{"id":9477,"date":"2026-06-27T18:25:43","date_gmt":"2026-06-27T18:25:43","guid":{"rendered":"https:\/\/www.fintechpulse8.com\/?p=9477"},"modified":"2026-06-27T18:25:43","modified_gmt":"2026-06-27T18:25:43","slug":"nancy-pelosi-places-big-bets-on-two-surging-tech-stocks","status":"publish","type":"post","link":"https:\/\/www.fintechpulse8.com\/?p=9477","title":{"rendered":"Nancy Pelosi places big bets on two surging tech stocks"},"content":{"rendered":"
<\/p>\n
Few congressional portfolios attract as much scrutiny as Nancy Pelosi’s.\u00a0<\/p>\n
Her husband, Paul Pelosi, who executes the family’s trades, has previously disclosed bets on Microsoft and Alphabet that outpaced the S&P 500.\u00a0<\/p>\n
His latest moves may draw even more attention.\u00a0<\/p>\n
Investing.com reports that Pelosi purchased call options on both Intel (INTC) and Uber (UBER) on May 29, 2026, with a combined disclosed value of up to $6 million<\/strong>.<\/p>\n
What the stock act filing shows<\/h2>\n
The Stop Trading on Congressional Knowledge (STOCK) Act requires members of Congress to disclose financial transactions within 45 days.\u00a0<\/p>\n
Pelosi’s filing, signed June 23, came 25 days after the May 29 transaction date.\u00a0<\/p>\n
According to a TradingView article, both are classified as new purchases, not amendments to prior holdings.<\/p>\n
The two positions are structured identically:<\/p>\n
\n
Intel (INTC)<\/strong>: 200 call contracts, $50 strike, disclosed value of $1 million to $5 million, expiring March 19, 2027.<\/li>\n
Uber (UBER)<\/strong>: 200 call contracts, $50 strike, disclosed value of $500,001 to $1 million, expiring March 19, 2027.<\/li>\n<\/ul>\n\n
A new disclosure reveals Pelosi is betting on Intel and Uber gains through early 2027, using call options that expire in March of that year.<\/p>\n
Each contract covers 100 shares<\/strong>, giving exposure to 20,000 shares per stock at a fixed price of $50<\/strong>.\u00a0<\/p>\n
If either stock drops below $50 before March 2027, losses are strictly limited to the premium paid.\u00a0<\/p>\n
If both remain above $50, the options track the shares directly without the huge upfront cost of buying the stock.<\/p>\n
It is a capital-efficient way to take a large, high-conviction bet.\u00a0<\/p>\n
The trader pays a smaller premium to control a larger number of shares, amplifying the gain if the stock climbs and capping the loss at that premium if it doesn’t.<\/p>\n
Intel hits 26-year high on policy and growth\u00a0<\/h2>\n
According to Yahoo Finance, Intel stock has skyrocketed over 260% this year and roughly 500% over the past 12 months<\/strong>.<\/p>\n
TheStreet detailed Intel’s 26-year stock record in 2026.\u00a0<\/p>\n
This massive run was driven by a first-quarter earnings blowout, a manufacturing deal with Apple, and Elon Musk’s Austin Terafab’s decision to choose Intel’s advanced chips.<\/p>\n
Related: Uber cuts jobs while chasing major new markets<\/strong><\/p>\n
The U.S. government holds approximately a 10% stake in Intel<\/strong>, and the Trump administration’s push for domestic chip manufacturing gives it a policy advantage over competitors.\u00a0<\/p>\n
Bank of America double-upgraded Intel from Underperform to Buy on June 11.\u00a0<\/p>\n
On June 23, they raised their price target from $135 to $160, pointing to a 2030 server CPU market projected to top $2.7 trillion<\/strong>.<\/p>\n
With Intel near $134 at disclosure and the strike at $50, the position carries approximately $84 of in-the-money value per share<\/strong>.<\/p>\n
Uber: the chart doesn’t tell the full story\u00a0<\/h2>\n
Despite Uber’s stock dropping 10% this year and 19% over the past 12 months, according to the company’s stock data page on Yahoo Finance, its financials are strong.<\/p>\n
In the first quarter of 2026, Uber delivered an earnings blowout with EPS surging 44% year-over-year to $0.72<\/strong> while its Uber One loyalty membership topped 50 million users.<\/p>\n
Wall Street analysts expect this momentum to continue, projecting that Uber’s annual earnings will more than double <\/strong>from $3.30 in 2026 to $6.87 by 2030<\/strong>.<\/p>\n
More Tech Stocks<\/strong>:<\/p>\n
\n
Cathie Wood buys $9.6 million of megacap tech stock<\/strong><\/li>\n
