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.

The contrast between these two trades is striking. On one hand, a retreat from passive global exposure; on the other, a high-conviction bet on a single AI-driven stock. This pivot may not just reflect financial strategy; it could signal Pelosi’s evolving view on where real growth lies in today’s market.

This isn’t Pelosi’s first rodeo in the options market, either. Over the years, she and her husband, Paul Pelosi, have developed a reputation for aggressive and well-timed trades in high-growth tech names, from NVIDIA Corp (NVDA:US) to Microsoft. The pattern has sparked widespread attention, both admiration and scrutiny, fueling debate over whether lawmakers should be permitted to trade individual stocks at all.

Still, the numbers speak for themselves. With AI transforming nearly every corner of the economy, Pelosi’s latest move suggests she isn’t watching from the sidelines. She’s on the field and calling her own plays.