The latest filings show that Rep. Nancy Pelosi (D-CA), the most active big investor in the US Congress, is betting big on artificial intelligence. Its latest deals include significant new positions at Google’s parent company Alphabet Nasdaq:Google And Amazon Nasdaq: AMZN,Repositioning at NVIDIA Nasdaq: NVDAa third purchase of Palo Alto Networks, and a goal-oriented play in the healthcare space. All AI companies that are leading their respective industries and are on track for higher stock prices in 2025.
Notable details include its use of leverage, including options, to obtain gains. GOOGL, AMZN and NVIDIA’s positions include deep call options, anticipating a significant share price advance in 2025. Among the drivers of this trade is NVIDIA’s revenue and earnings growth expectations, fueled by its push into new business segments. Services and President Donald Trump.
President Trump rolled back 80 executive orders issued by President Biden to ease the regulatory process and stimulate economic activity. Among them is rescinding Biden’s safety-focused AI order starting in 2023, which has a questionable impact on businesses.
The order simply states that AI companies that pose a threat to national security must release test results to the government before the public. However, the intent is clear. Trump’s pro-growth agenda includes technology and the chip industry, and NVIDIA is well positioned to benefit from this.
Nancy Pelosi acquires stake in Tempus AI
Tempus AI Today
As of 01/22/2025 at 04:00 PM ET
- 52 week range
- $22.89
▼
$79.49
- Price target
- $56.36
Ms. Pelosi also took a stake in Tempus AI Nasdaq: TEM. Tempus AI is a technology-driven diagnostics company providing services to various healthcare professionals. It also offers cloud-based services, including tracking and management of test results and insights based on proprietary data. Results from the first two months of operations include sequential growth, better-than-expected performance and loss narrowing.
The outlook for the next few years is for steady and moderate double-digit growth and improving financial health. Earnings are expected for fiscal 2026, but expectations may be too low.
AI services are expected to grow at a double-digit CAGR over the next five to 10 years, with healthcare leading the way. The sector is expected to grow at a compound annual growth rate of approximately 40%, driven by increasing availability and accuracy as technology evolves.
The growth of IoT will also impact AI-based healthcare services as demand for remote monitoring increases. Patients who require higher levels of monitoring can stay at home while AI tracks their condition via IoT-connected devices.
Analyst trends for Temus AI are optimistic and suggest that Ms. Pelosi has significant profits to be made. Trends include increased coverage, strong sentiment, and a rising consensus price target that indicates a strong double-digit advance.
Twelve MarketBeat analysts rate the stock a Moderate Buy. They see it advancing 25% from mid-June levels at the agreed target and another 50% at the upper range.
How much can Nancy Pelosi make from her new investment in NVIDIA?
NVIDIA stock forecast today
$164.63
11.94% upModerate purchase
Based on 43 analyst ratings
| High expectations | $220.00 |
|---|---|
| Average expectations | $164.63 |
| Low expectations | $85.00 |
NVIDIA stock forecast details
To answer the question of how much Nancy Pelosi can make from her new investment in NVIDIA, it depends. Assuming she holds the position until January ends and nothing else changes, the stock would have to rise by at least $15 for it to break even. Analysts expect an increase of $27 this year according to the reported MarketBeat consensus, so the gains could be significant. At face value, a move to $165 would net $20 per share or more over the 50 contracts, about $100,000 or an estimated 30% gain depending on the size of the transaction. The gains can be more significant depending on the timing and size of the move.
Google and Amazon’s positions could also result in Ms. Pelosi receiving a tidy sum. These stocks are expected to advance by mid-single-digit amounts to the mid-30%, and the trends are positive. Analyst coverage increases while price targets rise, creating strong market tailwinds that are reflected in institutional data. Institutions purchased these shares on a quarterly basis.
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