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.
Bullseye Brief Members receive the following:
  1. Bullseye Brief - Actionable new stock pick every week
  2. Bullseye View - What’s happening in key markets
  3. Bullseye Now - News, catalysts and trades in our stocks
  4. Bullseye Podcast - Meet the people driving American Ingenuity
  5. Bullseye Access - Email Adam directly with questions/comments

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.

August 07, 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.

August 07, 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.

August 07, 2026

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5

As in GM is prefunding $5B of “essential parts” purchases as a precaution against potential supply disruptions (WSJ).
#AnotherReasonToReshore

12.5

As in the LA Lakers are being sold for $12.5B, an NBA record and $2.5B more than what the current owner paid last year.
#NiceTrade

247

As in the typical amount of time for companies to identify and contain a data breach is 247 days, according to IBM.
#ShockinglyLong

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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 industry has experienced significant supply chain disruptions in the past and it’s safe to assume they will happen in the future.”
– GM CEO mary Barra
#BePrepared

“”You hear stories of a ‘token apocalypse,’ and we’re not scared of rising AI token costs… it’s something we feel like we can manage.”
– AT&T Chief Data and Al Officer Andy Markus
#LookForward