"‘Capitol Hill stock god’ builds position in ‘AI energy’ for the first time, Bloom rises in response."

America’s “Capitol Hill stock god” has made new moves.

The latest transaction records from former U.S. House Speaker Nancy Pelosi show her family's funds are pouring into the artificial intelligence infrastructure sector, opening a position for the first time in independent power producer Bloom Energy.

According to the latest disclosed congressional trading report, Pelosi’s family has spent millions of dollars betting on Bloom Energy through stocks and long-term call options. Boosted by this news, the stock price of the fuel cell system manufacturer for data centers surged as much as 4.2% during Monday’s trading.

In addition to her first investment in AI energy, disclosure documents show Pelosi also increased her holdings in the veteran chip manufacturer Intel.

Pelosi’s trading record on Wall Street has long outperformed the broader market, and her investment portfolio’s moves have been regarded as a benchmark by some market participants. This latest move not only triggered a considerable following effect among retail investors, but also brought congressional stock trading transparency and market integrity issues back into focus.

Betting on AI Infrastructure, Bloom Becomes a New Favorite

Disclosure documents reveal that Pelosi’s husband, Paul Pelosi, purchased Bloom Energy assets in batches at the end of July.

On July 24, he bought 10,000 shares of the company, the transaction amount ranging from $1 million to $5 million. Based on the day’s stock price of $184.89, the cost was about $1.8 million. On the same day, he also bought 100 call options with a strike price of $100 expiring in June 2027. Then, on July 28, he purchased another 5,000 shares for approximately $830,000, and bought an additional 100 call options valued between $1 million and $5 million.

Bloom Energy is headquartered in San Jose, California, specializing in solid oxide fuel cells that provide on-site power independent from the traditional grid for data centers and large technology manufacturing plants. According to Yahoo Finance and other media data, the company has become a direct beneficiary of the AI infrastructure boom, with its stock price rising 120% this year and over 320% in the past year.

This multimillion-dollar bet is backed by Bloom Energy’s strong financials. The company’s second-quarter total revenue reached $1.065 billion, an increase of 165.5% year-on-year, setting a new record. Operating profit for the quarter was $182.2 million, turning losses into gains. CEO KR Sridhar noted in the earnings report that the company has now become the standard solution for AI on-site power, having received validation and recognition from all major hyperscale cloud computing firms.

Performance Supports Investment Logic, Intel Holdings Increased Simultaneously

While investing in “AI energy,” Pelosi did not overlook the AI computing sector.

Disclosure shows that on July 24, she increased her holdings by 10,000 shares of Intel, with a value between $500,000 and $1 million, and purchased 50 call options expiring in 2027 with a strike price of $50. This options structure provides significant leverage for potential upside in the coming years.

Intel's fundamentals likewise support its current valuation. According to company financials, Intel’s second-quarter revenue rose 25% year-on-year to $16.1 billion, with its Data Center and Artificial Intelligence (DCAI) business segment seeing robust growth of 59%, reaching $6.3 billion.

CEO Lip-Bu Tan stressed in the earnings call that AI is driving unprecedented computing demand. CFO Dave Zinsner also noted that the company is increasing investment in equipment, cleanroom space, and substrates. Even after a recent pullback, Intel's return this year still significantly outpaces the benchmark core index.

The Trades Spark a Copycat Craze, Compliance Controversy Continues

Given that Pelosi’s past trades have repeatedly beaten the core indices, her latest moves swiftly triggered a resonance among retail investors.

According to data from TheStreet and Autopilot platforms, there are now tools tracking her financial disclosures in the market, such as the “Pelosi Tracker” portfolio which has attracted over twenty thousand followers, with estimated assets involved reaching $44 million.

Although Pelosi herself has signed the necessary disclosure files, her office stated in response to media requests that the Speaker does not hold any stocks, is unaware of relevant trades, and did not participate in any subsequent operations. According to the STOCK Act, federal officials must disclose any transaction above $1,000 within 45 days after trading, or face a fine. Pelosi has previously publicly supported banning members of Congress from trading stocks.

This phenomenon has again sparked professional debate about market fairness.

Casey Burgat, director of the Legislative Affairs Program at George Washington University’s Graduate School of Political Management, pointed out that current legislation still lacks transparency in execution. Kedric Payne, director of ethics at the non-profit Campaign Legal Center, cautioned that whether or not officials use non-public information, public speculation spawns imitators. If market participants blindly chase lawmakers’ trades instead of evaluating the actual value of stocks, this could potentially erode market integrity.

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