Congress and Nancy Pelosi Loading Up on These AI Stocks

In partnership with

Find out why 1M+ professionals read Superhuman AI daily.

In 2 years you will be working for AI

Or an AI will be working for you

Here's how you can future-proof yourself:

1. Join the Superhuman AI newsletter – read by 1M+ people at top companies

2. Master AI tools, tutorials, and news in just 3 minutes a day

3. Become 10X more productive using AI

Join 1,000,000+ pros at companies like Google, Meta, and Amazon that are using AI to get ahead.

Sign up and start learning AI

Let’s get something straight:
When Nancy Pelosi buys a stock, it’s not just a buy… it’s a broadcast—subtle, sophisticated, and suspiciously well-timed.

We’re not saying she has insider knowledge.
But we’re also not not saying that either. 👀

And while Wall Street worships Warren Buffett, Pelosi’s been out here moving markets like she’s playing 4D chess on a Capitol Hill board.

So here’s your front-row seat to Pelosi’s top 5 recent stock moves—and what might be brewing behind the scenes.

6. AMD (Advanced Micro Devices) — Pelosi’s “Chips on the Table” Play 🧠💽

💡  While Wall Street fawns over NVIDIA, Pelosi slid into AMD like she had the inside scoop on the semiconductor underdog’s glow-up.

🧠 Business Summary: AMD designs high-performance chips for PCs, gaming, data centers, and—most crucially—AI workloads. With their new AI GPU lineup (like the MI300X) stepping into the ring with NVIDIA, AMD is finally throwing punches that land.

📈 Metrics: In 2024, AMD reported $5.5B in data center revenue, up sharply, and is projecting AI chip sales to hit $4B in 2025. Oh, and they’ve signed major cloud clients like Microsoft, Meta, and Oracle.

🌎 External Factors:

• Exploding AI infrastructure demand.

• The CHIPS Act funneling billions into U.S.-based chipmakers (read: AMD).

• Rising national concern over reliance on foreign-made silicon.

📊 Trends: NVIDIA can’t meet demand alone, and cloud providers don’t want a monopoly. AMD is shaping up as the cool, reliable Plan B—and Pelosi knows diversification when she sees it.

🚀 Initiatives: Major investment in AI chip design, ramping production with foundry partners like TSMC, and cozying up to U.S. policymakers who want an American alternative to Chinese chips.

🔮 Forward-Looking: AMD’s roadmap is all-in on AI—new GPU lines, custom silicon for hyperscalers, and strategic acquisitions (like Xilinx) to expand capability. Pelosi’s betting they’re just getting started.

5. Tempest AI (TEM) — The “Wait...What Does She Know?” Stock 🤔💉

Imagine buying a stock and it triples in value… a week later. That’s exactly what happened after Pelosi scooped up Tempest AI.

This small-cap sleeper is blending AI with healthcare—think personalized medicine using data, machine learning, and a touch of political foresight. Tempest isn’t just trying to cure cancer; it’s trying to turn genomic data into gold.

Right after Pelosi bought in (with spicy call options, no less), the company dropped a groundbreaking AI health app announcement. Stock soared. Options? Up 300%. Coincidence? Uh-huh.

Why it matters:
Pelosi’s deep in the healthcare world (remember the Cancer Moonshot and ARPA-H?). If anyone’s catching wind of upcoming AI-health funding waves or regulatory greenlights, it's her.

In short: Tempest is like the “startup that gets invited to the White House dinner” of stocks.

4. Palo Alto Networks (PANW) — Cybersecurity’s First Lady 🔐🔥

When the government starts writing billion-dollar cybersecurity checks… Pelosi’s already cashed hers.

Palo Alto is the Fort Knox of the internet—guarding everyone from hospitals to hedge funds against hackers. Pelosi bought in big, and it makes perfect sense.

She’s been in every security briefing from Beijing to Baltimore. And guess who gets government cyber defense contracts? Yup. PANW.

Translation: Uncle Sam’s paranoia = Palo Alto profits. And Pelosi? She's practically got a direct deposit into the defense budget.

Think of PANW as the Kevin Costner to America’s digital Whitney Houston. Always protecting, always getting paid.

3. Vistra Corp (VST) — The Power Play Behind AI 💡⚡

While everyone’s chasing AI unicorns, Pelosi is buying the electric company powering their servers.

Vistra is a nuclear-slash-clean energy utility company. Boring? Not anymore. With AI data centers sucking up more power than a 2000s rave, Pelosi went for the literal juice behind the boom.

Her bet? As AI scales, electricity demand spikes. Vistra—especially with its nuclear energy push—is quietly becoming the backbone of the tech revolution.

Bonus points: She helped pass the infrastructure and energy bills juicing this sector. Connect the dots, folks.

Pelosi didn’t just buy the pick and shovel in this gold rush. She bought the electric fence and the generator.

2. Alphabet (GOOGL) — Big Tech’s Teflon Giant 💻🧠

Congress keeps threatening to break up Big Tech... and Pelosi keeps buying it. Curious, right?

Google’s parent Alphabet is basically the internet’s landlord. Search, ads, Android, YouTube, AI, cloud—you name it. Pelosi’s adding to her position like she’s read the script for the next 5 tech bills. (Oh wait…)

She knows:

• Antitrust noise? All bark, no legislation.

• DC drama? Google spends millions on lobbying and throws legendary fundraisers.

• Government contracts? Google Cloud’s deep in the Pentagon’s pocket.

If you’re looking for the safest big-tech bunker, Pelosi’s saying: Alphabet is still the king. And she’d know—she’s been in the room where it happens.

1. Broadcom (AVGO) — The Chip Giant That’s Quietly Running the World 💾🚀

The AI boom needs chips. Lots of them. Guess who Pelosi’s quietly backing? Broadcom. AKA the unsung hero behind nearly every device you use.

