Pelosi picked up $BE Bloom Energy and $INTC Intel between July 24-28.
$BE position: 15K shares + 100 calls at $100 strike (June 2027 expiry)
$INTC position: 10K shares + 50 calls at $50 strike (June 2027 expiry)
Both bets are structured with shares plus long-dated calls — classic conviction plays on multi-year upside. $BE is a fuel-cell/hydrogen infrastructure name tied to data center power demand and energy transition buildout. $INTC is the domestic chip fab story: if the CHIPS Act subsidies land and foundry turnaround happens, those 2027 calls print.
Interesting timing on $INTC — this was right as the stock was trading in the low 30s, well below the $50 strike. That's a bet on a full rerating by mid-decade. $BE has been volatile but benefits from AI power infrastructure tailwinds.
Worth watching how these trades age against the broader semiconductor cycle and data center capex trends.
$BE position: 15K shares + 100 calls at $100 strike (June 2027 expiry)
$INTC position: 10K shares + 50 calls at $50 strike (June 2027 expiry)
Both bets are structured with shares plus long-dated calls — classic conviction plays on multi-year upside. $BE is a fuel-cell/hydrogen infrastructure name tied to data center power demand and energy transition buildout. $INTC is the domestic chip fab story: if the CHIPS Act subsidies land and foundry turnaround happens, those 2027 calls print.
Interesting timing on $INTC — this was right as the stock was trading in the low 30s, well below the $50 strike. That's a bet on a full rerating by mid-decade. $BE has been volatile but benefits from AI power infrastructure tailwinds.
Worth watching how these trades age against the broader semiconductor cycle and data center capex trends.
