September 24 Investment Report: AI Value Investing Portfolio +63.8%

Breaking Through the '7,050 Line' Amid Semiconductor Strength: AI Value Investing Portfolio Hits 63.8% Return

The Korean stock market opened higher on Tuesday morning, riding tailwinds from a 9-won drop in the won-dollar exchange rate and a sharp plunge in oil prices. The KOSPI climbed past the 7,080 mark to extend gains above 1%, while domestic semiconductor stocks attracted continued buying after the Philadelphia Semiconductor Index jumped more than 2% overnight. Against this backdrop, the 'AI Value Investing Portfolio' grew from an initial $10,000 in capital to $16,380, achieving a cumulative return of 63.8%.

$1,500 in Assets Gained in Just Five Days

The portfolio's upward trajectory has steepened recently. Total assets stood at $14,275 on the 16th, crossed $15,057 on the 18th, reached $15,442 on the 21st, and hit $16,380 on Monday — a gain of roughly $2,100 in just five trading days. The strategy of keeping cash at 0% and staying fully invested in equities paid off directly in the rally. With the Nasdaq up 0.45% and the S&P 500 up 1.49% in the U.S. market, optimism prevails that the growth-stock-led rally — and the portfolio's momentum — can continue for now.

Micron and Nvidia Led the Charge

Semiconductors have clearly been the core driver of the portfolio's gains. Micron, added on the 18th, is already trading above its purchase price. Bolstered by strong HBM demand, Micron is posting earnings per share of $44, putting its price-to-earnings ratio at just 23x. Its PEG ratio stands at 0.15, meaning the stock is more than half as expensive as its growth rate would suggest.

Top holding Nvidia, at 26.6 shares, has climbed from a purchase price of $184 to $227, accumulating substantial gains. With a P/E of 28.7x and a PEG of 0.47, one could argue that despite the surge, talk of a bubble is still premature. Broadcom, with a PEG of 0.35, also trades in undervalued territory relative to its growth. However, AMD is posting a P/E approaching 156x, and with its price having soared to $615, whether the stock is overheated in the short term warrants close monitoring. Intel remains in the red but is up more than 16% from its purchase price, showing signs of a recovery.

Stock	Shares	Purchase Price	Current Price	P/E
Nvidia	26.59 shares	$184.21	$227.38	28.7
SOXL	14.65 shares	$71.22	$141.93	47.2
AMD	7.17 shares	$198.62	$615.52	156.2
Broadcom	5.67 shares	$326.03	$362.66	46.3
Intel	2.80 shares	$104.56	$121.78	-
Amazon	1.95 shares	$208.39	$258.45	20.8
TQQQ	1.19 shares	$76.34	$78.91	32.1
Micron	0.42 shares	$987.48	$1,043.96	23.6
Meta	0.55 shares	$653.56	$741.25	27.9

Trimming Leverage, Shifting to Undervalued Single Stocks

A clear strategy underlies recent trading. The portfolio has repeatedly realized profits by reducing its stake in triple-leveraged products such as SOXL in five rounds since early August, reallocating the proceeds into individual stocks like Micron and Intel. The rationale: leveraged ETFs amplify gains in a bull market but can compound losses exponentially during volatile periods. In particular, on the 18th, while unwinding leveraged positions, the portfolio added to Micron on the view that future earnings expectations were not yet fully priced in — a textbook sector rotation from 'high-risk, high-return' toward 'undervalued growth stocks.' The Meta trim, likewise, was a position adjustment factoring in concerns over competition in the advertising market, not a full liquidation.

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

A Tailwind from Collapsing Oil Prices, With Volatility Staying Low

Macro indicators are also supporting risk appetite. With supply concerns from Western Europe dispelled and prospects for increased U.S. domestic production piled on, West Texas Intermediate crude plunged nearly 5% in a single day, breaking below the $90 level. Falling oil prices ease cost burdens on companies, a positive for growth stocks. The won-dollar exchange rate dropping to the 1,365-won range has also raised expectations of foreign capital inflows. That said, two variables warrant attention: the 10-year U.S. Treasury yield remains elevated at around 5%, and the Dow Jones fell 0.36%, hinting that market leadership may be shifting toward large-cap stocks. With the volatility index holding near a low of around 14, the upward trend is likely to continue for now — but this is the moment to remember that supply-demand gaps in surging names like AMD could become a source of volatility at any time.

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