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.


Enjoy a 45-day trial of Bullseye Brief for only $45!
After 45 days, the account will automatically switch to a $295 quarterly subscription.
You can cancel at any time.

Click Here

Three Reasons To Buy

Rates, Resumption, Return
  • Fears of contagion across private credit are proving unfounded as opportunistic buyers emerge
  • Private credit is one-tenth the size of public credit and bad loans have proven isolated not systemic
  • One of private credit’s largest managers has seen significant inflows amid the sector’s volatility

Witch Hunt? – JPMorgan CEO Jamie Dimon famously spooked credit markets last October when he warned of “cockroaches” lurking the shadowy world of private lending. “I probably shouldn’t say this, but when you see one cockroach, there are probably more. And so we should, everyone should, be forewarned on this one.” Thus began a race to the bottom within the financial sector that many thought would bring down the whole system, but it didn’t. Private credit is one-tenth the size of public credit (1/30th when you add municipal and government debt), and now savvy vulture investors like Boaz Weinstein of Saba Capital and partners at Blackstone are buying distressed loans on the cheap. As often happens on Wall Street, the pendulum swung too far. Now it’s swinging back.

May 01, 2026

Read More

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.

May 01, 2026

Read More

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.

May 01, 2026

Read More

  • Login to your Account

  • Login

img-2

5.1

As in a former Google researcher launches the newest AI start-up and initial funding of $1.1B values his company at $5.5B.
#MoneyGrowsOnTrees

12

As in a new study from RLBench reveals that robots succeed at only 12% of household tasks like ironing and doing the dishes.
#NotReadyForPrimetime

25

As in the Pentagon estimates that the war in Iran has cost the US $25B, about 2.5% of the 2026 Defense budget.
#SoundsLow

img-1

“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 experience has been that we’ve underestimated compute needs… it will become even more central to the business.”
– Meta CFO Susan Li
#DoublingDown

“We are totally aligned on buying as much compute as we can and working hard on it every day.”
– OpenAI Founder Sam Altman
#BuyMoreAppliedCoreweaveMicronNvidia