August 16 Investment Report: AI Value Investment Portfolio +56.4%

Lead: A Market Moving at Two Speeds, the AI Value Portfolio's Rising Trajectory

August 15, 2026—Global financial markets are displaying two distinctly different faces. While major U.S. indices take a breather due to fears of prolonged Federal Reserve (Fed) rate hikes and a correction in tech stocks, the Korean market (KOSPI) has staged a powerful rebound of over 2%, buoyed by foreign capital inflows and strength in the semiconductor sector. Amidst this global volatility, the 'AI Value Investment Portfolio' continues to chart a steady upward curve. A return of over 56% on initial capital and total assets breaking through $15,600 is a result stemming from a harmony between valuation and growth potential that goes beyond simple technical momentum.

Performance Trend: A Steady March Into the Black Above the Volatility

The portfolio's asset trend over the last five days resembles a sturdy vessel navigating a choppy market. Starting at $15,571 on August 10 and peaking at $15,644 on the 14th, it maintained its own trajectory, impervious to the tremors in the Nasdaq and S&P 500. During this period, the portfolio bolstered its internal risk profile through aggressive diversification into Intel (INTC), while securing liquidity in cash assets by realizing some profits from high-dividend leverage products like SOXL. Consequently, the cumulative return of 56.44% serves as proof that concentrated investment in the AI semiconductor sector still holds strong upside potential despite short-term volatility.

Holding Diagnosis: Fine-Tuning Valuation

Currently, the portfolio is structured around the 'AI Big Three'—Nvidia (NVDA), Broadcom (AVGO), and AMD—solidly buttressed on the periphery by Micron (MU) and Amazon (AMZN). Particularly noteworthy is the sophisticated valuation utilizing the PEG ratio (Price/Earnings-to-Growth).

Micron and Broadcom recorded PEG ratios of 0.13 and 0.47, respectively, indicating they are significantly undervalued relative to market growth expectations, fueling anticipation for a valuation re-rating (Earnings Re-rating) alongside future stock price recovery. In contrast, Nvidia and AMD are recording high PER (Price-to-Earnings) ratios exceeding 100, which can be interpreted as a 'premium' reflecting their ultra-high-speed growth. Specifically, recently acquired Intel is currently eyeing short-term rebound momentum due to expectations for AI supply chain recovery and a low PEG ratio, despite recording negative earnings per share (EPS) of -$2.09 due to poor performance.

Theme ETFs SOXL and TQQQ provide the portfolio's elasticity. SOXL's current PEG of 0.64 maintains an attractive range compared to the market average, serving to accelerate strength within the sector.

Ticker	Qty	Purchase Price	Current Price	PER
AVGO (Broadcom)	5.67	$326.03	$417.82	69.4
AMD	7.17	$198.62	$483.01	123.5
MU (Micron)	0.25	$996.00	$949.83	20.6
NVDA (Nvidia)	25.76	$183.15	$225.30	34.5
AMZN (Amazon)	1.95	$208.39	$265.13	21.3
META (Meta)	0.64	$653.56	$594.97	22.4
TQQQ	1.19	$76.34	$77.15	35.1
SOXL	17.09	$71.22	$145.36	51.2
INTC (Intel)	2.80	$104.56	$104.56	N/A

Review of Recent Trades: Tactical Maneuvers Between Offense and Defense

The portfolio's key movements over the past week have focused on 'sector cycling' and 'risk management'. The most prominent measure was the purchase of Intel. On August 14, Intel was incorporated into the portfolio, utilizing surging momentum and undervalued PEG indicators. While the market views Intel's recovery with skepticism, this portfolio took a preemptive position in anticipation of a re-establishment of its foothold in the AI infrastructure supply chain.

Simultaneously, a portion of the SOXL position was liquidated. As the semiconductor index's rise became distinct, this reduced excessive leverage exposure and guided the reallocation of funds into individual stocks like Intel. The continuous selling of META (Meta) since late July reflects structural concerns regarding intensifying competition in ad revenue and delays in AI monetization, revealing a clear strategic will to concentrate capital on the 'proven growth AI/Semiconductor sector'.

Date	Type	Symbol	Qty	Price
2026-08-14	Buy	INTC (Intel)	2.80	$104.56
2026-08-14	Sell	SOXL	0.90	$145.36
2026-08-07	Sell	SOXL	0.95	$132.33
2026-08-07	Sell	TQQQ	0.51	$72.03
2026-07-31	Buy	SOXL	1.57	$114.72
2026-07-31	Sell	TQQQ	0.30	$63.30
2026-07-31	Sell	META (Meta)	0.11	$539.03

Market Outlook: The Rudder of the AI Theme Amid Rate Volatility

Currently, the U.S. 10-year Treasury yield has soared to 4.696%, heightening market tension alongside the VIX fear index. However, the core semiconductor sector of this portfolio is composed of companies with proven growth potential even in high-interest-rate environments, resulting in relatively low interest rate sensitivity. The accompanying rise in WTI crude oil and gold futures stimulates inflation concerns, but it also demonstrates the 'essential consumer good' status of the semiconductor industry.

For the time being, the global market will waver regarding the direction of U.S. interest rates. However, this portfolio's operational history shows an unwavering maintenance of the dual axes of valuation and growth. This strategy, which solidifies the investment thesis by thoroughly analyzing PER and PEG, will serve as the sturdiest anchor to penetrate the age of volatility.

※ This report analyzes the simulated operating history of the AI Value Investment Portfolio and is not a recommendation to invest. Actual investment should be undertaken at your own judgment and responsibility.