
The Sector
We already know from the Capital Expenditures (CapEx) of the hyperscalers that AI CapEx is approaching $1 trillion annually.
The Sector represents 50% of what influences stock price movement.
That’s where the money is.
The Market
We know from the 84 million Echo Boomers becoming Empty Nesters that they are creating Rivers of Capital that should continue flowing for the next 15–20 years.
We’re going to be in an enormous bull market into the 2040s.
Sure, there will be corrections and some bear markets.
We need those.
Because they give us opportunities to buy great AI-related stocks “On Sale!” for the JB AI™ Portfolio — helping us climb the mountains faster.
That’s another 30% of stock price movement.
You’ve now accounted for 80% of what influences stock price movement.
Now we come to the third and final piece of the pie…
Company Fundamentals
Now you may want to read Part III of the JB AI™ eBook if you wish to understand more about the AI infrastructure.
Or, you can read that later…
After you look at the performance of the JB AI portfolio…
I think you’ll agree JB AI™ understands what makes stock prices move.
JB AI™ is here to change people’s lives.
© 2026 Jim Beekhuizen. All rights reserved.
JB AI™ is a trademark of Jim Beekhuizen.