by moonbunR
I’ve been following Congressional trading for about 2 years and today’s Pelosi filings are massive. Some huge moves ahead of inauguration, including what looks like a brilliant NVDA options play.
Her moves today:
NVDA (3 moves):
- Exercised 50,000 shares ($12 strike)
- Sold 10k shares
- Bought more shares with some of the profits
AAPL:
- Sold 31,600 shares ($5M-$25M range)
PANW:
- Exercised 14,000 shares ($100 strike)
New Call Options:
- GOOGL: 50 contracts ($150 strike)
- AMZN: 50 contracts ($150 strike)
- VST: 50 contracts ($50 strike)
- TEM: 50 contracts ($20 strike)
My Pelosi portfolio is up 31% since I started tracking (screenshot attached). Pretty wild watching how she times these trades – especially with tech stocks. The NVDA play is particularly interesting: exercising cheap calls from November, taking some profits, but maintaining a massive position heading into inauguration.
Love or hate the politics, but her tech trade timing has always been spot on.
Not worried about the filing delay at all – the average person isn’t exactly refreshing Congress trading disclosures daily like we do. There’s still plenty of momentum after her moves become public knowledge. Whether you want to capitalize on that is up to you. NFA obviously.
NOTE: This is not financial advice. Please conduct your own due diligence.