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.
Bullseye Brief Members receive the following:
  1. Bullseye Brief - Actionable new stock pick every week
  2. Bullseye View - What’s happening in key markets
  3. Bullseye Now - News, catalysts and trades in our stocks
  4. Bullseye Podcast - Meet the people driving American Ingenuity
  5. Bullseye Access - Email Adam directly with questions/comments

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.

August 07, 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.

August 07, 2026

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The Speed of Light

Picks & Shovels for AI
  • Optical networking enables data transmission at the speed of light, thousands of times faster than copper
  • Data center complexity demands optical networking equipment in order to function at peak performance
  • Just half a dozen companies produce optical components at scale and only one is an Nvidia partner

New Solution – The AI buildout creates many bottlenecks, and the latest involves data transmission at speed. Because data centers pile thousands of Nvidia chips atop another, and copper wire doesn’t push data fast enough, designers are pivoting to optical networks that operate at the speed of light. Demand for this technology is creating a generational opportunity for optical component suppliers, especially the world #1 manufacturer of lasers, transceivers, and co-packaged optics (CPO) that fit everything on one chip. I think of it as picks and shovels at the speed of light.

August 07, 2026

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16

As in the leader of a ransomware group guilty of attacking 18 companies over two years has been sentenced to 16 years.
#ThrowAwayTheyKey

27

As in industrial real estate leasing activity is up 27% YTD (Savills), suggesting last year’s glut has been absorbed.
#StrongEconomy

150

As in Google has arranged $150B in financing to enable Anthropic to purchase Nvidia chips and expand its AI platform.
#MoreMoreMore

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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

“For freight demand to pick up, we probably have to see a little bit of change in inflation or interest rates.”
– Schneider CEO Jim Filter
#It’sHappening

“You’re going to see a significant amount of AI infrastructure come online, generating multigenerational operating leverage.”
– CoreWeave CEO Michael Intrator
#VeryBullishForStocks