Nancy Pelosi is a former House Speaker known for her uncanny market timing and strategic investments.
Wall Street investors closely monitor Pelosi’s trading activities to seek an edge amid an uncertain and volatile trading environment. This growing interest has led to the Nancy Pelosi stock tracker phenomenon, where investors diligently monitor the stocks that she’s investing in.
Recent financial disclosures reveal that Pelosi has been eyeing stocks in the tech sector, focusing primarily on artificial intelligence (AI) leaders.
In this article, I have shortlisted five growth stocks that are part of Nancy Pelosi’s stock portfolio in 2025.
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Stock #1: Alphabet (GOOGL)
With a market cap of nearly $2.2 trillion, Alphabet (GOOGL) is among the largest companies in the world. It is the parent company of Google and is a major player in several segments, including online search and public cloud.
Earlier this year, Pelosi purchased 50 Alphabet call options, valuing the position between $250,000 and $500,000.
In Q1 2025, Alphabet reported revenue of $90.2 billion, up 12% from the prior year driven by growth in Search, YouTube, subscriptions, and cloud services.
Google Cloud revenue increased 28% to $12.3 billion, generating $2.2 billion in operating income. The cloud unit’s operating margin expanded to 18%, reflecting growing demand for AI training and enterprise cloud tools.
Google Services revenue rose 10% to $77.3 billion. Search brought in $50.7 billion, while YouTube advertising reached $8.9 billion, driven by strong Shorts engagement and continued recovery in brand spending.
A key highlight this quarter was the rollout of Gemini 2.5, Alphabet’s latest AI model, which now powers AI Overviews used by more than 1.5 billion people each month. Management reiterated plans to spend approximately $75 billion on capital expenditures this year, focused on AI infrastructure and custom chips.
Stock #2: Amazon (AMZN)
Similar to Alphabet, Pelosi also purchased 50 call options of Amazon (AMZN). With a market cap of nearly $2.4 trillion, Amazon is an e-commerce giant in multiple growth verticals, such as public cloud, digital advertising, and streaming.
In Q1 2025 (quarter ended March 31), Amazon reported net sales of $155.7 billion, up 9 % from the prior year, or 10 % excluding foreign exchange impacts. Operating income rose to $18.4 billion from $15.3 billion, driven by strength in retail, Amazon Web Services (AWS), and advertising.
AWS revenue grew 17% to $29.3 billion, with operating income reaching $11.5 billion. This translated to a 39% margin, its highest level in over a decade, as more enterprises adopted Amazon’s AI infrastructure and custom chips, such as Trainium2.
Advertising remained a major growth driver, with revenue rising 18% to $13.9 billion. Amazon’s ad business now generates more annual revenue than many large media companies, powered by growing placements across its retail ecosystem.
One key development this quarter was the successful launch of Amazon’s first Project Kuiper satellites. The company also expanded its Bedrock platform for generative AI, strengthening its position in enterprise cloud AI.
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Stock #3: Tempus AI (TEM)
According to the Nancy Pelosi stock tracker on X, Pelosi bought 50 call options of Tempus AI (TEM) in 2025. Soon after this disclosure, the AI stock almost tripled and is up over 70% year-to-date.
Tempus AI, valued at over $10 billion, is a health-tech company that offers next-generation sequencing diagnostics, polymerase chain reaction profiling, molecular genotyping, and other anatomic and molecular pathology testing.
Tempus AI is an emerging leader in AI-powered cancer diagnostics. The company connects genomic and clinical data to help physicians make more precise treatment decisions, and it’s quickly building a strong position in both healthcare and drug discovery.
In Q1 2025, Tempus reported revenue of $255.7 million, up 75% year over year. Most of that growth came from its Genomics business, which surged 89% as more hospitals adopted Tempus testing for oncology and hereditary risk. The company’s Data and Services segment also continued to scale, growing 43% to $61.9 million.
This quarter showed real momentum toward profitability. Gross profit nearly doubled, and adjusted EBITDA losses narrowed from $43.9 million last year to $16.2 million. Tempus maintained a 140% net revenue retention rate and ended the quarter with $940 million in remaining contract value, signaling strong customer engagement and multiyear commitments.
One of the biggest developments was a $200 million collaboration with AstraZeneca and Pathos to build a multimodal oncology foundation model. Management called it one of the most significant partnerships in the company’s history.
Management reaffirmed full-year revenue guidance of $1.25 billion and projected roughly $5 million in adjusted EBITDA for 2025, marking what could be Tempus’s first profitable year.
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Stock #4: Vistra (VST)
The fourth Nancy Pelosi stock on my list is Vistra (VST), a utility giant that provides electricity and natural gas to residential and industrial customers in the U.S. In January, Pelosi purchased 50 call options of Vista stock, which is also part of the AI segment.
Vistra aims to increase its nuclear power capacity over the next decade by powering data centers used to train and build AI platforms.
Despite revenue climbing nearly 29% year over year to $3.93 billion, the company logged a GAAP loss of $268 million due to mark-to-market losses on its hedging positions as forward energy prices surged.
Still, ongoing adjusted EBITDA soared 53% to $1.24 billion, fuelled by strong retail unit gains, higher wholesale power prices, and the addition of Energy Harbor’s results.
Vistra announced a $1.9 billion deal to acquire seven modern natural-gas plants across the U.S., expanding its capacity to reliably serve the rising energy needs of AI-powered data centers. The move reflects Vistra’s broader strategy to blend baseload nuclear, flexible natural gas, renewables, and storage to meet surging demand from cloud and AI infrastructure.
Stock #5: Broadcom (AVGO)
The final Nancy Pelosi stock on my list is Broadcom (AVGO), a chip maker also involved in the AI race. In June, Pelosi purchased 20 Broadcom call options with a split-adjusted strike price of $80 and a 12-month expiry.
Broadcom delivered another strong quarter in Q2 fiscal 2025, reporting $15 billion in revenue, up 20% from the prior year. The results were driven by rapid growth in its AI chip business and continued strength in infrastructure software.
AI-related semiconductor sales reached $4.4 billion, up 46%, as cloud providers ramped up deployments of Broadcom’s custom accelerators and networking chips. CEO Hock Tan noted that four new hyperscalers have signed on to develop next-generation AI hardware, expanding Broadcom’s footprint in data center infrastructure.
The software segment, bolstered by the VMware acquisition, brought in $6.6 billion in revenue, growing 25% year over year. Broadcom also generated $6.4 billion in free cash flow during the quarter and returned $7 billion to shareholders through dividends and buybacks.
Management expects momentum to continue into Q3, with revenue projected to rise another 21% to $15.8 billion, including $5.1 billion in AI chip sales. As the demand for AI infrastructure accelerates, Broadcom is increasingly seen as a core supplier to the largest tech companies in the world.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
