AI Value Investment Portfolio Report: Tech Rally Led by Semiconductors Drives 52% Returns

Daily Market Insights | Global Tech Characteristics: Semiconductor Surge and Rediscovery of Value

On the afternoon of July 6, 2026, global financial markets are navigating a dual dynamic of a U.S. tech-centric rally and a weakening won. The Nasdaq and S&P 500 are hitting fresh daily highs, signaling an ongoing "upward leveling" led by technology stocks. Meanwhile, the Philadelphia Semiconductor Index (SOX) surged over 4%, reaffirming the strength of the semiconductor cycle. Domestically, however, the KOSPI and KOSDAQ are falling in tandem due to selling pressure from foreign investors and the aftermath of the declining won/dollar exchange rate. Amid this market volatility, the "AI Value Investment Portfolio" has fully leveraged the power of a prepared tech portfolio, recording a remarkable return of 52.07%. Having grown from an initial capital of $10,000 to over $15,200, this strategy demonstrates that it is capturing structural growth momentum rather than mere daily fluctuations.

An analysis of asset flows over the past five days reveals an interesting valuation reappraisal process. After surging to nearly $17,300 at the end of June, asset value adjusted to the $15,200 level due to news-driven profit-taking and portfolio rebalancing. This appears to be less of a simple price correction and more a result of realizing profits on stocks that had rallied sharply and reallocating the weight to attractive stocks with low PEG (Price/Earnings-to-Growth) ratios. Behind the 52% cumulative return lies not a simple thematic investment, but meticulous management aimed at balancing "growth and value."

The current holdings highlight an aggressive yet logical allocation centered around AI, semiconductors, and Big Tech. Nvidia, AMD, and Micron form the core axis of the portfolio. Nvidia, in particular, maintains a PER of approximately 29.8x and a PEG of 0.6, demonstrating reasonable valuation relative to its massive growth potential. Micron's phenomenal metrics—a PER of 22.1x and a PEG of 0.14—suggest the market is either underestimating the company's growth or that a significant earnings improvement is on the horizon. Meanwhile, Broadcom (AVGO) shows a PER of 59.9x against an EPS of $6, but with a PEG of 0.41, it resembles a "growth stock" where the high valuation is justified by the growth rate. The recent reduction in exposure to certain software/platform stocks like Meta (META) and Amazon (AMZN) is interpreted as a move to protect against elevated valuations and secure cash assets.

The recent trading logic also clearly illustrates the characteristics of the 'AI Value Investment Portfolio.' In April and June, whenever SOXL (3x Leveraged Semiconductor ETF) saw short-term spikes, the portfolio coldly realized some profits (Sell). This was a delivery mechanism to control volatility risk while maintaining confidence in the sector's upward momentum. The withdrawn funds were immediately reinvested into "physical" semiconductor stocks like Nvidia and Micron, as well as promising small-cap AI stocks with clear future growth. The decision to buy more Nvidia on June 26 is particularly noteworthy as it was based on a clear investment thesis: "strong growth momentum driven by a surge in AI chip demand and a low PEG ratio."

The outlook is positive. The rise in global semiconductor indices and the stabilization of the U.S. 10-year Treasury yield (around 4.48%) suggest that market preference for growth stocks will continue. The adjustment in risk assets like Bitcoin can be viewed as a cooling of overheating that had gone overboard. With assets already surpassing the $10,000 mark, this portfolio is preparing for another "rediscovery of value" as it eyes the $20,000 breakthrough. While market volatility remains high, stocks with both technical momentum and solid earnings (EPS) are likely to continue functioning as attractive "safe assets."

【Current Holdings】

Ticker	Quantity	Avg Buy ($)	Current ($)	PER
Nvidia	25.755	$183.15	$194.83	29.8
Micron	0.251	$996.00	$975.56	22.1
SOLX (Semiconductor ETF)	17.153	$61.36	$181.47	39.1
AMD	7.175	$198.62	$517.82	172.6
Broadcom (AVGO)	5.671	$326.03	$360.45	59.9
Amazon (AMZN)	1.954	$208.39	$242.67	31.6
Meta (META)	0.935	$653.56	$582.90	21.2

【Recent Trading Activity】

Date	Type	Ticker	Quantity	Price ($)
2026-07-03	Sell	Amazon (AMZN)	0.103	$242.67
2026-07-03	Sell	Meta (META)	0.049	$582.90
2026-06-26	Buy	Nvidia (NVDA)	1.288	$195.74
2026-06-19	Sell	SOLX	0.903	$279.29
2026-06-05	Buy	Micron (MU)	0.251	$996.00

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