"Capitol Hill Stock God" Initiates First Position in "AI Energy", Bloom Responds with a Surge

The “Congress Hill Stock Oracle” of the US is on the move again.

The latest trading records of former US House Speaker Nancy Pelosi show that her family funds are moving significantly into the artificial intelligence infrastructure sector, with an initial position established in independent power producer Bloom Energy.

According to the latest disclosed congressional trading report, The Pelosi family invested millions of dollars in Bloom Energy through stocks and long-term call options. Boosted by this news, the stock price of the manufacturer, which provides fuel cell systems for data centers, rose as much as 4.2% during Monday’s trading session.

In addition to initiating a position in AI energy, the disclosure documents indicate Pelosi also increased her holdings in the long-established chip manufacturer Intel.

Pelosi’s trading record on Wall Street has long outperformed the broader market, and her portfolio moves have been considered by some market participants as indicators. This position not only triggered a considerable copy trading effect in the retail market but also brought the issues of congressional stock trading transparency and market integrity back into the spotlight.

Betting on AI Infrastructure, Bloom Becomes a New Favorite

Disclosure documents show 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, with the transaction amount ranging between $1 million and $5 million. Based on the share price of $184.89 on that day, the cost was about $1.8 million. On the same day, he also purchased 100 call options with a strike price of $100, expiring in June 2027. Subsequently, on July 28, the account acquired another 5,000 shares at a cost of about $830,000 and additionally purchased another 100 call options worth between $1 million and $5 million.

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

This multi-million dollar bet is backed by Bloom Energy’s strong financial data. The company’s second-quarter total revenue reached $1.065 billion, up 165.5% year-on-year, setting a historic record. Operating profit for the quarter was $182.2 million, turning a profit. CEO KR Sridhar stated in the financial report that the company has now become the standard solution for on-site AI power supply, validated and recognized by all major hyperscale cloud providers.

Performance Underpins Investment Logic, Intel Holdings Also Increased

While buying into "AI energy", Pelosi did not overlook the AI computing side.

According to disclosures, on July 24 she increased her holding in Intel by 10,000 shares, valued 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 similarly support its current valuation. According to the company’s financial report, Intel’s Q2 revenue grew 25% year-on-year to $16.1 billion, with its Data Center and Artificial Intelligence (DCAI) business segment achieving an outstanding 59% growth, reaching $6.3 billion.

CEO Lip-Bu Tan emphasized on the earnings call that AI is driving unprecedented computing demand, while CFO Dave Zinsner said the company is sharply increasing investments in equipment, cleanroom space, and substrates. Even after a recent high-level pullback, Intel's year-to-date return still far exceeds the benchmark core stock index.

Trading Sparks Copycat Craze, Compliance Controversy Continues

Given that Pelosi’s previous trades have repeatedly outperformed core stock indices, her latest positioning quickly triggered significant resonance among retail investors.

According to TheStreet and Autopilot platform data, tools that track her financial disclosures have emerged in the market; for example, the “Pelosi Tracker” portfolio has now attracted over 20,000 copiers, with an estimated $44 million in assets involved.

Although Pelosi herself signed the relevant disclosure documents, her office emphasized in response to media requests for comment that the Speaker personally holds no shares and is neither aware of nor involved in the subsequent operations. According to the STOCK Act, federal officials must disclose stock transactions exceeding $1,000 within 45 days, or face fines. Pelosi has previously publicly supported a ban on congressional stock trading.

This phenomenon has once again sparked professional debate about market fairness.

Casey Burgat, director of the Legislative Affairs Program at the Graduate School of Political Management at George Washington University, pointed out that the current legislation still lacks execution transparency. Kedric Payne, director of Ethics at the non-profit Campaign Legal Center, warned that regardless of whether officials actually use non-public information, public speculation alone can spawn copycats. If market participants start blindly chasing lawmakers' trades rather than assessing the true value of stocks, this could potentially erode the integrity of the market.