AI Value Investing Portfolio Releases Investment Report, Achieves 63.4% Return

[Daily Market Insight] Semiconductors Surge Amid a Strong Won and Soft Tone: The AI Value Investing Portfolio's Summer Campaign

On the morning of the 25th, as the KOSPI held above the 7,000 mark and continued its trend of closing up more than 1%, U.S. markets took a wait-and-see stance, with the Dow Jones slipping slightly and the Nasdaq barely clinging to gains. But behind the quiet U.S. market, semiconductor leaders in Seoul and on the Nasdaq are still running strong. Against this backdrop, the AI Value Investing Portfolio has posted a 63.4% return on its initial capital of $10,000, pushing total assets past $16,340. With the volatility index (VIX) having settled back below 15, the portfolio's scorecard stands out all the more.

$1,000 Recovered in Five Days: An Asset Curve That Weathered the Volatility

The portfolio's asset trajectory over the past five days reveals its character. Starting from $15,057 on the 18th, it surged to $16,656 within four days, then gave back roughly $300 in a single day. With a composition heavy in leveraged products, such swings are an unavoidable fate. Yet even through the pullback after the surge on the 23rd, assets held above $16,300 — evidence that earnings-based valuation of individual stocks is solid enough to absorb short-term volatility.

Diagnosing Holdings Through Valuation

Stock	Shares	Purchase Price	Current Price	PER
NVIDIA	26.6	$184.21	$225.51	28.5
Micron	0.42	$987.48	$1,071.88	24.2
Broadcom	5.67	$326.03	$354.99	45.3
AMD	7.17	$198.62	$614.61	156.4
SOXL	14.65	$71.22	$146.25	-
Intel	2.80	$104.56	$122.60	-
Amazon	1.95	$208.39	$249.27	20.0
Meta	0.55	$653.56	$744.10	28.0
TQQQ	1.19	$76.34	$78.66	-

The portfolio's twin pillars, NVIDIA and Micron, remain in ranges where valuations are not burdensome relative to growth. NVIDIA trades at a P/E of 28.5 with a PEG below 0.5 — a reading that suggests growth is far from fully priced in, considering the durability of AI chip demand. Micron, at a P/E of 24 and PEG of 0.16, sits in the most extremely undervalued zone as the HBM memory supercycle continues. AMD, meanwhile, has roughly tripled, pushing its P/E above 150, but its forward-looking PEG of 0.64 remains defensible. Intel, riding expectations of a return to profitability, and Amazon, an undervalued value play, serve as the portfolio's defensive anchors.

Cascading SOXL Sales: Rotation, Not Collusion

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

What stands out in the trade log is the repeated selling of SOXL. The strategy has been to gradually wind down exposure to the 3x leveraged product and redeploy the proceeds into individually undervalued stocks like Micron, Broadcom, and NVIDIA. It is a textbook rotation strategy: maintain exposure to the sector's uptrend while reducing the daily volatility risk of leverage, swapping into stocks within the same sector that offer better risk-reward profiles. The Intel purchase was a contrarian bet targeting price-momentum upside and expectations of an AI supply-chain recovery — a call now vindicated by gains of around 17%.

A Market That's Squeezed Out: Measured Optimism Is the Answer

With the won/dollar exchange rate settling back into the low-1,350 range and Brent crude plunging 7.9% in a single day, a brake has been put on inflation concerns. That said, the U.S. 10-year Treasury yield's climb to 5.16% remains a burden for high-valuation growth stocks. Gold rose to $4,340 and Bitcoin edged higher, signaling that the flight to safe havens persists. In a lower-volatility market, an approach centered on stocks whose value is validated against growth — like this portfolio — remains effective. Still, with leverage exposure still substantial, investors need to keep an ear out for shifts in the direction of interest rates.

※ This report analyzes the simulated operation of the AI Value Investing Portfolio and is not investment advice. Actual investment decisions should be made at the reader's own judgment and responsibility.