The Next Big AI Boom: Adam Johnson’s Bullish Case for U.S. Stocks

U.S. stocks are hitting all-time highs, but can the rally continue? According to Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, the answer is a resounding yes. In this high-energy interview, Adam makes the bullish case for American innovation, explains why AI is the most transformative force of our time, and names the companies poised to dominate the next decade. From autonomous trucking and warehouse robotics to Tesla’s humanoid factory workers, Adam reveals the real-world AI applications already disrupting industries—and how investors can position for it. He also shares how he manages risk, takes profits, and navigates volatility in a market full of mixed signals. 💡 FREE access to our 15 Rick Rule Symposium Interviews by signing up for our Accredited Investor List here: https://wealthion.com/accredited/ Want a free portfolio review with one of Wealthion’s endorsed financial advisors? Visit: https://bit.ly/4fh3ucU Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:47 - Record Highs, Real Risks: How Strong Is the U.S. Economy?   3:42 - Global Rotation or U.S. Dominance?   7:24 - Tariffs & Trust: Will Foreign Investors Hit the Brakes? 10:21 - 15% Tariffs: Can America Digest the New Baseline?   12:51 - Fed on Deck: What Bond Spreads Say About What’s Next 15:04 - Are Rate Cuts Coming Fast, and How Deep Could They Go? 17:47 - Where the Smart Money Sees the Most Upside Right Now 20:28 - Grocery Stores to Self-Driving Trucks: The AI Revolution Spreads 24:54 - The Next Big AI Wave Is Coming. Here’s Where to Look 26:04 - Tesla in the Crosshairs: Politics, EVs & the Profit Challenge 29:35 - Key-Man Risk: What If Something Happens to Elon Musk? 31:44 - GE HealthCare and Why It Still Looks Cheap 34:58 - AI’s Backbone: Are Semiconductors Still the Leaders? 37:22 - Trim, Target, Repeat: How Adam Manages Winners   40:31 - No Shiny Rocks: Why Gold (and Oil) Don’t Fit in Adam’s Portfolio 42:36 - Nvidia and Beyond: Sizing the Flagship Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #AI #ArtificialIntelligence #StockMarket #Tesla #Innovation #AutonomousVehicles #TechStocks #AdamJohnson #GrowthInvesting #USStocks #Nvidia #Aurora #PortfolioManagement #MarketOutlook #Robotics ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices