Investment Report: AI Value and 60% Returns Prove Market Upside Momentum

On July 12, 2026, amidst investor cheers as the Korean stock market (KOSPI) and KOSDAQ recorded surges of over 2.5% and 5.4% respectively, the performance of the 'AI Value Investment Portfolio' also demonstrated powerful upside momentum that transcends broader market trends. Having achieved a return rate exceeding 60% against initial investment capital, this portfolio is not settling for a simple rebound. As global tech markets share an 'AI conviction' from New York to Seoul, we examine the flow of events to understand why a portfolio built around core U.S. Big Tech and semiconductor sectors is defending against sharp downturns and leading the rallies.

Performance Trend: A Record of 'Surge, Not Plunge'

The asset trajectory of this portfolio over the past five days resembles the ascent of a rollercoaster. Total assets, which were around the $15,200 mark on July 6, peaked at $16,096 on July 10 following days of adjustment. This is a display of 'Alpha' power that cannot be explained simply by the KOSPI recovering the 7,400 level. While the market's volatility index (VIX) fell and sought stability, this portfolio rode the strength of the Big Tech and semiconductor sectors to steadily build asset value. In particular, maintaining cash reserves at '0' and adhering to an aggressive long strategy aligned perfectly with the recent 'earnings surprise' sentiment, achieving maximum returns. The current portfolio value marks a 60.96% rise on an initial $10,000 investment, significantly outperforming the market average.

Holding Diagnosis: The Intersection of Undervaluation Aesthetics and Growth

The strength of this portfolio lies primarily in its core holdings, which utilize valuation metrics like PER (Price-to-Earnings Ratio) and PEG (Price/Earnings-to-Growth Ratio) to cool overheated momentum and unearth potential. First, Micron (MU), leading the 'Semiconductor Rise,' shows a PER of approximately 22.4 and a PEG ratio of merely 0.14. This suggests the stock is significantly undervalued relative to current performance compared to the industry average, backed by overwhelming profitability with EPS (Earnings Per Share) approaching $44.

Additionally, while NVIDIA (NVDA) and Broadcom (AVGO) appear somewhat expensive with PERs of 31 and 66 respectively, their PEG indicators of 0.63 and 0.44 respectively imply their growth relative to price is highly attractive. NVIDIA, in particular, remains in the low $200 range, suggesting ample room for further upside if the sustained expansion in AI chip demand is reflected. Conversely, AMD (AMD) has a high PER in the 170s and a PEG exceeding 1.24, indicating that at current price levels, it may be time to consider reducing volume or realizing profits. This serves as a clear criterion for reducing weight or maintaining equal weighting during portfolio management.

Ticker	Qty	Avg Price	Current Price	PER	EPS
AVGO (Broadcom)	5.67	$326.03	$401.11	66.6	$6.02
AMD	7.17	$198.62	$546.72	172.5	$3.17
MU (Micron)	0.25	$996.00	$991.64	22.4	$44.23
NVDA (NVIDIA)	25.75	$183.15	$202.78	31.1	$6.53
META (Meta)	0.93	$653.56	$631.48	23.0	$27.47
AMZN (Amazon)	1.95	$208.39	$247.04	31.6	$7.81
SOXL (Semiconductor Bull)	16.30	$61.36	$192.45	32.7	-
TQQQ (UltraPro QQQ)	2.86	$76.34	$76.34	39.1	-

Recent Trading Review: Balancing Instinct Amidst Rapid Gains

A look at the recent trading history of this portfolio reveals a consistent investment philosophy. On July 10, aiming for additional gains based on the Nasdaq index amidst a tech mega-cap-led rally, TQQQ was purchased. This strategy reflects an intent to aggressively utilize leverage on index futures when market momentum is positive. Simultaneously, a portion of SOXL was sold on the same day to adjust the volatility of the semiconductor ETF portfolio, which had seen increased volatility due to short-term surges, and to secure definite profits. Furthermore, the additional purchase of NVIDIA (NVDA) on June 26 can be interpreted as a result of considering both the mega-trend of surging AI chip demand and valuation appeal (low PEG). Conversely, the continuous selling of SOXL in early June and late April demonstrates the 'art of trading'—securing profits and rebalancing when local market uptrends form, considering the characteristics of highly volatile leveraged ETFs.

Date	Type	Symbol	Qty	Price
2026-07-10	Buy	TQQQ	2.86	$76.34
2026-07-10	Sell	SOXL	0.86	$192.45
2026-07-03	Sell	AMZN	0.10	$242.67
2026-07-03	Sell	META	0.05	$582.90
2026-06-26	Buy	NVDA	1.29	$195.74
2026-06-05	Buy	MU	0.25	$996.00
2026-06-05	Sell	SOXL	0.95	$262.70

Market Outlook: Cautious Optimism and Selective Focus

Currently, macroeconomic uncertainties exist due to the weakness of the Korean Won and the rise in U.S. 10-year Treasury yields. However, the sideways movement of Bitcoin and Ethereum, along with the Nasdaq's upward momentum, suggest that investor sentiment toward technology stocks remains robust. particularly as the Philadelphia Semiconductor Index halts its decline and attempts an upward reversal, a combination of undervalued performance stocks (MU) and proven growth Big Tech (NVDA, META) is likely to be the strongest profit-generating strategy. With the VIX stabilizing around the 15 level, aggressive growth is ill-advised. However, concentration on stocks with solid valuations and clear growth narratives remains valid. This portfolio's 60% return is no coincidence, but the result of filtering out market noise and focusing on intrinsic value.

※ 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.