Nancy Pelosi, one of the most closely watched figures in congressional stock trading, just filed her latest stock moves leading up to Inauguration Day. Known for her impeccable timing in the stock market, she’s once again made waves with 9 new trades, 7 of which are buys. In 2024, Pelosi’s portfolio returns crushed the market—she posted a 71% gain compared to the S&P 500’s 24.9%! It’s no surprise she’s often called one of the best traders in Congress. So, what’s in her latest report? Let’s break it down: First, Pelosi made two key new buys: 1️⃣ Vistra (VST): She purchased 50 call options with a strike price of $50 expiring in 2026. The value? Between $500,000 and $1 million. VST has been on fire lately, up 24% year-to-date, fueled by its recent acquisition of Energy Harbor, making it the second-largest nuclear power provider in the U.S. 2️⃣ Tempus AI (TEM): Pelosi also bought 50 call options in this healthcare AI company with a $20 strike price, expiring in 2026. TEM is a volatile play, having IPO’d at $37, climbing to $80, and now sitting near $35. Even Cathie Wood of ARK Invest has been buying TEM aggressively, holding over 5.4 million shares in her ETFs. Pelosi also doubled down on some familiar tech names: Alphabet (GOOGL), Amazon (AMZN), and Palo Alto Networks (PANW), all of which saw significant purchases. On the sell side, Pelosi cashed in big: She sold 31,600 shares of Apple (AAPL) for $7.91M on December 31. Timing? Spot-on. Apple has dropped 8.2% since her sale. She also sold 10,000 shares of Nvidia (NVDA) for $1.34M on the same day. Interestingly, Nvidia is up 2.5% since her trade. Once again, her trades highlight her focus on tech and innovation, but also her ability to lock in profits at key moments. Congressional stock trading remains a hot topic. While the 2012 STOCK Act aimed to curb insider trading, the success rate of politicians in the market raises eyebrows. Pelosi’s returns and timing continue to spark curiosity and controversy.
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