🚨 Pelosi’s disclosed portfolio is heavily concentrated in AI.

Top reported holdings:

🥇 $NVDA — 20%
🥈 $AVGO — 15%
🥉 $GOOGL — 14%
$PANW — 9%
$VST — 8%
$AMZN — 8%
$TEM — 8%
$CRWD — 6%
$MSFT — 5%
$AAPL — 5%
$TSLA — 4%

The biggest theme?

AI infrastructure, cloud, cybersecurity, and power demand.

Not a recommendation — just watching where major portfolios are positioned. 📊#OpenAIReportedlyCompletesBelModelPretraining