September 22 Investment Report: AI Value Investing Portfolio +50.6%

Riding the Semiconductor Tailwind to 6,900… "AI Value Investing Portfolio" Tops 50% Return

The KOSPI surged 1.38%, comfortably clearing the 6,900 mark intraday, as semiconductor momentum swept global markets, with the Philadelphia Semiconductor Index jumping 2.78%. Amid this bullish run, the AI Value Investing Portfolio posted a cumulative return of 50.57% on an initial capital of $10,000, lifting total assets to a record-high $15,057. The strategy of concentrating bets on growth stocks deemed undervalued is clearly paying off.

Accelerating Growth: $642 Gained in a Single Week

The portfolio's upward trajectory is unmistakable. Starting from $14,186 on the 15th, assets rose for four consecutive days, reaching $15,057 on the 18th. Notably, the portfolio gained $642 in a single day versus the 17th, driven by a broad rally in memory semiconductor and AI infrastructure stocks. With a cash position of 0%, the portfolio remained fully invested, fully capturing the market's gains—a key factor in the expanding returns.

From Nvidia to Micron… Undervalued Growth Stocks Prevail

A look at the holdings reveals that the PEG ratio—a measure of share price relative to growth—was the key screening criterion. The portfolio holds 26.59 shares of Nvidia, which has climbed to around $219, generating substantial gains. Given its growth rate, the stock's P/E of 27.7 and PEG of 0.45 are still seen as comfortably undemanding. Micron, with a PEG of just 0.14, is viewed as offering the steepest discount relative to growth amid strong HBM supply-demand conditions; additional shares were recently purchased at around $977.

Intel, by contrast, is posting negative earnings per share, and whether its results improve is expected to determine its future trajectory. Amazon, trading at a P/E of 20.2—relatively low among mega-cap tech stocks—serves as a stabilizing holding.

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

Trimming Leverage, Adding Individual Stocks… Risk-Conscious Rebalancing

Recent trading activity can be summed up as "reducing leverage, expanding individual stock positions." SOXL, a 3x leveraged semiconductor ETF, has been trimmed repeatedly over the past month to lock in gains, with the proceeds redirected to undervalued individual names such as Intel, Nvidia, and Micron. Notably, on the 18th, a portion of SOXL was sold to buy more Micron—a strategic signal of reallocating capital, even within the same semiconductor sector, toward stocks with the strongest price appeal relative to growth while keeping volatility in check. The approach is viewed as disciplined: taking profits from surging stocks while maintaining exposure to the uptrend.

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

Plunging Oil, Rates Nearing 5%… Volatility Risks Remain

Today's indicators show the outlook is not uniformly rosy. West Texas Intermediate crude tumbled 5.79%, followed by Brent, down 5.74%, easing inflation pressures. However, the U.S. 10-year Treasury yield climbing to just below 5% could weigh on high-valuation growth stocks. Still, with the volatility index falling to 14.81, market sentiment remains stable, and Nasdaq 100 and S&P 500 futures extended gains of over 1%, keeping short-term momentum intact. That said, given this portfolio's heavy semiconductor weighting, investors should bear in mind that a correction could come at any time where interest rate variables and valuation pressures converge.

※ 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 the reader's own discretion and responsibility.