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
  4. Bullseye Podcast - Meet the people driving American Ingenuity
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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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AI, Bricks & Mortar

Data Center Builder
  • Global data center construction of $240B growing 7.5% YoY, three times GDP (Precedence Research)
  • The world will build over 1,000 data centers in 2025, and increase of 20% over 2024 (ABI Research)
  • US company deriving half its revenues from e-infrastructure provides concentrated data-center exposure

Gold Rush – Data centers have become the new Nvidia chip, the new bandwidth, the new cloud, the new gold… since without them AI is not possible. Data centers are effectively large warehouses filled with thousands of computers that work 24-7, consuming vast quantities of electricity to process unprecedented quantities of data. There are currently about 5,000 in the world, and this year alone another 1,000 will be built. Two weeks ago I added a company supplying power to these digital goldmines. This week I am adding a company that’s building them.

February 15, 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.

February 15, 2025

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Eye In The Sky

Enhancing Border Security
  • The $30B global drone industry is growing 13% annually according to Straight Research
  • Drones have come of age in Ukraine and the Middle East as effective and aggressive tools of warfare
  • New efforts to secure the US border will likely involve drones for surveillance and counter insurgence

Safety and Security – Military strike drones in Ukraine have proven highly effective on the battlefield, and an incoming US Administration seeking greater border security could potentially see new use cases here at home. That’s two reasons to own the nation’s top manufacturer of hand-held strike/surveillance drones, already seeing wide deployment among US Army forces serving abroad. I have been watching this company for many months, waiting for an entry point, and I think we have one now. Shares have retreated after a spectacular run and I’m buying the dip.

February 15, 2025

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4

As in every penny costs nearly 4 cents to produce, so the Treasury Department will stop making them.
#DOGE

45

As in Boeing delivered 45 jets in January, the highest monthly total in a year and a half but still only half capacity.
#LongRoadBack

697

As in online romantic scams generated $697M in estimated losses last year, according to Comparitech.
#HeyValentine

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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

“Quantum computing is always going to be an opaque, extreme technology used by a limited set of technically elite people.”
– PSI Quantum Co-founder Pete Shadbolt
#DoWeNeedItGivenAI?

“US policy is too volatile… it’s too big of a risk for us to put inventory there.”
– China-based manufacturing CEO Wei Gangbing
#HeHasAPoint