Bank of America resets Marvell stock price target<\/strong><\/li>\n
Biotech stock sends Wall Street a surprising signal<\/strong><\/li>\n<\/ul>\n
High-profile backing supports this bullish outlook; Bill Ackman’s Pershing Square Capital Management holds Uber as one of its top three positions.<\/p>\n
For the Pelosi trade, with Uber trading around $74 at disclosure, the contracts already secure a highly lucrative $24 of in-the-money value per share above their $50 strike price<\/strong>.<\/p>\n
Uber vs. Intel vs. S&P 500: a performance comparison\u00a0<\/h2>\n
The stark difference between these two trades highlights a calculated strategy:<\/p>\n
\n
Intel (INTC)<\/strong>: up more than 260% year-to-date, outpacing the S&P 500 by more than 250 percentage points.<\/li>\n
Uber (UBER)<\/strong>: down roughly 10% year-to-date, trailing the market by nearly 18 percentage points.<\/li>\n
S&P 500<\/strong>: up approximately 8% year-to-date.\u00a0<\/li>\n<\/ul>\n
Pelosi is placing nearly identical structural bets on two stocks sitting at opposite ends of the performance spectrum.<\/p>\n
In plain terms, her strategy is to win two different ways with the same bullish call.\u00a0<\/p>\n
The Intel bet backs a stock that is already winning and wagers that the run will continue. While the Uber play does the opposite, betting that a beaten-down stock is going to recover.\u00a0<\/p>\n
This shows that Pelosi sees Uber as undervalued while some other traders avoid it.<\/p>\n
What still needs to hold<\/h2>\n
For Intel, the CFO’s message at a Bank of America technology conference in June made clear that demand is not the constraint. Supply is.\u00a0<\/p>\n
The 18A manufacturing node ramp and the Apple chip production schedule are key milestones to track through the rest of 2026.<\/p>\n
For Uber, the CEO has positioned autonomous vehicle partnerships as the next phase of growth, with more than 30 AV operators now on the platform.\u00a0<\/p>\n
The key test is whether those partnerships convert into measurable bookings growth before March 2027.<\/p>\n
Both contracts have nine months to run<\/strong>. These are not short-term calls. They are position bets on two companies that are expected to hold well above $50.<\/p>\n
The takeaway\u00a0<\/h2>\n
The Pelosi disclosures do not tell investors what to buy. They show where a closely watched portfolio is placing serious capital across two very different risk profiles.\u00a0<\/p>\n
Intel is the larger, safer bet because its current stock price is already sitting far above the locked-in $50 purchase price.\u00a0<\/p>\n
It is also backed heavily by booming AI chip demand and a government push for domestic manufacturing.<\/p>\n
Uber is a different kind of bet.\u00a0<\/p>\n
Its business is fundamentally healthy, but the stock market has not yet rewarded the company with a higher share price.\u00a0<\/p>\n
Watch Intel’s second-quarter earnings and Uber’s autonomous vehicle booking numbers as the clearest near-term indicators on whether these calls stay well above their strike.<\/p>\n
Related: Intel\u2019s stock split history (& prospects) explained<\/strong><\/p>\n
Few congressional portfolios attract as much scrutiny as Nancy Pelosi’s.\u00a0 Her husband, Paul Pelosi, who executes the family’s trades, has previously disclosed bets on Microsoft and Alphabet that outpaced the… <\/p>\n","protected":false},"author":1,"featured_media":9478,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[246],"tags":[4076,237,7687,11469,11470,221,2287,602],"class_list":["post-9477","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-popular","tag-bets","tag-big","tag-nancy","tag-pelosi","tag-places","tag-stocks","tag-surging","tag-tech"],"_links":{"self":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts\/9477","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9477"}],"version-history":[{"count":0,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts\/9477\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/media\/9478"}],"wp:attachment":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9477"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9477"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9477"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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