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 turned in another strong performance in Q2 fiscal 2025, posting $15 billion in revenue, up 20% from last year. Growth was powered by booming demand for AI chips and steady momentum in infrastructure software.
AI-related semiconductor sales hit $4.4 billion, up 46%, as cloud providers stepped up deployments of Broadcom’s custom accelerators and networking gear. CEO Hock Tan highlighted that four new hyperscalers have partnered with Broadcom to build next-generation AI hardware, further cementing its role at the center of 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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Stock #2: Alphabet (GOOGL)
With a market cap hovering around $2.2 trillion, Alphabet (GOOGL) remains one of the largest and most influential companies in the world. Best known as Google’s parent company, it dominates online search and has built strong positions in YouTube, subscription services, and the fast-growing cloud market.
Nancy Pelosi has taken a notable interest in the 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.
In Q2 2025, Alphabet reported revenue of $94.4 billion, a 10% increase year over year, with steady gains across advertising, YouTube, and Google Cloud. The results underscore the company’s resilience and its ability to expand even in a challenging macroeconomic environment.
Alphabet’s cloud division continued to shine in Q2, with Google Cloud revenue climbing 28% year over year to $12.3 billion. The unit delivered $2.2 billion in operating income, and margins expanded to 18%, a sign of accelerating demand for AI training and enterprise cloud solutions.
Google Services, which remains the company’s largest segment, posted 10% revenue growth to $77.3 billion. Search brought in $50.7 billion, while YouTube advertising surged to $8.9 billion on the back of strong Shorts engagement and a rebound in brand spending.
Another major highlight of the quarter was the launch of Gemini 2.5, Alphabet’s newest AI model, now embedded in AI Overviews, serving more than 1.5 billion users monthly. Management also reiterated plans to invest roughly $75 billion in 2025 capital expenditures, primarily in AI infrastructure and custom chip development.
Stock #3: 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 Q2 2025, Amazon reported net sales of $163.1 billion, up 10% year over year, or 11% when adjusting for foreign exchange. Operating income increased to $19.7 billion from $16.6 billion a year earlier, reflecting solid performance across its retail business, cloud services, and advertising.
AWS once again led the way, with revenue climbing 18% to $30.5 billion. Operating income rose to $12.1 billion, translating to a margin of nearly 40%, its strongest profitability in over a decade. Growth was fueled by accelerating enterprise adoption of Amazon’s AI infrastructure and custom chips like Trainium2.
Advertising continued to be a standout growth driver in Q2, with revenue climbing 18% to $14.6 billion. Amazon’s ad business now rivals, and in some cases surpasses, the annual revenue of traditional media giants, fueled by expanding placements across its retail ecosystem and deeper integration of AI-driven targeting.
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 #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, 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.
Tempus kept its growth streak going in Q2 2025, bringing in $268.4 million in revenue, up 62% from last year. Genomics continues to be the star of the show, jumping 78% as more hospitals turned to Tempus for oncology and hereditary risk testing. The Data and Services business also moved higher, up 38% to $66.7 million.
The path toward profitability is getting clearer. Gross profit nearly doubled, and adjusted EBITDA losses shrank to $12.9 million from $39.4 million a year ago. Tempus also held onto a strong 137% net revenue retention rate and ended the quarter with $965 million in remaining contract value, showing customers are sticking around and signing on for the long haul.
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 #5: 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.
Revenue climbed nearly 29% year over year to $3.93 billion, but the company still reported a GAAP loss of $268 million. That hit came from mark-to-market losses on hedging positions as forward energy prices spiked.
On the brighter side, the adjusted EBITDA jumped 53% to $1.24 billion. Strong retail unit growth, higher wholesale power prices, and the addition of Energy Harbor’s results all played a big role in that lift.
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.
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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!
