Recent filings show that Representative Nancy Pelosi (D-CA), the most active big investor in the US Congress, is betting big on AI. Her latest deals include important new positions at Google parent company Alphabet. NASDAQ: GOOGLE and Amazon NASDAQ:AMZNrepositioning in NVIDIA NASDAQ: NVDAPalo Alto Networks’ third acquisition and unprecedented play in the healthcare space. All artificial intelligence companies that are leaders in their industries and are on track for rising stock prices in 2025.
Notable details include its use of leverage, including options, to generate profits. GOOGL, AMZN and NVIDIA positions include deep-in-the-money call options with expectations of significant stock price gains in 2025. Driving the deal are NVIDIA’s expectations for revenue and earnings growth, fueled by its expansion into new business verticals. and services and President Donald Trump.
President Trump rescinded 80 of President Biden’s executive orders to ease the regulatory process and stimulate economic activity. Among them is the repeal of Biden’s security-focused AI order starting in 2023, which has questionable impact on business.
The order simply states that artificial intelligence companies that pose a threat to national security must release test results to the government before the public. However, the intention is clear. Trump’s economic growth agenda includes technology and chipmakers, and NVIDIA is well positioned to benefit from it.
Nancy Pelosi acquires stake in Tempus AI
Tempus AI today
As of 4:00 pm ET
- 52 week range
- $22.89
▼
$79.49
- Target price
- $56.36
Ms. Pelosi also took a stake in Tempus AI. NASDAQ: TOPIC. Tempus AI is a high-tech diagnostics firm that provides services to various healthcare professionals. It also offers cloud-based services, including test score tracking and management, as well as proprietary data-driven analytics. Results from the first two months of operations include sequential growth, better-than-expected performance and reduced losses.
The outlook for the next few years is sustained, moderate double-digit revenue growth and improving financial health. Earnings are forecast for fiscal 2026, but the forecast may be too low.
AI services are expected to grow at a strong double-digit CAGR over the next five to ten years, with healthcare leading the way. The sector is expected to grow at a CAGR of nearly 40% due to increased availability and accuracy as technology advances.
The rise of the Internet of Things will also impact AI healthcare services as demand for remote monitoring increases. Patients who require a higher level of monitoring can remain at home while AI monitors their condition using IoT-connected devices.
Analyst trends on Temus AI are bullish and suggest Ms. Pelosi could reap significant profits. Trends include increased coverage, resilient sentiment and an increase in consensus price target, pointing to strong double-digit growth.
Twelve MarketBeat analysts rate the stock a Moderate Buy. They expect it to rise 25% from mid-June levels at the agreed target range and a further 50% at the top.
How much can Nancy Pelosi make from her new investment in NVIDIA?
NVIDIA stock forecast today
$164.63
Growth potential 11.75%Moderate purchase
Based on ratings from 43 analysts
| High forecast | $220.00 |
|---|---|
| Average forecast | $164.63 |
| Low forecast | $85.00 |
NVIDIA stock forecast details
To answer the question of how much Nancy Pelosi will be able to earn from her new investment in NVIDIA, it depends on the situation. Assuming she holds the position until expiration in January and nothing else changes, the stock would need to rise at least $15 for her to break even. Analysts forecast growth of $27 this year, according to consensus reported by MarketBeat, so the gains could be substantial. At par, moving to $165 could net her $20 or more per share across 50 contracts, which is about $100,000, or about 30%, depending on the size of the trade. The gains could be more significant depending on the timing and size of this step.
The positions of Google and Amazon could also earn Mrs. Pelosi a tidy sum. These stocks are projected to gain mid-single digits to mid-30%, and trends are positive. Analyst coverage is expanding while price targets are rising, creating a strong market tailwind reflected in institutional data. Institutions buy these shares on a quarterly basis.
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