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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Cheap, Growing, Well-Positioned

Energy, Crypto and AI Converge
  • Bitcoin mining remains very profitable even though 93% of all bitcoin has been mined
  • Several miners are also stockpiling bitcoin and have become some the world’s largest holders
  • Bitcoin miners with spare computing and energy capacity are diversifying into AI data center hosting

Cryp-tunity – We own already own Coinbase as an institutional proxy for crypto, since it provides trading and custody services for the world’s largest and best-known money managers, including BlackRock and Citadel. Now I’m adding an entrepreneurial crypto operator to create additional upside for the portfolio. The company stockpiles much of the after-cost bitcoin it mines, and it could potentially leverage proprietary assets by diversifying into AI and/or high-performance computing, as other miners have. Our new American Ingenuity addition is cheap, well-positioned and a call option on data center expansion.

October 04, 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.

October 04, 2025

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Rates Down… Realty Up

3 Stocks Poised to Bounce
  • US housing market has a 5-10M unit deficit due to under-building, population growth and high costs.
  • Fed rate cuts foster lower mortgage rates, which should stimulate housing volumes from record lows.
  • Housing-related stocks poised to break out from multi-year ranges following a green light from the Fed.

Bidding War? – US home sales of 4 million per year trail the 25-year average by more than 25%… and the post-Covid high by 60%. The culprit is high mortgage rates, and while down from a high of 7.75%, they’re still prohibitively expensive for many at 6.50%. Fortunately, that’s about to change. With last weeks’s welcome drop in inflation, coupled with weakness in the labor market, the Fed has all of the ammunition it needs to cut rates. The Fed Funds futures market has priced in 2-3 cuts through December, with more likely in 2026. As this benchmark lending rate comes down, mortgage rates will come down too, and that should unleash a wave of home buying. Three housing-related companies in our American Ingenuity portfolio appear poised to break-out. I highlight each of them in today’s report, providing a one paragraph synopsis of the business, and an accompanying chart to illustrate the opportunity.

October 04, 2025

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40

As in the ten largest companies in the S&P 500 Index constitute 40% of its market value, the highest ever.
#TheyHaveGrowthAtScale

321

As in the Administration cancels $7.5B in funding for 321 Biden-era clean energy projects.
#NoGreenForGreen

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As in the latest private funding round for ChatGPT-owner OpenAI values the company at $500B.
#17thLargestCompanyInUS

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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 are in the midst of a tectonic AI platform shift.”
– Microsoft CEO Satya Nadella
#EarlyInnings

“The customer was telling us they weren’t ready for EVs… GM sold us out.”
– GM CEO Mary Barra… CA Gov. Gavin Newsom
#Catfight