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 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.

April 10, 2026

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Enough Is Enough

AI Use-Case… Not Casualty
  • Software stocks have fallen 40-60% on concern free code written by AI will replace their business models
  • Large SaaS providers are responding by illustrating how AI is making their platforms more effective
  • Largest cloud database company going on offense and raising guidance with its stock down 60%

Deja Vu – We’ve seen this before… and it ends better than it starts. The market latches onto a narrative suggesting certain doom… Short sellers post on twitter and stocks fall hard… Then new data emerges and insiders buy shares. Stocks no one wanted at the lows rise to new highs. This predictable pattern is playing out across software stocks, as many incorrectly assume that AI spells the demise for Software-as-a-Service (SaaS). No, these companies are AI use-cases, not AI casualties… and the best example is the software industry’s biggest player.

April 10, 2026

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As in Maine is trying to pass legislation that would prohibit data centers in its state due to their high electricity consumption.
#ShortSided

18

As in 18% of trucking companies surveyed by DAT Analytics have idled capacity to cut fuel costs.
#NoPartialLoads

1,148

As in the Panama Canal handled 1,148 transits last month, the most since the post-Covid surge of 2021.
#WhatTariffs?

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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

“Cyber is the ultimate forever war… it continues regardless of kinetic activity or geopolitical headlines.”
– DarkTrace Federal CEO Marcus Fowler
#TwentyFirstCenturyTerrorism

“We need to know we can release our new security platform safely, and we can’t do that with confidence.”
– Anthropic Risk Manager Logan Graham
#CouldMachinesGoRogue?