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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Artificial Intelligence Defended

Why I’m Adding in the Selloff
  • AI stocks have declined five times more than the NASDAQ (41% vs. 8%) since October’s all-time high
  • Selloff driven by concerns over perceived valuation and capex extremes… which I invalidate with data
  • Our eight AI positions are forecast to grow 75% in 2026, yet cost only marginally more than the S&P 500

Death & Rebirth – The six weeks of selling finally appear to be over… thank goodness. Our eight AI stocks fell an average of 41% from October’s all-time high, compared to 8% for the NASDAQ. The culprit was a belief that valuations had become stretched, and that capex had reached a breaking point. While I appreciate the sobriety, data proves neither had reached an unsustainable extreme. To the contrary, stocks trade well below previous valuation highs, and companies can comfortably afford sustained capital investment. This report underscores my commitment to AI as a significant allocation within our portfolio. For those with excess cash, I would add to positions.

November 29, 2025

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Autonomous Trucking

Revolutionizing Logistics
  • US trucking industry generates $1 trillion of revenue per year but is limited by driver fatigue and turnover
  • Autonomous trucks are already transporting goods commercially every day across southwestern states
  • The leading autonomous trucking company has backing of parters Amazon, Uber, FedEx, PACCAR, Werner

Robot Took My Job – Artificial Intelligence is already streamlining repetitive tasks, now it’s replacing human judgement… driving 18-wheelers for 1,000 miles with no one at the wheel. I assumed autonomous driving would be limited to confined spaces like warehouses when I studied it a few years ago, but now it’s in the open. Google-owned Waymo provides 250,000 driverless taxi rides every week, and freight operators are sending dozens of driverless trucks across Texas each day. True, these eighteen-wheelers have someone on board for backup, but they’re 100% autonomous. Today’s pick leads the world at designing systems that make driverless trucks possible, and at just $6, it’s a cheap call option on a huge potential market.

November 29, 2025

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Right People, Place and Price

AI-Focused Private Equity Platform
  • Artificial Intelligence and the ability to compute at scale is the single biggest investment theme for 2025-27
  • Bullseye’s American Ingenuity portfolio has committed one-third of capital to the Computing Power theme
  • New pick provides a levered bet on Computing Power as a digitally-focused fund PE fund with $100B AUM

Ride the Wave – Artificial Intelligence and the ability to compute at scale is the single biggest investment theme for 2025-27. AI hyper-scalers like Meta and Google will collectively invest $420B into the technology next year, up from $350B this year. Demand for high-compute data centers far exceeds demand, and investors are realizing there is a gold rush at hand. Incredibly, some of the leaders and potential leaders of this paradigm shift are still trading at reasonable valuations, like today’s new pick: A digitally focused private equity firm that ranks as one of the world’s largest owners of data centers and cell towers.

November 29, 2025

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As in Google’s Gemini 3 AI platform is getting rave reviews and siphoning business from ChatGPT, according to the WSJ.
#PoorGrok

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As in Oxford Economics estimates that importers are assessed tariffs of 12% on average, well below initial estimates.
#WeCanLiveWithThis

5,000

As in Ford has 5,000 job openings for mechanics at $120k per year plus benefits… and it can’t fill them.
#SkilledLaborShortage

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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

“We often underestimate the strength and resilience of the American consumer.”
– Urban Edge COO Jeff Mooallem
#BigMistake

“We have over a million job openings in critical trades jobs that we can’t fill… we are in trouble in our country.”
– Ford CEO Jim Farley
#ElectricianVsBanker?