September 17 Investment Report: AI Value Investing Portfolio +42.7%

Bright Skies Over Asian Markets and the Triumph of Leveraged Semiconductors

As the KOSPI surged 1.89% to break through the 6,752 mark, the AI Value Investing Portfolio fully rode the bull market's wave, posting a cumulative return of 42.75% and total assets of $14,275. Unlike the cautious mood the previous day, when the Dow Jones fell 1.21% in U.S. trading, Nasdaq 100 futures rose 1.67%, fueling hopes for a tech rebound—a tailwind for this semiconductor-focused portfolio. However, the won/dollar exchange rate climbing to 1,377 remains a concern, as it could weigh on exporters' earnings and liquidity.

Five Days of Catching Its Breath

A look at the asset trajectory suggests the portfolio recently went through a correction. Assets, which soared to $15,258 on September 10, lost nearly $1,000 over five trading sessions before recovering much of the drop the previous day. A roughly 6.5% drawdown from the peak is typical growing pain for a portfolio holding leveraged products, but recovering $88 in a single day signals easing downward pressure.

Holdings Check: Betting on Undervaluation

The backbone of this portfolio remains semiconductors. Nvidia trades at a 26.8x earnings multiple with a PEG of 0.46—hardly burdensome given its growth rate. AMD, despite a lofty 128x multiple, posts a PEG of 0.53, showing that its high-growth premium is being absorbed by earnings growth. Micron boasts the portfolio's most attractive valuation at a PEG of 0.14, but with a share price of $927 against earnings of just over $44 per share, market expectations are already significantly priced in. Intel, meanwhile, continues to post per-share losses and remains dependent on recovery hopes.

Stock	Quantity	Purchase Price	Current Price	PER
Broadcom	5.67 shares	$326.03	$339.27	43.3
AMD	7.17 shares	$198.62	$504.20	128.3
Amazon	1.95 shares	$208.39	$248.42	20.0
TQQQ	1.19 shares	$76.34	$67.90	27.6
Intel	2.80 shares	$104.56	$97.14	-
Micron	0.23 shares	$996.00	$927.60	21.0
Meta	0.55 shares	$653.56	$670.24	25.3
Nvidia	26.59 shares	$184.21	$212.17	26.8
SOXL	15.42 shares	$71.22	$102.32	34.1

Trade Review: A Cycle of Profit-Taking and Reallocation

A consistent strategy is evident in recent trading activity. The portfolio partially sold SOXL, a leveraged semiconductor index fund, five times between late July and late August, locking in gains from its sharp rally, and shifted the proceeds into individual stocks such as Nvidia and Intel. Notably, on August 21, it trimmed portions of Meta and Micron in response to sector rotation and overheated momentum. With AMD's current price at $504 versus its $198 purchase price, the rotation strategy has clearly paid off handsomely.

Date	Type	Stock	Quantity	Price
2026-08-28	Sell	SOXL	0.81 shares	$123.05
2026-08-21	Buy	Nvidia	0.84 shares	$216.85
2026-08-21	Sell	Meta	0.10 shares	$545.83
2026-08-21	Sell	Micron	0.03 shares	$974.33
2026-08-21	Sell	SOXL	0.85 shares	$122.21
2026-08-14	Buy	Intel	2.80 shares	$104.56
2026-08-14	Sell	SOXL	0.90 shares	$145.36
2026-08-07	Sell	SOXL	0.95 shares	$132.33
2026-08-07	Sell	TQQQ	0.51 shares	$72.03
2026-07-31	Buy	SOXL	1.57 shares	$114.72

Market Outlook: The Double Bind of Oil and Rates

One indicator worth watching is oil. WTI crude fell more than 4%, easing some inflation concerns, but with the U.S. 10-year yield holding above 5% and the VIX still trending higher, market tensions have not fully dissipated. The rising exchange rate is another variable eating into the real returns of won-denominated assets. That said, with the Philadelphia Semiconductor Index rebounding early, the portfolio's semiconductor concentration strategy looks set to maintain its direction for now. Given its heavy leverage, risk management against sharp swings will be the key.

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