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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AI, Bricks & Mortar

Data Center Builder
  • Spending on data center construction has doubled in 2026 to $160B and expected to rise again in 2027
  • Goldman Sachs estimates that the number of data centers in the US could triple over the next 24 months
  • One company with three-quarters of revenue from e-infrastructure provides concentrated data-center bet

Deja Vu? – My top pick for the US data center buildout rose seven-fold over two years, then plunged 50% in a few months as public sentiment suddenly turned hostile… not in my backyard. This correction is a gift, especially since I sold shares much higher and believe the pullback reflects temporary pushback, not systemic implosion. Data center construction and infrastructure expansion will flourish, led by this top engineering pick returning to the portfolio.

September 11, 2026

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Hot Rocks

Geothermal Powered AI

  • Fracking techniques that unleash trapped shale oil now being used to tap geothermal energy reservoirs
  • Geothermal heat is 100% clean, 100% renewable and cost-competitive at scale with carbon energy sources
  • Only one US company provides geothermal pure-play and its partners have already signed 15-yr contracts

Pioneers – US-pioneered technology to unleash oil trapped in tight shale formations has made this country the world’s largest energy supplier. Horizontal-drilling and deep-fracking techniques have completely rebalanced global energy supply, and their disruptive impact is about to be felt again. Drilling companies that have focused exclusively on oil and gas are shifting resources to geothermal reservoirs, vast underground rock formations that trap unlimited heat. By pumping water down networks of deeply drilled wells, and capturing the resulting steam geysers at the surface to spin turbines, we’re uncorking a whole new source of clean, renewable electricity. It’s American Ingenuity in action.

September 11, 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.

September 11, 2026

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As in Google is now releasing updates to its Chrome browser every two weeks instead of monthly to fix all the bugs.
#BlameTheHackers

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As in 55% of Americans 18-29 are more concerned than excited about the rise of AI in daily life (Pew Research).
#GetOverIt

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As in businesses leased 108M square feet of industrial space in the first six months of 2026, an 80% YoY increase (Colliers).
#StrongEconomy

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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

“Our stores are the last-mile fulfillment nodes for 80% of e-commerce orders and 100% of fast deliveries.”
– Walmart CFO John David Rainey
#WhoNeedsWarehouses

“The urgency to get cost out of the supply chain in increasing, and automation is the perfect solution.”
– GXO CEO Patrick Kelleher
#RobotTookMyJob