Over the last ten or eleven years the former Speaker of the House of Representatives, Nancy Pelosi, has tripled - give or take a few percentage points - the return of the S&P 500, and far out-distanced the returns of most hedge funds and financial advisors.
One of the sites that track congresscritters and their action is Capitol Trades which noted, July 15, that Rep. Pelosi had an interest in Broadcom:
From Quiet Losses to High Stakes Gains: Pelosi Bets on Broadcom
Congresswoman Nancy Pelosi is back in the trading spotlight and this time, her move couldn’t be more decisive. According to a newly filed financial disclosure, Pelosi exercised 200 call options on Broadcom Inc. (AVGO:US) on June 20, 2025, acquiring 20,000 shares at a strike price of just $80 per share. The total transaction is valued at $1.6 million and the timing couldn’t have been more lucrative. Since Pelosi originally purchased the options in June 2024, Broadcom’s stock has soared nearly 70%, riding the explosive momentum of the AI and semiconductor boom.
This is not your average congressional trade. Broadcom is at the heart of AI infrastructure, with its chips powering next-generation data centers and large language models. The company’s rise has been fueled by a surge in demand from hyperscalers like Google (GOOGL:US) and Microsoft Corp (MSFT:US), who are racing to build AI capacity at scale. Pelosi’s call, made a full year ago, suggests not just confidence, but remarkable foresight.
But while the AVGO play turned heads, another trade in her filing quietly told a different story. On the very same day, Pelosi also reported selling off her holdings in the Matthews International Mutual Fund, taking a loss of $28,948. The fund, known for its diversified exposure to global equities, had been a more conservative position, now tossed away at a loss, just as Pelosi doubled down on a concentrated tech stake....
....MUCH MORE
Her prowess and foresight have been acknowledged by the Unusual Whales Subversive Democratic Trading ETF which applied for and was granted the symbol NANC.
As I type AVGO is up another 2.58%.
The Unusual Whales Subversive Republican Trading ETF has been a comparative (and absolute) disaster this year and switched its symbol from KRUZ to GOP:
