is a 3x leveraged ETF, with a P/E of 43.4x and PEG of 1.15x, designed to capitalize on sector momentum with high volatility.

Recent Trades: A Blend of 'Conviction' and 'Agility'

The portfolio's recent trading history exemplifies the essence of the 'AI Value Investment' strategy. The decision to purchase Micron Technology (MU) on June 5th was a result of capturing its exceptionally low PEG ratio (0.32) and overwhelming undervaluation. This is a decision that would be difficult to make without strong conviction in 'value'. The simultaneous sale of a portion of SOXL on the same day, realizing profits from a short-term surge and rebalancing the portfolio, demonstrates agile responsiveness.

The aggressive increase in Nvidia's (NVDA) weighting in late April is another instance demonstrating faith in an 'undervalued gem' based on the surge in AI chip demand, its sustained growth potential, and a low PEG ratio. Prior to that, selective profit-taking from SOXL's short-term rallies and portfolio rebalancing were repeated, showing strategic management of highly volatile instruments. Consistent buying of AVGO and NVDA also reflects an investment philosophy anticipating further upside amidst strong fundamentals and a positive sector outlook.

Future Market Outlook: Separating 'Wheat from Chaff' Amidst 'Volatility'

As global economic uncertainty persists, markets are likely to remain highly volatile for the foreseeable future. Geopolitical risks, monetary policy uncertainties, and energy supply issues may combine to suppress investor sentiment. In this environment, the performance demonstrated by the 'AI Value Investment Portfolio' once again proves that a strategy based on individual company fundamentals and reasonable valuations can be the most powerful weapon in the long run. Moving forward, discerning the 'wheat from the chaff' through meticulous analysis and agile response will be key to successful investing.

※ 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 judgment and risk.