Why did the JB AI portfolio perform so differently?
The JB AI Method is not built on trading.
It is not built on leverage.
It is not built on options.
It is built on…
Capital flows create investment returns.
Step 1.
Identify the Next Great Capital Flow
Every generation has experienced massive shifts in where investors directed their capital.
Railroads.
Electricty.
Automobiles.
Personal Computers.
The Internet.
Today…
Artificial Intelligence Infrastructure.
Step 2
Follow the Capital.
Don’t chase the newest app.
Or the next big promise.
JB AI Asked: Who is on the receiving end of all that AI Capital Expenditure?
In 2023, after ChatGPT was released November 30, 2022, the AI CapEx spend was just $35 billion.
In 2026, it’s 22 times higher, $780 billion.
Those spending orders are for 2027, 2028, 2029 deliveries.
JB AI had an annualized Rate of Return of 95% before the big CapEx spend in 2026.
We went looking for the companies on the receiving end of that spending.
We found the companies selling the picks and shovels, in 2024.
Semiconductors.
Semiconductor equipment.
Testing.
Memory.
EDA software.
Networking.
Power.
Cooling.
Optoelectronics.
The infrastructure required to build AI.
That is who is making the money NOW.
Those deliveries for the next 3 years should produce outstanding revenue and earnings results.
This journey is just getting underway.
JB AI has mountains to climb!
Step 3
Let Compounding Work
No leverage.
No options.
No margin.
No short selling.
Buy.
Hold.
Compound.
Step 4
Ignore the Noise
Markets will always have reasons to panic.
Inflation.
Tariffs.
Wars.
Interest rates.
Corrections.
Bear markets.
The JB AI Method focuses on where capital continues to flow.
The Headlines are temporary.
Just noise,
While the capital keeps flowing.
Step 5
Let Time Do the Heavy Lifting
Compounding is most powerful when interrupted as little as possible.
JB AI as of August 1, 2026…
No realized capital gains.
No frequent trading.
The goal is not activity.
The goal is Climbing Mountains.
Step 6
The Capital Flow Almost Everyone Misses
Artificial Intelligence explains today’s investment opportunity.
The AI CapEx Spend is enormous.
About 3% of U.S. GDP.
But it doesn’t explain why JB AI believes there are still more mountains to climb.
There is another capital flow…
One that has repeated across generations.
It makes AI CapEx look like a stream…
Emptying Into a River of Giant Capital Flows.
© 2026 Jim Beekhuizen. All rights reserved.
JB AI™ is a trademark of Jim Beekhuizen.