Pelosi loads up on NVDA and AVGO: Copy or caution?

On July 3, Pelosi made significant updates to her stock portfolio, focusing on the semiconductor and AI sectors. She bought 10,000 shares of Show More

On July 3, Pelosi made significant updates to her stock portfolio, focusing on the semiconductor and AI sectors. She bought 10,000 shares of $NVIDIA (NVDA.US)$ and 20 $Broadcom (AVGO.US)$ call options. She has also sold some of her holdings in $Tesla (TSLA.US)$ and $Visa (V.US)$ .

Due to increased AI spending, NVDA and AVGO shares have surged 154% and 52% this year. Pelosi invested in AVGO ahead of its July 15 stock split. As of June, her portfolio was up 28% year-to-date, outperforming the S&P 500's 11.5% return.

💭Discussion

1. What are your thoughts on increasing her holdings in $NVIDIA (NVDA.US)$ and $Broadcom (AVGO.US)$ ?

2. With Pelosi shifting her investment focus, which other stocks do you think have potential?

Views

Posts

261

Join topic

Posts

News

Latest

Hot

Options Newsman

Jul 4 10:48

Columns Nancy Pelosi Made Millions on NVIDIA Options – Here's Her Next Move

In the high-stakes world of congressional stock trading, few names have commanded as much attention as Nancy Pelosi and her husband Paul's financial maneuvers. Recently, disclosures from the former Speaker of the House revealed a continued focus on the tech sector, with substantial option trades in companies like $NVIDIA(NVDA.US)$ and $Broadcom(AVGO.US)$ .
The latest filings show Nancy Pelosi acquiring 10,000 shares of Nvidia, wi...

Pelosi loads up on NVDA and AVGO: Copy or caution?

101

Analysts Notebook

Jul 5 07:39

Columns Profits to Surge 15-Fold on Demand for AI Chips: Samsung Electronics Stock Hits New Yearly High

Samsung shares reached their highest level in over three years, driven by strong AI demand and better-than-expected financial guidance. The stock rose by as much as 2.96% on Friday, trading at 87,100 Korean won ($63.06), up from 84,600 won on Thursday. Samsung projected an operating profit of around 10.4 trillion won for the April to June quarter, marking a 1,452.2% increase from 670 billion won a year...

Pelosi loads up on NVDA and AVGO: Copy or caution?

whqqq

Jul 8 05:52

Columns Pelosi's Broadcom LEAPS options Bet: How Small Investors Can Skillfully Mimic Her Moves!

In a recent disclosure, US Representative Nancy Pelosi reported buying call options for $Broadcom(AVGO.US)$.
These options, which are Long-term Equity Anticipation Securities (LEAPS), have a strike price of $800 and are set to expire in June 2025.
Nancy Pelosi's investment strategy has paid off before—she previously bought LEAPS call options for $NVIDIA(NVDA.US)$ and $Palo Alto Networks(PANW.US)$, reaping s...

Pelosi loads up on NVDA and AVGO: Copy or caution?

MonkeyGee

Jul 7 06:50

Here is my prediction

$NVIDIA(NVDA.US)$
Tell me if this looks familiar! Keep your gains and get out.

Pelosi loads up on NVDA and AVGO: Copy or caution?

Zayed

Jul 7 08:42

Best performing stock YTD

Here are the best performing S&P 500 stocks so far in 2024
🥇 Super Micro $SMCI +197.8%
🥈 Nvidia $NVDA +154.1%
🥉 Vistra $VST +132%
Constellation Energy $CEG +80.8%
GE Aerospace $GE +57.7%
Eli Lilly $LLY +56.9%
Arista $ANET +55.5%
Micron $MU +54.2%
CrowdStrike $CRWD +52.6%
Broadcom $AVGO +52.6%
Facebook $META +52.5%

Pelosi loads up on NVDA and AVGO: Copy or caution?

YawningKitty_x_x

Jul 8 04:33

Columns SP500/TSLA/NVDA/AVGO/TSM Price Prediction for 2nd Week of July

Last week, the $S&P 500 Index(.SPX.US)$ shot up 2%, thanks to the big tech stocks leading the way. It was the best week we've seen since April. Other than $NVIDIA(NVDA.US)$ , big tech companies like $Alphabet-C(GOOG.US)$ , $Apple(AAPL.US)$ , $Microsoft(MSFT.US)$ , and $Meta Platforms(META.US)$ all hit record highs.
So what's the story?What moved the market last week, and what should we focus on this week?
$Tesla(TSLA.US)$ ’s stock...

Pelosi loads up on NVDA and AVGO: Copy or caution?

ehttrader

Jul 4 02:06

Nancy Pelosi Is Buying Up Nvidia Stock Again

Nancy Pelosi purchased 10,000 shares of $NVIDIA(NVDA.US)$ last month, worth between $1 million and $5 million.
Pelosi also bought call options on fellow chipmaker, $Broadcom(AVGO.US)$ worth between $1 million and $5 million.
The congresswoman also sold some of her holdings in both $Tesla(TSLA.US)$ and $Visa(V.US)$ .
Pelosi Earns Millions From NVDA Stock
Pelosi’s picks shouldn’t come as too much of a surprise to those keeping track.
This isn’t the ...

Pelosi loads up on NVDA and AVGO: Copy or caution?

FiveHundredCents

Jul 3 09:16

Here’s a full breakdown of Nancy Pelosi’s recent trades👇

7/1/2024 - $Visa(V.US)$
•$500K - $1M Sell
•Sold 2,000 Shares
6/26/2024 - $NVIDIA(NVDA.US)$
•$1M - $5M Buy
•Purchased 10,000 Shares
6/24/2024 - $Broadcom(AVGO.US)$
•$1M - $5M Buy (Call)
•20 Call Options, $800 Strike Price, Exp. Date 6/20/25
6/24/2024 - $Tesla(TSLA.US)$
•$250K - $500K Sell
•Sold 2,500 Shares
2/26/24 - $Palo Alto Networks(PANW.US)$
•$500K - $1M Buy (Call)
•50 Call Options, $200 Strike Price, Exp. Date 1/17/25
2/26/24...

Pelosi loads up on NVDA and AVGO: Copy or caution?

Markio1315

Jul 10 03:37

Insider sales on perspective

$NVIDIA(NVDA.US)$
Some may become scared when it seems Jenson sold 30M worth of shares.. Wow.. but you look at what he owned... 865,098,395 x $131, his current worth on just Nvidia alone is almost 114B.. 30M is small change.

Pelosi loads up on NVDA and AVGO: Copy or caution?

Capoo

Jul 11 09:11

There are delusion ppl here

$NVIDIA(NVDA.US)$ I m giving info away for free, there is no banker here today, when a stock rise is because banker is pumping. This sums up NVIDIA for the last 40 minutes, is all locked retailer

Pelosi loads up on NVDA and AVGO: Copy or caution?

Related Stocks

AVGO
Broadcom
151.370
+1.41%
NVDA
NVIDIA
113.960
+1.50%
TSLA
Tesla
217.326
-1.33%
V
Visa
259.400
+2.23%
AB
AllianceBernstein Holding
34.590
+0.49%