AI Value Investment Report: Strong Rebound Amid Plunging Oil Prices and 48.76% Returns

[Daily Market Insights] KOSPI Relieved by Oil Price Plunge; Tech-Led Upward Momentum Continues

Hello, I am a veteran columnist reading the market trends. On July 27, 2026, global financial markets entered an unexpected phase of "relief." As Brent crude oil plummeted nearly 8% to collapse to the $88 mark, easing global inflation anxiety, the KOSPI showed a strong rebound by reclaiming the 6,700 level. Despite this market volatility, the **'AI Value Investment Portfolio'** recorded a steady upward trend, achieving a remarkable return of 48.76% against initial capital, once again proving the growth potential centered on technology stocks.

Performance Trend: AI Valuation Breaking Through the Box Range

The portfolio's asset trend has drawn a steady upward curve over the last 5 days. Total assets, which were at the $14,700 level on the 21st, peaked at $15,500 on the 24th after a brief adjustment, and are currently stabilizing around the $14,876 mark. Although the Nasdaq market remained weak due to concerns over semiconductor sluggishness, this portfolio outperformed the average market return by leveraging the valuation appeal and growth potential of individual holdings. This can be attributed to the result of 'growth-oriented value investing' that digs into the fundamentals of AI and semiconductors without being shaken by temporary sector rotation.

Holdings Diagnosis: A Harmony of Profitability and Growth

The core positions of the current portfolio consist of semiconductors and Big Tech, sharing the common characteristic of being undervalued based on the PEG (Price/Earnings-to-Growth) ratio. First, Micron (MU) is recording a PER of 20.8x and a PEG of 0.14, suggesting that the stock price is significantly undervalued relative to the growth expected by the market. Similarly, Nvidia (NVDA), despite a PER in the late 30x range, boasts a PEG in the 0.5 range, demonstrating strong profitability backed by an EPS of around $6. While AMD and Amazon (AMZN) are showing relatively high PERs, it is interpretable that future performance strength is being priced in due to AI infrastructure expansion and cloud growth trends. Meanwhile, Broadcom (AVGO) and SoftBank (SOXL) are serving as effective shields for the portfolio, leading stable gains despite high volatility.

Ticker	Qty	Avg Price	Current Price	PER
AVGO (Broadcom)	5.67	$326.03	$381.92	63.7
AMD (Advanced Micro Devices)	7.17	$198.62	$521.95	175.2
MU (Micron)	0.25	$996.00	$920.95	20.8
NVDA (Nvidia)	25.76	$183.15	$206.84	31.6
AMZN (Amazon)	1.95	$208.39	$232.11	27.8
TQQQ (Ultra Pro QQQ)	2.01	$76.34	$64.00	32.8
META (Meta)	0.75	$653.56	$595.19	21.6
SOXL (SoftBank)	17.37	$67.30	$136.81	23.3

Strategic Trading Review: Intense Capital Reallocation Towards Valuation

The key to this portfolio's risk management and profit generation recently lay in 'sector rotation.' On the 24th, the weight of the Nasdaq leverage index TQQQ and Meta (META) was reduced, while SOXL (Semiconductor Leverage) was purchased in large quantities instead. As noted in the sell log for Meta, a defensive position was taken by pre-empting concerns over intensifying ad market competition and delays in AI monetization. Conversely, judging that the underlying asset (SOXX) was significantly undervalued compared to its fair value, capital was concentrated into SOXL, executing a sophisticated rebalancing that captured the subsequent semiconductor sector rebound. This was not merely an act of buying and selling stocks, but a process of discovering 'hidden gems' within tech stocks through the filter of PER and PEG.

Date	Type	Symbol	Qty	Price
2026-07-24	BUY	SOXL	1.07	$157.50
2026-07-24	SELL	META	0.13	$606.10
2026-07-24	SELL	TQQQ	0.86	$66.30
2026-07-17	SELL	META	0.05	$664.54
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
2026-06-19	SELL	SOXL	0.90	$279.29

Market Outlook: Power of Tech Surges Above Volatility Waves

Despite a slight decline in the U.S. 10-year Treasury yield, the VIX (Fear Index) rose on the day, indicating increased demand for volatility hedging in the options market. However, even with the weakness in the Semiconductor Index (SOX), the valuations of key holdings like Micron and Nvidia within the 'AI Value Investment Portfolio' remain attractive. The sharp drop in WTI oil prices raises expectations for easing inflation, potentially supporting valuation expansion for tech stocks in the medium to long term. Nevertheless, with Nasdaq 100 futures showing short-term weakness, a sector rotation involving taking profits on surged stocks and switching to undervalued growth stocks seems necessary. The portfolio's next move will also be a 'choice and focus' based on solid earnings (EPS) and undervalued growth (PEG), rather than simply following momentum.

※ This report analyzes the simulated operation history of the AI Value Investment Portfolio and does not constitute investment advice. Actual investment should be conducted under your own judgment and responsibility.