Nancy Pelosi is a former House Speaker known for her uncanny market timing and strategic investments.
Wall Street investors closely monitor Pelosi’s trading activities to seek an edge amid an uncertain and volatile trading environment. This growing interest has led to the Nancy Pelosi stock tracker phenomenon, where investors diligently monitor the stocks that she’s investing in.
Recent financial disclosures reveal that Pelosi has been eyeing stocks in the tech sector, focusing primarily on artificial intelligence (AI) leaders.
In this article, I have shortlisted five growth stocks that are part of Nancy Pelosi’s stock portfolio in 2025.
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Stock #1: Alphabet (GOOGL)
With a market cap of $2.1 trillion, Alphabet (GOOGL) is among the largest companies in the world. It is the parent company of Google and is a major player in several segments, including online search and public cloud.
Earlier this year, Pelosi purchased 50 Alphabet call options, valuing the position between $250,000 and $500,000.
Alphabet delivered impressive Q4 results. Revenue rose by 12% year over year to $96.5 billion, fueled by growth in Google Search and YouTube advertising.
Google Search and other advertising revenues increased 13% to $54 billion, with strength across financial services and retail verticals. YouTube advertising revenue grew 14% to $10.5 billion, driven by brand advertising and U.S. election spending, which nearly doubled compared to the 2020 election cycle.
Google Cloud continued its strong momentum, with revenue increasing 30% to $12 billion. The cloud segment’s operating income reached $2.1 billion, with the operating margin expanding to 17.5% from 9.4% a year earlier.
CFO Anat Ashkenazi announced that Alphabet plans to invest approximately $75 billion in capital expenditures in 2025. These investments are tied to technical infrastructure, including servers and data centers, to support AI and cloud growth.
Stock #2: Amazon (AMZN)
Similar to Alphabet, Pelosi also purchased 50 call options of Amazon (AMZN). With a market cap of $2.18 trillion, Amazon is an e-commerce giant in multiple growth verticals, such as public cloud, digital advertising, and streaming.
In Q4 of 2024, Amazon reported a revenue of $187.8 billion, an increase of 10% year over year. Its operating income surged by 61% to $21.2 billion, a quarterly record for the tech giant.
AWS continued its impressive performance, growing 19% yearly to reach a $115 billion annualized revenue run rate. CEO Andy Jassy highlighted AWS’s deepening focus on AI capabilities, noting that “virtually every application that we know of today is going to be reinvented with AI inside of it.”
Advertising emerged as a significant contributor, generating $17.3 billion in revenue, up 18% year over year. This represents a $69 billion annual run rate, more than double what it was four years ago.
Amazon continues to optimize its fulfillment network, reducing global cost to serve on a per-unit basis for the second consecutive year while simultaneously increasing delivery speed. The company expanded its same-day delivery sites by more than 60% in 2024, now serving over 140 metro areas globally.
Amazon continues to focus on investments in AI and related infrastructure, with capital expenditures projected at $100 billion in 2025. Jassy expressed optimism about AI’s long-term impact, describing it as “probably the biggest technology shift and opportunity in business since the internet.”
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Stock #3: 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 $10.1 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.
In Q4 of 2024, Tempus’s sales increased by 35.8% year over year, while gross profits rose by almost 50% due to a strong performance in its Data and Services business.
The AI-enabled diagnostics company, which connects genomic information with clinical data to help physicians make better treatment decisions, reported $940 million in total remaining contract value and 140% net revenue retention, both showing material improvement from previous quarters.
“We’re the largest sequencer of cancer patients in the United States,” said CEO Eric Lefkofsky during the earnings call. Tempus benefits from a unique position in the healthcare ecosystem. It maintains bidirectional data connections with 3,000 hospitals, representing about 60% of all hospitals in the U.S.
Tempus closed its acquisition of Ambry Genetics on February 3, expanding its genomic testing capabilities into hereditary risk assessment. Management noted that while Ambry benefited from pricing dynamics in 2024 that accelerated its growth, they expect the business to grow in the high teens in 2025.
Tempus increased its 2025 revenue guidance to $1.24 billion and expects to generate approximately $5 million in adjusted EBITDA (earnings before interest, tax, depreciation, and amortization), representing the company’s first year of profitability.
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Stock #4: 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.
Vistra ended 2024 with an adjusted EBITDA of $5.65 billion, exceeding the top end of its original guidance range. Following its Energy Harbor acquisition, Vistra successfully integrated three nuclear sites and one million retail customers while securing a 20-year license renewal for its Comanche Peak nuclear plant.
It is pursuing capacity additions through gas plant augmentations, coal-to-gas conversions, and renewable projects.
CFO Kris Moldovan highlighted that Vistra’s share repurchase program has reduced outstanding shares by 30% since November 2021. The company’s balance sheet remains strong, with net leverage below its long-term target of three times adjusted EBITDA.
Stock #5: 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 reported stellar first-quarter fiscal 2025 results, with total revenue reaching a record $14.9 billion, up 25% year-over-year, and adjusted EBITDA surging 41% to $10.1 billion.
Its AI business continues to show remarkable momentum, with AI revenue climbing 77% year-over-year to $4.1 billion, significantly outperforming the company’s earlier guidance. CEO Hock Tan attributed this outperformance to “stronger shipments of networking solutions to hyperscalers on AI.”
In a significant development, Tan revealed that in addition to Broadcom’s three existing hyperscale customers currently deploying AI accelerators at volume, four additional hyperscalers have selected the company to develop custom accelerators for training their next-generation Frontier models.
These new engagements aren’t included in Broadcom’s previously stated serviceable addressable market of $60-90 billion by fiscal year 2027.
For Q2, Broadcom expects semiconductor revenue to grow 17% year over year to $8.4 billion, including $4.4 billion from AI (up 44% year over year). The infrastructure software segment is projected to deliver $6.5 billion in revenue, up 23% year over year, driving total Q2 revenue guidance of $14.9 billion, a 19% increase from the previous year.
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TIKR Takeaway
Nancy Pelosi’s investment strategy reveals a laser focus on companies leading the AI revolution. The Nancy Pelosi stock tracker portfolio, which includes Alphabet, Amazon, Tempus AI, Vistra, and Broadcom, showcases companies delivering strong financial results through strategic AI positioning.
These five stocks represent diverse entries into the AI value chain: cloud infrastructure (Alphabet, Amazon), semiconductor components (Broadcom), healthcare innovation (Tempus), and power generation for data centers (Vistra).
Each company demonstrates robust revenue growth and significant capital investments in AI capabilities. Alphabet and Amazon are expanding their cloud and advertising businesses, Tempus is revolutionizing healthcare diagnostics, Vistra is meeting growing power demands from data centers, and Broadcom is developing critical semiconductor solutions for next-generation AI applications.
As AI transforms the global economy, Pelosi’s selections suggest confidence in technology’s long-term growth trajectory, offering investors potential opportunities in this rapidly evolving sector.
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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!
