AI Value Investing Portfolio Releases Investment Report, Maintains 47.79% Return Despite Downturn

Korean Market Shaken, Semiconductor Strategy Centers on Undervalued Stocks

As Asian markets tumbled in unison, the KOSPI closed down 1.76% at 6,909.91. The KOSDAQ also fell 1.95%, extending this week's risk-off momentum. In contrast, the previous day's U.S. markets held firm, with the Dow Jones rising nearly 1% and the Philadelphia Semiconductor Index posting a 1.81% gain. Amid these divergent trends, the AI Value Investing Portfolio maintained a 47.79% return on initial capital, with total assets standing at $14,778 — demonstrating defensive resilience even in a downturn.

Asset Trends: A Period of Modest Consolidation

Over the past five days, assets peaked at $15,258 on September 10 before easing slightly to $14,778 on September 11. However, given the portfolio's steady holding near the $14,915 level in early September, this looks less like a trend break and more like a natural pause within a consolidation phase. Notably, the won-dollar exchange rate fell 0.53% to 1,341.05, signaling won strength. While this weighed on Korea's export-heavy market, it was a neutral factor for this portfolio, which holds a substantial share of dollar-denominated assets.

Holdings Check — The Power of Valuation

Stock	Shares	Purchase Price	Current Price	P/E
Broadcom	5.67	$326.03	$360.83	46.1
AMD	7.17	$198.62	$503.60	128.1
Amazon	1.95	$208.39	$251.89	20.3
TQQQ	1.19	$76.34	$69.21	28.1
Intel	2.80	$104.56	$100.32	-
Micron	0.23	$996.00	$977.41	22.1
Meta	0.55	$653.56	$644.38	24.3
NVIDIA	26.59	$184.21	$218.36	28.2
SOXL	15.42	$71.22	$115.76	38.5

The portfolio's twin pillars are NVIDIA and AMD. NVIDIA, now trading at $218.36, is up roughly 18.5% from its purchase price, and its PEG ratio of 0.55 — below 1 — suggests room for further upside relative to its growth rate. AMD has surged more than 2.5-fold from its $198.62 purchase price to $503.60. While its P/E approaching 128 looks stretched, rapid EPS growth has absorbed much of the price appreciation, keeping its PEG at a reasonable 0.51. Micron's PEG of 0.14 stands out as the portfolio's clearest undervaluation signal, with expanding HBM demand expected to support earnings momentum. Intel, meanwhile, is the only holding trading below its purchase price, and the key question is whether it can return to positive EPS — warranting careful monitoring.

Trade Review — The Rationale Behind Rebalancing Semiconductor Exposure

Date	Action	Stock	Shares	Price
2026-08-28	Sell	SOXL	0.81	$123.05
2026-08-21	Buy	NVIDIA	0.84	$216.85
2026-08-21	Sell	Meta	0.10	$545.83
2026-08-21	Sell	Micron	0.03	$974.33
2026-08-21	Sell	SOXL	0.85	$122.21
2026-08-14	Buy	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

The defining thread of recent trading has been the phased reduction of SOXL, a leveraged ETF. After buying in late July, the portfolio sold in installments throughout August amid semiconductor sector strength, locking in profits and keeping the high-volatility asset's weight under control. At the same time, shifting capital into NVIDIA — a clear undervaluation call — and Intel, a bet on AI supply chain recovery, reads as a strategic reallocation "from leverage to individual undervalued stocks." The Meta trim reflects risk management in light of concerns over advertising competition.

Market Outlook — Defensive Balance as Volatility Eases

The U.S. 10-year Treasury yield edged up to 4.975%, pressuring growth-stock valuations, but the VIX plunged more than 11% to 15.84, signaling that market anxiety is subsiding. Oil prices fell roughly 2%, easing some inflation concerns. The Korean market's short-term correction reflects currency and interest rate variables rather than any change in semiconductor fundamentals — a matter of capital flows, not underlying conditions. The portfolio will maintain its center of gravity in undervalued growth stocks, with further SOXL trimming and Intel's earnings recovery likely to determine its future returns.

※ This report analyzes the simulated performance of the AI Value Investing Portfolio and does not constitute investment advice. Actual investment decisions should be made at your own discretion and responsibility.