Bullseye explores, celebrates and invests in American Ingenuity, managing a portfolio of 35-50 publicly-traded US equities with significant runway for growth. These are dynamic, US companies propelling the world forward across multiple industries. Frequent focus sectors include Energy, Health and Technology. Every pick shares three defining attributes: great story, compelling data, timely catalyst.
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Adam Johnson

Adam Johnson anchored several business programs at Bloomberg Television over five years, interviewing CEOs, heads of state, and Nobel laureates. His daily video investment blog, Insight and Action was sponsored by a major U.S. lender. Previously he managed global risk assets for ING Furman Selz and Louis Dreyfus, trading oil futures, listed equities and equity options. Adam began his career at Merrill Lynch with a degree in economics at Princeton.


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Unique Opportunity in AI

Down 60% Despite 80% Growth
  • AI stocks have fallen 30-50% on threat of cheap Chinese alternatives and potential trade barriers with Asia
  • The AI sector trades at a significant discount to historical valuation and is cheap on a P/E to Growth basis
  • Bullseye is buying back shares of one AI leader 50% below where shares were sold just four months ago

Overreaction – Traders have dumped AI stocks on concern that China’s DeepSeek and Trump’s protectionism will severely impinge sector profitability. I disagree and see the recent sell off as an opportunity to buy the leaders at a considerable discount to historic valuation. These transformative companies are also cheap when measured against their growth rates, with many trading at PEG rations of less than one (P/E ratio divided by EPS growth). One such company provides the critical data storage and manipulation architecture that make AI possible. I initially bought shares in 2023 around $50, sold half the position at $125 in December, and am buying back that position once again near $50. It’s a tactical opportunity for thoughtful investors, and a great example of American Ingenuity.

May 09, 2025

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Maximizing Potential

On-Site Electricity Generation
  • AI data centers will consume 12% of US electricity by 2030, up from a previous estimate of 9% (Mizuho)
  • US AI demand requires 51GW of new capacity this decade, enough to power every home in CA for three yrs
    World’s #1 producer of electricity generating turbines provides an efficient on-site solution for data centers

Power Me Up – I travelled to rural Alabama some years ago and toured an aluminum extrusion plant that was powered entirely by electricity generated on site from its own natural gas reserves… American Ingenuity defined! In short, natural gas is brought to the surface and ignited to create thrust that spins a turbine, thereby creating electricity used to power everything from overhead lights to heavy machinery. I see this holistic approach as an ideal solution for enabling the new electricity-dependent AI data centers being built cost to coast. In addition, the technology is surprisingly clean. This company IPO’d in 2023, and today I’m adding it to our American Ingenuity portfolio.

May 09, 2025

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Tactical Energy Trade

Best-in-Breed at a Discount
  • Oil’s decline below $60/bbl on rising OPEC supply and higher recession odds pushes HAL to a 4-yr low
  • HAL trades at its lowest valuation in nearly ten years (8 times earnings) and pays a dividend of 3.5%
  • Mid-single digit valuation and nigh-teens pricing have proven attractive entry points historically

Self Correcting Mechanism – I began my career on Wall Street in the 1990s as a jet fuel trader, and I am thankful for the fundamental perspective it gave me about supply and demand. Ponder this: The cure for low prices, is low prices. The logic is simple. When prices fall, drillers have less incentive to bring oil to the service, so they cut back on production. Over time, lower supply causes prices to re-inflate and the market rebalances. The same holds true on the upside, where high prices drive excessive production that eventually floods the market and drives prices lower. Currently, a confluence of factors has pushed oil in the $50s… and one of my favorite oil stocks into the teens. This won’t last forever, and both will rise. So today I initiate a tactical buy on my favorite oil field services provider.

May 09, 2025

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As in US companies spent $1 trillion on research and development (R&D) in 2024, equivalent to 3.5% of GDP.
#WorthIt 

30

As in GM is developing a new lithium battery for EVs with 30% more energy density at zero incremental cost.
#Efficiency

100

As in odds of a June rate cut have fallen from 100% to 8% as Chair Powell reiterates the economy “appears balanced.”
#NoRecession

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“Refrigerators and patio sets aren’t going to flood the market just because tariffs fell from 145% to 30%.”
– Port of LA Director Gene Seroka (WSJ)
#WorstCaseAverted

“People are going to want AI chatbots that know them well and kind of understand them.”
– Meta CEO Mark Zuckerberg
#Creepy