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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Right Place… Right Time

Raising Three AI Infrastructure Targets
  • Companies building data centers and communications networks are key enablers of accelerating AI use
  • Earnings growth is topping triple-digits in some cases and double-digit earnings beats are now standard
  • Three long-time Bullseye holdings could still see accelerating growth and I am raising targets accordingly

Sweet Spot – Three of our AI infrastructure holdings are hitting price targets simultaneously, reflecting their appeal as picks-and-shovels alternatives to semiconductors and Mag-7 hyperscalers. We have owned these dynamic, well-positioned companies for at least a year, and we will continue to own them. On average, they have risen nearly 300%, so selling a small portion to honor discipline makes sense… so does maintaining exposure, justified by new price targets suggesting additional upside. Today’s note reiterates the sector’s investment thesis and clarifies how I derive my new targets. If these holding are new additions to your portfolio, keep them… there’s no need to do anything. If you’ve already made a multiple of your money (2-3x), sell a portion and hold the balance. This approach honors discipline, keeps the portfolio dynamic, and allows winners to keep running.

April 24, 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.

April 24, 2026

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Memory Chip Supercycle

Like Nvidia GPUs Three years Ago
  • AI-driven demand for memory is outpacing supply and causing substantial DRAM/NAND price increases
  • Structural supply/demand imbalances for memory chips creates earnings upside for memory suppliers
  • Stock of top memory chip maker has quadrupled in a year and is still historically cheap given EPS upside

Supercycle – Artificial Intelligence creates a virtuous cycle of ever-increasing demand for computing power, and the raw materials that make it possible. We need more electricity, more bandwidth, more semiconductors, and more memory to store the quintillions of data being generated. Admittedly, I am late to the party on identifying the need for increased memory capacity and the one company that benefits most, but better late than never.

April 24, 2026

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As in the Electric Reliability Council of Texas estimates in-state electricity demand could rise four-fold by 2030 due to AI.
#BuyGEVernovaTurbines

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As in 25% of S&P 500 companies have reported Q1 results thus far and the average growth rate is 25% YoY.
#ExtremelyStrong

165

As in Microsoft’s monthly “bug update” issued 165 patches to address potential vulnerabilities, one of the highest on record.
#GoodNewsOrBadNews?

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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

“People think we have our back against the wall due to AI when in fact the opportunity has never been greater.”
– Salesforce Inc. CEO Marc Benioff
#ThankYou!

“Modern farm equipment is really nice, but it has so many computer controls in it.”
– John Deere customer Walter Schweitzer (WSJ)
#AutonomousFarming?