"AI Value Investing Portfolio" Report Rises for 5th Straight Day, Reaching 69.5% Return

KOSPI Coils Just Below the Summit, Bets Are on Semiconductors — Between Value and Momentum

The pre-dawn market, before Asian trading opens, presents a scene of contradictions. The KOSPI pauses for breath, down 0.42% with the 7,000 mark within sight, while the Nasdaq hovers near record highs, up more than 1%. The U.S. 10-year Treasury yield climbing to 5.3% could have weighed on growth stocks, but the semiconductor-led earnings rally has yet to lose its heat. In this market, the "AI Value Investing Portfolio" has posted a remarkable 69.5% return on its initial $10,000 capital — assets now at $16,951 — proving the power of a strategy focused on undervalued quality stocks.

Five Straight Days of Gains, With Memory at the Center

The asset trajectory shows no sign of stall. Starting from $16,243 on September 29, the portfolio has risen five consecutive days, swelling by more than $700 in just two days. Even as the KOSPI fell 0.42%, the portfolio's core pillar — the semiconductor sector — kept its strength in U.S. trading, with the Philadelphia Semiconductor Index up 0.27%, lifting the valuations of its holdings. The standout is Micron. After an additional purchase at $977.50 on September 18, the stock now trades at $1,074.89. With its forward 12-month P/E approaching single digits, Micron has feasted on the HBM demand boom and surged more than 10% in a flash. An earnings explosion with EPS of $74 backs it up, so even amid talk of a peak, the fundamentals are solid.

A Constellation of Undervalued Names — and Two Shadows

Scanning the holdings, a consistent answer emerges to the question: 'How cheaply did we buy relative to growth?' Nvidia's PEG — a measure of valuation against growth — stands at 0.29, meaning the stock trades at less than half its fair value relative to its growth rate. Broadcom (0.35) and Micron (0.16) share a similar profile. Intel, added back in August in the $104 range, is up steadily to $119, though persistent losses and lofty expectations keep it under watch. AMD, by contrast, has a P/E of 161 — its price has run far ahead of earnings — and 3x leveraged products like TQQQ see losses magnified in any index correction, making position management essential at this stage.

Ticker	Shares	Purchase Price	Current Price	P/E
Broadcom	5.67 shares	$326.03	$355.14	45.4
AMD	7.17 shares	$198.62	$633.91	161.7
Amazon	1.95 shares	$208.39	$251.52	20.2
TQQQ	1.19 shares	$76.34	$81.01	-
Intel	2.80 shares	$104.56	$119.33	-
Meta	0.55 shares	$653.56	$728.08	27.4
Nvidia	26.59 shares	$184.21	$233.95	29.6
SOXL	14.65 shares	$71.22	$163.71	-
Micron	0.42 shares	$987.48	$1,074.89	14.5

Trade Review: Trimming Leverage, Loading Up on Individual Stocks

The recent trading pattern is clear. In the early stage of the semiconductor upcycle, the portfolio bet on direction with the 3x leveraged SOXL, then as the sector rally matured, it realized profits through multiple partial sales across August and September. Those funds were shifted into individual stocks with attractive growth-adjusted valuations such as Nvidia, Micron, and Intel. Meta's position was also trimmed in light of concerns over competition in the advertising market. This shift — 'from index leverage to stock-picking alpha' — can be judged a defense-cum-offense strategy well suited to the later innings of a bull market.

Date	Type	Ticker	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

Outlook: Don't Forget the Shadow of 5.3% Rates

The variable to watch is interest rates. With the U.S. 10-year yield above 5.3% and Brent crude nudging past $100, renewed inflation concerns cannot be dismissed. Still, with the volatility index holding at low levels in the mid-15s and the risk-on trend intact, any correction is likely to remain localized as long as the semiconductor earnings cycle holds. With the strategy's return now approaching the 70% mark, this is the time to review positions in stocks whose undervaluation thesis is wavering — particularly AMD, with its heavy valuation burden, and leveraged holdings. Every veteran knows that protecting gains in a bull market is harder than making new ones.

※ 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 your own discretion and responsibility.