Unshaken by the Drawdown: AI Portfolio Holds Steady at 73% Cumulative Return

The Falling Knife and the Portfolio That Holds Its Ground

As the KOSPI plunged more than 86 points in a single day to close down over 1%, the AI value-investing portfolio maintained its +73.16% cumulative return. Assets, which started at $10,000, have grown to $17,315. With Nasdaq futures hovering slightly below flat, the market now sits at a juncture where it must gauge whether this is a pause in a bull run or the start of a correction.

Nine Hundred Dollars Over Five Days: A Steady Staircase of Growth

Over the past five trading sessions, assets climbed steadily from $16,378 to $17,316. This was not a surge but a stair-step ascent, building gains bit by bit each day. Notably, the portfolio continued trimming its exposure to leveraged products even as gains of several hundred dollars a day piled up — a move that reads as an effort to diversify risk from overheated segments even while the index was strong.

Holdings Check: Invested Where Price Lags Growth

Stock	Shares	Purchase Price	Current Price	P/E
Broadcom	5.67	$326.03	$375.81	46.3
AMD	7.17	$198.62	$649.42	165.7
Amazon	1.95	$208.39	$256.29	20.6
TQQQ	1.19	$76.34	$84.25	34.2
Intel	2.80	$104.56	$112.50	-
Meta	0.55	$653.56	$738.88	27.8
NVIDIA	26.59	$184.21	$239.24	30.2
SOXL	14.65	$71.22	$164.26	37.1
Micron	0.42	$987.48	$1,045.56	14.1

NVIDIA and Micron stand out. NVIDIA's PEG ratio — which measures price level relative to growth — sits at 0.29, suggesting the stock has yet to catch up with earnings driven by AI demand. Micron trades at a P/E of 14 with a PEG of 0.16, leaving its valuation low even amid the HBM boom. By contrast, AMD — now trading above three times its purchase price — is flashing short-term overheating signals, while Intel, still posting negative EPS and riding on recovery hopes, requires careful volatility management.

Trade Review: Trimming Leverage for Undervalued Single Stocks

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 thrust of the trading activity is clear: the 3x-leveraged SOXL was sold off in installments to lock in profits, with proceeds shifted into single stocks like Micron, NVIDIA, and Intel. Rather than holding leverage through a bull market, rotating into undervalued common stocks relative to growth is viewed as risk management in preparation for the later stages of the index rally. Partially exiting Meta amid concerns over advertising market competition likewise reflects an adaptation to sector rotation.

Outlook: Oil and Rates Throw New Variables Into the Mix

What is weighing on the market right now is not semiconductor fundamentals. Brent crude rose over 2% to breach $102 a barrel, and the U.S. 10-year Treasury yield has stalled in the 5.2% range. Should oil-driven inflation and high rates add valuation pressure, gains could narrow to a golden cross favoring earnings-driven stocks, as seen in the Dow's 0.66% decline. Bitcoin's 3% drop also signals fading risk appetite, making a short-term pullback plausible. Still, with the Philadelphia Semiconductor Index's correction remaining limited and key holdings not yet expensive relative to growth, the strategy is justified in treating any dip as an opportunity. In a sharp selloff, having cash on hand is what decides the game — worth noting, given that the current cash balance is zero.

※ This report analyzes the simulated performance of the AI value-investing portfolio and does not constitute investment advice. Actual investments should be made at your own discretion and responsibility.