August 30 Investment Report: AI Value Portfolio +49.6%

[Daily Market Insight] 49% Return Amid 'Semiconductor Korea' Plunge... Betting on 'Mean Reversion' in AI Value Portfolio

At 5:20 PM on August 29, 2026, the atmosphere in Seoul's financial district was heavy. As the KOSPI plunged 1.79% to fall into the 6,700 range, a decline led by semiconductors was distinct. With the Philadelphia Semiconductor Index (SOX) dropping as much as 3.47%, concerns about a 'semiconductor bubble' are resurfacing. However, amidst this market volatility, the AI Value Investing Portfolio is demonstrating robust defensive power, recording a high return of 49.56% compared to its first year. This strategy shows the power of strong valuation that absorbs volatility, rather than simply chasing momentum.

Unshaken Asset Flow Amidst Waves of Volatility

The asset flow of this portfolio over the last 5 days is intriguing. Assets, which stood at approximately $14,500 on the 24th, underwent some adjustment based on the daily close on the 26th, but recovered to $14,955 on the 28th, attempting a push to refresh all-time highs. This is because major holdings within the portfolio are holding their ground without losing upside momentum, even as adverse factors for tech stocks emerge with U.S. 10-year Treasury yields soaring to 4.72%. In particular, the cash balance being nearly depleted at under $100 suggests the strategy operator views the current moment as a phase for 'buying' or 'holding' stocks.

Holdings Diagnosis: Coexistence of Overvalued AI and Undervalued Value

The core of this portfolio lies in the combination of 'AI' and 'Value'. NVIDIA (NVDA) and Broadcom (AVGO) remain the twin pillars of the portfolio. While NVIDIA's current PER is 28.8x, similar to the overall market average, its PEG ratio is formed low at 0.59, indicating a view that it is still undervalued relative to the growth rate of Earnings Per Share (EPS). Broadcom, in particular, is recording a very attractive valuation with a PEG of 0.40.

The most eye-catching aspect is the bet on Intel (INTC). The current stock price is trading at around $92, lower than the purchase price, and EPS recorded a negative (-$2.18), showing clear financial stress. Despite this, the operator appears to have kept the possibility of a 'surge' in mind, citing AI supply chain recovery and low PEG figures. On the other hand, AMD's PER expanded to 121.9x after the stock price more than doubled. A PEG level of 1.03 is interpreted as a fair price level considering growth potential, but following the recent surge, this section appears to be where profit-taking psychology may take effect rather than further upside potential.

Ticker	Quantity	Purchase Price	Current Price	PER
NVIDIA (NVDA)	26.59 shares	$184.21	$227.98	28.8
Broadcom (AVGO)	5.67 shares	$326.03	$371.54	61.7
AMD (AMD)	7.17 shares	$198.62	$476.67	121.9
Micron (MU)	0.23 shares	$996.00	$935.39	21.1
Meta (META)	0.55 shares	$653.56	$571.10	21.5
Amazon (AMZN)	1.95 shares	$208.39	$256.26	20.6
TQQQ	1.19 shares	$76.34	$73.30	33.4
SOXL	15.42 shares	$71.22	$123.05	43.4
Intel (INTC)	2.80 shares	$104.56	$92.09	N/A

Trade Review: Reading Intra-Sector Flows via 'Rotation'

In the most recent trading flow, we can glimpse a delicate risk management strategy. On the 21st, the operator executed a massive portfolio restructuring within the semiconductor sector. By selling portions of Micron (MU) and Meta (META), which had seen significant gains, and moving the realized profits into NVIDIA (NVDA), which had become relatively more attractive in valuation, and Intel (INTC), a rebound play on undervalued stocks.

In particular, the mass buying of Intel on the 14th was an aggressive purchase based on the analysis that "the stock price did not reflect the low PEG." Conversely, for leverage ETFs like SOXL, the weight within the portfolio is being adjusted through split selling whenever the stock price surges. This is interpreted as a sophisticated approach to achieving 'valuation balance' rather than a typical contrarian strategy of chasing tops and selling bottoms.

Date	Type	Symbol	Quantity	Price
2026-08-28	Sell	SOXL	0.81 shares	$123.05
2026-08-21	Buy	NVIDIA (NVDA)	0.84 shares	$216.85
2026-08-21	Sell	Meta (META)	0.10 shares	$545.83
2026-08-21	Sell	Micron (MU)	0.03 shares	$974.33