Nancy Pelosi, the longtime Democratic leader and former Speaker of the House, has become as well-known on Wall Street as she is in Washington. Her uncanny ability to time the market has earned her a reputation far beyond politics, with some traders joking that following her disclosures is as valuable as any analyst report.
This interest has grown into what’s now called the “Pelosi stock tracker” phenomenon, where investors carefully monitor every trade she reports. In an era of heightened volatility, inflation concerns, and shifting interest rate policies, the logic is simple: if Pelosi is buying or selling, there may be a reason worth paying attention to.
Her most recent financial disclosures reveal a strong tilt toward technology, with a particular emphasis on artificial intelligence leaders driving the next wave of growth. For 2025, I’ve shortlisted five standout growth stocks from Pelosi’s portfolio that continue to attract attention from both institutional and retail investors.
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Stock #1: 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 Q4 fiscal 2025, with revenue reaching $18.0 billion, up 28% year over year, driven primarily by AI demand and steady growth in infrastructure software .
AI semiconductor revenue jumped 74% year over year as hyperscale cloud customers ramped spending on custom accelerators and networking solutions. Management noted that Broadcom is now working with four new hyperscalers on next generation AI platforms, reinforcing its position as a core supplier inside global data centers .
Software revenue totaled $6.9 billion, supported by VMware, while profitability remained a standout. Broadcom generated $7.5 billion in free cash flow during the quarter and returned roughly $7 billion to shareholders through dividends and buybacks, underscoring the model’s cash-generating power.
Looking ahead, management guided to Q1 fiscal 2026 revenue of about $19.1 billion, up 28% year over year, with AI semiconductor revenue expected to double to $8.2 billion. As AI infrastructure spending accelerates, Broadcom remains squarely at the center of that buildout.
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Stock #2: Alphabet (GOOGL)
Nancy Pelosi has taken a notable interest in Alphabet (GOOGL) stock, purchasing 50 call options earlier this year valued between $250,000 and $500,000. Her move reflects growing investor conviction that Alphabet’s growth story is far from over.
Alphabet reported a strong Q3 2025, showing continued momentum across advertising, cloud, and AI-driven products. Revenue reached $88.3 billion, up 11% year over year, reflecting resilience in core Search and accelerating contributions from newer growth engines.
Google Cloud remained a standout. Revenue grew 35% year over year to $11.4 billion, while operating income expanded to $1.9 billion. Margins continued to improve as AI workloads scaled and enterprise customers increased spending on data analytics and infrastructure services.
Google Services delivered steady performance, with revenue rising 10% to $76.5 billion. Search revenue climbed to $49.4 billion, while YouTube advertising reached $8.7 billion, supported by Shorts monetization and improving brand demand.
AI investment stayed front and center. Management highlighted continued rollout of Gemini models across Search, Workspace, and developer tools, while reaffirming plans for elevated capital spending focused on AI infrastructure and custom chips. Alphabet continues to trade near the center of global AI deployment, with scale and distribution that few competitors can match.
Stock #3: Amazon (AMZN)
Like Alphabet, Pelosi also purchased 50 call options on Amazon (AMZN). With a market cap of nearly $2.47 trillion, Amazon is an e-commerce giant across multiple growth verticals, including public cloud, digital advertising, and streaming.
Amazon posted solid Q3 2025 results, with net sales rising 13% year over year to $180.2 billion, or 12% excluding currency effects. Growth was broad-based across retail, AWS, and advertising, underscoring continued demand even as spending remains uneven globally.
AWS once again led profitability. Revenue grew 20% to $33.0 billion, while operating income increased to $11.4 billion. Management highlighted accelerating adoption of AI infrastructure, with Trainium2 now a multibillion-dollar business that grew 150% quarter over quarter and is fully subscribed.
Advertising continued to scale rapidly, with revenue climbing 24% year over year to $17.7 billion. Amazon’s growing ad footprint across retail, video, and third-party platforms is becoming an increasingly meaningful profit driver within the broader ecosystem.
Operating income totaled $17.4 billion, flat year over year due to one-time charges tied to a legal settlement and severance costs. Excluding those items, operating income would have reached $21.7 billion. Net income rose to $21.2 billion, helped by gains related to Amazon’s investment in Anthropic .
Management emphasized continued momentum in AI and logistics innovation, alongside progress on Project Kuiper, which now includes more than 150 satellites. With AWS reaccelerating and high-margin businesses like ads gaining scale, Amazon remains positioned as one of the most leveraged beneficiaries of enterprise AI spending.
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Stock #4: 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, now valued at more than $12 billion, sits at the center of precision medicine. The company applies AI to massive genomic and clinical datasets to help doctors make clearer treatment decisions and to support drug discovery. Diagnostics and data applications drive the model.
Momentum accelerated through 2025. Full year revenue reached about $1.27 billion, up roughly 83% year over year, with about 30% organic growth excluding Ambry. Diagnostics led the charge with about $955 million in revenue, up around 111%. Oncology test volumes grew about 26%, while hereditary testing volumes rose about 29%. Data and applications added about $316 million in revenue, up roughly 31%, supported by strong growth in data licensing.
The fourth quarter capped off the year with another step up. Revenue climbed to about $367 million, also up around 83% year over year. Diagnostics revenue hit about $266 million, driven by continued gains in oncology and hereditary testing volumes. Data and applications delivered about $100 million in revenue, with Insights growth near 68% excluding the prior-year AstraZeneca warrant impact.
Management pointed to improving financial leverage across the platform. Growth across both Diagnostics and Data lines exceeded internal expectations, while scale continued to narrow losses and improve margins. Leadership emphasized that AI is now a catalyst across nearly every product area.
The company enters 2026 with both major businesses accelerating. Diagnostics volume growth has strengthened for multiple consecutive quarters, while the data business posted record quarterly revenue. Management described the current position as one of the strongest in the company’s history, setting the stage for continued growth as Tempus prepares to report final audited results in early 2026.
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Stock #5: Vistra (VST)
The fifth Nancy Pelosi stock on the list is Vistra (VST), a major U.S. power producer positioned at the intersection of energy and AI infrastructure. Earlier this year, Pelosi purchased 50 call options on Vistra, signaling confidence in a utility that is increasingly tied to data center demand.
Vistra reported a strong Q3 2025, posting GAAP net income of $652 million and ongoing operations adjusted EBITDA of $1.58 billion. Adjusted EBITDA rose by $143 million year over year, driven by higher realized power prices and the benefit of nuclear production tax credits, partially offset by a planned plant outage and lower mark-to-market gains on hedging positions.
The company continues to scale its generation footprint to meet rising AI-driven electricity demand. During the quarter, Vistra completed the acquisition of seven natural gas plants, adding roughly 2,600 megawatts of capacity. Management also announced plans to build two new natural gas units totaling 860 megawatts in West Texas and signed a 20-year power purchase agreement covering 1,200 megawatts from its Comanche Peak nuclear plant.
Vistra tightened its full-year outlook and set the stage for longer-term growth. Management narrowed 2025 adjusted EBITDA guidance to $5.7 billion to $5.9 billion and initiated 2026 guidance of $6.8 billion to $7.6 billion. Free cash flow guidance now points to $3.3 billion to $3.5 billion in 2025, with further expansion expected in 2026.
Capital returns remain a priority. The board authorized an additional $1.0 billion in share repurchases, extending a buyback program that has already reduced the share count by about 30% since 2021. With a diversified mix of nuclear, natural gas, solar, and storage assets, Vistra is positioning itself as a reliable power supplier for the next wave of cloud and AI infrastructure growth.
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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!
