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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Protecting The People

#1 Public Safety Platform
  • Law enforcement is increasingly going high-tech, integrating AI, GPS, body cams and drone surveillance
  • 95% of US police departments and government agencies rely on equipment produced by one company
  • This dominant public safety stock down 45% despite 30% growth presents tactical buying opportunity

Brave New World – Battlefields, borders and inner cities are becoming increasingly technical, with surveillance and analysis augmenting brute force and intimidation. The vast majority of US police officers now carry tasers and body cameras, as GPS tracks their whereabouts and AI shapes their responses. It’s an all-new, fully integrated operating system for public safety, and one company is leading the charge.

June 11, 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.

June 11, 2026

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Cool It

Keeping the AI Melt-up from Melting Down
  • Annual AI capex of $700B exceeds total inflation-adjusted US highway system buildout over four decades
  • Speed and breadth of data center development compresses initial AI investment window to 2-4 years
  • Leading AI infrastructure supplier seeing its backlog double in months provides near-term opportunity

Gold Rush – Amazon, Google, Meta and Microsoft will invest $700 billion into AI this year, more than the Federal government spent over four decades to create the national highway system… even after adjusting for inflation. Similarly, the rush to build data centers capable of harnessing AI’s power is creating the largest infrastructure effort in the history of the United States, accounting for an estimated 40% of new construction. Engineering companies like Dycom and Sterling Infrastructure have already seen their stocks soar, and they are like to go higher. So too for industrial companies that supply the components which go into data centers… like the week’s new pick. It’s up a lot and I wish I’d bought it six months ago, but better late than never.

June 11, 2026

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As in one in every five lawyers working for the Federal government in 2024 has since resigned… about 10,000 people.
#SwampGotDrained

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As in a new Executive Order requires AI companies to submit model updates for a 30-day review before public release.
#CyberThreatAssessment

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As in Anthropic will share its Mythos cyber agent with 150 organizations globally in an effort to uncover security flaws.
#ShutDownTheHackers

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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 market may be crazy sometimes, but that doesn’t make you a psychiatrist.”
– Santa Clara Finance Prof Meir Statman
#PickQualityCompanies

“Advances in brains, brawn and batteries are pushing AI-enabled robots to an inflection point.”
– Barclays Analyst Zornitsa Todorova
#BraveNewWorld