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 18, 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 18, 2026

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Best-In-Breed On Sale

Another AI Downdraft
  • Increasing complexity of AI chip design demands new approaches to ensuring successful chip fabrication
  • Quality control, inspection and metrology for semiconductor assembly is dominated by two US companies
  • Recent weakness across AI-related stocks creates notable value with many at historically low valuations

Not So Fast – AI has gone from priority to pariah… it could spell the end of humanity… with many AI-related stocks falling 40-50% in a month after rising severalfold the past year. The disconnect is that many of these businesses are growing 50% or more, yet their stocks are trading at historically low valuations… some are even cheaper than the S&P 500. This divergence will resolve itself, with valuations rising to meet growth rates. Today’s report highlights a company whose equipment inspects nearly every AI chip and memory stack as it’s being assembled, one of just two dominant operators globally.

September 18, 2026

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27

As in 27% of US workers fear that AI could make their jobs obsolete, up from 20% just one year ago (Gallup/WSJ).
#MakeItYourFriend

246

As in Americans aged 17-25 spend an average of 246 minutes per day on social media apps (Apptopia/Chartr).
#Disaster

87,460

As in median household income in the US rose to a record $87,460 in 2025, according to the Census Bureau.
#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

“A year ago, demand for our lithium batteries came from EVs. Now, it’s from data-centers and grid storage” (WSJ).
– Electricflow Technologies CEO Eric McShane
#MoreMoreMore

“AI creates a massive amount of change that most managers are not comfortable with” (WSJ/PwC).
– Chime COO Janelle Sallenave
#FigureItOut