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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Making Nice With China

Trade Breakthrough Helps Tech
  • Ongoing negotiations between the US and China reduce tariffs considerably and portend new bilateral pact
  • US AI stocks suffered an average 52% drawdown from January highs on restricted exports to China
  • AI leaders have begun to re-inflate but remain well off highs and offer significant upside potential

Pounding The Table – I recall analysts strutting onto trading floors in the 90s and shouting, “Buy this stock now.” Block traders loved the unchecked chest-pounding because orders rolled in and stocks surged… drinks for everyone after the close. I’ve enjoyed my own version of these seminal moments amid April’s decline, reiterating enthusiasm for deeply oversold AI stocks. Happily, many subscribers have bought and profited. For those who haven’t, there’s still time. I think we’ll see multiple new highs as trade deals emerge. The key is recognizing that the Administration’s goal was never to punish partners, but to force them to the table. The breakthrough with China is a sign of things to come, and it bodes well for stocks… especially Big Tech. Today’s note highlights my top seven AI picks.

May 23, 2025

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Maximizing Potential

On-Site Electricity Generation
  • AI data centers will consume 12% of US electricity by 2030, up from a previous estimate of 9% (Mizuho)
  • US AI demand requires 51GW of new capacity this decade, enough to power every home in CA for three yrs
    World’s #1 producer of electricity generating turbines provides an efficient on-site solution for data centers

Power Me Up – I travelled to rural Alabama some years ago and toured an aluminum extrusion plant that was powered entirely by electricity generated on site from its own natural gas reserves… American Ingenuity defined! In short, natural gas is brought to the surface and ignited to create thrust that spins a turbine, thereby creating electricity used to power everything from overhead lights to heavy machinery. I see this holistic approach as an ideal solution for enabling the new electricity-dependent AI data centers being built cost to coast. In addition, the technology is surprisingly clean. This company IPO’d in 2023, and today I’m adding it to our American Ingenuity portfolio.

May 23, 2025

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C-Suite Is Buying… I am Too

High Quality at Low Valuation
  • $4.9T annual US healthcare expenditures equal to 16% of GDP and UNH commands a 34% marketshare
  • UNH is the largest US healthcare provider and stock down 60% in six weeks creates tactical opportunity
  • Board Chair and former CEO (2006-17) retakes corner office and promises return to historic 13-16% growth

Perfect Storm – Everything that could go wrong for UNH has happened in just six months. The CEO was murdered. The interim CEO resigned. Earnings missed estimates. Forward guidance was suspended. DoJ has alleged fraud in its Medicare Advantage program. Shares have plunged 60%. But all is not lost. The former CEO credited with turning UNH into the nation’s largest health platform is returning to the corner office, effective immediately. Steve Hemsley vows to restore the company to its historic 13-16% growth rate starting next year. He’s also buying stock with his own money… 86,000 shares worth $25M. CFO John Rex added another $5M to his holdings. If these two C-suite executives are willing to bet on themselves, I think we should be willing to bet on them. Today, I reiterate by BUY on UNH near $300 with a target of $700.

May 23, 2025

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As in CRISPR gene editing sees a 1st treatment success, restoring enzyme production in a teen with granulomatous (Nature.com).
#ModernMiracle

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As in 88% of companies maintain a discretionary fund in case of cyber or ransomware attacks, according to Arctic Wolf Partners.
#RainyDay

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As in Regeneron has bought DNA-testing firm 23andMe out of bankruptcy for $256M, well below its $6B valuation in 2021.
#NowWhat?

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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

“My leadership style in not to lecture or impose, but to listen and understand… CEO’s aren’t here to create misery.”
– XPO/GXO/URI Founder Brad Jacobs (WSJ)
#WhyHeWins

“It’s the Great Hesitation… the hiring process takes two to three times longer than it did a year ago.”
– Robert Half President George Denlinger
#NormalizingOrDeteriorating?