The latest filings show Representative Nancy Pelosi (D-CA), the most active large investor in the U.S. Congress, betting big on AI. Her latest trades include significant new positions in Google parent Alphabet (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN), repositioning in NVIDIA (NASDAQ: NVDA), a third buy into Palo Alto Networks, and an aim-for-the-fences play in healthcare. All AI plays that are leading their respective industries and are on track for higher share prices in 2025.
The notable details include her use of leverage, including options, to capture gains. GOOGL, AMZN, and NVIDIA positions include deep-in-the-money call options, expecting significant share price advances in 2025. Among the drivers for this trade are the expectations for NVIDIA’s revenue and earnings growth, aided by its push into new business verticals and services and President Donald Trump.
