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.

September 25, 2026

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Hot Rocks

Geothermal Powered AI

  • Fracking techniques that unleash trapped shale oil now being used to tap geothermal energy reservoirs
  • Geothermal heat is 100% clean, 100% renewable and cost-competitive at scale with carbon energy sources
  • Only one US company provides geothermal pure-play and its partners have already signed 15-yr contracts

Pioneers – US-pioneered technology to unleash oil trapped in tight shale formations has made this country the world’s largest energy supplier. Horizontal-drilling and deep-fracking techniques have completely rebalanced global energy supply, and their disruptive impact is about to be felt again. Drilling companies that have focused exclusively on oil and gas are shifting resources to geothermal reservoirs, vast underground rock formations that trap unlimited heat. By pumping water down networks of deeply drilled wells, and capturing the resulting steam geysers at the surface to spin turbines, we’re uncorking a whole new source of clean, renewable electricity. It’s American Ingenuity in action.

September 25, 2026

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Printed In America

Tactical AI Opportunity
  • Printed circuit board market (PCB) is expected to reach $120B by 2030 versus $75B in 2021 (Imagineering)
  • Traditional symmetrical PCBs are being replaced by asymmetric PCBs which are faster but more complex
  • Top US PCB maker pioneering asymmetric market for AI has twice raised guidance on strong demand

Dirty Jobs – Mike Rowe built a television career on the premise that the work nobody wants to talk about is often the glue that holds our country together. Silicon Valley has its own version: Printed circuit boards, or PCBs. These are the bright green panels inside computers melding copper, silicon and substrate into a single platform for Nvidia chips, Micron DRAMs and Coherent lasers. You’ve probably never thought about them, but they sit inside every computer, phone, car, gaming control, even Patriot missile… and a single data center can have millions. Like many AI-related stocks, shares have fallen 50% since July and are now cheaper than the S&P 500, despite 97% growth. Time to buy.

September 25, 2026

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As in Meta’s new AI assistant called Muse has become the No. 1 downloaded app on the iStore.
#TheNewSiri

10.3

As in Brookings Institute estimates that AI investment in the US will total $10.3 trillion through 2032, or 3.6% of GDP annually.
#BiggestStimulusProgramEver

500

As in Amazon’s Prime Air plans to expand its drone delivery service to 500 towns and cities by year end.
#It’sABirdIt’sAPlaneIt’s…

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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

“The urgency to get cost out of the supply chain in increasing, and automation is the perfect solution.”
– GXO CEO Patrick Kelleher
#RobotTookMyJob

“It’s really hard to trace where drone components come from, and even harder on an ongoing basis.”
– Manufacturing consultant Steve Wright (WSJ)
#PutItOnBlockchain