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.

March 20, 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.

March 20, 2026

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Robot Took My Job… Not

In Defense of Software vs AI

  • Morgan Stanley’s Software Index has fallen 50 percentage points in a year versus the NASDAQ QQQs
  • Software stocks face concerns that AI will replicate proprietary code and replace established franchises
  • Even software leaders have been decimated by “AI fear” even though many are AI use-cases not casualties

AI Angst – Software stocks have nosedived on concern that AI will figure out how to replicate companies’ proprietary code and write new programs autonomously. Privately held Anthropic, whose valuation has doubled in the past four months, is introducing AI-enabled software called Claude Code, which some believe could make human programmers obsolete. While I appreciate the concern, businesses still need visionaries to identify needs, propose solutions, and manage processes. With software stocks down 50% versus the NASDAQ over the past year, I’m stepping in as a buyer of one leader in particular. Robots may take some jobs in coming years, but not all jobs.

March 20, 2026

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As in this year Apple is on track to sell $1B worth of AI apps like ChaptGPT through its App Store.
#TollCollector

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As in the USPS delivered over 1 billion packages for Amazon last year, but Amazon wants to cut that figure by two-thirds.
#FedExYou’reNext

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As in Nvidia says AI chip revenue will top $1T through 2027, 20% higher than current estimates.
#BeatAndRaise…Again

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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

“Suffering is an essential part of striving to be perfect.”
– Nvidia CEO Jensen Huang
#ForgedbyFire

“At our current run rate, we will be out of cash in less than twelve months.”
– USPS Postmaster General David Steiner
#EmailKilledThem