AI Value Investment Portfolio Maintains 57.78% Cumulative Return Amid Market Downturn

[Daily Market Insight] 'Charter' Panic Sweeps the Market, Semiconductors Slide Together... AI Value Portfolio Holds Strong with Superior Performance in Downturn

On July 17, 2026, the Korean stock market found itself in the throes of a massive downturn, one that might well be dubbed the 'Charter Panic.' Escalating concerns regarding foreign investor selling and widening exchange rate volatility converged, causing the KOSPI index to plummet over 6%, dragging it down to the 6,800 mark. While thematic stocks centered around the semiconductor sector collapsed, the AI Value Investment Portfolio dodged a direct hit by concentrating on U.S.-based technology firms. However, influenced by the Philadelphia Semiconductor Index (SOX) dropping more than 4%, the portfolio also underwent a temporary adjustment, currently recording a cumulative return of 57.78%. On a day like today, with the VIX volatility indicator surging, it is necessary to simultaneously examine the portfolio's defensive capabilities and growth potential.

Performance Trend: Riding the Waves of Volatility

After recently marking a peak in the $16,400 range, this portfolio saw its asset value adjust somewhat to $15,778.239, riding the broader correction trend in U.S. semiconductor equities. Ten days ago, the strategy bought additional TQQQ (Nasdaq 3x Leverage), betting on further rises in large-cap tech stocks, but with the Nasdaq index falling about 1.5%, it is experiencing short-term growing pains. However, from a macroscopic perspective, the portfolio combines a 'buy and hold (HODL)' strategy with aggressive growth stock positions, meaning that stocks with relatively strong valuation defenses are serving as a buttress even during the downturn.

Holding Diagnosis: The Intersection of 'Overvalued' and 'Undervalued'

The stocks within the portfolio are showing distinct valuation stories even amidst market volatility. The most noticeable stock is Micron (MU). The current share price has dropped about 9% from the purchase price, but with a PER (Price Earnings Ratio) of 20.4x and a PEG (Price Earnings Growth Ratio) of a mere 0.13, it is in a state of overwhelming undervaluation. It is assessed as the stock with the greatest rebound potential if the market reevaluates the profitability of AI semiconductors like HBM.

Conversely, Applied Micro Devices (AMD) reflects expectations with a PER of 175.2x and a PEG of 1.27, but it carries high volatility due to its connection to Ethereum (ETH) themes. Nvidia is balanced with a PER of 32.6x and a PEG of 0.65, but it is at the center of the recent semiconductor sector adjustment, causing the valuation of holdings to fluctuate. Despite a high PER of 65.8x, Broadcom (AVGO) is solidly performing its role as a sturdy pillar in the portfolio, maintaining a rise of over 20% from the purchase price based on strong growth with a PEG of 0.44.

Recent Trade Review: Strategic Turns to Ride the Flow

Looking at recent transaction records, the operator's philosophy of 'aggressive valuation investing' is evident. When buying Micron last month, 'very low PEG ratio and overwhelming undervaluation' were presented as clear grounds. With SOXL (Semiconductor 3x), it attempted delicate balance adjustments by realizing some profits when catching short-term surge inflection points or increasing weight again when volatility eased. The recent TQQQ purchase is also interpreted as an attempt to accelerate profits by utilizing leverage, judging that the strong trend of large-cap tech stocks will continue.

Ticker	Qty	Avg Buy Price	Current Price	PER
Nvidia	25.76 shares	$183.15	$212.50	32.6
AMD	7.17 shares	$198.62	$529.14	175.2
Micron	0.25 shares	$996.00	$904.28	20.4
Broadcom	5.67 shares	$326.03	$394.28	65.8
Meta	0.93 shares	$653.56	$681.31	24.8
Amazon	1.95 shares	$208.39	$254.96	30.5
SOXL	16.30 shares	$61.36	$165.55	28.1
TQQQ	2.86 shares	$76.34	$74.44	38.2

Market Outlook: Opportunities Amidst Fear

The market is dominated by fear today, with the VIX index surging over 16%. With the U.S. 10-year Treasury yield rising towards 4.5%, there is indeed pressure on the valuation expansion of tech stocks. However, the core stocks held by the AI Value Investment Portfolio have high EPS (Earnings Per Share) growth rates, making them attractive based on PEG indicators. In particular, Micron and Nvidia have the potential to be reevaluated not merely as 'expensive stocks' but as 'stocks cheap relative to their growth.' While volatility is likely to persist for a while, an approach is needed that views the current downturn not as a destruction of corporate value, but as an opportunity for discounted purchasing.

Date	Type	Symbol	Qty	Price	Reason
2026-07-10	Buy	TQQQ	2.86 shares	$76.34	Continuation of strong trend centered on large-cap tech; Aggressive capture of further rises based on Nasdaq index
2026-07-10	Sell	SOXL	0.86 shares	$192.45	Realizing partial profits after short-term surge & adjusting portfolio volatility
2026-07-03	Sell	AMZN	0.10 shares	$242.67	While positive momentum continues, realizing some profits and adjusting portfolio balance
2026-07-03	Sell	META	0.05 shares	$582.90	Maintaining portfolio balance and realizing partial profits due to short-term surge
2026-06-26	Buy	NVDA	1.29 shares	$195.74	Valuation appeal highlighted due to strong growth momentum from surging AI chip demand and low PEG ratio
2026-06-05	Buy	MU	0.25 shares	$996.00	Very low PEG ratio, overwhelming valuation undervaluation

※ This report analyzes the simulated operation history of the AI Value Investment Portfolio and is not a solicitation for investment. Actual investment should be undertaken at your own judgment and responsibility.