Congresswoman pulls out her wallet,
Nancy Pelosi with new positions totaling approximately $13,500,000 in stocks and options
Nancy Pelosi is re-entering the market, this time with new trades -
And the interesting part is not just the amount - but which stocks Pelosi purchased:
Bloom Energy - $BE - a new position of up to $12,000,000
Pelosi purchased a total of 15,000 shares of $BE.
In addition - she purchased CALL options on $BE with a strike price of $100 and an expiration in June 2027.
This is not just a bet on a technology stock.
Bloom Energy is at the heart of one of the most important stories in the market right now - the demand for electricity from data centers and AI
The market has already understood that a GPU is only part of the equation; without available electricity, there is no data center - without a data center, there is no large-scale AI.
Intel - $INTC - up to $1,500,000
In addition to the stocks - she also purchased CALL options with a strike price of $50 and an expiration in June 2027,
But here the thesis is different,
Intel is a bet on the company's recovery, its manufacturing capabilities in the US, and its ability to turn massive investments in chip factories into a growth engine.
And the structure of the trades tells another story:
Pelosi is not just buying stocks - she is also buying long-term options,
Meaning - part of the exposure is built for a scenario where the stocks not only rise - but rise enough to make the options particularly profitable,
The market is currently chasing GPUs,
Pelosi is putting her money on what powers it - and on the only American manufacturer
We are following this closely