From smartphones to AI data centers, Broadcom builds the semiconductors and software making it all tick. They just acquired VMware and are now flexing in cloud computing too.

Pelosi’s timing here is no accident. With the Chips Act, Trump’s “America First” policies, and both parties throwing cash at domestic tech manufacturing, Broadcom is perfectly positioned to dominate.

If Google is the internet’s landlord, Broadcom is the electrician, plumber, and building inspector rolled into one.

💼 Final Thoughts: Is Pelosi Reading Charts or Reading Bills?

Let’s be real—Pelosi’s not just “lucky.” She’s likely got a sharper pulse on upcoming legislation, contracts, and regulatory winds than anyone on Wall Street.

You could try to time the market.
Or you could time Pelosi’s trades.

Her top 5 bets—Tempest, Palo Alto, Vistra, Alphabet, Broadcom—are all riding long-term macro tailwinds that just happen to align with federal priorities and budgets she helped shape.

Coincidence? You decide.
📊📉📈

📉 External Factors

Each of Pelosi’s plays sits in a sector currently influenced by very specific macroeconomic and political dynamics:

• Tempest AI is fueled by the surge in AI-healthcare funding, including Biden's Cancer Moonshot and ARPA-H. The government is obsessed with using AI to cut medical costs and boost outcomes—Tempest sits perfectly at that intersection.

• Palo Alto Networks benefits from rising cyber threats globally and massive increases in government cybersecurity spending, driven by infrastructure legislation and classified national security briefings Pelosi has likely sat in on.

• Vistra is a sleeper play on the AI infrastructure boom—data centers are ravenous energy consumers. Couple that with bipartisan support for nuclear and domestic energy, and Vistra becomes the unexpected pick-and-shovel stock behind the tech revolution.

• Alphabet remains largely untouched by Congress despite years of anti-trust chatter. The lack of serious regulatory action and its deep lobbying power make it a safe bet for Pelosi—she knows the appetite to truly rein in Big Tech just isn’t there.

• Broadcom rides a wave of national security-fueled reshoring in semiconductor manufacturing, thanks to the CHIPS Act, Trump's “America First” policies, and growing U.S.-China tech tensions.

📊 Business Metrics

Here’s a peek at some hard numbers behind Pelosi’s plays:

• Tempest AI saw its call options spike 300% just eight days after Pelosi’s initial purchase—right after a surprise health tech announcement.

• Palo Alto Networks has enjoyed consistent revenue growth year-over-year, with a high-margin, subscription-heavy business model bolstered by government and enterprise contracts.

• Vistra supplies electricity to 5 million customers across 20 states and is increasing nuclear capacity—a major strategic move as electricity demand is forecasted to grow sharply.

• Alphabet pulls in over $280 billion in annual revenue, with Google Cloud approaching $40 billion/year. Their ad machine continues to print money with 91% search market dominance.

• Broadcom clocks in around $40 billion in revenue with thick operating margins and reliable free cash flow. It recently acquired VMware in a strategic shift to software/cloud dominance.

📈 Significant Trends

Pelosi’s picks reflect emerging shifts in both policy and consumer demand:

• The consumerization of AI is pressuring infrastructure, leading to outsized gains for utilities like Vistra and chip makers like Broadcom.

• Cybersecurity is no longer optional—with everything from oil pipelines to elections vulnerable, companies like PANW have become national infrastructure in disguise.

• Despite public distrust, Big Tech isn’t shrinking. In fact, Alphabet is expanding across AI, cloud, and hardware, while legislation to curtail its dominance remains stalled.

• There’s a subtle but important trend toward “picks and shovels” plays—Pelosi’s not chasing the next flashy app; she’s backing the infrastructure, chips, and energy powering the AI economy.

🧠 Business Initiatives

Each company is making bold moves to secure its place in a shifting market landscape:

• Tempest AI is forming partnerships with pharma firms and research labs, betting on the long tail of personalized, AI-driven medicine.

• Palo Alto Networks is expanding its cloud-first cybersecurity offerings and deepening its foothold in federal IT security systems.

• Vistra is investing heavily in nuclear and carbon-free energy sources while positioning itself as the go-to power provider for AI data centers.

• Alphabet is funneling billions into AI (Gemini), cloud growth, and YouTube monetization, all while defending its regulatory flanks through lobbying.

• Broadcom is doubling down on domestic chip production and pivoting toward cloud software through its VMware acquisition—hedging against hardware commoditization.

🔮 Forward-Looking Statements

While these companies didn’t all publish formal projections, Pelosi’s timing and strategy imply she expects:

• Tempest AI to benefit from new federal health funding and AI regulation favoring diagnostics and genomics.

• PANW to win even more government cyber contracts as digital threats escalate and defense budgets grow.

• Vistra to see margin expansion from electricity price hikes, rising demand, and possible energy credits or federal contracts for clean/nuclear power.

• Alphabet to remain largely untouched by antitrust law and to continue monetizing its AI and cloud infrastructure with little federal interference.

• Broadcom to gain from reshoring, defense-related tech contracts, and an infrastructure-first Trump (or pro-tech Biden) administration.

🧾 Executive Summary

Nancy Pelosi’s portfolio isn’t random. It’s a masterclass in political arbitrage.

She’s placed long-term bets on industries she knows the government will fund, regulate softly, or outright depend on. Whether it's healthcare-AI (Tempest), national security (PANW), powering AI infrastructure (Vistra), entrenched tech monopolies (Alphabet), or strategic semiconductors (Broadcom)—Pelosi has quietly positioned herself at the intersection of policy, profit, and power.

These aren’t just good stocks. They’re stocks that benefit when Washington writes checks, drags its feet, or pivots policy—all things Pelosi understands better than most.