‘AI Value Investment Report’ Defies Market Fear, Validates Strategy with 58% Returns

[Daily Market Insight] 'Rational' Tech Stocks Outperform 'Panic-Stricken' KOSPI, Creating 57% Alpha Through Valuation Potential

Global financial markets were swept by waves of fear and volatility on July 7, 2026. The KOSPI plummeted over 4%, collapsing through the 7,600 mark, while the Nasdaq also underwent a correction as the semiconductor index fell more than 5%. With U.S. 10-year Treasury yields rising and the VIX fear index soaring to 16.4, investor sentiment remains severely depressed. However, amidst these turbulent market conditions, the **AI Value Investment Portfolio** has proven to be a formidable shield. Maintaining a significant return of approximately 58% (+57.95%) relative to initial capital, the portfolio demonstrates how rigorous valuation criteria and sector-focused concentration can absorb macroeconomic uncertainty.

Preserving Returns Through Volatility

The portfolio's asset flow over the past week speaks volumes about the importance of patience. After peaking at $17,372 on July 1, the portfolio took a breather as global stock adjustments—triggered by U.S. employment data and tightening concerns—coincided. Although assets declined for two consecutive days, the $15,000 level held firm. This was no mere stroke of luck. Core holdings like NVIDIA (NVDA), AMD, Broadcom (AVGO), and Micron (MU) secured defensive strength not simply by riding the 'AI' theme, but by leveraging the disconnect between earnings growth (EPS) and current valuation (PER/PEG).

Valuation: The Story Behind the Numbers

Current holdings possess clear justification for overcoming Wall Street's concerns over high multiples. NVIDIA, the portfolio's largest weight, currently records a PER of approximately 29.9x and a PEG of 0.60. This implies that EPS growth is outpacing the stock's price surge, suggesting it remains in a 'value relative to growth' territory. Micron, which is leading the semiconductor upturn, presents an even more impressive case. Despite a minor adjustment from its purchase price, its overwhelmingly low metrics—PER of 22.3x and PEG of 0.14—indicate that the current price does not fully reflect future earnings explosions. Broadcom (AVGO) also supports the view that there is still significant appeal when considering growth speed, with a PER of 62x appearing somewhat high but offset by a PEG of 0.41. SOXL (3x Leveraged Semiconductor ETF), which showed the widest volatility during this correction, was a key driver in boosting returns at the $190 level. While entailing high risk, this was the result of riding the semiconductor sector's bullish trend. Meta (META) and Amazon (AMZN) played a balancing role with stable PERs, helping absorb some of the portfolio's volatility.

Ticker	Qty	Buy Price	Current Price	PER
NVIDIA (NVDA)	25.76	$183.15	$195.55	29.9
AMD	7.17	$198.62	$552.05	185.3
Broadcom (AVGO)	5.67	$326.03	$373.90	62.1
Micron (MU)	0.25	$996.00	$984.75	22.3
SOXL (3x Leverage)	17.15	$61.36	$194.65	33.1
Meta (META)	0.93	$653.56	$600.29	21.8
Amazon (AMZN)	1.95	$208.39	$244.16	31.8

Aggressive Buying and Calculated Profit-Taking

Recent trading history reveals the strategy's dynamic nature. On June 5, the portfolio established a position in Micron, capitalizing on its valuation appeal. The rationale cited at the time was a "very low PEG ratio," a move that anticipated the market had not yet fully priced in the late cycle of the semiconductor rebound. Similarly, for NVIDIA, the strategy executed split purchases between April and June, aggressively targeting "strong growth momentum" and "low PEG ratios." Conversely, for high-volatility assets like SOXL, the portfolio showed decisiveness in realizing partial profits to "maintain portfolio balance" as prices surged. This demonstrates a thorough operational tactic that considers risk management and opportunity costs rather than simply chasing rising prices.

Date	Type	Ticker	Qty	Price
2026-07-03	Sell	Amazon (AMZN)	0.10	$242.67
2026-07-03	Sell	Meta (META)	0.05	$582.90
2026-06-26	Buy	NVIDIA (NVDA)	1.29	$195.74
2026-06-05	Buy	Micron (MU)	0.25	$996.00

Beneath the Fear of Recession Lies Opportunity

Financial markets are currently navigating a period of chaos characterized by a coexistence of safe-haven preference and risk aversion, as gold prices rebound and the Won/Dollar exchange rate declines. Despite the sharp drop in the Philadelphia Semiconductor Index, the EPS growth trends of the portfolio's core holdings foreshadow solid performance that will not be swayed by short-term variables. For the investor who has achieved a 57% return, this moment is not a time for complacency but for verification. Stocks filtered strictly by PER and PEG are proving to be objects of investment rather than speculation, even as fears of a global economic slowdown weigh on the market. Valuation remains the ultimate instrument for subduing volatility.

※ 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.