AI Value Investment Report Achieves Impressive 55% Returns

As of 1:21 PM KST on August 10, 2026, while global financial markets showed mixed movements, the domestic stock market maintained a positive trend. The KOSPI closed up 0.65% at 6299.66 points, and the KOSDAQ market surged by a remarkable 6.97% to 854.47 points, exhibiting strong performance. The US stock market also saw gains, with the S&P 500 rising 0.62% and the Nasdaq Composite climbing 1.30%, continuing a rally led by tech stocks. Amidst these market conditions, the 'AI Value Investment Portfolio' is sailing smoothly, having achieved an astonishing return of 55.72%.

AI Value Investment Portfolio Continues 55% Return Streak

Over the past five trading days, the assets of the 'AI Value Investment Portfolio' have shown a consistent upward trajectory. Starting at $14,490.88 on August 4th, total assets have grown to $15,571.93 as of August 10th, demonstrating rapid growth. Notably, the gains over the last three trading days highlight the synergy between the market's positive sentiment and the portfolio's strategic choices. Assets increased by approximately $276, from $15,295.456 on August 7th to $15,571.934 on August 10th, signaling a positive conclusion.

Core Holdings: Balancing Valuation and Growth

'AI Value Investment Portfolio' is generating robust performance through concentrated investments in the AI and semiconductor sectors. Broadcom (AVGO), despite a P/E ratio of 71.4x, offers an attractive valuation relative to its growth with a P/G ratio of 0.48x. Advanced Micro Devices (AMD), while having a high P/E of 123.3x, reflects its growth potential with a P/G of 1.04x. Micron Technology (MU shows clear undervaluation with a P/E of 19.8x and a P/G of 0.13x. NVIDIA (NVDA) demonstrates its position as an AI leader with a P/E of 34.2x and a P/G of 0.62x, while Amazon (AMZN continues its steady growth with a P/E of 22.1x and a P/G of 1.46x.

Meta Platforms (META maintains an attractive valuation with a P/E of 22.3x and a P/G of 0.88x. The leveraged product ProShares UltraPro QQQ (TQQQ) presents an investment point considering its high volatility, with a P/E of 33.9x and a P/G of 1.22x. Direxion Daily Semiconductor Bull 3X Shares (SOXL, with a P/E of 49.4x and a P/G of 0.62x, is maximizing the growth potential of the currently hottest semiconductor sector through leverage. In particular, SOXL offers opportunities for both short-term profit-taking and reinvestment due to its attractive valuation and high volatility.

Symbol	Quantity	Purchase Price	Current Price	P/E	P/G	EPS
Broadcom (AVGO)	5.67	$326.03	$427.76	71.4	0.48	$5.99
Advanced Micro Devices (AMD)	7.17	$198.62	$483.36	123.3	1.04	$3.92
Micron Technology (MU)	0.25	$996.00	$877.57	19.8	0.13	$44.23
NVIDIA (NVDA)	25.75	$183.15	$223.96	34.2	0.62	$6.54
Amazon (AMZN)	1.95	$208.39	$274.48	22.1	1.46	$12.43
Meta Platforms (META)	0.64	$653.56	$592.10	22.3	0.88	$26.53
ProShares UltraPro QQQ (TQQQ)	1.19	$76.34	$74.47	33.9	1.22	-
Direxion Daily Semiconductor Bull 3X Shares (SOXL)	17.98	$71.22	$140.25	49.4	0.62	-

Trading History: Maximizing Returns with Strategic Agility

The recent trading history of the 'AI Value Investment Portfolio' demonstrates a strategy of quickly responding to market trends. On August 7th, portions of SOXL and TQQQ were sold to manage daily volatility and realize minor profits. This is interpreted as an effort to capitalize on the valuation advantage of the semiconductor sector relative to the Nasdaq index and reallocate funds to the more attractive SOXL and individual semiconductor stocks. A notable transaction on July 31st involved selling portions of TQQQ and Meta (META) and increasing the allocation to SOXL. This was based on the judgment that the semiconductor sector's P/G ratio was significantly undervalued, offering substantial upside potential through leverage. The strategy involved reducing Meta's weighting due to concerns about intensifying advertising revenue competition and delayed AI monetization, concentrating funds into the higher-growth AI/semiconductor sectors. Similar transactions on July 24th and 17th, where Meta's allocation was reduced and TQQQ sold to reallocate funds to semiconductor leveraged products like SOXL, indicate a consistent strategy of actively exploiting valuation gaps and growth potential between sectors.

Date	Type	Symbol	Quantity	Price	Reason
2026-08-07	Sell	SOXL	0.95	$132.33	Daily volatility management and small profit-taking, portfolio risk adjustment
2026-08-07	Sell	TQQQ	0.51	$72.03	Valuation advantage of semiconductors over Nasdaq, reallocating funds to more attractive SOXL and individual semiconductor stocks
2026-07-31	Buy	SOXL	1.57	$114.72	Semiconductor (SOXX) P/G ratio of 0.625 is significantly undervalued compared to fair P/G (1.54), indicating substantial additional upside potential through leverage.
2026-07-31	Sell	TQQQ	0.30	$63.30	Due to the significant undervaluation and superior growth of the semiconductor index (SOXX) compared to the underlying index (QQQ), concentrating funds into AI semiconductor leverage (SOXL).
2026-07-31	Sell	META	0.11	$539.03	Rotation to AI/semiconductor sectors with higher growth due to concerns about intensifying advertising revenue competition and delayed AI monetization, and a high dividend yield.
2026-07-31	Sell	SOXL	0.87	$114.72	Partial profit-taking due to the rapid rise in the semiconductor sector and portfolio pie reallocation.
2026-07-24	Buy	SOXL	1.07	$157.50	The P/G ratio of the underlying asset (SOXX) at 0.81 is significantly undervalued compared to the fair P/G ratio (1.46), expecting maximization of leveraged returns. Continued strength in the semiconductor sector.
2026-07-24	Sell	META	0.13	$606.10	Concerns about intensifying competition in the advertising market and delayed AI monetization. Partial reduction in position for sector rotation into high-growth sectors.
2026-07-24	Sell	TQQQ	0.86	$66.30	Reallocation of funds due to superior valuation and growth of semiconductors (SOXL) compared to Nasdaq. Weakening momentum and sector rotation.
2026-07-17	Sell	META	0.05	$664.54	Portfolio risk adjustment due to widening daily volatility and concerns about intensifying competition in advertising revenue.

Market Outlook: Navigating the AI Era, Identifying Gems and Seizing Opportunities

Along with the overall upward trend in global markets, the Korean stock market is also expected to continue its positive trajectory. In particular, the advancement of AI technology and innovation in the semiconductor industry will remain key drivers of the market going forward. The depreciating Won/Dollar exchange rate (-0.35%) sends a positive signal for foreign capital inflow, while the rise in international oil prices (WTI +1.69%, Brent +1.74%) could stimulate not only the energy sector but also overall inflation sentiment. The rise in gold futures (4395.1 +1.25%) reflects a preference for safe-haven assets, while the increase in the volatility index (VIX +3.42%) suggests market uncertainty. In this environment, the 'AI Value Investment Portfolio' meticulously analyzes the valuation and growth of individual stocks through P/E and P/G indicators, responding nimbly to market trends. It is expected to continue achieving steady performance through a strategy of identifying quality companies and leveraging volatility.

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