Stocks related to Nancy Pelosi

The deep research logic is organized as follows: 

Okay, let's tackle this question about stocks related to Nancy Pelosi. The user is interested in understanding which stocks are connected to her, probably for investment insights. First, I need to go through the provided references to gather all relevant data.

Looking at the references, there are several mentions of Pelosi's stock trades. For instance, Reference 1 and 2 discuss her fundraising and net worth, which includes her stock holdings. Reference 3 specifically talks about her 2025 stock picks, highlighting Tempus AI (TEM) as the only profitable one. Reference 5 lists her trades in Nvidia (NVDA), Apple (AAPL), Alphabet (GOOGL), Vistra (VST), and others. Reference 22 also mentions her investments in AI-driven companies like Tempus AI and her use of call options on tech stocks.

References 6 and 25 provide queries related to stocks connected to Pelosi. Reference 6 lists stocks like AAPL, NVDA, GOOGL, VST, and others, which are part of her portfolio. Reference 25 includes a list of stocks in her portfolio, such as GOOGL, V, AXP, NFLX, etc. Reference 27 and 28 are queries about her renewable energy investments and political contributions affecting stock performance, but they returned no results, so those might not be relevant here.

Also, Reference 26 discusses Trump's tariffs affecting the renewable energy sector, which might impact stocks like Vistra (VST) if they're in that sector. Reference 4 mentions her heavy investments in tech stocks like Apple and Nvidia, which were hit by tariffs, leading to a drop in her net worth.

I need to compile all these stocks into a list, categorize them by sector, and explain why they're related to Pelosi. The user is interested in the NASDAQ Composite, so highlighting the tech and AI stocks would be relevant. Also, considering her recent trades and the impact of external factors like tariffs, her portfolio's performance can be analyzed.

Key points to include:
1. Tech/AI stocks: AAPL, NVDA, GOOGL, TEM, PANW, etc., as she frequently trades these.
2. Healthcare: Tempus AI (TEM) as her successful 2025 pick.
3. Financials: Visa (V), American Express (AXP) from her portfolio.
4. The impact of Trump's tariffs on her tech holdings, leading to financial losses.
5. Her use of options and leveraged trades, as mentioned in Reference 22 and 25.

I should structure the answer with clear headings, list the stocks by category, and provide insights into each. Also, include visualizations for the queries mentioned (References 6 and 25). Make sure to cite the references properly using [^Number] format. Highlight the user's interest in NASDAQ by focusing on the tech-heavy stocks and market sentiment around Pelosi's trading activity.

Need to check if all the stocks mentioned in the references are covered. For example, Tempus AI (TEM) is in References 3, 14, 15, and 16. Also, ensure that the visualization for Query 6 (AAPL, NVDA, GOOGL, VST) and Query 25 (healthcare policy stocks) are included as per the requirements. Since the user has a short to medium-term horizon, mention the volatility and potential risks associated with her trades, especially given the tariff impacts and market reactions to her disclosures.

Finally, conclude with a summary that ties her stock performance to broader market trends and political factors, aligning with the user's interest in NASDAQ and market sentiment.

**Stocks Related to Nancy Pelosi: A Comprehensive Analysis**
Nancy Pelosi, a politically influential figure with a history of profitable stock trades, has a portfolio dominated by tech, AI, and healthcare stocks. Below is a breakdown of key stocks tied to her trading activity, legislative agenda, and market impact, contextualized for investors with a focus on the **NASDAQ Composite Index** and short-to-medium-term horizons.

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### **1. Tech & AI-Driven Stocks**
Pelosi’s trades often align with emerging tech trends, particularly AI and renewable energy. Recent Q1 2025 disclosures highlight:
- **Apple (AAPL)**: Pelosi sold $25M worth of shares in December 2024, which fell 19.28% post-trade .
- **Nvidia (NVDA)**: She sold $5M in June 2022, which rose 578.64% , and added $500K in January 2025 .
- **Alphabet (GOOGL)**: Acquired via $150-strike call options in January 2025 .
- **Tempus AI (TEM)**: Her sole profitable 2025 trade (+34% since purchase) , benefiting from AI-driven healthcare advancements .

|code|Ticker|Name|market_code|
|---|---|---|---|
|NVDA|NVDA.O|Nvidia|185|
|GOOGL|GOOGL.O|Alphabet A|185|
|AAPL|AAPL.O|Apple|185|
|VST|VST.N|Vistra|169|

| Stock Code | Stock Name | Last Price | Last Change | Sector/Theme |
|------------|------------------|------------|-------------|----------------------------------|
| WDC | Western Digital | $35.62 | -0.86% | Apple Concept, Storage |
| GLW | Corning | $41.28 | -1.2% | Apple Concept, Bio-pharmaceutical|
| JBL | Jabil | $133.87 | -1.21% | Apple Concept, Tech Hardware |
| APH | Amphenol | $64.77 | -1.51% | Apple Concept, Tech Components |
| CRUS | Cirrus Logic | $85.52 | -1.64% | Apple Concept, Semiconductors |

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### **2. Healthcare & Policy Alignment**
Pelosi’s investment in **Tempus AI (TEM)** reflects her focus on AI-driven healthcare solutions. Tempus AI’s Q4 2024 revenue surged 35.8% YoY, and its Lens AI platform targets follicular lymphoma (a $4.65B market by 2030) . This aligns with Pelosi’s advocacy for precision medicine and digital health infrastructure.

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### **3. Financial & Consumer Stocks**
Pelosi’s portfolio also includes:
- **Visa (V)**: Part of her long-term holdings, benefiting from digital payment trends .
- **American Express (AXP)**: Exposure to consumer finance and travel .

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### **4. Market Impact & Risks**
- **Tariff Risks**: Pelosi’s tech holdings (e.g., AAPL, NVDA) face headwinds from Trump’s 10–49% tariffs on Chinese/Southeast Asian components, which disrupted supply chains and drove her net worth down $23M YTD 2025 .
- **Political Scrutiny**: Pelosi’s trading activity has sparked debates about ethical concerns and potential insider advantages .
- **Volatility**: Her trades often trigger short-term market reactions (e.g., TEM’s 183% surge post-disclosure ), but insiders later sold $4M in March 2025 .

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### **5. Legislative Agenda & Sectoral Links**
Pelosi’s 2025 agenda emphasizes renewable energy and healthcare. While direct legislative impacts on specific stocks are unclear , her alignment with AI and clean energy aligns with NASDAQ’s tech-heavy tilt.

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### **Conclusion**
Nancy Pelosi’s stock portfolio offers insights into **high-risk, high-reward opportunities** in tech, AI, and healthcare. Investors should monitor:
1. **Tech volatility** (AAPL, NVDA) amid tariff risks.
2. **AI-driven healthcare growth** (TEM).
3. **Political developments** (e.g., congressional stock-trading bans ).

For NASDAQ-focused investors, Pelosi’s trades highlight **leverage points in AI and healthcare** but require careful timing to mitigate tariff-driven risks. Her portfolio’s performance underscores the interplay between political dynamics and market sentiment.

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**Key Takeaway**: Pelosi’s trades are a mix of **opportunistic bets** (e.g., TEM) and **long-term tech exposure** (e.g., AAPL, NVDA), with significant volatility tied to macroeconomic and policy shifts. Investors should balance her track record with current market headwinds.