AI Value Investment Portfolio Achieves 45% Return Through Semiconductors and Tech Value in Investment Report

[Daily Market Insight] Probability of Profit Found at the 'Intersection of Semiconductors and Value'

The U.S. stock market is demonstrating strong resilience despite the inertia of the Federal Reserve's interest rate policy. While the Dow Jones surged nearly 500 points to refresh its all-time high, the Nasdaq is also continuing a tech-led upward trend centered on the semiconductor sector. Amid these global currents, the AI Value Investment Portfolio, seeking to capture both value and technological growth, is steadily accumulating wins. A return of over 45% on initial capital is not the result of simple momentum following, but rather the outcome of rigorous value judgment based on figures.

Asset Trends: Timing of Surges and Profit Realization

Over the past five days, the portfolio's asset curve has revealed an interesting 'cycle.' After peaking at around $15,700 between the 17th and 18th, assets retraced somewhat to the $14,000 range from the 19th to the 21st due to partial adjustments. This is interpreted not as mere market volatility, but as the result of proactive risk management. These were critical days where positions were actively adjusted—particularly as the semiconductor index entered an overheated phase—to lock in some of the gains. The 45.51% return figure is the product of relentless balancing, which would be impossible simply by riding the market.

Holding Diagnosis: PEG and the Island of Undervaluation

The valuations of the core stocks composing the portfolio currently stand at the intersection of 'expectations' and 'reality.' NVIDIA (NVDA) and Broadcom (AVGO) recorded PEG ratios of 0.60 and 0.41, respectively, offering investment appeal by possessing realistic profit growth potential relative to the growth premium assigned by the market. Micron (MU) also displays an overwhelming figure with a PEG of 0.14, converting AI memory demand into tangible profits.

On the other hand, AMD (AMD) maintains a PEG of 1.0 despite a high PER of 119x, suggesting that investors must scrutinize whether the valuation premium as a high-growth company is justified. Intel (INTC), despite concerns over deteriorating performance (negative EPS), remains an attractive target for value investors betting on a 'turnaround,' driven by low PEG ratios and expectations for a recovery in the AI supply chain.

Ticker	Qty	Purchase Price	Current Price	PER
NVIDIA (NVDA)	26.59 shares	$184.21	$216.85	33.2
Micron (MU)	0.23 shares	$996.00	$974.33	21.2
SOXL	16.23 shares	$71.22	$122.21	43.1
Broadcom (AVGO)	5.67 shares	$326.03	$364.03	60.6
AMD	7.17 shares	$198.62	$469.46	119.2
Amazon (AMZN)	1.95 shares	$208.39	$260.11	20.9
TQQQ	1.19 shares	$76.34	$70.48	32.1
Meta (META)	0.55 shares	$653.56	$545.83	20.6
Intel (INTC)	2.80 shares	$104.56	$92.13	N/A

Recent Trading Review: Bold Rotation and Sensible Defense

The portfolio's movements on August 21 exemplify the standard for profit management. Deeming NVIDIA's price to be in an undervalued zone relative to its forward P/E, an aggressive stance was taken through additional buying. Conversely, the weight for Meta (META) was reduced due to sector rotation concerns and competitive worries. Notably, 'profit taking' was executed on SOXL and Micron (MU). The rapid momentum was utilized to reallocate weights within the portfolio.

From a macro perspective, the proactive sector rotation initiated in late July—reducing TQQQ exposure and moving capital into SOXL and individual semiconductor stocks—stands out. Under the clear logic of "Semiconductor valuation superiority over the Nasdaq," the 'rebalancing technique' of actively leveraging the volatility of leveraged products—selling when overheated and buying back in undervalued zones—proved effective.

Date	Type	Ticker	Qty	Price	Reason
2026-08-21	Buy	NVIDIA	0.84 shares	$216.85	Sustainability of AI chip demand and value buying
2026-08-21	Sell	Meta	0.10 shares	$545.83	Reducing weight due to sector rotation and competition concerns
2026-08-21	Sell	Micron	0.03 shares	$974.33	Profit taking following rapid surge momentum
2026-08-21	Sell	SOXL	0.85 shares	$122.21	Volatility management as target price approaches
2026-08-14	Buy	Intel	2.80 shares	$104.56	Expectations for AI supply chain recovery and underpriced growth potential
2026-08-14	Sell	SOXL	0.90 shares	$145.36	Capital reallocation and risk management amidst rapid surge momentum

Market Outlook: The Yardstick of Valuation, Unshaken

In the immediate term, the market shows Dow-led stability and a surge in gold prices, hinting at moves to hedge against interest rate anxiety. However, the core remains technology. The semiconductor ecosystem, centered on NVIDIA, continues to drive stock prices based on performance, piercing through high PEG valuation controversy. Just as this portfolio has demonstrated, only a 'hybrid of value and momentum' strategy—targeting undervalued zones relative to growth and realizing profits during overheating—will be able to navigate a volatile market, rather than blind betting.

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