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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The Airbnb of AI

Rent What You Want
  • Mag-7 hyper-scalers rely on an ecosystem of AI enablers to further development of complex LLM models
  • Anthropic fundraise values the AI start-up at $183B, spotlighting the feeding frenzy over top AI companies
  • One of 2025’s hottest IPOs has pulled back 50% after a fivefold gain and now offers a tactical entry point

Feeding Frenzy – Meta is poaching twenty-something data engineers from Google for $100M, and investors fighting for a piece of AI-startup Anthropic have pushed valuation to $183B… same as Verizon, the nation’s 83rd largest company. The issue is that artificial intelligence is hard to buy. Very few companies provide pure-play exposure to AI, and the ones that do are ultra hot. One such company IPO’d in March at $40, rose to $190 by July, but has pulled back to $90. I’ve been waiting for my entry point, and I think this is it.

September 12, 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.

September 12, 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.

September 12, 2025

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As in OpenAI says that developing ChatGPT will cost 4 times more than expected… $115B through 2029.
#KnowledgeIsExpensive

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As in the Israel’s two-week war with Iran depleted 25% of the US high-altitude, anti-missile arsenal.
#MakeMore

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As in job growth for the 12 months ended March was revised lower by 911k, marking a second downward adjustment.
#BringBackDOGE

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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

“Next-gen AI inferencing will automate sales, marketing and everything else…. it will write the computer programs.”
– Oracle Founder Larry Ellison (WSJ)
#WhoNeedsPeople?

“Logistics processes are becoming human-light…the transformation means less headcount and more productivity.”
– C.H. Robinson CFO Damon Lee (WSJ)
#RobotTookMyJob