AI Investment Report Delivers Strong Returns Amid Market Boom

AI Value Investment Portfolio Rides Market Boom with 44% Return

On the morning of August 5, 2026, the global financial market continued its heated momentum. South Korea's KOSPI index surged by 4.27% to break through the 6630 mark, while the U.S. stock market also showed a firm upward trend, with the S&P 500 index rising 1.79% and the Nasdaq Composite index climbing 2.59%. Notably, the Philadelphia Semiconductor Index soared by 6.55%, positioning itself at the center of market activity. Amidst this market sentiment, the 'AI Value Investment Portfolio' has successfully navigated the asset volatility of the past five days, currently recording an impressive return of 44.91%.

Asset Growth Shines Amidst Volatility

Over the last five trading days, the portfolio has grown its assets from $12.8 billion to $14.4 billion. Although it experienced a slight adjustment around $13.6 billion on July 29, it recovered to $13.9 billion by July 31 and surpassed $14.4 billion on August 4, demonstrating a clear upward trend. The investment decisions, particularly concentrated in semiconductor-related leveraged products since late July, are analyzed as having significantly contributed to this performance.

Core Holdings: Balancing Valuation and Growth

The core of the AI Value Investment Portfolio lies in selectively investing in stocks that possess both growth potential in the AI era and reasonable valuations. This strategy is clearly reflected in its current holdings. NVIDIA (NVDA), a leader in the semiconductor sector, has a P/E ratio of 31.7x, but its PEG ratio of 0.55 suggests it remains attractive when considering its growth prospects. Broadcom (AVGO), despite a P/E ratio of 64.9x, has a PEG ratio of 0.44, indicating that its valuation burden is not excessive.

Micron Technology (MU) is attracting market attention with a P/E ratio of 18.6x and a PEG ratio of 0.12, suggesting significant undervaluation potential considering its current high EPS of $44.63. Advanced Micro Devices (AMD) shows a high P/E ratio of 161.5x, but its PEG ratio of 1.12 reflects expectations for future growth. Amazon (AMZN) balances valuation and growth with a P/E ratio of 21.8x and a PEG ratio of 1.46, while Meta Platforms (META) finds its balance with a P/E ratio of 21.0x and a PEG ratio of 0.83.

Leveraged products include ProShares UltraPro QQQ (TQQQ) and Direxion Daily Semiconductor Bull 3X Shares (SOXL). SOXL, with a P/E ratio of 19.8x and a PEG ratio of 0.63, is expected to have further upside potential amidst the strong performance of the semiconductor sector. TQQQ, with a P/E ratio of 34.8x and a PEG ratio of 1.46, is included as part of a strategy to track the overall strength of the Nasdaq market.

Symbol	Quantity	Purchase Price (per share)	Current Price (per share)	P/E	PEG	EPS
Broadcom (AVGO)	5.671	$326.03	$392.23	64.9	0.44	$6.04
AMD (AMD)	7.175	$198.62	$484.64	161.5	1.12	$3.00
Micron (MU)	0.251	$996.00	$829.50	18.6	0.12	$44.63
NVIDIA (NVDA)	25.755	$183.15	$206.64	31.7	0.55	$6.52
Amazon (AMZN)	1.954	$208.39	$284.02	21.8	1.46	$13.01
Meta Platforms (META)	0.642	$653.56	$590.24	21.0	0.83	$28.15
TQQQ	1.705	$76.34	$67.96	34.8	1.46	N/A
SOXL	18.934	$71.22	$116.71	19.8	0.63	N/A

Recent Trades: Strategic Fund Reallocation

The trading activity of recent days showcases the AI Value Investment Portfolio's flexible and strategic fund management. On July 31, the additional purchase of SOXL was driven by the assessment that the semiconductor sector's PEG ratio was significantly undervalued compared to its forward PEG, indicating substantial potential for further upside through leverage. On the same day, a partial reduction in TQQQ and Meta Platforms (META) is interpreted as a move to concentrate funds into the higher-growth AI semiconductor sector, anticipating a potential slowdown in Meta's growth due to increased competition in the advertising market and delays in AI monetization. The simultaneous purchase of SOXL and partial profit-taking demonstrates risk management through portfolio rebalancing.

A similar strategy was observed on July 24. While SOXL was purchased to capitalize on the undervaluation and leverage effects in the semiconductor sector, partial sales of Meta and TQQQ were made to reallocate funds to sectors with greater growth expectations. These trades highlight the strategy's commitment to focusing on long-term growth themes, unaffected by short-term market fluctuations, and continuously optimizing the portfolio towards undervalued stocks.

Date	Type	Symbol	Quantity	Price (per share)	Reason
2026-07-31	Buy	SOXL	1.566	$114.72	Semiconductor (SOXX) PEG ratio of 0.625 is significantly undervalued compared to forward PEG (1.54), offering substantial leverage potential for further upside.
2026-07-31	Sell	TQQQ	0.301	$63.30	Concentrating funds into AI semiconductor leverage (SOXL) due to significantly undervalued semiconductor index (SOXX) and superior growth compared to the base index (QQQ).
2026-07-31	Sell	META	0.113	$539.03	Rotation to higher-growth AI/semiconductor sectors due to concerns over intensifying ad revenue competition and delayed AI monetization, along with a high dividend payout ratio.
2026-07-31	Sell	SOXL	0.868	$114.72	Partial profit-taking following a sharp rise in the semiconductor sector and portfolio pie rebalancing.
2026-07-24	Buy	SOXL	1.072	$157.50	Maximizing leveraged returns due to significant undervaluation of the underlying asset (SOXX) PEG (0.81) compared to forward PEG (1.46). Continued strength in the semiconductor sector.
2026-07-24	Sell	META	0.133	$606.10	Partial reduction in position due to concerns over intensifying ad market competition and delayed AI monetization. Sector rotation to high-growth sectors.
2026-07-24	Sell	TQQQ	0.859	$66.30	Fund reallocation due to superior valuation and growth prospects of semiconductors (SOXL) compared to Nasdaq. Weakening momentum and sector rotation.
2026-07-17	Sell	META	0.047	$664.54	Portfolio risk adjustment due to widening daily volatility and concerns over intensifying ad competition.
2026-07-10	Buy	TQQQ	2.865	$76.34	Aggressively capturing additional upside based on the Nasdaq index, following a sustained strong trend led by large-cap technology stocks.
2026-07-10	Sell	SOXL	0.858	$192.45	Partial profit-taking after a sharp short-term surge and portfolio volatility adjustment.

Market Outlook: AI and Semiconductors Moving Together

The current market is buzzing with anticipation for AI technological innovation, with the semiconductor sector at the forefront of this trend. A slight decline in the U.S. 10-year Treasury yield to 4.627% is positively impacting investor sentiment, and the won/dollar exchange rate has stabilized around 1424. Oil prices have fallen slightly but are not considered significant enough to dampen the overall market's risk appetite. While the Volatility Index (VIX) has risen slightly to 16.5, this could also be interpreted as a positive signal reflecting the market's enthusiasm. In this environment, the AI Value Investment Portfolio is expected to continue its steady performance by combining reasonable valuations and leverage effects, driven by the growth of the AI and semiconductor industries.

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