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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  3. Bullseye Now - News, catalysts and trades in our stocks
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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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More Power, More Capacity

Enabling Artificial Intelligence

  • Global data center construction will rise 7.5% in 2025 (3x GDP) reflecting high demand for AI infrastructure
  • Majority of new projects create flexible, cloud-based AI capacity that is leased and shared on demand
  • One $11 data center stock offers significant potential if management can execute an ambitious growth plan

AI’s Gold Rush – Data centers are the gold mines of the 21st century… places where discoveries happen and fortunes are made. Estimates peg the number of data centers globally at 5,000, with another 1,000 expected this year (ABI Research), but one tiny Dallas-based operator has captured the market’s attention. It operates just three locations, but is quadrupling capacity and has partnered with two of the industry’s best-known enablers: CoreWeave and Nvidia. Insiders are buying stock, curiously as short-sellers are piling on. Fortunately, management is executing brilliantly and driving triple-digit revenue growth. A great example of American Ingenuity, and this week’s new pick.


July 10, 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.


July 10, 2025

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My Tesla Thought Experiment…

What Its Four Businesses Are Worth

  • TSLA trades at a significant premium to the S&P 500 and the sum of competitors in similar businesses
  • Tesla’s Jewel in the Crown is its intellectual Property gleaned from millions of miles driven autonomously
  • Company IP will be used to program an army of humanoid robots that will revolutionize the jobs market

Why not Telsa? – Investors often ask why our American Ingenuity portfolio doesn’t include Tesla, one of the world’s most cutting edge companies. My response has always been that I don’t want to pay 80 times earnings when I can buy Ford for 6x and capture a 6% dividend… but I’m not sure the comparison is fair. Just as Amazon is more than a retailer, courtesy of its dominant Web Services platform, Tesla is more than a car company. It’s an energy storage company, an artificial intelligence company, and starting later this year, a humanoid robotics company. Of these three, only the energy storage division currently generates revenue, but that’s about to change. Later this year, Tesla will begin staffing its factories with robots, programmed with data collected from its fleet semi-autonomous cars. No one knows how this will play out, but the world’s most innovative CEO since Steve Jobs is fully re-engaged post DOGE, and it’s time to look under Tesla’s hood. I think we’ll find a company that appears expensive, but is actually cheap.


July 10, 2025

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As in the number of first-time home buyers will likely fall for a third consecutive year to a new 20-year low. (NAR/WSJ).
#Rates

30

As in 30% of private equity firms do NOT conduct cyber due diligence ahead of an acquisition (S-RM Consulting).
#KnowYourClient 

500

As in Microsoft says AI will save the firm $500M this year through higher productivity and lower costs (aka layoffs).
#RobotTookMyJob

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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

“If you go in with the expectation that Al is as smart, or smarter than humans, you’re quickly disappointed by reality.”
– Clorox CMO Eric Schwartz
#RefreshingPOV

“China’s version of trade is exporting without importing.”
– CFR Fellow Brad Setser
#TooMuchNegativity