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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Tactical Opportunity in AI

Down 60% Despite 80% Growth
  • AI stocks have fallen 30-50% on threat of cheap Chinese alternatives and potential trade barriers with Asia
  • The AI sector trades at a significant discount to historical valuation and is cheap on a P/E to Growth basis
  • Bullseye is buying back shares of one AI leader 50% below where shares were sold just four months ago

Overreaction – Traders have dumped AI stocks on concern that China’s DeepSeek and Trump’s protectionism will severely impinge sector profitability. I disagree and see the recent sell off as an opportunity to buy the leaders at a considerable discount to historic valuation. These transformative companies are also cheap when measured against their growth rates, with many trading at PEG rations of less than one (P/E ratio divided by EPS growth). One such company provides the critical data storage and manipulation architecture that make AI possible. I initially bought shares in 2023 around $50, sold half the position at $125 in December, and am buying back that position once again near $50. It’s a tactical opportunity for thoughtful investors, and a great example of American Ingenuity.

April 17, 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.

April 17, 2025

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Eye In The Sky

Enhancing Border Security
  • The $30B global drone industry is growing 13% annually according to Straight Research
  • Drones have come of age in Ukraine and the Middle East as effective and aggressive tools of warfare
  • New efforts to secure the US border will likely involve drones for surveillance and counter insurgence

Safety and Security – Military strike drones in Ukraine have proven highly effective on the battlefield, and an incoming US Administration seeking greater border security could potentially see new use cases here at home. That’s two reasons to own the nation’s top manufacturer of hand-held strike/surveillance drones, already seeing wide deployment among US Army forces serving abroad. I have been watching this company for many months, waiting for an entry point, and I think we have one now. Shares have retreated after a spectacular run and I’m buying the dip.

April 17, 2025

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As in only two nuclear reactors have been built since 1990, and the average age of the nation’s 94 nuclear plants is 42.
#ImpossibleRegulatoryEnvironment

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As in US flatbed truck volumes rose 13% in March as companies stockpiled goods ahead of tariffs.
#That’sNotRecessionary

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As in $10k invested in the S&P 500 since 1995 is worth $224k today, but only $102k if you missed the 10 best days.
#TimeInTheMarket

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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

“If your customer experiences aren’t planning to leverage intelligent models, you will not be competitive.”
– Amazon CEO Andy Jassy
#EverythingIsAI

“People are still working hybrid and have to relearn how to have difficult conversations in person.”
– Author Jefferson Fisher
#GetBackToTheOffice