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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Protecting The People

#1 Public Safety Platform
  • Law enforcement is increasingly going high-tech, integrating AI, GPS, body cams and drone surveillance
  • 95% of US police departments and government agencies rely on equipment produced by one company
  • This dominant public safety stock down 45% despite 30% growth presents tactical buying opportunity

Brave New World – Battlefields, borders and inner cities are becoming increasingly technical, with surveillance and analysis augmenting brute force and intimidation. The vast majority of US police officers now carry tasers and body cameras, as GPS tracks their whereabouts and AI shapes their responses. It’s an all-new, fully integrated operating system for public safety, and one company is leading the charge.

July 10, 2026

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Taking to the Skies

Our 2nd eVTOL Pick
  • The WH and DoT have fast-tracked taxi and cargo drone service to begin this summer across 11 states
  • Electric Vertical Takeoff/Landing market (eVTOL) projected to grow 42% CAGR through 2030 (UnivDatos)
  • Only three companies in US capable of offering eVTOL service this year creates significant opportunity

Big Idea – Mobility is an exciting investment theme for this decade, encompassing multiple technologies spanning drones, EVs, autonomy, ride-sharing and delivery at scale. We already own Joby Aviation, whose people-carrying drones will make it the Uber of the Skies. This week I am adding its cargo-carrying, military-focused peer. It’s a company that IPO’d late last year to much acclaim. With recent White House endorsement and Dept. of Transportation approval for drone services to commence this summer across eleven states, investing in these companies takes on new urgency.

July 10, 2026

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The Speed of Light

Picks & Shovels for AI
  • Optical networking enables data transmission at the speed of light, thousands of times faster than copper
  • Data center complexity demands optical networking equipment in order to function at peak performance
  • Just half a dozen companies produce optical components at scale and only one is an Nvidia partner

New Solution – The AI buildout creates many bottlenecks, and the latest involves data transmission at speed. Because data centers pile thousands of Nvidia chips atop another, and copper wire doesn’t push data fast enough, designers are pivoting to optical networks that operate at the speed of light. Demand for this technology is creating a generational opportunity for optical component suppliers, especially the world #1 manufacturer of lasers, transceivers, and co-packaged optics (CPO) that fit everything on one chip. I think of it as picks and shovels at the speed of light.

July 10, 2026

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As in doctors at UCSD have successfully orchestrated the first-ever surgery executed by a humanoid robot.
#MindBoggling

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As in 49% of young adults aged 18-29 still live with their parents, according to Indeed Hiring Lab (Forbes).
#CutTheUmbilicalCordEvenIfYouCan’tAffordIt

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As in 157k highly-skilled master electricians and HVAC experts are needed for the data center buildout (McKinsey).
#TheseJobsPay$200k

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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

“Eliminating monitors that cut engine power when exhaust fumes spike could knock $6k off the cost of a new truck.”
– EPA spokesperson
#DoIt

“We’ve entered a world where new AI models are considered secure when the government says so.”
– AEI fellow Will Reinhart
#We’reFromTheGovernmentAndWe’reHereToHelp