Barcode
12-20 07:27
I find this timing interesting. Nancy Pelosi retires at the end of this year and her disclosed portfolio is up 224% since early 2023. This is the final reported weighting as she exits public office, and it’s a reminder of how consistently she’s been positioned in the right parts of the market.
Final top holdings into retirement ~
$Alphabet(GOOGL)$ $Palo Alto Networks(PANW)$ $Amazon.com(AMZN)$ $Schwab Short-Term U.S. Treasury ETF(SCHO)$ $Broadcom(AVGO)$
That mix says AI infrastructure, cloud, security, and durable cash flow. You don’t land on those weights by accident.
🚀🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
@Barcode：🚀🧠📈 $NVDA Into Year-End, Calm Vol, OPEX Distortions and the $2T AI Reckoning 📈🧠🚀
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Comments

  • NOMS
    12-20 17:26
    NOMS
    Absolutely corrupted and ballsy.
  • Cool Cat Winston
    04:52
    Cool Cat Winston
    The returns look unreal, but the controversy is the point too. Even if it’s all disclosed and technically compliant, perception risk is massive.$Alphabet(GOOGL)$ and $Broadcom(AVGO)$ are still the cleanest read on where flows have lived.
  • Tui Jude
    04:43
    Tui Jude
    This is the uncomfortable truth. The basket is basically “institutional AI core,” but the optics around lawmakers trading are why bans keep resurfacing. The $Palo Alto Networks(PANW)$ weight fits the security regime shift you’re talking about, code to cloud is now table stakes.
  • Hen Solo
    04:40
    Hen Solo
    I like your framing, study the positioning, ignore the noise. Still, the repeated accusations are a reminder that legality and legitimacy aren’t the same thing in markets. $Amazon.com(AMZN)$ sits right where cash flow durability meets AI capex exposure.
  • PetS
    03:32
    PetS
    It’s hard to argue with the mix, but I also understand why people call it “informational edge.” Disclosures exist, yet timing always gets questioned, which is why the STOCK Act and tougher bans keep coming back. $CrowdStrike Holdings, Inc.(CRWD)$ fits the same security moat logic.
  • Brando741319
    00:58
    Brando741319
    Good
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