Nancy Pelosi, the former Speaker of the House, has become an unlikely but closely watched figure in market analysis circles. Known for her sharp political instincts and well-timed stock disclosures, Pelosi’s investment activity has drawn increasing attention from investors looking for signals in a volatile and tech-driven market.
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Her financial disclosures, while made in accordance with ethics rules, have become a point of interest for traders seeking insight into how influential figures may be positioning for the future.
Unlike institutional funds that rely on complex models or macro forecasts, Pelosi’s investments offer a window into high-conviction, forward-looking stock picks, particularly in technology.
Recent filings show increased exposure to leading artificial intelligence companies, suggesting she sees long-term potential in the sector’s foundational role across industries. From chipmakers to software innovators, Pelosi’s stock activity reflects a belief that AI will continue to reshape the global economy and remain a driving force behind next-generation growth.
1. Alphabet (GOOGL)
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Alphabet is more than just a search engine, it’s one of the most strategically positioned companies in artificial intelligence, and Nancy Pelosi’s investment reflects a clear recognition of that fact. Her purchase of 50 call options in Alphabet earlier this year, valued between $250,000 and $500,000, suggests confidence not just in the company’s current performance, but in its central role in powering the next generation of AI technology.
AI is now embedded across nearly every layer of Alphabet’s business. Its Q1 2025 results underscore that direction, with $90.2 billion in total revenue and 28% growth in Google Cloud, which brought in $12.3 billion and $2.2 billion in operating income.
Google’s custom AI chips, its growing developer ecosystem, and the Gemini 2.5 model, now powering AI Overviews for 1.5 billion users, position it as both an infrastructure provider and application leader. With $75 billion earmarked for AI capital expenditures in 2025 alone, Alphabet is building the backbone of AI integration across industries. Pelosi’s investment aligns with a company that isn’t just riding the AI wave, it’s helping shape it.
2. Tempus AI (TEM)
Tempus AI may not be a household name like other tech giants, but Pelosi’s 2025 purchase of 50 call options suggests she sees something bigger on the horizon. The stock has surged over 70% year to date, and with a market cap exceeding $10 billion, Tempus is rapidly becoming a standout in AI-powered precision medicine. Its core mission, using machine learning to personalize cancer care and accelerate drug discovery, places it squarely at the intersection of two transformative industries: healthcare and artificial intelligence.
The company’s Q1 2025 results underscore that potential by reporting $255.7 million in revenue, up 75% year over year, led by 89% growth in its Genomics business and strong momentum in its Data and Services segment. It’s narrowing losses quickly and reaffirmed its guidance for its first profitable year. With partnerships like its $200 million deal with AstraZeneca and Pathos to develop a multimodal oncology foundation model, Tempus is positioning itself as an essential AI infrastructure layer in healthcare.
Pelosi’s investment highlights a strategic bet on the future of AI-enabled diagnostics, and the rising value of real-world clinical data.
3. NVIDIA (NVDA)
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NVIDIA remains one of the most dominant forces in the AI boom, and Pelosi’s 2025 disclosure of call option purchases signals her confidence in the company’s leadership at the core of AI infrastructure.
While the exact size of her position wasn’t detailed, the timing aligns with NVIDIA’s continued ascent as the backbone of large-scale AI training and deployment across industries. In Q1 2025, the company reported $26 billion in revenue, more than doubling from the prior year. Its Data Center unit alone brought in $22.6 billion, up 427% year over year, fueled by soaring demand for H100 and newly launched Blackwell chips.
Pelosi’s investment underscores a broader view that NVIDIA is no longer just a chipmaker, it’s the engine powering the next generation of AI computing. Its commanding lead in AI chip technology makes it essential infrastructure for everything from ChatGPT to self-driving cars.
4. Broadcom (AVGO)
Broadcom is one of Pelosi’s lesser-known AI plays, but it’s quickly becoming a crucial name in the sector. In 2025, she disclosed purchasing call options in the semiconductor and infrastructure giant, backing a company that plays a behind-the-scenes role in enabling AI at scale across data centers and enterprise networks.
While NVIDIA may dominate headlines, Broadcom’s custom ASIC business has quietly become essential to hyperscalers building AI infrastructure. In Q1 2025, Broadcom reported $12.5 billion in revenue, with over 20% of its semiconductor sales tied to AI-related compute and networking demand.
Its acquisition of VMware also deepens its position in enterprise software, giving Broadcom a stronger hold on AI deployment from silicon to systems. Pelosi’s investment reflects a strategic bet on the full-stack approach to AI infrastructure.
5. Amazon (AMZN)
Amazon is one of Pelosi’s most established holdings and a quiet powerhouse in the AI landscape. While it’s widely recognized for e-commerce and logistics, Amazon’s deeper AI strategy lies in AWS, its cloud platform that powers AI development for startups, enterprises, and government clients alike. Pelosi’s 2025 disclosure of new call option purchases in Amazon suggests renewed confidence in its long-term AI positioning and infrastructure dominance.
In Q1 2025, AWS generated $25.1 billion in revenue, up 18% year over year, as demand for generative AI services surged. The company continues to develop its own AI chips, Trainium and Inferentia, to offer scalable, cost-effective alternatives to NVIDIA hardware.
At the same time, Amazon is layering AI into nearly every part of its consumer ecosystem, from personalized recommendations to supply chain optimization. Pelosi’s investment reflects a belief that Amazon is not just riding the AI wave, but helping to build it.
Pelosi’s Portfolio Leans Into the AI Boom
Nancy Pelosi’s recent trades suggest more than passive interest; they signal a belief that artificial intelligence will define the next era of economic growth. As a former Speaker of the House and one of the most closely watched individual investors in the public sphere, Pelosi has drawn attention for her market instincts and well-timed disclosures. Her latest moves show increasing exposure to companies leading the charge in AI infrastructure, cloud computing, diagnostics, and enterprise software.
Pelosi’s portfolio isn’t wide, it’s focused. From tech giants like Alphabet and Amazon to emerging players like Tempus AI and Broadcom, her positions reflect a forward-looking view of how AI will reshape healthcare, digital platforms, and the global economy. These aren’t speculative plays, they’re strategic bets on foundational technologies with staying power. For investors, Pelosi’s trades offer a unique window into which AI stories are gaining traction at the highest levels of government and capital alike.
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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!
