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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  1. Bullseye Brief - Actionable new stock pick every week
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  3. Bullseye Now - News, catalysts and trades in our stocks
  4. Bullseye Podcast - Meet the people driving American Ingenuity
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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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AI, Bricks & Mortar

Data Center Builder
  • Spending on data center construction has doubled in 2026 to $160B and expected to rise again in 2027
  • Goldman Sachs estimates that the number of data centers in the US could triple over the next 24 months
  • One company with three-quarters of revenue from e-infrastructure provides concentrated data-center bet

Deja Vu? – My top pick for the US data center buildout rose seven-fold over two years, then plunged 50% in a few months as public sentiment suddenly turned hostile… not in my backyard. This correction is a gift, especially since I sold shares much higher and believe the pullback reflects temporary pushback, not systemic implosion. Data center construction and infrastructure expansion will flourish, led by this top engineering pick returning to the portfolio.

October 30, 2026

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The Moneyball of Cancer

Beating Tumors With Data
  • Cancer treatment is moving from one-size-fits-all chemo to targeted therapy for individual patient genomes
  • Customized drugs produce better individual results and growing database improves overall success rates
  • Global pharmaceutical leaders are paying for access to the database in order to speed drug development

Moneyball – The 2002 Oakland A’s won the same number of games as the New York Yankees with one-third the payroll for one reason: Data analytics. Manager Billy Beane ignored gut feel and instead trusted the numbers, as Michael Lewis’ best-selling Moneyball so brilliantly outlined… ultimately spawning a box office blockbuster with Brad Pitt and prompting every MLB team to create its own Analytics Dept. Twenty-four years later, cancer treatment is having its own Moneyball moment. Thanks to data collected from thousands of cancer patients over a decade, oncologists are able to design customized drugs that target specific mutations driving tumor formation. Like smart bombs programmed to hit specific targets, these drugs find and deactivate errant genes, regardless of where they are in the body. It’s a complex and global effort no single hospital network could tackle, but one Chicago-based company is leading the charge. It’s medicine’s AI-enabled cancer leader, and this week’s new pick.

October 30, 2026

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Assessing Anthropic

Is the IPO a Buy?
  • Anthropic’s 14x increase in revenue and $130B in cash pave the way for operating profitability by 2028
  • The company’s five-year compute bill totals $637B but is supported by ratable long-term contracts
  • Strong-handed partners own one-third of the company and are not likely to sell shares after the lock-up

Game Changer – I began using Anthropic’s Claude last spring, after a Columbia Business School professor who’d invited me to address his students gave me a demo. He instructed Claude to define my American Ingenuity paradigm, then identify companies I’d overlooked and generate reports written in my style. The results were staggering, and I signed up immediately. My experience is not unique, which explains why quarterly revenues have increased 1,400% to $16B in twelve months. With all the hand-wringing over the cost of developing AI, Anthropic is in a league of its own. This ultra-hot IPO will likely turn a profit this year, and depending on how bankers price the offering, I may buy it.

October 30, 2026

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As in Audi plans to build its 1st ever US manufacturing plant, with the goal of producing 200,000 cars annually.
#Reshoring

94

As in Anthropic devoted 94 pages of its S-1 IPO Registration Statement to describing potential risk factors.
#TheyKitchenSinkedIt

210

As in Goldman Sachs bankers raise a combined $210B in financings for Meta and SpaceX in a single day.
#SmartestGuysInTheRoom

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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

“Manufacturing returning to the US is not what we had in the 1970s… you need a new kind of tech-centric worker.”
– Arizona State University Professor Binil Starly (WSJ)
#TheseJobsPayMoreToo

“Things everyone should be doing… Use your most powerful AI models… You’ll still only find 20% of your vulnerabilities.”
– JPM Morgan CEO Jamie Dimon (WSJ)
#Cybersecurity