"The Stock God of Capitol Hill" strikes again: sells Apple and Nvidia, buys call options for Google and Amazon, and a mysterious AI medical stock

Ahead of Trump's inauguration, Pelosi made significant trades in U.S. tech giant stocks, selling Apple and Nvidia, buying Google and Amazon, and increasing her stake in a mysterious AI healthcare stock.

Known as the "Stock God of Capitol Hill," former U.S. House Speaker Nancy Pelosi has recently made moves again. According to the latest disclosed trading records of congressional members, Pelosi conducted multiple options trades on several major tech stocks between mid-December last year and mid-January this year, including Apple, Nvidia, Amazon, and Google's parent company Alphabet, attracting widespread attention from the market.

Specifically, the documents show:

• Buying call options for Google and Amazon: On January 14, 2025, she purchased 50 call options for Alphabet Class A shares and Amazon shares, both with a strike price of $150 and an expiration date of January 16, 2026. The value of these two purchases ranged between $250,000 and $500,000. According to InvestingPro, Alphabet Class A shares are trading close to their 52-week high of $201.42, and the stock appears slightly overvalued at current levels.
• Exercising Palo Alto call options and buying Vistra Energy call options: Pelosi exercised 140 call options for Palo Alto Networks (PANW.O), valued between $1 million and $5 million. She also purchased 50 call options for Vistra Energy Corp (VST.N) with a strike price of $50, valued between $500,000 and $1 million.
• Selling Apple: On the last trading day of 2024, she sold 31,600 shares of Apple Inc. common stock, with a transaction amount between $5 million and $25 million, making it her largest trade in the past month.
• Selling Nvidia, exercising call options, and then buying some call options: Pelosi also sold 10,000 shares of Nvidia Inc. common stock, with an amount between $1 million and $5 million. Additionally, she exercised 500 call options for Nvidia, valued between $500,000 and $1 million, and purchased 50 call options for Nvidia with a strike price of $80 and an expiration date of January 16, 2026, valued between $250,000 and $500,000.
• Buying Tempus AI call options: Pelosi bought 50 call options for Tempus AI Inc (TEM.O) with a strike price of $20 and an expiration date of January 16, 2026, with a purchase value between $50,000 and $100,000.

For a long time, American politicians led by Pelosi have profited from insider trading in the stock market, reaping policy dividends, and have been mocked by investors as the "Stock God of Capitol Hill." Analysis indicates that Pelosi's timing is also quite prescient. Although NVIDIA's stock price has risen by 2.5% since her trade, Apple's stock price has already fallen by over 8%. Since the beginning of this year, the stock price of power supplier Vistra has been on the rise, having become the second-largest nuclear power supplier in the U.S. after acquiring Energy Harbor last year.

Among Pelosi's numerous trades, a relatively small investment has triggered a huge market reaction.

Pelosi bought call options on AI healthcare stock Tempus, which went public last June at a price of $37 per share, surged to nearly $80 before significantly dropping. Since Pelosi's purchase, Tempus's stock price soared over 18% within 24 hours of the news disclosure, and the company's popularity has continued to rise, with discussions about the stock on the trading social media platform Stocktwits sharply increasing.

What is Tempus AI?

Tempus AI Inc. was established in 2015 and focuses on applying artificial intelligence technology in the field of precision medicine, using data and AI to enhance cancer treatment and improve patient outcomes.

Since its initial public offering in June 2024, Tempus AI's stock price has been volatile, reaching nearly $80 per share in November before significantly dropping, with its market value shrinking by more than half. Currently, its trading price is about 12% lower than the issue price. "Woodstock" Cathie Wood bought 30,000 shares before the October earnings report and has continued to buy since then.

In terms of performance, the company reported fourth-quarter revenue of $200 million, with full-year revenue of approximately $693 million, and the adjusted EBITDA for the fourth quarter is expected to improve from the loss level in the third quarter. Concerns about the decline in revenue from its contract research organization continue to overshadow the stock's performance, as a major investor recently sold $33.1 million worth of shares.

The company announced the acquisition of Ambry Genetics last year, which greatly boosted its stock price. Ambry Genetics is a leader in hereditary cancer screening and is Tempus's main reference laboratory, with the acquisition set to be completed on February 1.

Overall, Tempus's innovative potential in the healthcare sector is highly regarded, as the company focuses on AI-driven healthcare solutions in a rapidly growing market. Investors and market analysts predict that if Tempus AI successfully navigates its current challenges and fully leverages its technological expertise, the company will achieve sustained growth.

Market trends indicate a growing demand for precision medicine, especially as healthcare increasingly shifts towards data-driven personalized treatment plans. The global healthcare technology AI market is expected to be around $20 billion, with Tempus holding approximately 3.5% of the market share. In addition, gaining support from influential investors such as Pelosi has increased market confidence in the company's prospects. However, recent stock price fluctuations may suggest potential challenges within the company, particularly regarding contract research service revenue