Pelosi’s Latest Moves: Betting on Tech Giants and Two New AI Stars—Should We Follow Her Lead?
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January 22, 2025
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Nancy Pelosi, aka the "Stock God of Capitol Hill," is back at it again. Right before Trump's inauguration, Pelosi made some huge moves in the stock market, and, as usual, tech is at the center of it all. From Apple and Nvidia to new AI stocks like Tempus AI and Vistra Energy, it’s clear she’s still riding the wave of the tech boom.
Pelosi’s stock portfolio has been outperforming for years, but her recent trades are raising even more eyebrows. For instance, she bought a serious amount of options on tech giants like Nvidia ($NVDA), Amazon ($AMZN), and Alphabet ($GOOGL), with strike prices ranging from $80 to $150. But it’s her investment in AI stocks—Tempus AI and Vistra Energy—that really caught my eye.
Tempus AI ($TEM), a company using AI to improve diagnostics in healthcare, is getting some serious attention. On January 14, Pelosi scooped up 50 call options on the stock at a strike price of just $20 (expiring in 2026).
Yesterday, Tempus AI announced the launch of Olivia, a personal health app powered by AI, designed to centralize patient health data and enable AI-driven access to that data. The news sent the stock soaring 35.53%, reaching $47.64.
Now, Pelosi bought in just before that surge—it’s hard not to wonder if her connection to Capitol Hill might give her an edge. Could her position in Congress influence her investments, or is it all just a coincidence?
Meanwhile, Vistra Energy ($VST), a major player in the nuclear and energy sectors, is another one of Pelosi's big bets. The stock has already surged 263% in 2024. Looks like she’s not just betting on tech tech, but also the power behind it.
Vistra currently has about 6.4GW of nuclear power capacity in the U.S., owning plants in Texas, Pennsylvania, and Ohio. Plus, the company has a solid track record with share buybacks—spending a staggering $4.25 billion since 2021. Yesterday, VST surged 8.48%, closing at $185.35.
Pelosi’s investments aren’t just random tech picks—they’re strategic. Her timing is particularly noteworthy. She recently sold off a chunk of Apple stock for $7.91 million, just before Apple’s stock dipped 8.2%. Meanwhile, Nvidia’s stock jumped 2.5% after she made her trades. It’s almost like she has a sixth sense for picking winners—and losers.
Now, I’m not saying Pelosi has insider info (we know that’s a no-go), but when it comes to well-timed investments, she sure seems to have a knack for it. Her 2024 returns were impressive, at nearly 71%, and it’s hard not to wonder if her moves are more than just luck.
Looking at Congress members’ 2024 performance, it seems like every lawmaker is a stock market heavyweight. Pelosi’s 71% return is impressive, but it only ranked 10th among lawmakers. They all claim to avoid insider info, but their ability to significantly outperform the S&P 500 is... well, let's say, eyebrow-raising.
According to Unusual Whales, the key driver behind lawmakers’ investment growth comes from major tech companies like Amazon, Nvidia, and Meta ($META), which saw huge profits in 2024. Apple ($AAPL) is also a top pick among lawmakers. Plus, driven by AI development and global economic shifts, software has become the most popular sector for Congress members, highlighting its current strategic dominance.
So, the big question: Should we be copying Pelosi’s moves? Are we seeing a real strategy here, or is it just a case of her being in the right place at the right time? I personally think the AI space, especially health-tech like Tempus, is one to watch.
What do you think?
#$Nvidia Corp(NVDA)#$Amazon.Com Inc(AMZN)#$Alphabet Inc. Class A Common Stock(GOOGL)#$Tempus AI Inc. Class A Common Stock(TEM)#$Vistra Corp.(VST)#$Meta Platforms Inc. Class A Common Stock(META)#$Apple Inc.(AAPL)