Former House Speaker Nancy Pelosi, a frequent and often controversial stock trader, has made just one market move since Donald Trump began his second term in January 2025.
Despite her history of active and well-timed trades, Pelosi’s activity has nearly come to a halt under the new administration, aside from a single, notable transaction that is already showing gains.
According to a July 9, 2025, filing, Pelosi purchased between $1 million and $5 million worth of Broadcom (NASDAQ: AVGO) call options.
The trade, executed on June 20, involved the exercise of 200 Broadcom call options and has already yielded a return of over 12%.
Just days before Trump’s inauguration, Pelosi placed multiple option trades in major tech and AI names, including Amazon, Alphabet, Nvidia, Tempus AI, and Vistra Corp. The positions, valued between $50,000 and $1 million, have delivered mixed results.
AVGO stock kicks off bullish run
Indeed, Broadcom, a semiconductor and infrastructure giant, has been a major beneficiary of the ongoing AI boom, with its stock climbing steadily throughout 2025.
Pelosi’s post-inauguration bet on Broadcom may signal her continued confidence in the long-term potential of AI infrastructure, regardless of political shifts.
As of press time, AVGO was trading near $300, reflecting year-to-date gains of nearly 30%.
The stock’s momentum has been fueled by renewed demand interest in the semiconductor space, led by giants such as Nvidia. Notably, sentiment has improved following the U.S. easing tech export restrictions to China and Nvidia’s resumed AI chip sales in the country.
Additionally, the White House’s new AI Action Plan, which aims to accelerate chip plant approvals and expand workforce training, has provided a further lift to the entire semiconductor sector.
Featured image via Shutterstock
