AI Value Investing Portfolio Releases Report as Cumulative Returns Top 50%

[Daily Market Insight] 'KOSPI on the Rise Again' — AI Value Investing Portfolio Rides the Theme

As of the market close early on the 19th, Asian markets finished with a thrilling rally. The KOSPI surged 178.82 points (+2.66%) in a single day to stand above 6,894, while the KOSPI 200 climbed more than 3%. The semiconductor-led rally carried across the Atlantic to the Philadelphia Semiconductor Index (+2.78%), confirming that the global AI rally remains alive and well. Amid this market mood, the 'AI Value Investing Portfolio' posted a cumulative return of +50.57% with total assets of $15,057, continuing to deliver solid outperformance versus the market.

A 'Jump' of More Than 4% in a Single Day

Over the past week, the portfolio's asset curve traced an 'uptrend amid volatility' pattern. Assets stood at $14,987 on the 14th, then slipped for three straight days to a trough of $14,186 before leaping roughly 4.5% in a single day on the 18th to reclaim the $15,000 mark. The source of this volatility is the aggressive composition of the portfolio, which includes the leveraged SOXL and the 3x-tracking TQQQ. That said, performance above target on a net-return basis shows that sector selection and stock rebalancing have proved effective.

Nvidia and AMD: A Win for Valuation Relative to Growth

Stock	Shares	Purchase Price	Current Price	P/E
Nvidia	26.59	$184.21	$219.34	27.7
Micron	0.42	$987.48	$977.50	22.1
AMD	7.17	$198.62	$545.09	139.1
Broadcom	5.67	$326.03	$347.30	44.2
Amazon	1.95	$208.39	$251.19	20.2
Meta	0.55	$653.56	$682.31	25.7
Intel	2.80	$104.56	$108.80	-
SOXL	14.65	$71.22	$114.82	38.2
TQQQ	1.19	$76.34	$71.38	29.0

The main driver of gains has been AMD, up more than 174% from its purchase price. While its price-to-earnings ratio looks high at 139x on the surface, its price/earnings-to-growth ratio (PEG) is just 0.52 when factoring in earnings growth — placing it in undervalued territory. The same holds for Nvidia (PEG 0.45) and Broadcom (PEG 0.34). For AI semiconductor companies, earnings are growing faster than share prices, suggesting the stocks are not stretched relative to their high growth. Meanwhile, newly added Micron trades at a forward P/E of around 6x with a PEG of 0.14, making it a prime undervalued play backed by the HBM memory supercycle thesis. Intel, despite posting losses, is maintaining modest gains as a contrarian bet on expectations of a recovery in the AI supply chain.

From Leverage to Individual Stocks: Rotation Within the Sector

Date	Type	Stock	Shares	Price
2026-09-18	Buy	Micron	0.19	$977.50
2026-09-18	Sell	SOXL	0.77	$114.82
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

The key takeaway from the recent trading history is its consistent pattern: the portfolio has continuously trimmed 3x-leveraged SOXL during the semiconductor upswing to lock in profits, reallocating those funds into undervalued individual stocks such as Micron and Broadcom. Leverage only amplifies volatility and guarantees no value relative to growth. The underlying strategic judgment is that if the direction is the same, individual stocks offer better valuations.

Caution Signs Amid Optimism

That said, risks are not absent. The U.S. 10-year Treasury yield has climbed to just below 5%, and the won/dollar exchange rate is trending upward at 1,386 won. WTI crude oil plunged more than 6% in a single day, apparently reflecting concerns over slowing demand. Still, risk appetite remains strong, with the volatility index (VIX) stable at a low 14.8 and bitcoin surging more than 6%. With market momentum still alive, the portfolio's aggressive positioning remains valid — but it is always worth keeping in mind that a high-interest-rate environment could trip up the AI rally.

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