Amidst Double Headwinds, AI Investment Report Proves Worth with Robust Returns

Oil and Rate 'Double Whammy' Sends Fear Index Soaring... AI Value Is Not Just Hype

Global financial markets have seemingly hit the 'panic' button. As surging crude oil prices reignite inflation anxieties, the yield on the 10-year U.S. Treasury bond is approaching 4.8%, roiling the bond market. These macroeconomic headwinds ultimately drove the Volatility Index (VIX) up by over 9% in a single day, freezing investor sentiment. The KOSPI indeed plunged below the 2,700 mark, dropping roughly 2%, while the Nasdaq also declined, led by the semiconductor sector. However, amidst this market crash, the AI Value Investment Portfolio is catching the eye by proving its 'potential for value' rather than being a mere 'tech stock gamble'.

Return Curve Unshaken by External Shocks

Starting from an initial investment of $10,000, this portfolio now records an asset value of approximately $14,560, achieving a significant return of 45.6%. While returns fluctuated in the mid-40% range at the end of August, it demonstrates superior defensive capability relative to the broader market decline. Notably, the portfolio's recent recovery flow from the $14,300 level back into the $14,500 range suggests that the 'value' of selected stocks shines through as market volatility driven by external factors intensifies.

Reading the Resilience of Holdings via Valuation

The core of this portfolio lies not in blindly following overvalued tech stocks, but in capturing undervalued growth potential through the PEG (Price/Earnings-to-Growth) ratio. Representatively, while NVIDIA (NVDA) and Broadcom (AVGO) currently show high P/E ratios, their PEG indicators maintain levels of 0.63 and 0.42, respectively. This implies that the current stock price surge is not yet overheated relative to future earnings growth potential—essentially maintaining an 'undervalued relative to growth' zone.

Stock	Quantity	Purchase Price	Current Price	PER
Broadcom (AVGO)	5.67	$326.03	$370.34	61.7
AMD	7.17	$198.62	$470.72	120.4
Amazon (AMZN)	1.95	$208.39	$259.77	20.9
TQQQ	1.19	$76.34	$71.92	32.8
Intel (INTC)	2.80	$104.56	$89.51	-
Micron (MU)	0.23	$996.00	$958.73	21.7
Meta (META)	0.55	$653.56	$572.34	21.6
NVIDIA (NVDA)	26.59	$184.21	$220.78	27.9
SOXL	15.42	$71.22	$112.79	39.8

Conversely, Intel (INTC) is recording a negative PER due to earnings deterioration, but this portfolio is unique in its 'contrarian buying' approach to position itself ahead of expectations for AI supply chain recovery. Although leverage products like SOXL are volatile, given that the semiconductor sector's PEG is merely around the 0.5 level, they offer value worth the high risk.

Sector

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