AI Value Investment Report Breaks Through Volatility with 64% Returns

Afternoon, June 18, 2026 Market Analysis

AI Value Investing Shows Solid Performance Amid Volatile Markets

On the afternoon of June 18, 2026, the overall market presented a mixed picture. In the domestic stock market, the KOSPI recaptured the 9000-point mark, rising 2.25%, while the KOSDAQ plunged over 3%, showing a stark contrast. In the U.S. market, the S&P 500 and Nasdaq Composite maintained their upward trend, continuing the strength of tech stocks, whereas the Dow Jones Industrial Average saw only a modest increase. Notably, the Philadelphia Semiconductor Index recorded a remarkable 5.26% surge, reflecting the heated sentiment in the semiconductor sector. Amidst this backdrop, the **AI Value Investment Portfolio** has captured the attention of market participants by overcoming asset volatility over the past five days and maintaining a robust return of approximately 64%.

Asset Trend: Staying Grounded Amidst a Rollercoaster

The asset flow over the last five trading days clearly illustrates the market's dynamism. Starting at $16,053 on June 12, the portfolio's assets saw a slight increase to $16,389 on the 15th, before soaring to $17,641 on the 16th, charting a steep upward curve. However, it adjusted to $16,287 on the 17th and traded around $16,443 this afternoon (18th), showing some choppiness. Despite this series of volatilities, the fact that the portfolio value has reached $16,443, an increase of over 64% from the initial investment of $10,000, suggests the strategy's potential in individual stock selection and timing. It is also noteworthy that this performance was achieved with 0% cash allocation, meaning all assets are actively invested.

Holdings Analysis: Balancing Growth and Valuation

The core of the current portfolio consists of AI and semiconductor-related technology companies. NVIDIA (NVDA) is trading at $204.65, with a PER of 31.3x and a PEG of 0.64x, indicating strong growth potential coupled with valuation attractiveness. Based on an EPS of $6.53, the stock appears reasonably priced relative to its growth prospects. Broadcom (AVGO) is at $392.90, with a PER of 65.2x and a PEG of 0.68x. Despite the high PER, its low PEG ratio suggests it may be undervalued relative to its growth potential. Advanced Micro Devices (AMD) is trading at $512.48, with a PER of 171.4x and a PEG of 1.22x. While this valuation appears higher compared to other stocks, it reflects the market's significant expectations for AMD's future growth story. Meta Platforms (META) shows stable valuation at $567.58 with a PER of 20.6x and a PEG of 0.87x. Amazon (AMZN) is at $237.50 with a PER of 30.6x and a PEG of 1.83x, indicating high growth but also a relatively high valuation burden.

Micron Technology (MU) is a particularly noteworthy holding. At a current price of $1043.19, it boasts a PER of 49.1x and an exceptionally attractive PEG ratio of 0.32x. Compared to its EPS of $21.23, the very low PEG ratio suggests that the current stock price is significantly undervalued relative to its growth potential. Direxion Daily Semiconductor Bull 3X Shares (SOXL) is at $233.86, with a PER of 50.4x and a PEG of 1.20x, which can be interpreted considering its leveraged nature.

Recent Trade Review: Seizing Opportunities and Managing Risk

The portfolio's recent trading history clearly demonstrates a strategy of 'seizing opportunities and managing risk.' The decision to purchase Micron (MU) on June 5th, based on its very low PEG ratio, shows an aggressive investment in undervalued stocks. Simultaneously, selling a portion of SOXL to realize some profits from its short-term surge and rebalance the portfolio represents prudent risk management. The additional purchase of NVIDIA (NVDA) in late April, citing surging AI chip demand and a low PEG ratio, signals a commitment to not missing out on growth momentum. Furthermore, the strategy of divesting SOXL in tranches during its short-term rallies in mid-April to lock in profits and maintain portfolio balance is analyzed as an effort to preserve asset value amidst rapidly changing market conditions. The purchase of AVGO was also a decision to strengthen the portfolio based on its solid fundamentals and positive outlook for the semiconductor sector.

Market Outlook: Seeking Opportunities Amidst Caution

The current market is sending complex signals across various indicators, including a rise in the KRW/USD exchange rate (+1.66%), falling oil prices (-4.48% for WTI, -3.10% for Brent), and declining gold prices (-2.23%). While the Volatility Index (VIX) has dropped 6.67%, suggesting some market stability, interest rate volatility remains present, with the U.S. 10-year Treasury yield hovering around 4.434%. The cryptocurrency market also shows a contraction in investor sentiment, with both Bitcoin (-2.96%) and Ethereum (-3.44%) experiencing declines.

In this environment, the performance demonstrated by the AI Value Investment Portfolio stands out. Moving forward, the portfolio will continue to focus on finding value amidst market volatility by meticulously analyzing valuation metrics and growth potential. The structural growth of the semiconductor sector and the proliferation of AI technology are expected to continue offering attractive investment opportunities. However, ongoing monitoring of external factors such as macroeconomic indicators and exchange rate fluctuations will be crucial. A strategy that carefully selects promising assets amidst a cautious approach is paramount at this juncture.

Stock	Quantity	Avg. Purchase Price	Current Price	PER	PEG	EPS
NVIDIA (NVDA)	24.467	$182.49	$204.65	31.3	0.64	$6.53
Broadcom (AVGO)	5.671	$326.03	$392.90	65.2	0.68	$6.03
AMD (AMD)	7.175	$198.62	$512.48	171.4	1.22	$2.99
Meta (META)	0.984	$653.56	$567.58	20.6	0.87	$27.49
Amazon (AMZN)	2.057	$208.39	$237.50	30.6	1.83	$7.77
SOXL	18.056	$61.36	$233.86	50.4	1.20	-
Micron (MU)	0.251	$996.00	$1043.19	49.1	0.32	$21.23

Date	Type	Stock	Quantity	Price	Reason
2026-06-05	Buy	MU	0.25065	$996.00	Very low PEG ratio, overwhelmingly undervalued valuation
2026-06-05	Sell	SOXL	0.95033	$262.70	Realized partial profits from short-term surge and adjusted portfolio balance
2026-04-27	Buy	NVDA	0.59261	$216.61	Aggressively increased position considering surging AI chip demand, sustained growth potential, and low PEG ratio
2026-04-24	Sell	SOXL	1.00035	$128.32	Maintained portfolio balance after short-term rise
2026-04-17	Buy	NVDA	0.93382	$201.68	Strong growth potential due to surging AI chip demand and low PEG ratio
2026-04-16	Sell	SOXL	1.05300	$88.37	Adjusted portfolio balance after recent short-term surge
2026-04-15	Sell	SOXL	1.10842	$85.96	Realized partial profits from short-term surge and maintained portfolio balance
2026-04-13	Sell	SOXL	1.16676	$80.56	Partial profit-taking as price approached target, maintaining portfolio balance
2026-04-13	Buy	AVGO	0.49457	$379.75	Expecting further upside amid strong fundamentals and positive semiconductor sector outlook
2026-04-10	Buy	NVDA	0.69419	$188.63	Decision to increase holdings considering surging AI chip demand, solid momentum, and attractive PEG valuation. Expecting target price to be reached within the next 3 months.

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